Anqi Yang is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. since 2019, with prior experience at Uber Technologies, Inc. from 2015 to 2018. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and integrated financial services across affiliates.

William Shack is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Clearstead, he worked at The Clarius Group, LLC and Charles Schwab, where he spent over a decade in various roles. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets through a team of 59 advisors and employs an investment process that combines portfolio analytics, manager research, and strategic asset allocation across diverse investment vehicles.

Scott Rhodes is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 26 years of experience in the financial industry. He has worked at CWM, LLC and Northwest Capital Management in various capacities since 2017, and previously spent 18 years at Kutscher Rhodes & Benner, Inc. Outside of his advisory work, Rhodes serves as Treasurer for the Quartermaster Yacht Club, a nonprofit organization, where he supervises accounting functions and provides strategic accounting advice. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary portfolios using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Yulya Stewart is a financial advisor at Clearstead with seven years of industry experience and holds a Series 65 designation. She previously worked at The Clarius Group, LLC and The Pacific Financial Group. Based in Seattle, WA, she joined Clearstead Advisors in 2026. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment approach involving portfolio analytics, manager research, and strategic asset allocation.

Derek Crump is a financial advisor at Corient with 23 years of industry experience. He holds the Series 65 designation and has worked at Corient and its related entities since 2023. Prior to that, he was with Columbia Pacific Wealth Management for eight years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Andargachew Tadesse is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 credential and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Hallie Eads is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA-CREF since 2017 and previously worked at Eagle Strategies and New York Life insurance-related entities from 2011 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Jeffrey Hume is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2007. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides comprehensive financial planning and wealth management solutions under fiduciary standards, with specialized services for high-net-worth clients and municipal advisory roles.

Michael Arndt is a financial advisor at D.A. Davidson & Co. in Seattle, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson, his work history includes various roles at organizations such as Interbay Golf Center, Washington State University, and Queen Anne Dentistry. 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 a range of services, from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for high-net-worth clients.

Emily Hengstler is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Merriman Wealth Management and Coldstream Wealth Management. Outside of finance, Emily provides pet care services as a dog sitter. Focus Partners Wealth serves a diverse client base that includes individuals, family offices, corporations, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Edward Bright is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. Prior to joining Independent Advisor Alliance, he spent seven years at Brockman Capital Management, LLC. He also works as a high school CTE educator at Bellevue High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms to deliver integrated planning and investment services.

Sarah Cardenas is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation. She has been with D.A. Davidson since 2022. Prior to joining the firm, her work experience includes roles in the hospitality and education sectors. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals.

Brennan Mayfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at THRIVENT Financial and Wealthmark Advisors. Outside of his advisory work, he owns Brennan Mayfield, LLC, a private entity facilitating insurance business. 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 over $200 billion in assets. The firm provides a broad support platform offering managed-account programs, access to third-party asset managers, and custody and clearing services.

Ghazaleh Nekui is a financial advisor at Corient with six years of industry experience. She holds the CFA® designation and Series 66 license. Her prior roles include positions at Morgan Stanley Private Bank, Columbia Pacific Wealth Management, and First Republic Bank. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party manager solutions and continuous portfolio monitoring to align with client objectives.

Nathan Walters is a financial advisor with Commonwealth Financial Network and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at LPL Financial and Princor Financial Services Corp. Walters is also the owner of Walters Wealth Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Melissa Restivo is a financial advisor at Wealthspire Advisors with a Series 65 designation. She has been in the industry since 2018, previously working at Parametric Portfolio and Filament LLC. Restivo is based in Seattle, WA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and a mix of investment vehicles.

Sarah Le is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 65 designation with one year of industry experience. She has been with TIAA since 2017 and previously worked at the University of Washington from 2012 to 2017. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Serafin Aquino is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 licenses. 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 alongside various investment strategies to meet client objectives.

Neha Lande is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan. In addition to her advisory work, she consults on IT services through Landersun LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Geoffrey Curran is a CFP®, CFA®, and Series 66-licensed advisor with 13 years of industry experience. He joined Focus Partners Wealth, LLC in 2025 after nine years at Merriman Wealth Management, LLC. Outside of his advisory role, he volunteers on the investment advisory committees for the Greater Tacoma Community Foundation and the Tacoma Employees Retirement System and also writes and self-publishes fiction as a hobby. Focus Partners Wealth serves a diverse client base, including individuals, families, corporate and institutional clients, offering investment management, financial counseling, family office, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis along with consultant input and third-party managers when appropriate.