Timothy Knapp is a CFP® professional with 37 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Cascadia Advisory Services, Cetera Advisors LLC, and Asset Management Strategies, Inc., where he also serves as president. United Planners serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, and brokerage services through an open-architecture platform utilizing multiple custodians and third-party money managers.

Joshua Whelan is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at Alterra Advisors, Lion Street Advisors, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent, Inc. Outside of advising, he is the owner of Alterra Advisors, which operates as a life, disability, and health insurance brokerage. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to various investment programs, utilizing both advisor-managed and model-based portfolio approaches.

Noemi Chaparro is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at DPA Wealth Partners and Securian Advisors Northwest, with prior roles including Minnesota Life Agent positions. Chaparro also engages in fixed insurance sales as an outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a wide range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, managing over $212 billion in client assets.

Clinton Robinson is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with TIAA-CREF since 2014. Robinson serves on the finance committee and board of PlantAmnesty, a nonprofit organization focused on education and advocacy to prevent malpruning and preserve urban greenspaces. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure using affiliated funds.

Bligh Bjarnason is a CFP® with four years of industry experience, currently serving at Corient in Seattle, WA. His prior roles include positions at Columbia Pacific Wealth Management, Slalom, and Westlake Associates. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs various risk management tools to align portfolios with client objectives.

Scott Sheffield is a CFP® with 31 years of industry experience, currently serving at Hightower Advisors since 2022. Prior to joining Hightower, he spent 16 years with Sovereign Capital Advisors LLC, Sovereign Capital Group LLC, and Sovereign Wealth Advisors LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled vehicles and private funds, employing a multi-manager approach with both affiliated and third-party managers.

Liam Airey is a CFP® with two years of industry experience currently with Schwab Wealth Advisory in Bellevue, WA. Prior to joining Schwab, he worked at Clearsight Advisors, VLP Financial Advisors, and Corbett Road. He also spent ten years in full-time education before entering the financial advisory field. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not directly charge clients fees, with discretionary management typically provided by affiliated or third-party managers.

Aaron Nichols is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning in Bellevue, WA. His prior experience includes roles at National Advisors Trust Company before joining Creative Planning in 2019. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Jung Lee is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, Lee is involved in several business activities including ownership interests in real estate consulting and insurance marketing entities, and volunteers translating grant information for small businesses in Pierce County. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to tailor client investment profiles.

Matthew Kane is a financial advisor at Corient in Seattle, WA, with 21 years of industry experience. He holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, as well as Columbia Pacific Wealth Management from 2015 to 2023. Corient provides investment advisory and financial planning services to a wide range of clients, 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 risk management tools to align portfolios with client objectives.

Briana Keydel is a CFP® with 29 years of industry experience, currently with Wealthspire Advisors since 2024. Her prior roles include positions at Private Ocean, Mutual Securities, Inc., and Lakeview Financial Group. Outside of her advisory work, she serves on the board of the nonprofit Knit for Life and operates an independent insurance agency. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors. The firm provides wealth management, financial planning, and retirement-plan consulting services to individuals, including high-net-worth clients, corporations, nonprofits, and pension plans, employing an institutional-style asset allocation framework.

Marcie Mayer is a financial advisor with Oppenheimer in Renton, WA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services with investment solutions tailored through strategic and tactical asset allocation, manager selection, and various investment vehicles.

Wim Schut is a financial advisor at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Outside of his advisory role, he serves as trustee of the Wim Schut Living Trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jacob Bond is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2023. Prior to joining Cresset, he spent 16 years at TRUE Capital Management. He is also a licensed insurance agent with True Capital Insurance Services, LLC, an affiliated insurance company, though he does not receive compensation for those services. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, offering services such as portfolio management, wealth planning, private fund advisory, and family office services. Cresset employs a diversified, asset-allocation-driven investment approach combining active and passive strategies with a structured due diligence process for manager selection and ongoing monitoring.

Xiaoqi Ye is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. Ye has a background that includes roles at Microsoft as a Principal Technology Specialist and leadership of an IT consulting firm, XIAOQI Consulting LLC. Ye has also assisted with AI technology staffing through Purple Husky Technologies. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment models.

Nina Rose is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Coldstream Securities, Inc. and Coldstream Wealth Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including point-in-time planning and ongoing portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Steven Franco Ross is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Key Investment Services and its predecessor entities since 2015 and was previously employed at KeyBank for 17 years. Ross has been nominated to serve as Treasurer for his child's elementary school PTA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and ongoing oversight, and operates within the KeyCorp group, maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Anne Chao is a financial advisor at Oppenheimer with 29 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Julie Back is a financial advisor with Wealthspire Advisors, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including roles at Private Ocean, Mutual Securities, Inc., and Lakeview Financial Group. She has been with Wealthspire Advisors since 2024. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and oversight.

Darryl Lynch is an Executive Director-Investments at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a successor registered representative managing investment authority for a family trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services using strategic and tactical asset allocation, manager selection, and various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.