Bradley Stewart is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. He previously worked at Robert W Baird from 2015 to 2020. Outside of his advisory role, Stewart is a consultant and partner at SaledAlpha, LLC, a private company focused on AI data analysis tools, and serves as treasurer for the Mercer Island Baseball Booster Club. D.A. Davidson & Co. provides 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 operates under fiduciary standards and offers services such as ERISA retirement plan advisory, modular and comprehensive financial planning, and discretionary portfolio management, distinguishing itself with municipal advisory activities and affiliated custodial entities.

Maura Lentini is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with 23 years of industry experience. She has worked with D.A. Davidson & Co. since 2002. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides various services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Sean Baratt is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Key Investment Services since 2020 and previously spent six years at Edward Jones. Prior to his current role, his background includes positions at Robert Half and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Chadwick Proctor is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and seven years of industry experience. His prior roles include positions at BNY, Bank of America Private Bank, and Northern Trust. He is based in Seattle, WA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Charles Hudelot is a CFP® professional with 10 years of industry experience, currently affiliated with D.A. Davidson & Co. He has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Equitable Advisors, and Key Investment Services LLC. Hudelot serves as vice president of the board of directors for the Seattle Koyasan Buddhist Temple, where he contributes to website maintenance and building upkeep. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Tristan Sanabria is a Series 66-registered advisor with First Command Advisory Services and has four years of industry experience. His work history includes roles at First Command’s advisory, brokerage, and insurance services, as well as prior public sector experience with the City of Puyallup and the Washington State Senate. He also served six years in the Washington Army National Guard. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jennifer Lee is a CFP® and CFA® credentialed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She previously worked at Merriman Wealth Management, LLC for six years and held positions at Avier Wealth Advisors and Edward Jones. Focus Partners Wealth serves a wide range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that incorporates fundamental and quantitative analysis alongside third-party managers and offers a variety of investment strategies and affiliated service companies.

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. Prior to joining Independent Financial Group, Kim worked at New York Life Insurance Company, NYlife Securities LLC, and has been involved in insurance sales through Pacific Reliance Insurance and other agencies. 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 a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors, utilizing multiple advisory programs and third-party asset managers.

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. in Seattle, WA, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with D.A. Davidson & Co. since 1995. 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, wrap fee programs, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

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 financial advisor at TIAA-CREF with seven years of industry experience. She holds the CFA® designation and Series 65 license. Her prior work includes positions at SEI Investments Management Corp, Taiyo Pacific Partners, 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 to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios managed under client-approved investment policies.

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.