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 in hospitality and education. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets.

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.

Tyler Gaspard is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Corient. Prior to joining Corient, he worked for Columbia Pacific Wealth Management for 12 years and has held roles at CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions, supported by ongoing portfolio monitoring and risk management tools.

Adam Willis is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation with six years of industry experience. He previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across its programs and manages approximately $36.7 billion in assets.

Derek Crump is a financial advisor at Corient with 23 years of industry experience. He holds the Series 65 designation and has worked at Corient and its related entities since 2023. Prior to that, he was with Columbia Pacific Wealth Management for eight years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

John Field is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes 13 years at Frank Russell Company before joining Steward Partners Investment Solutions, LLC, where he has worked since 2018. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and pension consulting through both proprietary and third-party investment solutions.

Andargachew Tadesse is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 credential and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Hallie Eads is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017. Prior to this, she spent six years with New York Life insurance and associated entities, including Eagle Strategies. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated model and provides a range of advisory and brokerage services alongside affiliated investment options.

Jon Snare is a CFP® and CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Wells Fargo. Snare serves on the board of the Trinity Education Foundation, a charitable organization, participating in general board and finance committee activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, financial counseling, and family office services.

Thomas Myers is a CFP® and CFA® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates multiple asset types and strategies.

Jamshedi Umarzoda is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Bordeaux Wealth Advisors, Chinook Capital Advisors, Turning Point Strategic Advisors, and ADM Capital. Focus Partners Wealth, LLC provides 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 combines active and passive strategies within an enhanced open architecture framework.

Ghazaleh Nekui is a financial advisor at Corient with six years of industry experience. She holds the CFA® designation and Series 66 license. Her prior roles include positions at Morgan Stanley Private Bank, Columbia Pacific Wealth Management, and First Republic Bank. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party manager solutions and continuous portfolio monitoring to align with client objectives.

Grant Monson is a CFP® professional with 20 years of industry experience. He is currently with Integrity Alliance, LLC and previously worked at Lion Street Advisors and Penn Mutual. He serves as a board chairman for a charity organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management and consulting services through a network of independent advisers.

Melissa Restivo is a financial advisor at Wealthspire Advisors with a Series 65 designation. She has been in the industry since 2018, previously working at Parametric Portfolio and Filament LLC. Restivo is based in Seattle, WA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and a mix of investment vehicles.

Sarah Le is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 65 designation with one year of industry experience. She has been with TIAA since 2017 and previously worked at the University of Washington from 2012 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Aengus Dubendorf is a Series 66-licensed financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., he worked at Wells Fargo Clearing for four years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations across a range of asset classes while leaving final trading decisions to clients.

Neha Lande is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan. In addition to her advisory work, she consults on IT services through Landersun LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Luther Haugan is a CFP® with 33 years of industry experience and has been with Oppenheimer since 2003. Based in Seattle, WA, he holds Series 63 and Series 65 registrations. Outside of his financial advisory role, he operates LHAUGAN PHOTOGRAPHY, specializing in underwater photography. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a broad range of advisory and brokerage services, employing strategic and tactical asset allocation and manager selection to build client portfolios, while also acting as a qualified custodian.

Nathaniel Haskell is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at Corient in Seattle, WA, having previously worked at Columbia Pacific Wealth Management, Cresset Asset Management, and The Ayco Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs comprehensive risk management tools.