Koshin Soga is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Reiwa Financial, Heir Associates, and NYLIFE Securities LLC. Outside of his advisory work, he coaches a soccer school for children ages 5 to 7 through Seattle Samurai Kids. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers advice through multiple program types, managing the majority of its assets on a non-discretionary basis.

Jeffrey Edgbert is a financial advisor at Hightower Advisors with 13 years of industry experience and holds a Series 65 designation. He previously worked at Highland Private Wealth Management for 13 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and retirement plans. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and planning services.

Bruce Brennen is a financial advisor with Eagle Strategies (New York Life) in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance since 1985. Bruce also brokers non-registered, investment-related insurance products through outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a predominantly non-discretionary asset management approach.

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.

Hannah Macias is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 designation. She has been with Mariner since 2022 and has prior experience at Seattle University and The Barton Law Firm. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, committee-overseen portfolios combining in-house research and third-party managers, with notable integration of tax, accounting, and Financial Wellness Platform services.

Rachel Jones is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with eight years of industry experience. She has worked at D.A. Davidson since 2017 and previously at US Bank. Outside of her advisory role, she serves as a Notary Public for the state of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Caleb Briggs is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 designation with no prior industry experience. Before joining Mariner, he served in the US Army and Army National Guard and worked in various roles including at the University of South Florida Veterans Office. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integration of tax and accounting services alongside portfolio management.

Nicholas Bedlan is a CFP® and CFA® with 23 years of industry experience. He has been with Creative Planning since 2018 and previously worked at Lawson Kroeker Investment Management, Inc. from 2015 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by approaches such as direct indexing and tax-loss harvesting.

Ryan Smigielski is a CFP® professional at Schwab Wealth Advisory with 11 years of experience in the financial services industry. He has previously worked at Bank of America and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

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.

Jaeseung Chang is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Bellevue, WA. His prior roles include positions at Highland Private Wealth Management, Kaizen Financial Advisors, and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and uses proprietary research to support portfolio construction across various asset classes.

Carol Klatt is a financial advisor with Concurrent Investment Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Alden Capital Management. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by sub-advisory arrangements and platform integrations.

Kylie Nesbitt is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She operates under the DBA Drynan Strategic Financial Solutions for selling New York Life products and services and is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services, with a focus on tailoring solutions to client objectives and working extensively through non-discretionary assets.

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.

Unifia Choi is a Series 65 licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She previously worked at Bordeaux Wealth Advisors and has experience in both education and community organizations, including the University of Washington and the YMCA of Greater Seattle. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Yuhui Cheng is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, Cheng worked at WFGIA for ten years. Cheng is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, combining proprietary and third-party investment solutions with both discretionary and non-discretionary program options.

Sihun Park is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, Park had roles at Tucker's Farm Corporation, Cintas, and several educational institutions including the University of Washington and multiple high schools. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

John De Carvalho is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. Prior to joining Integrated, he worked at Private Asset Management, Clear Coast Partners, Parcion Private Wealth, Perkins Coie LLP, and Moss Adams Wealth Advisors LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Jack Schneider is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation. He has previously worked at Edward Jones, Mountain Pacific Bank, and Keller Williams, among other firms. Schneider is based in Redmond, WA and has over four years of experience in financial services. Beacon Pointe Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, consulting, financial planning, and outsourced chief investment officer services. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Glen Kim is a financial advisor at Independent Financial Group, LLC with a ChFC® designation and Series 66 license. He has four years of industry experience and previously worked at New York Life Insurance Company and NYlife Securities LLC. Outside of his advisory role, he is involved with U & T Financial Inc, providing life, health, and property and casualty insurance services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and active and passive exposures, utilizing both firm- and third-party models to develop customized client strategies.