Steven Teichler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at DPA Wealth Partners, Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, multiple program structures, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Daniel Talcott is a financial advisor with PlanMember Securities Corporation in Bothell, WA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with PlanMember since 2015 and operates several businesses outside the firm, including co-owning a bed and breakfast and serving as a sports official in basketball, softball, and baseball. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management under ERISA Section 3(38) and a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation process supported by ongoing education and service to plan sponsors and participants.

Yaxin Zhai is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, Zhai worked at Brighton Jones and held roles at the Fred Hutchison Cancer Center and Beacon Communities LLC. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Naixin Li is a financial advisor with Eagle Strategies (NY Life) based in Kirkland, Washington. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. In addition to his advisory work, Li is an independent photographer focusing on local events and community activities. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Eric Neufeld is a CFA® charterholder with four years of industry experience. He has worked at TIAA-CREF since 2021 and previously held positions at Pacific Financial Group, LLC, and The Pacific Financial Group, Inc. His current role is based in Bellevue, WA. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm provides both point-in-time financial plans and ongoing portfolio management, often serving clients with existing relationships through TIAA‑administered employer retirement plans.

Matthew Myers is a financial advisor with TIAA-CREF in Bellevue, WA, holding a Series 66 credential and 15 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, Myers participates as a college football commentator on the Buckeye Backers Podcast. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, offering model-based and customized investment solutions.

Jun Tang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He is a certified member of the National Association of Registered Social Security Analysts and serves as president of the East China Normal University Alumni Association in America, Seattle Chapter. Tang also consults with families and students on college planning through the Heartland Institute of Financial Education and participates in cultural and networking activities with the Seattle Shanghai Association. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary options.

Andrea Carson is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Transamerica Financial Advisors since 2018 and is also involved with InheritGuard, LLC, providing estate planning education and client communications. Additionally, she manages Carson & Associates CPAs, PLLC, a CPA firm offering tax preparation, business formation, and financial planning services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Daniel Stober is a financial advisor at Hightower Advisors with 24 years of industry experience. He has held roles at Triad Wealth Stewardship, Cambridge Investment Research Advisors, and Threadline Wealth prior to joining Hightower in 2014. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Danielle Strumbeta is a CFP® and Series 65-registered financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. Her prior roles include positions at Merriman Wealth Management, LLC and Kutscher, Rhodes & Benner, Inc. Focus Partners Wealth serves a diverse client base, including high-net-worth families, family offices, corporations, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term investment approach utilizing a mix of active and passive strategies within an enhanced open architecture framework.

Yahong Yi is a financial advisor with Transamerica Financial Advisors who holds a Series 65 license and has three years of industry experience. Prior to joining Transamerica, Yi worked at World Financial Group and has been involved with a CPA firm, Hanlin Moss Yi PS, since 1998. Yi also has experience in sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a broad 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 with a range of model portfolios, third-party money managers, and program options that can be discretionary or non-discretionary.

Matthew Siegel is a CFP® with 15 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has previously worked at firms including J.P. Morgan Securities LLC, Commonwealth Financial Network, and Spectrum Financial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, direct indexing, and private fund platforms.

Jordan Pankratz is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Frost Bank. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates offerings from KeyCorp affiliates to deliver a range of wrap programs and related services.

Christie Mueller is a financial advisor at Eagle Strategies (NY Life) with 40 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Eagle Strategies since 2008. In addition to her role at Eagle, she operates under the DBA Mueller and Associates, providing New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

William Forslund is a financial advisor with Oppenheimer, holding a Series 66 credential. He began his career at Oppenheimer in 2025 and has prior experience as a student and educator before entering the industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment and retirement services with both discretionary and non-discretionary account management, combining strategic asset allocation, manager selection, and customized consulting solutions.

Sharon Lailey is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the ChFC® designation and Series 65 and 63 licenses. Prior to joining Hightower in 2022, she spent 16 years at Sovereign Wealth Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.

Xiaoyuan Shang is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, Shang held roles at Iron Pillar Fund, Barclays Private Bank, and Columbia Business School, and spent thirteen years at Shrewsbury International School Bangkok. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Maja Janko is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at HighTower Advisors LLC for 13 years before joining Mariner in 2023. Outside of her advisory role, she is a board member and treasurer for The Flea Theater, a non-profit organization in New York City. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, and it provides integrated tax, accounting, and administrative CFO services that are uncommon among large advisory enterprises.

Bradley Rustik is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at The Vanguard Group for three years. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual investors, charitable organizations, and corporate clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties. The firm offers a range of services such as retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Amy Secor is a CFP® professional with 29 years of industry experience, currently serving at Mariner Wealth Advisors since 2022. She previously worked at TIAA and Tiaa from 2004 to 2022. Secor serves on the University of Washington Planned Giving Advisory Board, providing advice on complex planned giving cases. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios combining internal research with third-party managers, and provides integrated tax and administrative solutions uncommon among large advisory enterprises.