Laura Christofferson is a Certified Financial Planner® with 14 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has a long-standing background at Alden Capital Management and Raymond James Financial Services Advisors, Inc. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by integrated operational tools and affiliated sub-advisory arrangements.

Sharon Stevens is a financial advisor at Principal Financial Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with NYLife Securities and New York Life Insurance. Her background also includes experience in fixed insurance products such as fixed life, fixed annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 24 years of industry experience. He has been with Creative Planning since 2011 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of a non-investment-related real estate business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Gavin Ahlers is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Charles Schwab & Co., as well as work outside of finance in education and communications. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to assist clients with retirement planning and investment recommendations.

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.

Charles Harris is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Merrill, Bank of America, and Key Bank. He has also been involved with Living Exponentially, a venture outside traditional financial services. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Aimee Hansen is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Focus Partners serves a diverse clientele, including individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Ishii is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 65 and Series 63 licenses and with six years of industry experience. He has worked at several firms, including J.P. Morgan Securities and First Republic Bank, and currently holds a dual role as a registered representative at HSBC Securities and as a bank officer for HSBC Bank (USA) N.A., an affiliated entity. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, with both discretionary and non-discretionary options. The firm employs strategic and tactical asset allocation supported by global asset management affiliates and operates multiple program types tailored to client needs.

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 the 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. Foster is also the owner of Foster Family Freedom LLC, an entity used for pass-through income related to his financial services business. 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 both advisory and broker-dealer services through proprietary and third-party model portfolios and provides both discretionary and non-discretionary investment program options.

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 Series 66-registered financial advisor with 19 years of industry experience. She has worked at &PARTNERS since 2026 and previously spent a decade at Wells Fargo Clearing, along with six years at Ameriprise. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services, utilizing fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Kim Moore is a financial advisor at Valic Financial Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2015. In addition to her advisory role, she is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services supported by Envestnet’s investment models.

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.