Matthew Fox is a financial advisor with \u0026PARTNERS in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Bank of America N.A. and Merrill. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing both proprietary and third-party strategies through discretionary and non-discretionary platforms.

Jordan Pankratz is a financial advisor with Key Investment Services LLC in Redmond, WA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America, Merrill, Frost Bank, and work in collegiate athletics and student accounts administration at Texas A&M Commerce and the University of Texas Arlington. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Xiaoyuan Shang is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, Shang held roles at Iron Pillar Fund, Barclays Private Bank, and has experience in academia at Columbia Business School and the London School of Economics and Political Science. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and manages a broad range of investment products and advisory services.

Jesse Bond is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been involved with Eagle Strategies since 2006 and operates Bond Financial, PLLC, which provides insurance brokering services. Outside of his advisory work, Bond serves on the board of Transforming Age and volunteers with Full Life Care, as well as coaching girls' basketball at Lakeside Middle School. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice primarily through non-discretionary accounts and maintains a broad network of affiliated advisers within the New York Life affiliate structure.

Juergen Schatzer is a financial advisor with Principal Financial Services in Shoreline, WA, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and spent fourteen years at Western Safety Products Inc. Schatzer serves on the boards of the Edmonds Chamber of Commerce Foundation, the Seattle Area German American School, and the Austria Club of Washington. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, typically implementing investments on a discretionary basis through these managers.

Mary Louise Nisperos Wittkopf is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and less than one year of industry experience. Her prior work includes roles at Nalu Medical, Bontierra LLC, Golub Capital, Kovitz Investment Group, and a teaching position at DePaul University. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients, applying a fiduciary standard and a combination of qualitative and quantitative investment analysis.

Samuel Maxwell III is a financial advisor at Focus Partners Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bordeaux Wealth Advisors, Executive Wealth Group, LLC, and Morgan Stanley Smith Barney. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.

Derek Parsons is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has been associated with Moore Wealth Management and Parsons since 2014 and is currently affiliated with Triad Hybrid Solutions. Outside of advising, he operates as an independent insurance agent focusing on life products. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms for portfolio management.

Liqin Song is a financial advisor at Key Investment Services LLC with four years of industry experience. Liqin holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Cathay Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction and model selection, providing recommendations and ongoing monitoring while facilitating access to third-party discretionary managers and offering periodic rebalancing, reporting, and oversight.

Janine Ruland is a financial advisor with Eagle Strategies (NY Life) in Mill Creek, WA, holding a Series 63 designation and over 21 years of industry experience. She has been affiliated with New York Life Insurance and its related entities since 2005 and led Ruland Financial Strategies in 2019. Outside of her advisory role, she serves as vice-president on the board of The Pointe Home Owners Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and relationships with a wide range of institutional sponsors.

Vernon Klassen is a CFP® and ChFC® with 36 years of industry experience, currently serving with Valic Financial Advisors since 2010 and Agia since 2022. He holds Series 63 and Series 65 licenses and works in Lynnwood, WA. Klassen also acts as an agent for group and individual health insurance plans, including Medicare coverage. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jake O'Banion is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Company, C1 Wealth Management, and Country Insurance & Financial Services. He is also the owner of Jake O'Banion Insurance & Financial Services LLC. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple investment platforms and third-party managers.

Millisa Newberg is a Series 65 licensed financial advisor with two years of industry experience, currently practicing at Corient in Seattle, WA. Her prior roles include positions at Columbia Pacific Wealth Management and Columbia State Bank. Outside of finance, she is involved with Rein Fire Ranch, a wedding venue, where she works as a mule handler. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates both in-house and third-party strategies, alongside risk management tools and alternative investment options.

Carrie Beede is a CFP® with eight years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. in Kirkland, WA. Her prior roles include positions at Miller Advisors and The Prudential Insurance Company of America. Outside of her advisory work, she occasionally serves as a substitute organist for St. John's Episcopal Church in Snohomish, WA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios composed of low-cost ETFs, index funds, separate account managers, and private funds.

Sean Baratt is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes six years at Edward Jones and roles at KeyBank and Robert Half prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client choice in investment model selection while providing recommendations and monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Gregory Camperos is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. He previously worked at Bordeaux Wealth Advisors over multiple periods totaling six years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering investment management, financial counseling, and a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Unifia Choi is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors and Cornerstone General Contractors. Outside of finance, she has experience with the YMCA of Greater Seattle and educational roles at Leota Middle School and the University of Washington. Focus Partners Wealth serves a wide range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers diverse services such as investment management, financial counseling, and family office services.

John De Carvalho is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. Prior to joining Integrated, he worked at Private Asset Management, Clear Coast Partners, Parcion Private Wealth, Perkins Coie LLP, and Moss Adams Wealth Advisors LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Jack Schneider is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation. He has previously worked at Edward Jones, Mountain Pacific Bank, and Keller Williams, among other firms. Schneider is based in Redmond, WA and has over four years of experience in financial services. Beacon Pointe Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, consulting, financial planning, and outsourced chief investment officer services. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Glen Kim is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at New York Life Insurance Company, NYlife Securities LLC, and Pacific Reliance Insurance. Outside of advisory services, he has been involved in selling property and casualty insurance and is an officer of an insurance agency used for tax reporting purposes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios delivered through various platforms.