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.

Rong Zhang is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 66 and Series 63 licenses and eight years of industry experience. Prior to joining HSBC in 2018, Rong worked at Bank of America and Bank of Nova Scotia. Rong serves as a board member of the Greater China Hong Kong Business Association of Washington, a nonprofit focused on expanding business networks and community events in the state. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary platforms. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and third-party due diligence providers, with services that include rebalancing and fund monitoring.

Matthew Wigren is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Alden Capital Management, Raymond James Financial Services, and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm providing wealth and investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutional clients. The firm’s investment approach emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Forrest Kim is a CFP® professional with 11 years of experience in the financial industry. He is currently affiliated with Rockefeller Financial LLC, joining the firm in 2022 after a tenure at Morgan Stanley and its Private Bank divisions from 2013 to 2022. Outside of his advisory role, he manages a condominium property as owner and managing member of Aloha Street Properties LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services while operating as a registered broker-dealer, providing clients access to securities transactions, variable insurance products, placement services, and investment banking.

Benjamin Johnson is a CFP® certificant with 22 years of experience in the financial advisory industry. He is currently with Hightower Advisors, where he has worked since 2022, following prior roles at Highland Private Wealth Management and LNW. Johnson holds a Series 63 license and is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager solutions through both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Ali Boop Nilsen is a financial advisor with \u0026PARTNERS in Bellevue, WA, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining \u0026PARTNERS in 2026, Nilsen worked at Wells Fargo Clearing Services, LLC for nine years and had brief tenures at Conover Capital Management LLC and Conover Securities Corporation. Outside of advising, Nilsen co-owns a business, DTNtile LLC, focusing on bookkeeping and administrative duties. \u0026PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analyses, utilizing both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Yingyu Counsell is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and offering 25 years of industry experience. Counsell is also the owner and president of Safe Harbor Health Insurance Services, Inc., a business involved in insurance product sales. Transamerica Financial Advisors serves a broad range of clients, including individual investors and institutional entities, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

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.

Francis Piccolo is a CFP®-certified financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, and has three years of industry experience. He previously worked at Key Investment Services and U.S. Bank before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other investment vehicles, while also offering specialized services such as retirement plan consulting and charitable advisory.

Rebecca Wolff is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies LLC since 2021 and operates under the DBAs Rebecca Wolff and Associates and Lens Financial & Insurance Solutions, where she is involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its approximately $32 billion in assets under management on a non-discretionary basis.

Christopher Satterfield is a CFP® and ChFC® with 20 years of industry experience, currently serving at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2021 and previously held roles at First Western Trust, LPL Financial, Arizona Bank & Trust, and Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice and financial planning for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses standard asset-allocation models and internal research tools to offer tailored recommendations, while investment trades require client authorization.

Frances Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA. Her entire professional career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Trevor Seamons is a CFP® professional with 19 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to this, he spent 16 years at Trellis Advisors, LLC. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver customized portfolio management and financial planning services.

Alexander D'agostino is a financial advisor with Eagle Strategies (New York Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has longstanding affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to 2007. Outside of his advisory role, he serves on the South Dakota Life & Health Insurance Guaranty Association Board of Directors and is a board member for After School All Stars, an organization providing after-school programs for middle school students. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services often linked with insurance and annuity products. The firm emphasizes tailored advice and non-discretionary asset management within an integrated New York Life affiliate structure.

Amanda Henley is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for seven years. Outside of financial services, her background includes roles in various sectors such as retail and environmental organizations. Empower Advisory Group provides financial planning and investment management mainly for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within a platform closely tied to Empower’s recordkeeping and administrative systems.

Samuel Miller is a financial advisor at Hightower Advisors in Bellevue, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Hightower Advisors, he worked at The Members Club at Aldarra and Sahalee Country Club and has a background in full-time education. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes discretionary portfolio management, financial planning, and access to affiliated and third-party managers.

Fangxu Xie is a financial advisor with HSBC Securities (USA) Inc. based in Bellevue, WA. They hold a Series 66 designation and have been with HSBC Securities since 2026, following prior roles within HSBC Bank in China and the United States. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm uses a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, and it operates with distinct regulatory registrations including as a futures commission merchant.

Nolan Ripple is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Jack Melikyan is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His background includes roles at Fidelity Investments and Fidelity Brokerage Services before joining Charles Schwab and Schwab Wealth Advisory in 2026. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach centers on asset allocation and investment selection based on Schwab’s models and research, with client-approved trade execution and tailored recommendations aligned with clients’ goals and risk tolerance.

Le Wang is a registered representative at HSBC Securities (USA) Inc. with one year of industry experience. Prior to joining HSBC, Wang worked at East West Bank and spent eight years in a homemaker role. Wang also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he engages in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary solutions. The firm employs a structured investment approach utilizing multiple risk profiles and partners with affiliated and third-party providers for fund selection and portfolio management.