Maxwell Heid is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds a Series 66 designation and has prior experience at the University of Washington and Freedom Boat Club. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Jason Hall is a financial advisor with D.A. Davidson & Co. holding CFP® and Series 66 designations and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Key Bank NA for 33 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Erwin Reguindin is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Edward Jones, Anchor Financial LLC, and several other firms. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning services, using customized portfolios comprised of mutual funds, ETFs, individual equities, and fixed income with a predominantly long-term investment approach.

Dylan Straley is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Matthew Ferguson is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Purshe Kaplan Sterling Investments, and Bankers Life. Ferguson also engages in the sale of fixed and traditional insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a long-term investment approach with customizable portfolios that include mutual funds, ETFs, equities, and fixed income.

Elijah Chen is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co, and Equitable Advisors. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his current firm, where he engages in the sale of bank-related products and services alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary options. The firm’s investment process incorporates multiple risk profiles and combines strategic asset allocation with ongoing fund due diligence, supported by affiliated and third-party providers.

Claude Conlin is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with VOYA since 2014 and also operates Conlin Intellectual Capital, a consulting business focused on assisting clients with their thinking process and goal-setting rather than providing specific financial product advice. VOYA Financial Advisors serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diversified advisory services through multiple program structures, predominantly using non-discretionary recommendation-based relationships.

Linda Rutledge is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she works as an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based advice delivered primarily on a non-discretionary basis.

Sugarsuren Byambasuren is a financial advisor at Clearstead with one year of industry experience. He holds the Series 65 designation and has previously worked at firms including The Clarius Group, Cornucopian Capital Management, Blue Wood Capital, and Hall Capital Partners. Clearstead serves affluent private clients and a variety of institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines across its investment process, utilizing a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Connor Berkery is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior experience includes roles at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advising, he is an independent insurance agent focusing on fixed life insurance. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a preference for non-discretionary, recommendation-based relationships.

Shaun Miller is a CFA® charterholder with 13 years of experience in the financial industry. He currently works at Corient in Seattle, WA, where he has been since 2023. Prior to Corient, he was with McCutchen Group LLC from 2010 to 2023 and held a role at CIPW Service Company, LLC for one year. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Christopher Waclawik is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Merriman Wealth Management, LLC from 2014 to 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Angela Stover is a CFP® with 25 years of industry experience. She is currently affiliated with Focus Advisor Solutions, LLC and has previously worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward Financial Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets across a relatively small advisor base, combining enterprise scale with a high client load per advisor.

Guido Pena is a financial advisor with Empower Advisory Group in Seattle, WA, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Key Investment Services and KeyBank NA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kyle Johnson is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Cambia Health Solutions from 2017 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis to guide investment recommendations.

Paresh Kamdar is a CFP® professional with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman for 18 years. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and provides a wide range of financial and fiduciary services.

Mary Butler is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with nine years of industry experience. She has worked at D.A. Davidson & Co. since 2018, and her prior roles include positions at Foresters Financial Services, Macy's, and Western Washington University. Outside of her advisory work, Butler is a social media content creator through her business, MIX IT UP WITH MARY, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Laura Besaw is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has held prior roles at UBS, Bank of America, Merrill, and Wells Fargo. Her work history also includes a year focused on extended travel. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a blend of model and custom portfolio management strategies that include mutual funds, ETFs, individual securities, private and alternative investments, with oversight by an Investment Policy Committee.

Michael Bils is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and with New York Life and its related entities since 2006. Outside of his advisory work, Michael is involved in stage performances and coordinates actors as an independent contractor with Unexpected Productions and also works as an auctioneer, emcee, and bid-spotter at various auctions. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs, emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Savio is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 66 credentials and having seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and a brief tenure at Menchies Frozen Yogurt. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment programs supported by strategic asset allocation and fund due diligence conducted with HSBC Global Asset Management and affiliated providers.