Norman Harris is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has authored and published fiction novels through his own publishing business since 2000. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment model selection with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Calvin Mccutchen is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Corient in Seattle, WA. His prior work includes seven years at McCutchen Group and two years at Accenture Plc. 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 combining in-house strategies with third-party managers and customized asset allocation, utilizing risk management tools and alternative investments as appropriate.

Marquis Richardson is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 65 designation and under two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Konvergent Wealth Partners and Bitwise Industries. 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, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing both long-term and shorter-term strategies.

Adam Levine Weinberg is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors. Prior to joining Transamerica, he was self-employed for ten years. His activities include performing home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm delivers these services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Eric Guillot II is a financial advisor at D.A. Davidson & Co. with one year of industry experience and holds the Series 66 designation. Prior to joining D.A. Davidson, he worked at KeyBank and was involved with the Permission to Start Dreaming Foundation. He also has experience in the hospitality sector with Morso Bistro. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Brandon Redman is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. He is the owner of DPA Wealth Partners, LLC, through which he conducts securities, advisory, and insurance business. His prior experience includes roles at Securian Advisors Northwest, Securian Financial Services, and Minnesota Life Insurance Company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors, while managing discretionary model portfolios through its Investment Management and Research team.

Stephanie Shinn is a CFP® with 23 years of industry experience. She is currently with Narrows Financial and Commonwealth Financial Network, and has previously worked at Financial Advisory Partners and Kms Financial Services, Inc. She is a co-owner of JoLeo, LLC, an entity created for property rental in Tacoma, WA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Melissa Cournyer is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior work includes roles at Konvex Wealth, Purshe Kaplan Sterling Investments, Proequities Inc, and Bankers Life. Outside of advisory services, she is involved in a fixed insurance business. 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, emphasizing customized portfolios that use mutual funds, ETFs, equities, and fixed income with a combination of long-term and short-term trading strategies.

Jamie Koskela is a financial advisor at Corient with Series 66 and Series 65 credentials and has approximately three years of experience at the firm. Prior to joining Corient, he spent 15 years with McCutchen Group LLC. He also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse range of clients, 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 combines in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Emma Lea Biles is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Parcion Private Wealth and held roles at the University of Oregon and The Wild Rabbit, JC Bamford Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Scott Christensen is a CFP® with seven years of industry experience and is currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked at Merriman Wealth Management, LLC for six years. His earlier career includes roles in tax preparation and environmental services, as well as a five-year period at Brigham Young University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, financial counseling, and fiduciary services.

Todd Haberly is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in Seattle, WA. His prior experience includes roles at Windrose Advisors, LLC and Vulcan Inc. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining client-directed and discretionary portfolio management with model risk profiles and strategic asset allocation developed alongside HSBC Global Asset Management.

Robert Bowman III is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has worked at D.A. Davidson & Co. since 2006. 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 operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Joseph Andrew Malach is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with nine years of industry experience. He has been with D.A. Davidson & Co. since 2016. 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, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Maria Siwek is a CFP® professional with 11 years of experience in financial advising. She is currently with Clearstead Advisory Solutions and has previously worked at The Clarius Group, Laird Norton Wealth Management, and Freestone Capital Management. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines and proprietary strategies across a diverse range of investment solutions.

John Mortola is a financial advisor with Hightower Advisors in Seattle, WA, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth LLC and owned 8th Avenue Investments LLC, through which he manages personal non-marketable securities and makes and services loans secured by real estate. He was retired from 2006 to 2020. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

Sabine Birlenbach is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 licenses with 40 years of industry experience. She has worked at several firms, including Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc., before joining D.A. Davidson & Co. in 2021. 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 operates under fiduciary standards, offers various advisory and planning services, and is notable for its municipal advisory activities and affiliated custodial entities.

Kyle Richards is a Series 66 licensed financial advisor with D.A. Davidson & Co., based in Seattle, WA. He has 15 years of industry experience and has been with D.A. Davidson since 2009. 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 a range of advisory services under fiduciary standards, including retirement plan consulting and wealth management programs for high-net-worth clients.

Khoi Cung is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, 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 clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Cheryl Kitashima is a CFP® with 45 years of industry experience and has been with Centaurus Financial, Inc. since 2005. She also operates KITASHIMA WEALTH ADVISORS LLC, a financial planning business used for branding purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of advisory arrangements and investment strategies.