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. Otoupal serves as a board member for the Providence Mt St Vincent Foundation, a senior care community living organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jason Auten is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board and as treasurer for Bellevue West Little League and is an investment committee member for Kindering, both nonprofit organizations in Bellevue, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm provides fiduciary-standard advice, employs both qualitative and quantitative analyses, and offers specialized services such as ERISA plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

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.

Lelian Solip is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 credentials and has worked with multiple firms including World Financial Group, Net Law Group, and TEKsystems. Solip is involved with Inheritguard, LLC, where he provides education and services related to estate planning. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs.

Randy Stepho is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory role, he owns an insurance brokering business focused on non-registered products. 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 offers multiple program types tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis.

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®, ChFC®, and holds a Series 66 license with 11 years of industry experience. He has been with Charles Schwab and its affiliates since 2015, including nine years at Charles Schwab Bank and currently at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing Schwab’s research tools and asset allocation models while leaving final trading decisions to clients.

Nicholas Paget is a CFP® with 24 years of experience in the financial industry. He is currently with Rockefeller Financial LLC and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is the sole proprietor of NA Bison LLC, an entity that holds 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 provides portfolio management, financial planning, and consulting services, operating both as an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Amanda Fisher is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. She has worked at Mariner Wealth Advisors since 2022, following five years at TIAA and four years at Bright Horizons. Outside of her advisory role, she manages a rental property in Monroe, Washington. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal investment committee and combines in-house research with third-party managers, along with integrated tax and accounting services and specialized financial wellness and CFO capabilities.

Luca Procel is a financial advisor at OSAIC Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. In addition to his advisory role, he owns Procel Financial, which provides both advisory services and insurance products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Deviemattie Makkar is a CFP® and ChFC® affiliated with Schwab Wealth Advisory, bringing four years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Fidelity Investments and has a background including a role at Weill Cornell Medical College. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm’s advice is delivered without discretionary trading authority, with final investment decisions made by clients.

Jonathan Wang is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Jonathan’s career includes both advisory and banking roles within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without exercising discretionary trading authority.

Joshua Buri is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, he worked briefly at Zevenbergen Capital Investments and Moss Adams. He has experience working and studying at the University of Washington and has been involved with the Sambica Summer Camp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolios supported by an internal investment committee and third-party managers.

Cindy Romney is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 63 designation and 43 years of industry experience. She has been with D.A. Davidson since 2010. Outside of her advisory role, she serves as an executor for a fiduciary relationship. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Mark Silverstein is a CFP® professional with Series 66 registration, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has a year of experience at Schwab Wealth Advisory and Charles Schwab & Co., Inc., along with prior experience at Charles Schwab Bank and entrepreneurial ventures including founding Wheelie Pop Brewing and operating Twiddle Games, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, planning discussions, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Natalie Beth Fischer is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, she worked at Puget Sound Energy and has been involved with Natx Media LLC since 2023. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a wide range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with an extensive network of affiliated service companies and product relationships.

Mark Trafford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering portfolio management, consulting, and financial planning services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across multiple asset classes.

Yosuke Kameoka is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Eagle Strategies since 2015 and has been affiliated with New York Life Insurance Co. since 2002. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Chiayu Wu is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Wu has worked with Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2006. Outside of advisory work, Wu is involved in managing rental properties. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, managing approximately $1.7 billion in regulatory assets under management.

Benjamin Wicks is a CFP® with 19 years of industry experience, currently with Hightower Advisors since 2022. He previously worked at Highland Private Wealth Management and Cornerstone Advisors, Inc. No additional outside activities are listed. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management through affiliated and third-party managers.