David Vanhollebeke is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with American Independent Securities Group since 2007 and also operates Van Hollebeke Insurance as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach with both discretionary and non-discretionary account management, and offers access to multiple custodial and advisory platforms.

William Basinski is a financial advisor at Harbour Investments, Inc. in Edmonds, WA, holding a Series 65 designation. He has one year of industry experience and previously worked in a variety of roles across different sectors, including at Nordstrom and the University of Washington. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches that are tailored by individual advisors and approved third-party managers.

Paul Ferguson is a financial advisor with American Independent Securities Group, LLC in Edmonds, WA. He holds the ChFC® designation and securities licenses Series 63 and 65, and has 32 years of industry experience. Prior to joining American Independent Securities Group in 2007, he worked at Equitable Advisors and Mony Securities Corporation. Outside his advisory role, he is involved in health and dental insurance sales and owns a marketing business focused on lifestyle magazine advertising. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Morgan Brown is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, Brown is the owner and operator of Tap Line Cleaners, a business that cleans and maintains beer tap lines in restaurants and bars. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial and pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a diverse investment approach with continuous account supervision and portfolio reviews.

Terrance Oneil is a financial advisor at Clear Creek Financial Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Financial Advocates Investment Management, Morgan Stanley, and Citigroup Global Markets. He has been with Clear Creek Financial Management since 2015, currently serving in a multi-team environment. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, with continuous account supervision and quarterly portfolio reviews.

Jaeger Skifstad is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Green Jay Financial Advisors and managed the 19th Hole Bar & Grill. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering comprehensive asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis across a diverse range of investment strategies and maintains a quantitative consulting division that supports both internal and external clients.

Stephen Coupe is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Clear Creek since 2018 and previously spent nine years with First Allied Securities, Inc. and related entities. Outside of advising, he owns Coupe Insurance & Financial Corp. and is involved in several real estate partnerships. Clear Creek Financial Management serves individuals, retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis across a variety of asset classes and strategies, with continuous account supervision and periodic portfolio reviews.

Gerald Kleber Jr. is an investment advisor with The AmeriFlex Group, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He is also the owner of Summit Financial & Insurance Services, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians.

Carmen Iamandii is a financial advisor at Corient with nine years of industry experience and holds a Series 66 designation. Prior to joining Corient, she worked at Columbia Pacific Wealth Management and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Aaron Yoon is a CFP® and ChFC® with 17 years of industry experience, currently advising at \u0026Partners since 2025. Prior to joining \u0026Partners, he spent 16 years with Edward Jones. Outside of his advisory role, he is involved in managing real estate through his ownership and coordination duties at two real estate LLCs. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative strategies, with portfolio management supported by both in-house advisors and third-party managers.

Jason Lee is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at TIAA-CREF in Seattle, WA. His career includes over a decade with TIAA and TIAA-CREF combined. Outside of his advisory role, he manages rental property income from a unit in his home. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and includes customized and model-based investment strategies.

John Delafield is a CFP® professional with two years of industry experience, currently advising at Beacon Pointe Advisors, LLC in Seattle, WA. He has held roles at Beacon Pointe Advisors since 2023 and has prior work experience at Colorado College and Lakeside High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse clientele, including high-net-worth individuals, corporations, pension plans, and other institutional investors. The firm integrates active and passive strategies across public and private asset classes, utilizing a combination of proprietary asset-allocation models and third-party independent managers.

Jeffrey Moseley is a financial advisor with Beacon Pointe Advisors, LLC in Seattle, WA. He holds the CFA® designation and Series 63 license and has industry experience beginning in 2026. Prior to joining Beacon Pointe Advisors, he worked at BNY Mellon, NA from 2017 to 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Ryan Burklo is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, with a work history spanning roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he co-hosts two podcasts, "Beer and Money" and "Holistic Finance," and serves as a junior varsity basketball coach. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Cherylee Chapman is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Securian Advisors Northwest and Minnesota Life Insurance Co. In addition to advisory services, she spends a small portion of her time on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser support platform with various managed-account programs, third-party asset manager access, and custody services.

Rachel Carmony is a Series 66-licensed financial advisor with TIAA-CREF, based in Seattle, WA. She has been with TIAA-CREF since 2023 and has a total of nine years of experience in the financial industry, including prior roles at Hallie Spies and Debra Glazer. Outside of her advisory work, she owns a two-unit residential property, residing in one unit and renting the other. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated group that employs affiliated funds.

Brett Skogstad is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Capstone Wealth Advisors and Lincoln Financial Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Jeffrey Huston is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2004. Based in Seattle, WA, Huston's career has been focused at TIAA-CREF throughout this time. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Kylee Nemeth is a CFP® and holds a Series 66 license with two years of industry experience. She is affiliated with Commonwealth Financial Network and has previously worked at Olympic NW Advisors, Kitsap Bank, and 1st Choice Savings and Credit Union. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options, while providing back-office services such as trading, reporting, and custody.

Tyler Walters is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Network and managing his own firm, Walters Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence and a comprehensive supervisory framework.