Christopher Waclawik is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Merriman Wealth Management, LLC from 2014 to 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Rachel Carmony is a Series 66-licensed financial advisor with TIAA-CREF, based in Seattle, WA. She has been with TIAA-CREF since 2023 and has a total of nine years of experience in the financial industry, including prior roles at Hallie Spies and Debra Glazer. Outside of her advisory work, she owns a two-unit residential property, residing in one unit and renting the other. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated group that employs affiliated funds.

Angela Stover is a CFP® with 25 years of industry experience. She is currently affiliated with Focus Advisor Solutions, LLC and has previously worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward Financial Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets across a relatively small advisor base, combining enterprise scale with a high client load per advisor.

Guido Pena is a financial advisor with Empower Advisory Group in Seattle, WA, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Key Investment Services and KeyBank NA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

John Easley III is a financial advisor at Independent Advisor Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Financial Advocates Investment Management and LPL Financial. Easley is also co-owner of Mediscource Planning, a business he has been involved with since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and utilizes various strategies and technology platforms to support portfolio management and estate planning.

Kyle Johnson is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and four years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Cambia Health Solutions from 2017 to 2022. 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, equity research, and a Private Wealth program for high-net-worth clients.

Paresh Kamdar is a CFP® professional with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman for 18 years. Focus Partners Wealth, LLC offers 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 provides a wide range of financial and fiduciary services.

Brett Skogstad is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Capstone Wealth Advisors and Lincoln Financial Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Mary Butler is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2018. Prior to this, she held roles at Foresters Financial Services and Macy's. Outside of her advisory work, Mary is a social media content creator through her business MIX IT UP WITH MARY, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to various clients, including retirement plans, individual investors, and charitable organizations. The firm provides a range of advisory and planning services under fiduciary standards and also serves as a municipal advisor with unique operational features in wealth management and custodial services.

Jeffrey Huston is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2004. Based in Seattle, WA, Huston's career has been focused at TIAA-CREF throughout this time. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Kylee Nemeth is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has worked at firms including Olympic NW Advisors and Kitsap Bank. Outside of her advisory roles, she has a background in education, having worked at Trinity Western University and Lethbridge Collegiate Institute. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michael Bils is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and with New York Life and its related entities since 2006. Outside of his advisory work, Michael is involved in stage performances and coordinates actors as an independent contractor with Unexpected Productions and also works as an auctioneer, emcee, and bid-spotter at various auctions. 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 advisory programs, emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tyler Walters is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has worked at Walters Wealth Management and Charger Ranch LLC prior to his current role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, and custody services.

Michael Savio is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 66 credentials and having seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and a brief tenure at Menchies Frozen Yogurt. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment programs supported by strategic asset allocation and fund due diligence conducted with HSBC Global Asset Management and affiliated providers.

Molly Brown is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has worked at D.A. Davidson & Co. and its affiliated Trust Company since 1999. Outside of her advisory role, she is a commissioned notary public for the state of Washington. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides various advisory solutions under fiduciary standards, combining qualitative and quantitative analysis, and operates unique municipal advisory and underwriting services alongside affiliated custodial entities.

Gabriella Chilczuk is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Key Investment Services, LLC and KeyBank. Prior to her advisory career, she was involved with BoxBar Beauty. 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 operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Zhipan Huang is a financial advisor with HSBC Securities (USA) Inc. based in Seattle, WA, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to joining HSBC in 2018, Huang worked at JP Morgan Securities and JP Morgan Chase Bank from 2016 to 2018 and briefly at the US Postal Service. Outside of finance, Huang is the owner of a residential rental property in Seattle. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm combines strategic and tactical asset allocation with fund due diligence and monitoring, offering both onshore and offshore investment programs.

Dennis Williams Jr. is a financial advisor at Farther with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Edward Jones, Wells Fargo, and Farther Finance Advisors. Outside of his advisory role, he is the president of My Financial Therapist, an education-focused business based in Seattle. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, and provides discretionary investment management alongside retirement plan consulting and non-discretionary recommendations for private investment funds.

Sierra Butler is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC since 2025. She previously worked at Merriman Wealth Management, LLC and Dimensional Fund Advisors. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, and offers a variety of services such as investment management, financial counseling, and retirement plan fiduciary services.

Matthew Fox is a financial advisor at &PARTNERS with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, employing a mix of proprietary and third-party portfolio management strategies across fundamental, technical, and quantitative analyses.