James Edwards is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding a Series 65 credential. He has 13 years of industry experience, including a 12-year tenure at Bank of America Private Bank before joining Beacon Pointe Advisors in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Lloyd Galbraith is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and previously worked at Arbor Point Advisors and KMS Financial Services. Outside of his advisory work, he pursues photography as a hobby, creating and selling original works that incorporate encaustic techniques. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a variety of proprietary and third-party platforms.

Evan Wirkkala is a financial advisor at Hightower Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Clear Coast Partners, 30 North Group, Pathstone, and Cornerstone Advisors, Inc. Outside of his advisory role, he is the owner of Whiteline Advisory, where he serves as a consultant to private family operating businesses, and is a majority partner in Clear Coast Partners, LLC, a firm focused on healthcare-related investments. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Karen Henderson is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined total of 15 years. Outside of her advisory role, she is a Notary Public in Seattle, WA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated investment platform.

Sasho Smileski is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and six years of industry experience. He has worked at Charles Schwab & Co., Charles Schwab Bank, Bank of America, and Merrill. Outside of his advisory role, he owns residential rental properties in Washington. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Michael Ersser Jr. is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Merriman Wealth Management, BlackRock, and Zulily. He also briefly worked in the food service industry with MOD Super-Fast Pizza. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and various managed accounts.

Yulia Aiden is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with TIAA since 2017. Outside of her advisory role, she previously operated Yulia, LLC DBA Vino & Picasso for five years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Carol Parrish is a financial advisor at Hightower Advisors in Bellevue, WA, with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms including WCG Wealth Advisors, Park Avenue Securities, and Guardian Life Insurance. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Matthew Pearson is a financial advisor with Creative Planning in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fidelity Investments, Global Retirement Partners, LPL Financial, Usi Advisors, M Holdings Securities, and Kibble & Prentice Holding Company. He serves on the board of Global Underwater Explorers, a diving community and training organization. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Patrick Bevan is a CFP® professional with two years of industry experience, currently serving at Corient in Seattle, WA. His work history includes roles at Corient Services LLC, CWM, LLC, and Carson Wealth, preceded by four years each at Creighton University and Seattle Preparatory School. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party manager solutions, employing risk management tools and stress testing to align portfolios with client objectives.

Peter Stankovich is a financial advisor at TIAA-CREF in Bellevue, WA, with 21 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2007. Outside of his advisory role, he is also the author of a book published on Amazon.com, which generates a small amount of passive income. TIAA-CREF provides financial planning and discretionary managed account programs primarily to individuals and entities with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and offers customized investment solutions alongside model portfolios.

Michelle Smith is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merriman Wealth Management and KeyBank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Boyd Crumbaugh is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 credential with less than one year of industry experience. Prior to joining Oppenheimer, he worked in various educational roles at institutions including the University of Washington and Bothell High School. Oppenheimer serves a broad client base that includes individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with manager selection and a variety of investment strategies to construct client solutions.

Zhijun Huang is a financial advisor with Transamerica Financial Advisors. He holds the Series 66 designation and has been with Transamerica Financial Advisors since 2026. Prior to joining, he worked at Ampseattles LLC and Tesla, among other roles. He is also involved with Flowspace LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, with discretionary and non-discretionary program options.

Stephanie Johnston is a Series 66-registered financial advisor at Oppenheimer with two years of industry experience. She previously worked at Wedbush Securities and Ameriprise Financial Services. 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 with an investment approach that includes strategic and tactical asset allocation, manager selection, and a combination of discretionary and non-discretionary management programs.

Joleen Yelton is a financial advisor at Commonwealth Financial Network with 15 years of industry experience and holds the Series 66 designation. She is President and Co-Owner of Focused Filial, Inc., a private entity involved in securities and advisory business. Her prior work includes positions at Sparks Financial Services, Inc. and Nordstrom-Clarins Cosmetics. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides various managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Chanell Bennett is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her advisory role, she worked at Bankers Life & Casualty, Inc. as an insurance producer, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and regular portfolio monitoring.

Carl Aschenbrenner is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Bellevue, WA. His prior experience includes roles at Fisher Investments, Whalen Wealth Management, and HCR Wealth Advisors. He also serves as a co-trustee on two separate property irrevocable trusts, overseeing trust administration and investment decisions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investment allocations and specific securities.

Wai Yip Cheung is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at multiple insurance and financial services firms, including Tp Insurance Group Inc and Connexion Insurance Solutions. Outside of advising, he is involved in insurance sales and manages operations related to several insurance agencies. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers to implement its advisory strategies through a large network of advisors.