Joseph Jraitiny is a financial advisor at RBC Rochdale, LLC with six years of industry experience. He holds the CFA® designation as well as Series 65 and Series 63 licenses. His prior work includes roles at CNR Securities, Freestone Capital Management, Cornerstone Advisors, and Harbourvest Partners. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.

David Lee is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 designations and 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining Commonwealth in 2021. Outside of his advisory role, he is a member of the Northwest Investment & Growth investment club. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers extensive operational, trading, technology, investment management, compliance, and practice-management support, with advisors having discretion to construct portfolios from diverse securities and insurance products.

Troy Wingfield is a CFA® charterholder based in Seattle, WA, with 14 years of industry experience. He is currently with Corient, where he has worked since 2023, and has prior experience at Columbia Pacific Wealth Management and McCutchen Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Michael Brooks is a CFP® with nine years of industry experience, currently serving at Corient in Seattle, WA. He has worked at Corient and its related entities since 2023 and previously was with Columbia Pacific Wealth Management and Cornerstone Advisors, Inc. from 2014 to 2023. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charities, and corporations. The firm uses a goals-based investment approach that combines in-house strategies with third-party managers, employing risk management tools and incorporating alternative investments and private fund options where appropriate.

Katrina Van Rensum is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her career includes over a decade at LPL Financial and Householder Group Estate & Retirement Specialists. She is also a licensed notary, providing document notarization services to clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Shawn Kennedy is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2017, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Full Trader. His experience spans multiple facets of financial services, focusing on helping clients achieve their financial goals and providing peace of mind through the financial planning process. Shawn is dedicated to delivering service and an exceptional client experience, aiming to be a trusted advisor and add value to client relationships with Fidelity. Outside of his professional work, Shawn has interests in cars, fitness, military service, and soccer.

Nolan Wenger is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Premier Wealth WA and Commonwealth Financial Network since 2021. Prior to his financial advisory career, his background includes roles at organizations such as the Seattle Aquarium and Oregon Coast Community College. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a variety of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, technology, investment management, and compliance services.

Drew Serres is a financial advisor at Corient with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and held various roles outside finance, including positions in primary education and at Kens Pool & Patio. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Philip Platt is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and 16 years of industry experience. Before joining Focus Partners in 2025, he worked at Bordeaux Wealth Advisors and Coldstream Capital Management. He serves on the board of directors of Vanguard Development LLC, a holding company involved in real estate development, management, and oil field services, where he advises on business strategy and corporate development. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party managers, offering a wide range of investment management and wealth services alongside an extensive network of affiliated service companies.

Stephanie Hammell is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. She has 11 years of industry experience, including prior roles at Provence Wealth Management Group and LPL Financial. Hammell also founded Opus Consulting LLC, a business entity unrelated to investment advisory. Independent Advisor Alliance serves a broad range of clients, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support comprehensive planning and asset aggregation.

Allison Sweeney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at AMS Financial Network, Elliott Cove Capital Management, Coastal Community Bank, Wells Fargo, and J.P. Morgan Securities. 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 roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Yong Chang is a financial advisor with Independent Financial Group, LLC in Seattle, WA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he serves as an instructor for a business workshop organized by Pierce County to support Korean small business owners. Independent Financial Group is a large integrated advisory and brokerage firm that offers investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm delivers investment advice through a mix of in-house and third-party model portfolios, serving a broad client base including high-net-worth individuals.

Zachariah Robinson is a financial advisor with Eagle Strategies (NY Life) based in Mountlake Terrace, WA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience and has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2014 and 2015 respectively. Outside of his advisory work, he is a freelance theatre director for a community theatre. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Dana Lashbaugh is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and no prior industry experience. She has worked at Integrated Wealth Concepts since 2026 and concurrently with The CPA Group PLLC since 2019. Previously, she was employed at Arnie's Restaurants NW Inc and Vine Dahlen PPLC CPAs. 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, financial planning, consulting, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

Craig Tasa is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He collaborates with clients to leverage Fidelity's resources and assist them in building strong financial plans that adapt to changes in life or goals. Craig's professional experience spans over a decade in the financial services industry. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2013 to 2018, and as an Investment Consultant there from 2012 to 2013. He has also held roles as a Licensed Banker II at Key Investment Services (2010-2012), a Financial Advisor at Chase Investment Services (2009-2010), and a Financial Advisor at Ameriprise Financial (2006-2009).

Merissa Jackson is a Series 66-licensed financial advisor with one year of industry experience. She currently works at Farther and has held prior roles at Modern Woodmen of America, Mass Mutual, Northwestern Mutual, and in consulting and project management positions. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Adrian Garcia is a financial advisor at Allworth Financial, L.P. in Seattle, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Allworth Financial in 2024, he worked in financial wellness and education roles at California State University Sacramento and related organizations. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporate clients. The firm employs customized portfolio strategies ranging from core-satellite allocations to specialized options-based approaches and integrates technology to manage held-away employer retirement accounts without accessing client login credentials.

Lisa Graham is a CFP® and Series 66-licensed financial advisor at Wealthspire Advisors with seven years of industry experience. She previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is involved in leasing farm land in Montana. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach, utilizing mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment-committee oversight.

Quentin Hubbard is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at firms including Russell Investments and Columbia Pacific Wealth Management. Prior to his advisory roles, he held positions at the University of Puget Sound and Nordstrom. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Ying Yin is a financial advisor with Transamerica Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Transamerica Financial Advisors since 2014 and is also involved in tax preparation services through her ownership of Breakthrough Service LLC. Additionally, she holds a position with Fincoach Services LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, high net worth clients, and institutional entities. The firm’s advisory approach relies on model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.