Edgar Ibarra is a CFP® and holds a Series 65 license, with three years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously had roles at Brighton Jones and Seattle Pacific University. Outside of financial services, he has experience working with the YMCA and in a customer-facing role at Verve Bowl. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investments, alongside integrated tax and accounting services.

Peter Boyack is a financial advisor at Creative Planning with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup Global Markets, FAC Wealth Management, and American Capital Wealth Managers. Outside of his advisory role, he is involved in a non-investment real estate business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Gavin Ahlers is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ameriprise Financial Services and Charles Schwab & Co., Inc., as well as experience in education and nonprofit service with The Student Conservation Association/AmeriCorps. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client-authorized trading.

Anna Bush is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and two years of industry experience. She has worked at D.A. Davidson since 2022 and previously at Halfon Candy Company and Bartell Drugs. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm provides fiduciary advisory services under the Advisers Act and ERISA standards, utilizing qualitative and quantitative analysis to manage investments and financial plans.

Aimee Hansen is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Hansen is based in Bellevue, WA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs an enhanced open architecture investment approach combining active and passive strategies, third-party managers, and private funds to build long-term, tax- and fee-sensitive portfolios.

David Ishii is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 65 and Series 63 licenses and six years of industry experience. His career includes roles at HSBC Bank USA, N.A., J.P. Morgan Securities, First Republic Bank, and Washington Federal. He also serves as a Bank Officer for HSBC Bank (USA), N.A., where he engages in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary portfolio options. The firm utilizes a five-profile risk framework and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with ongoing fund due diligence and discretionary rebalancing for certain programs.

Jared Christman is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and eight years of industry experience. He joined Oppenheimer in 2019 after working at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is a minority partner in a small handmade quilt business operated by his wife. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary portfolio management, combining strategic asset allocation and manager selection across equity, balanced, and fixed-income portfolios.

James Raabe is a financial advisor at TLG Advisors, Inc. with 36 years of industry experience. He has been with TLG Advisors since 2006 and has worked with The Leaders Group, Inc. since 1998. He is the founder of Raabe & Associates LLC, where he provides pension and retirement plan, insurance, and investment advisory services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital investment program.

Wenxiu Peng is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and also has involvement with Options Builder LLC under the trade name "TWP2019" since 2019. Prior to these roles, she was with World Financial Group, Inc. starting in 2016 and worked at Studio of School Home Extensions from 2015 to 2017. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Mitchell Weeks is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and currently in his first year in the industry. His prior work experience includes roles at Alden Capital Management, Barrett Financial Group LLC, and Equitable Advisors, LLC. Outside of finance, he has been involved with companies in the mortgage and brewing industries. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individual clients, high-net-worth families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by an affiliated sub-advisory network and integrated operational tools.

Trevor Foster is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones, Farmers Insurance/Tru Family Agency LLC, and WFG. He is also the owner of Foster Family Freedom LLC, an investment-related entity. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and an RIA, providing a range of discretionary and non-discretionary investment programs.

Jennifer Mc Kasson is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has nine years of industry experience. She previously worked at Horace Mann Companies and Horace Mann Investors, Inc. She is also involved with the Girl Scouts of Western Washington as a troop leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs and third-party advisory solutions.

Yingju Ren is a financial advisor at Transamerica Financial Advisors in Bellevue, WA, holding a Series 66 designation. Ren has experience with multiple organizations including American Senior Resources and Washington Health Benefit Exchange, alongside roles in insurance and financial services. Outside of financial advising, Ren is involved with the Hidden Ridge HOA. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary management options.

Jennifer Gonzales is a financial advisor at &PARTNERS with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for 10 years and Ameriprise for 6 years. She is based in Bellevue, WA. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting using a combination of fundamental, technical, and quantitative analysis, with services provided on both discretionary and non-discretionary bases.

Ryan Eatherly is a CFP® professional with 22 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously spent 15 years at Martin Financial Group, LLC. He is also licensed as an insurance agent with multiple carriers. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax, accounting, and financial wellness solutions.

Constandina Carkonen is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc, Columbia Pacific Wealth Management, CIPW Service Company, LLC, and Corient Services LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes equities, fixed income, and alternatives.

Francis Franco is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked with Eagle Strategies since 2020 and has been associated with New York Life and its affiliated firms since 2016. Outside of his advisory role, he serves on the boards of several community organizations including the Filipino Community of Seattle, the Filipino American Association of Certified Public Accountants, and the Filipino Chamber of Commerce of the Pacific Northwest. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers tailored solutions across multiple program types, focusing largely on non-discretionary assets and maintaining fiduciary responsibilities to retirement investors.

Aidan Beaton is a CFP® professional with six years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. Prior to joining Wealth Enhancement in 2026, he worked at The H Group Washington, Inc. from 2019 to 2026 and held roles at Harvest Capital Advisors and Still Spa. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee and a range of implementation tools and services.

Qixia Ensberg is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Transamerica Financial Advisors and World Financial Group since 2022 and has been employed at The Boeing Company since 2012. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models.

Zachary Hamilton is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Lion Street Financial and Hornor Townsend & Kent Inc. Outside of his advisory role, he serves as chairman of the board for St. Francis House, a charitable organization, and is a board member of the Cannon Beach Conference Center, a Christian retreat and conference center. Integrity Alliance serves a wide range of clients including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management techniques and custodial platforms.