Lisa Ellingboe is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 licenses and three years of industry experience. She has worked at Commonwealth Financial Network since 2019 and previously held positions at Kitsap Bank and Bank of America. 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 a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Steven Stapley is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using a range of strategies including strategic asset allocation and manager selection.

Glen Kim is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at New York Life Insurance Company, NYlife Securities LLC, and Pacific Reliance Insurance. Outside of advisory services, he has been involved in selling property and casualty insurance and is an officer of an insurance agency used for tax reporting purposes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios delivered through various platforms.

Karalyn Carlton is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 23 years of industry experience. She previously worked at Cetera Advisors LLC for five years before joining Independent Financial Group in 2018. Outside of her advisory role, she volunteers with the Washington Women's Foundation and participates in grant review and contributions. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party asset managers.

Jarred Chamberlain is a CFA® charterholder with seven years of experience in financial advisory roles. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 following eight years at The Clarius Group and six years at HRK Investments. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various account types.

Daren Toy is a CFA® charterholder with three years of industry experience. He is currently with Corient in Seattle, WA, where he has been since 2023. Prior to that, he worked at McCutchen Group LLC from 2015 to 2023. 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 integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

Joely Meighan is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She has been with the firm since 1995 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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, operating under fiduciary standards and combining qualitative and quantitative analysis in its investment recommendations.

Derryl Durden is a financial advisor with GWN Securities Inc. in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Safeco Investment Services, Inc. and as a principal of Durden & Durden, Inc. Durden also serves as a board member for Emerald City Bible Fellowship. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm employs a variety of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Taryn Lee is a CFP® with 21 years of industry experience, currently with Commonwealth Financial Network. She has held roles at WealthSpring and Financial Advisory Partners, and previously worked for Kms Financial Services, Inc. Lee also conducts fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and custodial services, serving both individual and institutional clients.

Anne Delaney is a financial advisor at Corient with 10 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Columbia Pacific Wealth Management and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolio exposures with client objectives.

Karina Bianca Dahilig is a CFA® and Series 65 registered financial advisor with TIAA-CREF, based in Seattle, WA. She has eight years of industry experience and has held roles at Taiyo Pacific Partners, SEI Investments Management Corp, Badgley Phelps Wealth Managers, Directional Financial Services, and Empirical Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers a separation between point-in-time planning and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Kimberly Arnesen is a Senior Wealth Advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Rainier Financial Group. Outside of her advisory work, she is a commissioned Notary Public. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

David Madia is a financial advisor at Oppenheimer with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wells Fargo. He is a passive investor in his father's business, Evanston Motor Company in Wyoming. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, and acts as a qualified custodian with a range of distinctive service features.

Quinn Shaw is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has previous experience at The Ayco Company, L.P./Mercer Allied and Duff and Phelps, LLC. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and proprietary analytics to tailor solutions across a range of fee structures and platforms, leveraging the broader capabilities of the Goldman Sachs ecosystem.

Caterina Ferraro is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Seattle, WA, she joined D.A. Davidson in 2023. 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 offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Stephanie D'ippolito is a CFP® with 16 years of industry experience, currently serving at Clearstead Advisory Solutions. Her prior experience includes roles at The Clarius Group, Freestone Capital Management, BELR Capital, and Bronfman E.L. Rothschild. Clearstead serves affluent private clients and institutional investors, offering investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and emphasizes an institutional investment approach that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Nadezhda Erinchek is a financial advisor at Corient with a Series 66 credential and three years of industry experience. She previously worked at Equitable Advisors, LLC and Equitable from 2016 to 2025. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach using a combination of in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management tools.

Scott Jozefowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, GWFS Equities, and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm operates at scale with over 212,000 clients and emphasizes non-discretionary asset management rather than targeting high-net-worth or corporate clients.

James Simone is a CFP®, CFA®, and Series 66-registered financial advisor with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Purshe Kaplan Sterling Investments, both since 2021. His prior experience includes roles at Rainier Financial Group, LPL Financial, and Ameriprise Financial Services. Outside of his advisory work, Simone serves as a board member for Friends of Athletic Fields, a nonprofit advocacy group in Seattle focused on local athletic field users. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, using a proprietary Focus List of third-party managers and quantitative and qualitative due diligence, while also sponsoring proprietary investment vehicles and serving as a general partner in multiple private funds.

Keith Capasso is a financial advisor at Corient with 21 years of industry experience. He holds a Series 65 designation and has worked at firms including Columbia Pacific Wealth Management and CIPW Service Company. Capasso is based in Seattle, WA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.