Gregory Camperos is a CFP® with six years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent several years at Bordeaux Wealth Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Unifia Choi is a Series 65 licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She previously worked at Bordeaux Wealth Advisors and has experience in both education and community organizations, including the University of Washington and the YMCA of Greater Seattle. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Yuhui Cheng is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, Cheng worked at WFGIA for ten years. Cheng is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, combining proprietary and third-party investment solutions with both discretionary and non-discretionary program options.

Sihun Park is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, Park had roles at Tucker's Farm Corporation, Cintas, and several educational institutions including the University of Washington and multiple high schools. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

John De Carvalho is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. Prior to joining Integrated, he worked at Private Asset Management, Clear Coast Partners, Parcion Private Wealth, Perkins Coie LLP, and Moss Adams Wealth Advisors LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Jack Schneider is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation. He has previously worked at Edward Jones, Mountain Pacific Bank, and Keller Williams, among other firms. Schneider is based in Redmond, WA and has over four years of experience in financial services. Beacon Pointe Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, consulting, financial planning, and outsourced chief investment officer services. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Glen Kim is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at New York Life Insurance Company, NYlife Securities LLC, and Pacific Reliance Insurance, among others. Outside of his advisory work, he is involved with Pacific Reliance Insurance as an independent contractor selling property and casualty insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both discretionary and non-discretionary management through multiple platforms.

Christina Sun is a financial advisor at Transamerica Financial Advisors with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at World Financial Group and Microsoft, where she worked as a software engineer. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios and fee-based programs. The firm operates both as a registered broker-dealer and registered investment adviser, supporting clients with a range of investment and retirement solutions.

Angad Mahal is a financial advisor with Principal Financial Services in Tukwila, WA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at RBC Capital Markets, Piper Sandler, and Comerica Bank. Outside of his advisory work, he owns and operates businesses in insurance, accounting, and loan brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis.

Kristin Montagne is a financial advisor with Eagle Strategies (New York Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with New York Life Insurance Company since 2015 and currently owns L & M Financial Services, LLC, where she brokers non-registered insurance products in addition to offering financial services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions, with a focus on tailored advice and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Tara Johnson is a CFP® with 20 years of industry experience, currently serving at Hightower Advisors since 2022. Prior to joining Hightower, she worked at Sovereign Wealth Advisors LLC for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through both affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on custom portfolio construction and international exposure management.

Darin Ring is a financial advisor with Key Investment Services LLC in Issaquah, WA, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has been with Key Investment Services since 2009, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection supported by ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group and collaborating closely with affiliated banking and capital markets entities.

Reid Wolch is a CFP® with four years of industry experience, currently affiliated with Oppenheimer & Co. Inc. He has worked at several firms including J.P. Morgan and Sun Life Investment Management. Outside of finance, he teaches piano lessons and performs regularly, including teaching at the Chopin Academy of Music. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across various portfolio types, with both discretionary and non-discretionary management approaches.

Lorraine Cheng is a financial advisor at Oppenheimer with 31 years of industry experience. She has been with Oppenheimer Asset Management Inc. since 2003 and previously worked at CIBC World Markets Corp. from 1998 to 2003. She holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Shaun Mc Mahan Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Commonwealth since 2005. Outside of his advisory role, he serves as treasurer for the Issaquah Lacrosse Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Hye Kim is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in health insurance sales and real estate brokerage through her roles at Connexion Insurance Solutions, Hye Soon Kim - Health Insurance, and RSVP Real Estate. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios, third-party managers, and multiple advisory platforms to deliver its services.

Aaron Gose is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 65 licenses and with four years of industry experience. He is the owner of Engineer's Financial Group LLC, operating under a DBA to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

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.

Michael Milojevich is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 65 designation and has previously worked at Highland Private Wealth Management and Cornerstone Advisors, Inc. He is based in Bellevue, WA. 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 both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

Haley Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses with nine years of industry experience. She currently operates under multiple entities including Bond Financial PLLC and Center Wealth Strategies, LLC, focusing on brokering non-registered insurance products alongside her advisory work. Outside of her advisory role, she is a passive investor in Cicle, Inc., a company that develops electric vehicle charging stations. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored solutions through various program types, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.