Ryan Svendson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Old Republic Title, Chaney Capital Management, and Oppenheimer & Co. Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Kaylee Turin is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Highland Private Wealth Management, and Bank of America. Outside of her financial career, her background includes roles in retail and education sectors such as American Eagle Outfitters and the University of Washington. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features multi-manager solutions and emphasizes manager selection, offering access to proprietary research, various investment vehicles, and tailored portfolio construction.

Andrew Chhor is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-based investment approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Frank Mclaughlin IV is a CFP® with 11 years of industry experience, currently advising at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked for Merriman Wealth Management, LLC for eight years. 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 combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Dylan Simons is a financial advisor at Beacon Pointe Advisors, LLC in Bellevue, WA, holding Series 66 and Series 63 licenses with 10 years of industry experience. Prior to joining Beacon Pointe, he worked at Raymond James Financial Services Advisors, Inc. and Kms Financial Services, Inc. Simons is also the owner of LG's Kitchen LLC, a business that sells breakfast burritos. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies, supported by third-party independent managers and proprietary private funds.

Jay Shi is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and has been affiliated with World Financial Group, Inc. since 2013. Jay is involved in the sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Beau Rezek is a financial advisor at Wealthspire Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Hightower Advisors and Brighton Jones. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework that incorporates mutual funds, ETFs, private investments, and external account managers subject to centralized due diligence and oversight.

Yan Lee is a Series 66 licensed financial advisor with five years of industry experience. He currently works with Key Investment Services LLC and has held positions at firms including JPMorgan Chase Bank, Fidelity Investments, and LPL Financial. Outside of his advisory role, he serves as a volunteer community advisor for Evergreen Hospital. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account offerings. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and a focus on due diligence and supervisory oversight.

Bo Lee is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Beacon Pointe Advisors, he spent 15 years at BNY Mellon. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and also acts as a general partner for proprietary private funds.

Aaron Spencer is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously spent 20 years at MERRIMAN Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types.

Uma Sekar is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, Uma worked with Your Hive, Parenting Partners, and Capria Ventures. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Taylor Klevens is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. His prior roles include positions at PFG Advisors, Klevens Capital Management, and Badgley Phelps Wealth Managers. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party managers across various asset classes and alternative strategies.

Nan Nge is a financial advisor at Corient with two years of industry experience. They hold Series 63 and Series 65 licenses and have worked at firms including Bank of America, Merrill, and Truist Advisory Services. Nan has prior experience with the University of Florida and in business planning services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services through affiliated entities.

Isaac Everett is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Merriman, Thrivent Advisor Network, Smead Capital Management, and Snap! Raise. Focus Partners Wealth, LLC provides comprehensive wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

Robert Henshaw is a financial advisor with Oppenheimer & Co. Inc. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including 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, retirement services, and financial planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, acting as a qualified custodian and utilizing both commission-based and advisory fee structures.

Carlos Lopez is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Turtle Shell LLC, a non-investment-related business based in Sammamish, WA. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and tax-loss harvesting, and offers a range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

Jennifer Johnston is a financial advisor at Hightower Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Johnston is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisor practices.

Allyson Eisenhower is Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2024. She focuses on helping clients pursue their financial goals and secure their future by providing comprehensive financial planning tailored to each client's unique situation and objectives. Her professional experience includes positions as a Financial Consultant at Fidelity Investments from 2020 to 2024, a Financial Consultant at Charles Schwab in 2019, and a Senior Associate at Pavilion Alternatives Group from 2017 to 2019. Earlier in her career, she worked as a Portfolio Manager at Empirical Wealth Management from 2015 to 2017 and as a Client Relationship Manager at Charles Schwab from 2008 to 2014. Allyson's approach centers on trust, transparency, and a commitment to delivering high standards of service to her clients.

Launa Rohar is a CFP®-certified financial advisor at Oppenheimer with 10 years of industry experience. She has worked at Oppenheimer since 2018 and previously held roles at Government Perspectives, LLC and Kaleidoscope School of Music. Outside of her advisory work, she is a performing musician, occasionally volunteering and sometimes being paid for musical performances. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and rebalancing across multiple asset classes.

Binbin Feng is a financial advisor at TIAA-CREF in Bellevue, WA, holding Series 63 and Series 65 designations with 10 years of industry experience. Feng has worked at TIAA-CREF since 2018 and previously held roles at JP Morgan Chase Bank and JP Morgan Securities LLC from 2015 to 2018. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with connections to TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates financial planning services from ongoing portfolio management and serves as adviser to donor-advised funds within a vertically integrated structure.