Ryan Risch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth in 2025, he worked at Wealth Solutions...By Design, LLC, Saxony House Furniture, New York Life, and Cigna. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving nearly 2,900 affiliated advisors and hundreds of thousands of clients nationwide, managing approximately $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jordan Pankratz is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Frost Bank. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates offerings from KeyCorp affiliates to deliver a range of wrap programs and related services.

Xiaoyuan Shang is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, Shang held roles at Iron Pillar Fund, Barclays Private Bank, and Columbia Business School, and spent thirteen years at Shrewsbury International School Bangkok. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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 recently started her advisory career in 2025. Her prior work experience includes roles at Nalu Medical, Bontierra LLC, Golub Capital, and Kovitz Investment Group, along with academic experience at DePaul University. 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 offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under fiduciary standards with both qualitative and quantitative investment analysis.

Samuel Maxwell III is a financial advisor at Focus Partners Wealth, LLC with 35 years of industry experience. His prior roles include positions at Bordeaux Wealth Advisors, Executive Wealth Group, Morgan Stanley Smith Barney, and RBC Capital Markets. He holds Series 63 and Series 65 designations. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Derek Parsons is a Series 66-credentialed financial advisor with 14 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Wells Fargo Advisors and ongoing involvement with Moore Wealth Management, which he operates alongside his advisory work. Parsons is also an independent insurance agent. Osaic Advisory Services, LLC serves a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, leveraging enterprise scale and platform integrations to support its advisory services.

Liqin Song is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, JPMorgan Chase Bank, and Cathay Bank. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model utilizing Envestnet and third-party managers and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Melissa Haley is a financial advisor with TIAA-CREF in Seattle, WA, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs mainly to individuals connected through TIAA employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund while utilizing affiliated funds within a vertically integrated structure.

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 24 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Company, and Country Insurance & Financial Services. O'Banion is also owner and president of C1 Wealth Management and Jake O'Banion Insurance & Financial Services, where he is involved in insurance and financial services. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional entities. The firm provides a range of advisory and brokerage services, utilizing model portfolios and third-party asset managers, with a focus on combining active and passive strategies across various risk profiles.

Jeffrey Moormeier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Merrill, QA3 Financial LLC, Kms Financial Services, Inc, Arbor Point Advisors, and Securities America, Inc. Outside of advising, he works as a ski instructor teaching adults and children. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services utilizing fundamental and technical analysis, tactical trading, and structured products, supported by platform relationships and affiliated managers.

Cameron Browning is a CFP® professional with eight years of industry experience, currently affiliated with TIAA-CREF. His career includes various roles at TIAA and SunTrust Advisory Services. Outside of financial advising, he was involved with All Star Youth Camps LLC for nine years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Dian Zang is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Transamerica, Dian worked with World Financial Group Insurance Agency and Condie & Adams PLLC. Outside of financial services, Dian has experience in aviation technology and homemaking roles. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

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®-credentialed financial advisor with eight years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2021. Her prior roles include positions at Miller Advisors and Prudential. Outside of her financial advisory work, she serves as a substitute organist at St. John's Episcopal Church in Snohomish, WA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios implemented via a mix of ETFs, index funds, separate account managers, and private funds, and provides specialized services including retirement plan consulting and tax management.

Sean Baratt is a financial advisor with Key Investment Services LLC in Seattle, WA. He holds Series 66 and Series 63 designations and has 11 years of industry experience. His career includes previous roles at Edward Jones from 2012 to 2018 and KeyBank from 2020 to 2021. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a nationwide network of financial professionals. The firm offers multiple wrap programs and partners with various custodians and managers, combining discretionary and non-discretionary portfolio management with integrated services from KeyCorp affiliates.

Gregory Camperos is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors for several years and has held roles outside of advisory firms, including positions at O-G Packing Company and Pepperdine University Career Center. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.