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.

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.

Anne Delaney is a financial advisor at Corient with 10 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Columbia Pacific Wealth Management and CIPW Service Company, LLC. 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 uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolio exposures with client objectives.

Karina Bianca Dahilig is a CFA® and Series 65 registered financial advisor with TIAA-CREF, based in Seattle, WA. She has eight years of industry experience and has held roles at Taiyo Pacific Partners, SEI Investments Management Corp, Badgley Phelps Wealth Managers, Directional Financial Services, and Empirical Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers a separation between point-in-time planning and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Kimberly Arnesen is a Senior Wealth Advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Rainier Financial Group. Outside of her advisory work, she is a commissioned Notary Public. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

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.

Lowell Parker is a CFP® with 18 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. He spent 15 years at Merriman prior to joining Focus Partners. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service relationships.

Justin Dime is a CFP® and ChFC® with six years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors, Bank of America, Merrill, and served in the United States Army Washington Army National Guard. 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 an enhanced open architecture framework and offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

James Simone is a CFP®, CFA®, and Series 66-registered financial advisor with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Purshe Kaplan Sterling Investments, both since 2021. His prior experience includes roles at Rainier Financial Group, LPL Financial, and Ameriprise Financial Services. Outside of his advisory work, Simone serves as a board member for Friends of Athletic Fields, a nonprofit advocacy group in Seattle focused on local athletic field users. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, using a proprietary Focus List of third-party managers and quantitative and qualitative due diligence, while also sponsoring proprietary investment vehicles and serving as a general partner in multiple private funds.

Keith Capasso is a financial advisor at Corient with 21 years of industry experience. He holds a Series 65 designation and has worked at firms including Columbia Pacific Wealth Management and CIPW Service Company. Capasso is based in Seattle, WA. 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 uses a goals-based, team investment approach, combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Douglas Britney is a financial advisor at Oppenheimer with 31 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Located in Woodinville, WA, his career has been focused within this firm for over two decades. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Douglas Lambert is a financial advisor with Eagle Strategies (NY Life) based in Redmond, Washington. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, having worked with New York Life and Nylife Securities Inc. since 2004. Outside of his advisory role, Lambert is involved as an insurance broker with Lambert & Associates Northwest LLC, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Forrest Kim is a CFP® with 10 years of industry experience, currently advising at Rockefeller Financial LLC since 2022. He previously worked at Morgan Stanley in various capacities from 2013 to 2022. Outside of his advisory role, he is the owner and managing member of an investment-related property business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of services including placement and investment banking.

Benjamin Johnson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Prior to joining Hightower, he worked for Highland Private Wealth Management for 11 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and proprietary research to support portfolio construction across various investment vehicles.

Luca Solimeno is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Equitable Advisors, LLC and has been involved with the Washington State Referee Association as a soccer referee. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers.

Sheri Zimmerman is a financial advisor at Mariner with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and TIAA-CREF. 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 discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Pallavi Shrestha is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. She previously worked with Equitable Advisors and held various roles outside the financial industry, including at Peepal Group and Maya DD's Restaurant. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and separately managed accounts, emphasizing client direction and model selection supported by non-binding recommendations and ongoing monitoring.

Michael Greene is a CFP® with 11 years of experience in financial advisory roles. He currently works at Hightower Advisors and previously spent six years with Highland Private Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager portfolios, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Michael Alfstad is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been president and owner of Alfstad Capital, LLC since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance services.

Christopher Satterfield is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, where he has worked since 2021. His prior roles include positions at First Western Trust, LPL Financial, Arizona Bank & Trust, and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, with final trading decisions made by clients.