Gavin Boespflug is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Schwab Wealth Advisory with four years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co. Inc. since 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models, with final trading decisions left to clients.

Michael Brooks is a CFP® with nine years of industry experience, currently serving at Corient in Seattle, WA. He has worked at Corient and its related entities since 2023 and previously was with Columbia Pacific Wealth Management and Cornerstone Advisors, Inc. from 2014 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, charities, and corporations. The firm uses a goals-based investment approach that combines in-house strategies with third-party managers, employing risk management tools and incorporating alternative investments and private fund options where appropriate.

Jeffrey Barnett is a CFP® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC. His background also includes roles at Swedish Medical Center and The Ohio State University Wexner Medical Center. 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 that combines active and passive strategies within an enhanced open architecture framework.

Katrina Van Rensum is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her career includes over a decade at LPL Financial and Householder Group Estate & Retirement Specialists. She is also a licensed notary, providing document notarization services to clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Shawn Kennedy is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2017, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Full Trader. His experience spans multiple facets of financial services, focusing on helping clients achieve their financial goals and providing peace of mind through the financial planning process. Shawn is dedicated to delivering service and an exceptional client experience, aiming to be a trusted advisor and add value to client relationships with Fidelity. Outside of his professional work, Shawn has interests in cars, fitness, military service, and soccer.

Nolan Wenger is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Premier Wealth WA and Commonwealth Financial Network since 2021. Prior to his financial advisory career, his background includes roles at organizations such as the Seattle Aquarium and Oregon Coast Community College. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a variety of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, technology, investment management, and compliance services.

Drew Serres is a financial advisor at Corient with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and held various roles outside finance, including positions in primary education and at Kens Pool & Patio. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Philip Platt is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and 16 years of industry experience. Before joining Focus Partners in 2025, he worked at Bordeaux Wealth Advisors and Coldstream Capital Management. He serves on the board of directors of Vanguard Development LLC, a holding company involved in real estate development, management, and oil field services, where he advises on business strategy and corporate development. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party managers, offering a wide range of investment management and wealth services alongside an extensive network of affiliated service companies.

Stephanie Hammell is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. She has 11 years of industry experience, including prior roles at Provence Wealth Management Group and LPL Financial. Hammell also founded Opus Consulting LLC, a business entity unrelated to investment advisory. Independent Advisor Alliance serves a broad range of clients, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support comprehensive planning and asset aggregation.

Brittany Winkelman is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at RBC Capital Markets and has been with TIAA-CREF since 2010. Winkelman serves as Co-Chair of the Seattle Chapter of Women in Pensions Network (WIPN), organizing industry events and managing chapter communications. She also designs and sells printed materials on the Etsy marketplace. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, utilizing a fiduciary standard and various investment approaches including model and customized portfolios.

Allison Sweeney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at AMS Financial Network, Elliott Cove Capital Management, Coastal Community Bank, Wells Fargo, and J.P. Morgan Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Yong Chang is a financial advisor with Independent Financial Group, LLC in Seattle, WA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he serves as an instructor for a business workshop organized by Pierce County to support Korean small business owners. Independent Financial Group is a large integrated advisory and brokerage firm that offers investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm delivers investment advice through a mix of in-house and third-party model portfolios, serving a broad client base including high-net-worth individuals.

David Lee is a financial advisor with Oppenheimer based in Bellevue, WA, holding Series 63, 65, and 66 licenses and having 18 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies among programs and advisors, employing strategic and tactical asset allocation across multiple strategies with a mix of commission-based and asset-based fee structures.

Zachariah Robinson is a financial advisor with Eagle Strategies (NY Life) based in Mountlake Terrace, WA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience and has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2014 and 2015 respectively. Outside of his advisory work, he is a freelance theatre director for a community theatre. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Andrew Harvey is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth Financial Network since 2021 and has additional experience with Opus 111 Group, Securities America Advisors, and Securities America, Inc. Outside of his advisory role, Harvey is a freelance sports broadcaster and writer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and support services, including wealth management and retirement plan consulting, while providing advisors discretion in portfolio construction alongside managed model portfolios and customized program options.

Christopher Scott is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Lisa Raboin is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Wells Fargo Advisors. Raboin is based in Lake Oswego, Oregon. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Matthew Moser is a financial advisor at Beacon Pointe Advisors, LLC with 27 years of industry experience and holds the PFS™ designation. He was previously president of Moser & Company, CPAs, where he managed financial planning and tax operations, and led Moser Wealth Advisors, PLLC for 19 years. Moser is also a certified public accountant and continues to be involved in public accounting activities related to financial planning. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Dana Lashbaugh is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and no prior industry experience. She has worked at Integrated Wealth Concepts since 2026 and concurrently with The CPA Group PLLC since 2019. Previously, she was employed at Arnie's Restaurants NW Inc and Vine Dahlen PPLC CPAs. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

Craig Tasa is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He collaborates with clients to leverage Fidelity's resources and assist them in building strong financial plans that adapt to changes in life or goals. Craig's professional experience spans over a decade in the financial services industry. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2013 to 2018, and as an Investment Consultant there from 2012 to 2013. He has also held roles as a Licensed Banker II at Key Investment Services (2010-2012), a Financial Advisor at Chase Investment Services (2009-2010), and a Financial Advisor at Ameriprise Financial (2006-2009).