Hyon Kim is a CFP® professional with 19 years of industry experience. He is currently with &PARTNERS and has previously worked at Fisette & Kim Financial Services, Raymond James Financial Services, key Investment Services, and Embark Financial Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies, utilizing both proprietary and third-party models, and operates under dual registration as a registered investment adviser and broker-dealer.

Jason Casey is a Series 66-licensed financial advisor with 15 years of industry experience. He has held positions at Empower Advisory Group since 2025 and previously worked at TIAA and related entities for eight years. Outside of his advisory role, he owns HOWSEY LLC, an LLC managing a short-term rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, leveraging integrated platforms tied to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and serves a large client base with a higher client-to-advisor ratio than many peers.

Danny Kim is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank Association, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Co, and Equitable Advisors. He has also been involved with the Oregon SDA Conference for over two decades. Outside of advisory work, Kim is appointed with outside carriers to broker non-registered insurance products. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap fee programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates to provide a multi-provider model and specialized financial services.

Bryan Mazza is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked with Mazza Financial Group, Inc. and Cetera Advisors LLC during his career. Mazza also serves as a financial and healthcare durable power of attorney for his family members. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs model-driven strategies combining active and passive investments and provides portfolio management through various platforms and programs.

Cyhthia Hoang is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked in roles including tax preparation and managing a family-owned restaurant. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs, accommodating discretionary and non-discretionary investment approaches.

Mark Niemi is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 43 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Advisors, Inc., and has been involved with his own firm, Niemi Investments, since 1987. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of programs and investment approaches, combining fundamental and technical analysis with tactical trading and access to alternative investments.

Jennifer Mc Curdy is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank since 1995. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm employs a multi-provider model for discretionary implementation and emphasizes wrap-fee programs, integrating services with KeyCorp affiliates.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and previously worked at Shelgren Financial Group, Inc. from 2004 to 2009. Outside of advising, he maintains an ownership interest in an LLC used for tax purposes. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and access to third-party managers.

Lisagrace Alsbury is a financial advisor at Lincoln Investment with nine years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment since 2016. Alsbury also provides occasional payroll tax filing assistance as a self-employed contractor. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

Ariel Romero is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, relying on Charles Schwab & Co.'s asset-allocation models and internal research tools to tailor recommendations based on each client’s goals and risk tolerance.

Deena Bortscheller is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Pin Wen Wang is a financial advisor with Transamerica Financial Advisors in Bellevue, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work history includes roles at World System Builders, Wfgia, and Philips Healthcare. Wang is also a commissioned notary public in Washington. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Steven Schwartz is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Outside of his advisory role, he serves as president of a financial life advisory firm used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services including financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Juan Aguilar is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with multiple firms, including The Miliare Group and Prime Corporate Services, LLCs. Outside of his advisory role, Aguilar is involved in various ventures such as serving as Chief Strategy Officer for MemoryLanePark LLC, focusing on fashion, and providing estate planning support through inheritguard, LLC. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios and provides discretionary and non-discretionary program options.

Lawrence Steele is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Valic Financial Advisors since 2010 and is also associated with AGIA, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Vikram Kirikera is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Netlaw Inc, Seattle Financial Hub LLC, and Seattle Financial Center, and is involved with the National Association of Registered Social Security Analysts, where he educates clients on Social Security payments. He also assists clients with online estate planning tools through Netlaw Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Stephen Cooke is a financial advisor with Ameritas Advisory Services, LLC in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has held roles at Ameritas and MassMutual-affiliated firms and owns Highlands Insurance & Retirement Solutions, LLC, where he serves as President. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management, financial planning, and retirement plan advisory services, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary platforms.

George Hook III is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Arbor Point Advisors and KMS Financial Services, and has operated his own financial services business since 2002. Outside of advisory roles, he owns an insurance agency offering long-term care, term life, health, and property and casualty insurance. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple strategies and platform integrations to deliver and monitor client portfolios.

David Carson is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has ownership of 280TaxBreak.com, a software business serving tax preparers and professionals. His prior work includes roles at World Financial Group and Veterans Evaluation Services. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Aubrey Wilkinson IV is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds the Series 66 designation and previously operated Wilkinson Financial Group, LLC as a sole proprietor. His background includes various roles in finance and hospitality prior to joining Valic Financial Advisors. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides optional tax-aware and impact/ESG overlay services.