Michael Bell Jr. is a financial advisor at D.A. Davidson & Co. with 31 years of industry experience, including 28 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of Leonard's Landing Lodge, a fishing lodge. 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 services under fiduciary standards with a range of advisory, planning, and wealth management programs, and is notable for its municipal advisory and underwriting activities.

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.

Julie Sun is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Vanilla Technologies, Inc., and WealthWave. Outside of advisory work, she is involved in managing a joint rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of fee-based advisory programs and commission-based brokerage services, utilizing proprietary and third-party investment models with both discretionary and non-discretionary options.

Christopher Taylor is a financial advisor at Corient with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Corient, he spent 15 years at Bristlecone Advisors LLC. 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 customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Chau Ngo is an advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Engineer's Financial Group LLC, NYLIFE Securities LLC, New York Life Insurance Company, Alaska Airlines, SkillShow, Expedia, and Microsoft. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pavel Nalivayko is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously worked for PN Construction for 19 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Jon Snare is a CFP® and CFA®-designated financial advisor with 15 years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors, Wells Fargo, and Deloitte Investment Advisors LLC. He serves on the Board of Directors and Finance Committee of the Trinity Education Foundation, a charitable organization. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that incorporates active and passive strategies, third-party managers, private funds, and various analytical tools.

Thomas Myers is a CFP® and CFA® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors, Brownson, Rehmus & Foxworth, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jamshedi Umarzoda is a Series 65-licensed financial advisor with two years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at Bordeaux Wealth Advisors, Chinook Capital Advisors, and Turning Point Strategic Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jason Kronstad is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 65 credential and has previously worked at Parametric Portfolio Associates, M Financial Group, and served in academic roles at Purdue University and the University of Washington. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized programs and educational content.

Kyle Thomas is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held prior roles at Hightower Advisors, Highland Private Wealth Management, Pathstone, and Cornerstone Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including low-cost ETFs, separate account managers, and private funds.

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.

Aengus Dubendorf is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has two years of industry experience and previously worked at Wells Fargo Clearing for four years. 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 services include guidance on asset allocation and investment selection, with recommendations tailored to individual client goals and risk tolerance.

Kevin Berry is a financial advisor at Corient with 23 years of industry experience. He previously worked for 15 years at Bristlecone Advisors LLC before joining Corient in 2025. He holds Series 63 and Series 66 credentials. 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 combines in-house strategies with third-party manager solutions and customized asset allocation.

Luther Haugan is a CFP® professional with 34 years of industry experience, currently serving at Oppenheimer since 2003. Prior to joining Oppenheimer, he worked at CIBC World Markets Corp. for eight years. Outside of his financial advisory work, he operates LHAUGAN Photography, focusing on underwater photography. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jeffrey Morelan is a financial advisor at Centaurus Financial, Inc. in Bellevue, WA, with 24 years of industry experience. He holds a Series 66 credential and has been with Centaurus Financial and Allen Capital Management & Planning, LLC since 2002. In addition to his advisory work, he owns and operates a tax preparation service focused on individual tax returns. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, trusts, and foundations, offering financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm manages assets under both discretionary and non-discretionary arrangements and employs a variety of analytical approaches, including fundamental and technical analysis, with options for model overlay programs and approved third-party managers.

Lynn Chambers is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, Lynn worked at firms including Morgan Stanley and Citigroup Global Markets. Outside of advisory work, Lynn is involved in distributing wearable medical devices and provides financial education through a separate consulting business. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led approach that emphasizes low-cost indexing, tax-loss harvesting, and selective private market investments. The firm manages approximately $295.6 billion in assets through a large team of advisors and provides integrated legal, accounting, and trust services.

Frances Lee is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Coldstream Wealth Management, Umpqua Investments, and Capital One Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework using fundamental and quantitative analysis.

Alexa Willis is a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, holding CFP® and Series 65 credentials with 10 years of industry experience. Her career has been exclusively with Mercer Global Advisors since 2016. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Stephanie Roberts is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Bellevue, WA. She previously worked at The H Group Washington, Inc. and Harvest Capital Advisors. From 2018 to 2020, she was involved with When in Travel Series LLC. 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 blending passive and active managers with quantitative, momentum, and fundamental analysis.