Todd Haberly is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in Seattle, WA. His prior experience includes roles at Windrose Advisors, LLC and Vulcan Inc. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining client-directed and discretionary portfolio management with model risk profiles and strategic asset allocation developed alongside HSBC Global Asset Management.

Robert Bowman III is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

Joseph Andrew Malach is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with nine years of industry experience. He has been with D.A. Davidson & Co. since 2016. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative investment analysis.

Maria Siwek is a CFP® professional with 11 years of experience in financial advising. She is currently with Clearstead Advisory Solutions and has previously worked at The Clarius Group, Laird Norton Wealth Management, and Freestone Capital Management. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines and proprietary strategies across a diverse range of investment solutions.

Grant Hartvigson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Rainier Financial Group, Inc., and LPL Financial, LLC. Outside of his advisory work, he is a board member of an online apparel retailer and serves as a managing partner in a real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-focused investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and acts as an operating general partner for multiple private funds.

John Mortola is a financial advisor with Hightower Advisors in Seattle, WA, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth LLC and owned 8th Avenue Investments LLC, through which he manages personal non-marketable securities and makes and services loans secured by real estate. He was retired from 2006 to 2020. Hightower Advisors provides investment advisory and planning services to a broad 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 its network of Advisor Practices.

Alexander Collins is a financial advisor with Guardian Life and holds a Series 66 designation. He has 24 years of industry experience, including roles at Park Avenue Securities and Penn Mutual Life Insurance Company. Collins is actively involved in professional organizations and currently serves as President Elect of NAIFA. Outside of advising, he produces a marketing podcast titled "Beer and Money" and participates in local political campaign volunteering. Park Avenue Securities LLC, where Collins practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, and investment advisory programs through a combination of proprietary and third-party models.

Taylor Koivu is a financial advisor at Corient with 14 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, including ten years at Columbia Pacific Capital Management. 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 corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools, and offers specialized services through affiliated entities.

Sabine Birlenbach is a financial advisor at D.A. Davidson & Co. with 40 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Kyle Richards is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding the Series 66 designation with 15 years of industry experience. He has been with D.A. Davidson & Co. since 2009. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, equity research, comprehensive financial planning, and a specialized private wealth program for clients with significant assets.

Peggy Maravilla is a financial advisor at TIAA‑CREF with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining TIAA‑CREF in 2023. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning and ongoing discretionary management, offering both model and customized portfolio solutions.

Khoi Cung is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 designations with 27 years of industry experience. He has been with D.A. Davidson & Co. since 1998. 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 comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Grant Williams is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Ameriprise and Humana, among other roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm differentiates its one-time planning services from ongoing management and acts as adviser to a donor-advised fund within a vertically integrated group that includes affiliated funds.

Paul Kennedy is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Cheryl Kitashima is a CFP® with 45 years of industry experience and has been with Centaurus Financial, Inc. since 2005. She also operates KITASHIMA WEALTH ADVISORS LLC, a financial planning business used for branding purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of advisory arrangements and investment strategies.

Kiavash Maadanian is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Symetra Securities Inc., and Symetra Life Insurance Co. In addition to his advisory role, Maadanian teaches music lessons to children and adults at Half Note Music Studio in Bellevue. 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 model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group with affiliated banking and capital markets entities.

Christopher Churchill is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has been with First Command Advisory Services and its affiliated entities since 2015. Churchill is also the owner of Churchill Administrative Services, an LLC formed to consolidate administrative staff for independent contractors in his district and to provide employee benefits. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Purpura is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 35 years of industry experience. He has been with D.A. Davidson since 1996 and holds Series 63 and Series 65 licenses. He also serves as a director at D.A. Davidson Companies, providing board oversight related to the financial services holding company. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Tyler Gaspard is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Corient. Prior to joining Corient, he worked for Columbia Pacific Wealth Management for 12 years and has held roles at CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions, supported by ongoing portfolio monitoring and risk management tools.

George Lane is a CFP® practitioner with 18 years of industry experience, currently advising at Clearstead and Clearstead Advisory Solutions. His prior roles include positions at The Clarius Group, Private Ocean, and Joslin Capital Advisors. He is admitted to the Washington Bar but is not actively practicing law. Clearstead serves affluent private clients and institutional investors, offering a range of services including investment management, financial and tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs institutional disciplines and proprietary strategies across client portfolios.