Rebecca Wilcox is a CFA® charterholder with 11 years of industry experience. She is an advisor at Coldstream Wealth Management in Bellevue, WA, and has been with Rainier Group Investment Advisory, LLC since 2014. Coldstream Wealth Management is a 100% employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers diversified portfolios, tax-managed equity strategies, and access to alternative investments through a broad affiliated ecosystem.

Jacob Demharter is a financial advisor at Threadline Wealth in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at OSAIC Wealth, Driven Investments, Mountain America Credit Union, and several other organizations since 2021. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a diverse client base, including individuals, families, business owners, and institutional clients. The firm uses a discretionary, fee-based approach with diversified, long-term portfolio strategies incorporating third-party managers, tax-aware programs, and customized investment solutions.

Lisa George is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining B.O.S.S., she was involved with Clothes For Kids for six years and worked with Maplewood Presbyterian Church for eight years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers or platform providers.

Richard Hultquist is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His career includes long-term roles at Assured Partners and related entities from 2006 to 2025, with more recent positions at LPL Financial and AssuredPartners Investment Advisors. He currently provides investment advisory services through SCS, an independent advisor firm. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to manage portfolios primarily on a discretionary basis, offering financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Carmen Iamandii is a financial advisor at Corient with nine years of industry experience and holds a Series 66 designation. Prior to joining Corient, she worked at Columbia Pacific Wealth Management and UBS Financial Services. 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 employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Abraham Otoupal is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as a board member for the Providence Mt. St. Vincent Foundation, a senior care community. 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 operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a dedicated Private Wealth program for high-net-worth clients.

Aaron Yoon is a CFP® and ChFC® with 17 years of industry experience, currently advising at \u0026Partners since 2025. Prior to joining \u0026Partners, he spent 16 years with Edward Jones. Outside of his advisory role, he is involved in managing real estate through his ownership and coordination duties at two real estate LLCs. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative strategies, with portfolio management supported by both in-house advisors and third-party managers.

Jason Lee is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at TIAA-CREF in Seattle, WA. His career includes over a decade with TIAA and TIAA-CREF combined. Outside of his advisory role, he manages rental property income from a unit in his home. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and includes customized and model-based investment strategies.

Jason Auten is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Wells Fargo Investments. Outside of his advisory work, he serves as a board member and treasurer for the Bellevue West Little League and is an investment committee member for Kindering. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

John Delafield is a CFP® professional with two years of industry experience, currently advising at Beacon Pointe Advisors, LLC in Seattle, WA. He has held roles at Beacon Pointe Advisors since 2023 and has prior work experience at Colorado College and Lakeside High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse clientele, including high-net-worth individuals, corporations, pension plans, and other institutional investors. The firm integrates active and passive strategies across public and private asset classes, utilizing a combination of proprietary asset-allocation models and third-party independent managers.

Randy Stepho is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 65 and Series 63 licenses and with two years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Bankers Life Insurance Company. He also owns a separate insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within a structure integrated with New York Life affiliates.

Jeffrey Moseley is a financial advisor with Beacon Pointe Advisors, LLC in Seattle, WA. He holds the CFA® designation and Series 63 license and has industry experience beginning in 2026. Prior to joining Beacon Pointe Advisors, he worked at BNY Mellon, NA from 2017 to 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Matthew Stevens is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Charles Schwab since 2015 and currently works at Schwab Wealth Advisory in Bellevue, WA. His background includes nine years at Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with client authorization required for all trades.

Nicholas Paget is a CFP® with 24 years of industry experience, currently with Rockefeller Financial LLC since 2022. He has held various roles with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2022. Paget is also the sole proprietor of NA Bison LLC, an LLC established to hold private investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates as both an investment advisor and a registered broker-dealer, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and placement and investment banking services.

Deviemattie Makkar is a CFP® and ChFC® credentialed financial advisor with four years of industry experience. She is currently with Schwab Wealth Advisory in Bellevue, WA, and has prior experience at Fidelity Investments and Anirude Andy LLC, as well as eight years at Weill Cornell Medical College. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Jonathan Wang is a Series 66 licensed advisor with seven years of industry experience, currently with Schwab Wealth Advisory, Inc. in Bellevue, WA. His prior roles include positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. He attended Purdue University from 2014 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm focuses on asset allocation and investment selection using internal research tools and standard models, with at-least-annual client reviews and recommendations tailored to individual goals and risk tolerance.

Mark Silverstein is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, Inc., based in Bellevue, WA. He has over 22 years of experience in financial services, including roles at UBS Financial Services and USAA Financial Planning Services. Outside of finance, he has entrepreneurial experience from running Wheelie Pop Brewing. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with an emphasis on client goals and risk tolerance, while trades require client authorization.

Natalie Beth Fischer is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation. She has industry experience beginning in 2026 and previously worked at Puget Sound Energy and various technology firms. Outside of her advisory role, she is involved with Natx Media LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mark Trafford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2016. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and consulting tailored to client objectives.

Ryan Burklo is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, with a work history spanning roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he co-hosts two podcasts, "Beer and Money" and "Holistic Finance," and serves as a junior varsity basketball coach. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.