Jack Bell is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Lion Street Financial, Lion Street Advisors, and Financial Forum, Inc. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network with over 300 independent representatives and offers portfolio management, financial planning, and third-party manager referrals across multiple investment platforms.

Donald Davies is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and one year of industry experience. Prior to joining Transamerica, he worked at Microsoft for 24 years. Outside of his advisory role, he teaches chess to children through the Grand Knights Chess Academy. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based programs supported by proprietary and third-party investment models.

Lance Rounds is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 1999 to 2003. Outside of his advisory role, he serves as the International Sales Director for MedFlightOne, a critical care air transportation company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Seth Radler is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Pacific Investment Management Company, PIMCO Investments, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach uses Charles Schwab’s asset-allocation models and research tools, offering at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Joliet Osborne is a CFP® professional with 15 years of industry experience, currently serving at Valic Financial Advisors in Renton, WA. She has been with Valic Financial Advisors since 2010 and also holds a position with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account and wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Vishnu Alse is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds the CFP® and CFA® designations along with Series 63 and 66 licenses. Prior to joining Focus Partners Wealth in 2026, he worked at Envestnet and Charles Schwab & Co., Inc. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines active and passive approaches within an enhanced open architecture framework.

Virak Mann is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, having previously worked at firms including J.P. Morgan Securities, UnionBanc Investment Services, and LPL Financial LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs utilizing a multi-provider model with discretionary and non-discretionary portfolio management, integrates services from KeyCorp affiliates, and emphasizes percentage-of-AUM wrap fees.

Adam Guenther is a CFA® charterholder with 14 years of industry experience. He is currently with Corient in Bellevue, WA, having joined the firm in 2025 after spending 14 years at Bristlecone Advisors. 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 incorporates both in-house strategies and third-party managers, with ongoing risk management and portfolio monitoring.

Howard Englehart is a financial advisor at TLG Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America, Inc., Cetera Advisors LLC, and KMS Financial Services, Inc. In addition to his advisory role, he is an independent insurance agent recommending life, annuities, and long-term care insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional clients through a combination of investment supervisory services, portfolio management, and comprehensive financial and estate planning. Its approach integrates fundamental analysis and Modern Portfolio Theory, offering a direct-to-consumer program called Starlight Portfolios alongside ERISA fiduciary services.

Thomas Martin is a CFP® with 23 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Strategic Wealth, Dental Wealth Advisors, and other firms. Outside of his advisory role, he serves as a transitions advisor for DG Transitions and provides tax-related contracting services through an accounting firm. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies along with access to private funds and institutional solutions.

Kristoffer Sun is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and Barnhorn Financial, LPL. His career also includes a role at St. Petersburg College. Oppenheimer serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services on both discretionary and non-discretionary bases, with a notable emphasis on non-discretionary assets and custody of client assets as a qualified custodian.

Matthew Wells is a financial advisor with Empower Advisory Group in Kirkland, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Empower, Wells held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he owns an automotive business that renovates and rents vans and also provides pet sitting and dog walking services through the Rover platform. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Daniel Berge is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Oppenheimer. He joined Oppenheimer in 2021 after five years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer that serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services that utilize both discretionary and non-discretionary approaches across various asset classes, with an emphasis on customized investment policy development and ongoing portfolio management.

Kurt Jonson is a CFP®-certified financial advisor with over 32 years of industry experience. He currently serves at Osaic Advisory Services, LLC and has held roles at Pacific Capital Resource Group, Inc., Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he is the owner and CEO of Pacific Capital Resource Group, Inc., an insurance brokerage company. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, combining fundamental and technical analysis with access to alternative investments and institutional resources.

Anthony Sibley is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He is currently an advisor at Creative Planning, where he has worked since 2023. His prior experience includes roles at The Clarius Group, Morgan Stanley, and Apptio. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Charles Griffith is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience working in the hospitality industry. 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 range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Hao Wu is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Transamerica, he worked in the aviation technology sector with Sine Draco Aviation Technology and at Boeing. He is involved with the Seattle Chapter of the Chinese Institute of Engineers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment models, managing a combined discretionary and non-discretionary portfolio in the billions.

Adam Willis is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Willis is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and services, including asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary approaches.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

Michael Bell Jr. is a financial advisor at D.A. Davidson & Co. with 31 years of industry experience, including 28 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of Leonard's Landing Lodge, a fishing lodge. 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 services under fiduciary standards with a range of advisory, planning, and wealth management programs, and is notable for its municipal advisory and underwriting activities.