Yali Sheneman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at firms including HSBC Securities (USA) Inc, Cetera Investment Advisers LLC, East West Bank, and Cathay Bank. She also serves as a Bank Officer for HSBC Bank (USA) N.A., selling bank-related products alongside her advisory role. Transamerica Financial Advisors serves a broad client base including individual investors, high-net-worth clients, and institutional accounts, offering a range of advisory and broker-dealer services with proprietary and third-party model portfolios.

Judith Wildes is a financial advisor at Valic Financial Advisors with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Valic Financial Advisors since 2000. In addition to her advisory role, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Cole Mattson is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors and KeyBank NA. Outside of finance, he has experience working in retail and service roles including at Panowicz Jewelers and Indian Summer Golf and Country Club. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed investment strategies with ongoing monitoring and third-party product due diligence.

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 in Maple Valley, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Co, and Equitable Advisors. Outside of his advisory work, Kim is appointed with outside carriers for brokering non-registered insurance products. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence while facilitating access to third-party discretionary managers and overseeing account supervision.

Bryan Mazza is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has served at Mazza Financial Group, Inc. since 1998 and was previously with Cetera Advisors LLC from 2013 to 2022. Mazza also acts as a financial and healthcare durable power of attorney for family members. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in assets.

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 at Osaic Advisory Services, LLC with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors and Securities America Advisors. Niemi has also owned Niemi Investments since 1987. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Jennifer Mc Curdy is a financial advisor at Key Investment Services LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Mc Curdy previously worked at Key Bank from 1995 to 2021. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides due diligence, monitoring, and supervisory oversight across its investment offerings.

Robert Selk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Securian Advisors Northwest, Minnesota Life Insurance Co., and Signator Investors, Inc. Outside of advising, he owns and operates a tax preparation and consulting business and works as a licensed real estate agent in Bellevue, WA. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and offers a broad platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services. The firm supports advisors in portfolio implementation through both internal model portfolios and external platforms, covering a wide range of investment options.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and concurrently affiliated with Shelgren Financial Group, Inc. since 2004. Outside of advisory work, he operates an LLC for tax purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services that include both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party strategies overseen by their Investment Management & Research team.

Lisagrace Alsbury is a financial advisor at Lincoln Investment with nine years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment since 2016. Outside of her advisory role, she provides payroll tax filing assistance as a self-employed contractor. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Ariel Romero is a financial advisor with Schwab Wealth Advisory who holds a Series 66 designation and has six years of industry experience. He previously worked for 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 within the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not directly charge clients fees, distinguishing its business model from many other enterprise wealth managers.

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 holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Transamerica Financial Advisors in 2024, Wang has worked with several firms including World System Builders, 4DMT, and Wfgia. Wang is also a certified notary public in Washington. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through a combination of proprietary model portfolios and third-party money managers, offering discretionary and non-discretionary program 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 credentials and eight years of industry experience. His work history includes roles at The Miliare Group and Prime Corporate Services, LLCs, among others. Outside of advising, he is involved as Chief Strategy Officer at MemoryLanePark LLC, a fashion-related business, and provides estate planning support through Inheritguard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models. The firm manages over $2 billion in assets across discretionary and non-discretionary accounts and operates as both a registered investment adviser and broker-dealer.

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.