Jennifer Lee is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. She is currently with Focus Partners Wealth, LLC, where she has worked since 2025. Prior to that, she worked at Merriman Wealth Management, Avier Wealth Advisors, Edward Jones, and Huntington Learning Center. 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 using enhanced open architecture and offers a broad range of wealth management and advisory services.

Tatum Steele is a CFA® charterholder affiliated with Independent Financial Partners and Steele Capital Management. Steele has over seven years of industry experience, including a seven-year tenure at Russell Investments and four years at Washington State University. Independent Financial Partners serves a nationwide network of independent advisors, managing over $12 billion in assets for individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with access to centralized asset management and is notable for its retirement-plan advisory and pension consulting services.

Tara Voorhies is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. She has worked at firms including Merrill and Wells Fargo, and currently advises at Advised Assets Group, LLC and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services that focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Jarred Chamberlain is a CFA® charterholder with seven years of experience in financial advisory roles. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 following eight years at The Clarius Group and six years at HRK Investments. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various account types.

Daren Toy is a CFA® charterholder with three years of industry experience. He is currently with Corient in Seattle, WA, where he has been since 2023. Prior to that, he worked at McCutchen Group LLC from 2015 to 2023. 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 that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

Joely Meighan is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She has been with the firm since 1995 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and combining qualitative and quantitative analysis in its investment recommendations.

Derryl Durden is a financial advisor with GWN Securities Inc. in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Safeco Investment Services, Inc. and as a principal of Durden & Durden, Inc. Durden also serves as a board member for Emerald City Bible Fellowship. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm employs a variety of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Debbie Vichot is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA. She holds a Series 66 designation and has 20 years of industry experience, including 12 years with VOYA Financial Advisors. Outside of advisory services, she is involved in the sale and service of Voya’s Health Reimbursement Arrangement (HRA) product. VOYA Financial Advisors, Inc. serves a diverse clientele including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant portion of assets managed on a non-discretionary basis.

Sara Rasmussen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Ameritas Advisory Services, COUNTRY Capital Management Company, and Global Atlantic Financial Company. She is also involved in insurance services and comprehensive planning through C1 Wealth Management, 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, delivering advisory programs via the AccessPoint platform and third-party asset managers.

Caterina Ferraro is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Seattle, WA, she joined D.A. Davidson in 2023. 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 offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Stephanie D'ippolito is a CFP® with 16 years of industry experience, currently serving at Clearstead Advisory Solutions. Her prior experience includes roles at The Clarius Group, Freestone Capital Management, BELR Capital, and Bronfman E.L. Rothschild. Clearstead serves affluent private clients and institutional investors, offering investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and emphasizes an institutional investment approach that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Homer Smith IV is a CFP®-designated financial advisor with 25 years of industry experience, currently with Integrated Wealth Concepts LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of advisory services, Smith is involved in business ownership through Homer Smith LLC and has roles as an M&A broker under Integrated Wealth Concepts’ service offerings. He is also an author as of 2024. 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 customized portfolio management using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach supplemented with shorter-term strategies for rebalancing and cash needs.

Nadezhda Erinchek is a financial advisor at Corient with a Series 66 credential and three years of industry experience. She previously worked at Equitable Advisors, LLC and Equitable from 2016 to 2025. 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 using a combination of in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management tools.

Scott Jozefowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, GWFS Equities, and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm operates at scale with over 212,000 clients and emphasizes non-discretionary asset management rather than targeting high-net-worth or corporate clients.

Scott Slusser is a financial advisor with Eagle Strategies (NY Life) based in Tacoma, WA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Rockett Financial and New York Life Insurance Co. Slusser is also involved in brokering non-registered insurance products through his own firm, Slusser Financial, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types, focusing on tailored recommendations and managing a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Christopher Kalafatis is a financial advisor at Mercer Global Advisors Inc. in Seattle, WA, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cresset Asset Management, MDK Private Wealth Management, and Integrated Advisors Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Charles Clark Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently with Integrated Wealth Concepts LLC. His background includes roles at Purshe Kaplan Sterling Investments and Konvergent Wealth Partners. Outside of advisory work, Clark has experience as a fixed insurance agent. Integrated Wealth Concepts LLC 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, and family office services, employing customized portfolios and a combination of internal and third-party management strategies.

Keith Malek is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2012. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with a focus on both qualitative and quantitative investment analysis.

Rachel Geringer is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., KMS Financial, The Veritas Forum, and Green Lake Presbyterian Church. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary investment advice, retirement plan services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Molly Walters is a CFA® charterholder at Clearstead Advisory Solutions with two years of industry experience. She has held positions at Clearstead, The Clarius Group, and Canterbury Consulting, and has worked in both consulting and academic settings. Clearstead serves affluent private clients and institutional investors with investment management, financial planning, tax compliance, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs institutional disciplines such as portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.