Christina Sun is a financial advisor at Transamerica Financial Advisors with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior work experience at World Financial Group and Microsoft, where she worked as a software engineer. She is also involved in sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based investment programs.

Kristin Montagne is a financial advisor with Eagle Strategies (New York Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with New York Life Insurance Company since 2015 and currently owns L & M Financial Services, LLC, where she brokers non-registered insurance products in addition to offering financial services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions, with a focus on tailored advice and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Tara Johnson is a CFP® with 20 years of industry experience, currently serving at Hightower Advisors since 2022. Prior to joining Hightower, she worked at Sovereign Wealth Advisors LLC for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through both affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on custom portfolio construction and international exposure management.

Reid Wolch is a CFP® with four years of industry experience, currently affiliated with Oppenheimer & Co. Inc. He has worked at several firms including J.P. Morgan and Sun Life Investment Management. Outside of finance, he teaches piano lessons and performs regularly, including teaching at the Chopin Academy of Music. 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 broad range of programs and advisory services across various portfolio types, with both discretionary and non-discretionary management approaches.

Lorraine Cheng is a financial advisor with Oppenheimer in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior work includes roles at CIBC World Markets Corporation from 1998 to 2003 and at Oppenheimer Asset Management Inc. from 2003 to 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

John Kapek is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with Independent Financial Partners and has held positions at firms including Triad Advisors, Resources Investment Advisors, and LPL Financial Corporation. Kapek has also operated as a self-employed advisor since 1975. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized model that allows advisors to set their own investment strategies. The firm is known for its formal retirement-plan advisory and pension consulting services, including ERISA compliance and trustee services.

Shaun Mc Mahan Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Commonwealth since 2005. Outside of his advisory role, he serves as treasurer for the Issaquah Lacrosse Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Hye Kim is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in health insurance sales and real estate brokerage through her roles at Connexion Insurance Solutions, Hye Soon Kim - Health Insurance, and RSVP Real Estate. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios, third-party managers, and multiple advisory platforms to deliver its services.

Aaron Gose is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 65 licenses and with four years of industry experience. He is the owner of Engineer's Financial Group LLC, operating under a DBA to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Michael Milojevich is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 65 designation and has previously worked at Highland Private Wealth Management and Cornerstone Advisors, Inc. He is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

Haley Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses with nine years of industry experience. She currently operates under multiple entities including Bond Financial PLLC and Center Wealth Strategies, LLC, focusing on brokering non-registered insurance products alongside her advisory work. Outside of her advisory role, she is a passive investor in Cicle, Inc., a company that develops electric vehicle charging stations. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored solutions through various program types, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Lowell Parker is a CFP® with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously spent 15 years at Merriman. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Sara Rasmussen is a financial advisor at Independent Financial Group, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameritas Advisory Services, COUNTRY Capital Management Company, and other firms. Rasmussen also serves as an agent for C1 Wealth Management, providing insurance services and comprehensive financial planning. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm combines firm- and third-party investment models with both active and passive strategies to create tailored portfolios and provides ongoing due diligence and monitoring.

Justin Dime is a CFP® and ChFC® with six years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors, Bank of America, Merrill, and has military experience with the United States Army Washington Army National Guard. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kun Qian is a CFA® charterholder and holds Series 63 and Series 66 licenses, with four years of industry experience. He is currently employed at HSBC Securities (USA) Inc. in Bellevue, WA, where he has worked since 2022. His prior experience includes roles with HSBC Bank USA, N.A., 86 Research, and Platinum Holdings Company Limited. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation across multiple risk profiles, utilizing affiliated and third-party providers for fund due diligence and portfolio management, with a significant portion of assets managed through client-directed, non-discretionary accounts.

Jeff Parker is a CFP® professional with 11 years of industry experience. He is currently with Corient, where he has worked since 2025, following a decade at Bristlecone Advisors LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies alongside third-party manager solutions and continuous portfolio risk monitoring.

Scott Oswald is a CFA® charterholder with 11 years of industry experience. He is currently with Corient in Bellevue, WA, having joined the firm in 2025 after a 19-year tenure at Bristlecone Advisors LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Fengxi Luan is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Luan holds the Series 66 designation and has been involved in various business ventures, including SCNIC Boating LLC and multiple LLCs, as well as nonprofit service through the Seattle Chinese New Immigrants Center. Transamerica Financial Advisors serves a broad client base, including individual investors and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates uniquely as both a registered broker-dealer and an RIA, providing a range of investment and retirement solutions.

Douglas Britney is a financial advisor at Oppenheimer with 31 years of industry experience. He has held the Series 63 and Series 65 licenses and has been with Oppenheimer since 2003, following seven years at CIBC World Markets Corp. in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Dan Kronmal is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2014 to 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.