Jennifer Mc Kasson is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has nine years of industry experience. She previously worked at Horace Mann Companies and Horace Mann Investors, Inc. She is also involved with the Girl Scouts of Western Washington as a troop leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs and third-party advisory solutions.

Georgette Duleba is a financial advisor at D.A. Davidson & Co. in Everett, WA, with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments, Inc. from 2015 to 2019. She is also a beneficiary of a family trust in Arlington, WA, where she manages property inside the trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers fiduciary-standard advisory services that incorporate both qualitative and quantitative analyses, along with specialized programs for high-net-worth clients.

Grant Hartvigson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Rainier Financial Group, Inc., and LPL Financial, LLC. Outside of his advisory work, he is a board member of an online apparel retailer and serves as a managing partner in a real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-focused investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and acts as an operating general partner for multiple private funds.

Alexander Collins is a Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2014. Collins serves as President Elect of the National Association of Insurance and Financial Advisors (NAIFA) and is actively involved in local community organizations, including serving on the Finance Committee for the Woodinville Chamber of Commerce and volunteering for a political campaign. Park Avenue Securities LLC, a 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 offers a combination of advisor-led discretionary management and model-based strategies, delivering tailored client relationships through proprietary programs, third-party platforms, and integrated financial planning solutions.

Taylor Koivu is a financial advisor at Corient with 14 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, including ten years at Columbia Pacific Capital Management. 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 corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools, and offers specialized services through affiliated entities.

Virak Mann is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, having previously worked at firms including J.P. Morgan Securities, UnionBanc Investment Services, and LPL Financial LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs utilizing a multi-provider model with discretionary and non-discretionary portfolio management, integrates services from KeyCorp affiliates, and emphasizes percentage-of-AUM wrap fees.

Thomas Martin is a CFP® with 23 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Strategic Wealth, Dental Wealth Advisors, and other firms. Outside of his advisory role, he serves as a transitions advisor for DG Transitions and provides tax-related contracting services through an accounting firm. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies along with access to private funds and institutional solutions.

Matthew Wells is a financial advisor with Empower Advisory Group in Kirkland, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Empower, Wells held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he owns an automotive business that renovates and rents vans and also provides pet sitting and dog walking services through the Rover platform. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Kiavash Maadanian is a financial advisor with Key Investment Services LLC, holding Series 63 and 66 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Symetra Securities. Outside of finance, he teaches music lessons to children and adults through Half Note Music Studio in Bellevue, Washington. Key Investment Services LLC is an SEC-registered adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary portfolio solutions, integrating investment and ancillary insurance services through KeyCorp affiliates.

Kurt Jonson is a CFP®-certified financial advisor with over 32 years of industry experience. He currently serves at Osaic Advisory Services, LLC and has held roles at Pacific Capital Resource Group, Inc., Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he is the owner and CEO of Pacific Capital Resource Group, Inc., an insurance brokerage company. 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 participants, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, combining fundamental and technical analysis with access to alternative investments and institutional resources.

Tyler Gaspard is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Corient. Prior to joining Corient, he worked for Columbia Pacific Wealth Management for 12 years and has held roles at CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions, supported by ongoing portfolio monitoring and risk management tools.

Derek Crump is a financial advisor at Corient with 23 years of industry experience. He holds the Series 65 designation and has worked at Corient and its related entities since 2023. Prior to that, he was with Columbia Pacific Wealth Management for eight years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Jon Snare is a CFP® and CFA®-designated financial advisor with 15 years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors, Wells Fargo, and Deloitte Investment Advisors LLC. He serves on the Board of Directors and Finance Committee of the Trinity Education Foundation, a charitable organization. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that incorporates active and passive strategies, third-party managers, private funds, and various analytical tools.

Thomas Myers is a CFP® and CFA® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors, Brownson, Rehmus & Foxworth, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jamshedi Umarzoda is a Series 65-licensed financial advisor with two years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Bordeaux Wealth Advisors, Chinook Capital Advisors, and Turning Point Strategic Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Ghazaleh Nekui is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Corient in Seattle, WA. Her prior experience includes roles at Morgan Stanley Private Bank and First Republic Bank. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Melissa Restivo is a financial advisor at Wealthspire Advisors with a Series 65 designation. She has been in the industry since 2018, previously working at Parametric Portfolio and Filament LLC. Restivo is based in Seattle, WA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and a mix of investment vehicles.

Neha Lande is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan. In addition to her advisory work, she consults on IT services through Landersun LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Nathaniel Haskell is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at Corient in Seattle, WA, having previously worked at Columbia Pacific Wealth Management, Cresset Asset Management, and The Ayco Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs comprehensive risk management tools.

James Edwards is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding a Series 65 credential. He has 13 years of industry experience, including a 12-year tenure at Bank of America Private Bank before joining Beacon Pointe Advisors in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.