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.

Minhua Shao is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and five years of industry experience. She is involved with the MKM Foundation, a charitable organization where she manages daily operations and serves as the primary contact. Transamerica Financial Advisors serves a diverse client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary program options.

Davis Zhen is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2022. In addition to his financial advisory role, he serves as a Division Director at the U.S. Environmental Protection Agency, where he promotes voluntary environmental programs and enforces environmental laws. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm utilizes a model portfolio approach delivered through multiple program platforms and a large advisor network.

Jack Bell is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Lion Street Financial, Lion Street Advisors, and Financial Forum, Inc. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network with over 300 independent representatives and offers portfolio management, financial planning, and third-party manager referrals across multiple investment platforms.

Donald Davies is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and one year of industry experience. Prior to joining Transamerica, he worked at Microsoft for 24 years. Outside of his advisory role, he teaches chess to children through the Grand Knights Chess Academy. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based programs supported by proprietary and third-party investment models.

Lance Rounds is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 1999 to 2003. Outside of his advisory role, he serves as the International Sales Director for MedFlightOne, a critical care air transportation company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Seth Radler is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Pacific Investment Management Company, PIMCO Investments, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach uses Charles Schwab’s asset-allocation models and research tools, offering at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Vishnu Alse is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds the CFP® and CFA® designations along with Series 63 and 66 licenses. Prior to joining Focus Partners Wealth in 2026, he worked at Envestnet and Charles Schwab & Co., Inc. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines active and passive approaches within an enhanced open architecture framework.

Virak Mann is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, having previously worked at firms including J.P. Morgan Securities, UnionBanc Investment Services, and LPL Financial LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs utilizing a multi-provider model with discretionary and non-discretionary portfolio management, integrates services from KeyCorp affiliates, and emphasizes percentage-of-AUM wrap fees.

Adam Guenther is a CFA® charterholder with 14 years of industry experience. He is currently with Corient in Bellevue, WA, having joined the firm in 2025 after spending 14 years at Bristlecone Advisors. 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 corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, with ongoing risk management and portfolio monitoring.

Thomas Martin is a CFP® with 23 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Strategic Wealth, Dental Wealth Advisors, and other firms. Outside of his advisory role, he serves as a transitions advisor for DG Transitions and provides tax-related contracting services through an accounting firm. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies along with access to private funds and institutional solutions.

Kristoffer Sun is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and Barnhorn Financial, LPL. His career also includes a role at St. Petersburg College. Oppenheimer serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services on both discretionary and non-discretionary bases, with a notable emphasis on non-discretionary assets and custody of client assets as a qualified custodian.

Matthew Wells is a financial advisor with Empower Advisory Group in Kirkland, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Empower, Wells held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he owns an automotive business that renovates and rents vans and also provides pet sitting and dog walking services through the Rover platform. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Eric Chaney is a financial advisor with Commonwealth Financial Network in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Woodbury Financial Services and Spectrum Financial Partners, where he is also a co-owner. Outside of his advisory role, he serves as a parental caregiver with the Washington State Department of Developmental Disabilities. Commonwealth Financial Network supports a national network of nearly 3,000 advisors, providing back-office operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, enabling advisors to tailor investment strategies for retail and institutional clients.

Daniel Berge is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Oppenheimer. He joined Oppenheimer in 2021 after five years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer that serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services that utilize both discretionary and non-discretionary approaches across various asset classes, with an emphasis on customized investment policy development and ongoing portfolio management.

Kurt Jonson is a CFP®-certified financial advisor with over 32 years of industry experience. He currently serves at Osaic Advisory Services, LLC and has held roles at Pacific Capital Resource Group, Inc., Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he is the owner and CEO of Pacific Capital Resource Group, Inc., an insurance brokerage company. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, combining fundamental and technical analysis with access to alternative investments and institutional resources.

Anthony Sibley is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He is currently an advisor at Creative Planning, where he has worked since 2023. His prior experience includes roles at The Clarius Group, Morgan Stanley, and Apptio. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Charles Griffith is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience working in the hospitality industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Hao Wu is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Transamerica, he worked in the aviation technology sector with Sine Draco Aviation Technology and at Boeing. He is involved with the Seattle Chapter of the Chinese Institute of Engineers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment models, managing a combined discretionary and non-discretionary portfolio in the billions.

Adam Willis is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Willis is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and services, including asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary approaches.