Constandina Carkonen is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc, Columbia Pacific Wealth Management, CIPW Service Company, LLC, and Corient Services LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes equities, fixed income, and alternatives.

Cary Doerr is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he has a rental property investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

Qixia Ensberg is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Transamerica Financial Advisors and World Financial Group since 2022 and has a background at The Boeing Company dating back to 2012 in supply chain management. She is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Zachary Hamilton is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Lion Street Financial and Hornor Townsend & Kent Inc. Outside of his advisory role, he serves as chairman of the board for St. Francis House, a charitable organization, and is a board member of the Cannon Beach Conference Center, a Christian retreat and conference center. Integrity Alliance serves a wide range of clients including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management techniques and custodial platforms.

Grant Hartvigson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Rainier Financial Group, Inc., and LPL Financial, LLC. Outside of his advisory work, he is a board member of an online apparel retailer and serves as a managing partner in a real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-focused investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and acts as an operating general partner for multiple private funds.

Alexander Collins is a financial advisor with Guardian Life and holds a Series 66 designation. He has 24 years of industry experience, including roles at Park Avenue Securities and Penn Mutual Life Insurance Company. Collins is actively involved in professional organizations and currently serves as President Elect of NAIFA. Outside of advising, he produces a marketing podcast titled "Beer and Money" and participates in local political campaign volunteering. Park Avenue Securities LLC, where Collins practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, and investment advisory programs through a combination of proprietary and third-party models.

Taylor Koivu is a financial advisor at Corient with 14 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, including ten years at Columbia Pacific Capital Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools, and offers specialized services through affiliated entities.

Jack Bell is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lion Street Financial, Lion Street Advisors, Financial Forum, Inc., and Digital Observer Inc. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisory network with over 300 independent representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and a range of investment programs through multiple platforms and approaches.

Lance Rounds is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer And Co. Inc. since 2003 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as International Sales Director for MedFlightOne, a critical care air transportation company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Seth Radler is a CFA® charterholder with nine years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, and has previously held roles at Pacific Investment Management Company LLC and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while final trading decisions remain with clients.

Vishnu Alse is a CFP® and CFA® with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Envestnet and Charles Schwab & Co., Inc. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a broad range of wealth management and advisory services using a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a variety of investment strategies and integrated reporting.

Virak Mann is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Financial Advocates Investment Management, LPL Financial LLC, First Financial Northwest Bank, and UnionBanc Investment Services. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliated banking and capital markets relationships.

Peggy Maravilla is a financial advisor at TIAA‑CREF with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining TIAA‑CREF in 2023. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning and ongoing discretionary management, offering both model and customized portfolio solutions.

Grant Williams is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Ameriprise and Humana, among other roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm differentiates its one-time planning services from ongoing management and acts as adviser to a donor-advised fund within a vertically integrated group that includes affiliated funds.

Thomas Martin is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Outside of his advisory work, Martin is involved as a transitions advisor with DG Transitions and provides tax-related contracting services through DG Accounting Professionals, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Kristoffer Sun is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial and Barnhorn Financial, LPL. His experience includes multiple roles at Raymond James over several years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment strategies and manages approximately $36.7 billion in assets as of December 2025.

Paul Kennedy is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Matthew Wells is a financial advisor with Empower Advisory Group in Kirkland, WA. He holds Series 65 and Series 63 licenses and has four years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he owns an automotive business and provides pet sitting and dog walking services. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with a high client-to-advisor ratio.

Daniel Berge is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 12 years across those firms. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with manager selection and a variety of investment strategies, while also acting as a qualified custodian.

Kiavash Maadanian is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and Symetra Securities. Outside of his advisory role, Maadanian teaches music lessons to children and adults through Half Note Music Studio in Bellevue, Washington. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client direction in model strategy selection while providing ongoing monitoring and performs due diligence on third-party advisory products.