James Harvey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Commonwealth since 2021 and previously held roles at Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory work, he is a woodworker with Sweet Cedar Woodworking. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Blake Barr is a CFP® with 15 years of industry experience, currently serving at WealthSpire Advisors in Seattle, WA. He has worked with Fidelity Personal and Workplace Advisors since 2018 and has been affiliated with Fidelity Brokerage Services since 2009. WealthSpire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering comprehensive wealth management and financial planning services. The firm employs a customized, relationship-driven investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

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.

Sasha Whyte is a financial advisor at TIAA-CREF with nine years of industry experience. She has held roles at TIAA-CREF since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized portfolios under a fiduciary standard.

Amanda Henley is a financial advisor at Empower Advisory Group with a Series 66 credential and over seven years of industry experience, including seven years at Edward Jones. Her background also includes roles outside finance such as work with Greenpeace and positions in retail and service industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm delivers point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and clients’ savings rates.

Samuel Miller is a financial advisor at Hightower Advisors with Series 65 credentials. He joined the firm in 2024 and has prior experience working at The Members Club at Aldarra and Sahalee Country Club. Before entering the advisory field, he spent five years in full-time education. 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’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Kelsey Morrison is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 66 designation and previously worked for Duncan & Haley Ltd for 23 years, where she was involved in insurance and retirement plan consulting. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and other tailored solutions.

Jonathan Prinz is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Capital Investments Management, Inc., Cetera Investment Services, LLC, Heritage Bank, and Capital Investment Marketing. He serves as treasurer of the Woodbury Home Owners Association. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client involvement in model selection and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight across its offerings.

Jack Melikyan is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments and its affiliates spanning from 2007 to 2026. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and focuses on education and investment recommendations without exercising discretionary trading authority.

Arvin Aledia is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes 20 years of service in the U.S. Army and roles at Wfgia and Transamerica Financial Advisors. His other business activities include the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Sharon Stevens is a financial advisor at Principal Financial Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with NYLife Securities and New York Life Insurance. Her background also includes experience in fixed insurance products such as fixed life, fixed annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gerard Suarez is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Commonwealth since 2005. Suarez is also a co-owner of AMS Financial Group, LLC, a private entity involved in securities, investment advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Robert McMahon is a CFP® professional with 25 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2000 and is the president and owner of Bob McMahon, Inc., a private entity facilitating securities and advisory business. McMahon also operates Premier Wealth Washington and sub-leases office space to an insurance agent. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by a platform that provides operations, technology, compliance, and practice-management resources.

Peter Boyack is a financial advisor at Creative Planning with 24 years of industry experience. He has been with Creative Planning since 2011 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of a non-investment-related real estate business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Gavin Ahlers is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving individual clients with financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

Aimee Hansen is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jared Christman is a financial advisor at Oppenheimer with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Oppenheimer since 2019, following roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Pan American Group. He is a minority partner in a small business that creates and sells handmade quilts. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Jennifer Mc Kasson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked for Horace Mann Companies and Horace Mann Investors, Inc. outside of finance, she has served as a substitute teacher for Edmonds Public Schools and is involved with the Girl Scouts of Western Washington. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Yingju Ren is a financial advisor at Transamerica Financial Advisors in Bellevue, WA, holding a Series 66 designation. Ren has experience with multiple organizations including American Senior Resources and Washington Health Benefit Exchange, alongside roles in insurance and financial services. Outside of financial advising, Ren is involved with the Hidden Ridge HOA. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary management options.

Michael Zarlengo is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Charles Schwab, TD Ameritrade, and AXA Advisors. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.