Michael Zarlengo is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Charles Schwab, TD Ameritrade, and AXA Advisors. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Scott Christensen is a CFP® with seven years of industry experience and is currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked at Merriman Wealth Management, LLC for six years. His earlier career includes roles in tax preparation and environmental services, as well as a five-year period at Brigham Young University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, financial counseling, and fiduciary services.

Cary Doerr is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he has a rental property investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

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 worked at D.A. Davidson & Co. since 2006. 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 operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Tyler Clavin is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2020, including time with Complete Wealth Management Solutions and Dennis Clavin LLC. Prior to his advisory career, he held positions at Meridian Valley Country Club, Big Al's Bowling, and Columbia Edgewater Country Club. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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 employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

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.

Graham Miller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has worked at Wiegand Financial Group and Commonwealth Financial Network since 2013. Miller also conducts fixed insurance sales under his own name. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Zaire Keyes is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Key Investment Services, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Banc of America Merchant Services. Outside of his advisory role, he is the managing member of a real estate venture focused on property flipping, though he has not been actively engaged in this business recently. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection, provides oversight of third-party managers, and operates within the KeyCorp group, coordinating closely with affiliated banking and capital markets entities.

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.

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. in Seattle, WA, holding Series 63 and Series 66 licenses with 40 years of industry experience. She has worked at several firms, including Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc., before joining D.A. Davidson & Co. in 2021. 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 operates under fiduciary standards, offers various advisory and planning services, and is notable for its municipal advisory activities and affiliated custodial entities.

Kyle Richards is a Series 66 licensed financial advisor with D.A. Davidson & Co., based in Seattle, WA. He has 15 years of industry experience and has been with D.A. Davidson since 2009. 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 advisory services under fiduciary standards, including retirement plan consulting and wealth management programs for high-net-worth clients.

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 with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 28 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 employer-sponsored 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 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.

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 credentials and has previously worked at Bank of America, Merrill, and Symetra Securities. Outside of his advisory role, Maadanian teaches music lessons to children and adults through Half Note Music Studio in Bellevue, Washington. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client direction in model strategy selection while providing ongoing monitoring and performs due diligence on third-party advisory products.