Meiling Elsner is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has held roles at HSBC Bank USA and Cetera, among others. Outside of her advisory work, she owns several rental properties. HSBC Securities (USA) Inc. offers a variety of managed account programs serving individuals, retirement accounts, nonprofits, and corporations, combining client-directed and discretionary approaches. The firm uses a model-driven investment process supported by HSBC Global Asset Management and other affiliated providers.

Sandra Cramer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner since 2026. She previously held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and First Republic Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside operational financial wellness solutions.

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 serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Katrina Van Rensum is a CFP®-certified financial advisor with 18 years of industry experience. She currently works with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Equitable Advisors. In addition to her advisory role, she is a commissioned notary providing notarization services for clients. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.

Victor Belfiore is a financial advisor at Mariner with Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at several firms such as Direct Source Wealth, Cabin Securities, and Bank of America. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment team and offers integrated tax and accounting services alongside traditional portfolio management.

Tatiana Belova is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked for JP Morgan Chase for 25 years. Tatiana is a member of a family LLC formed for future home remodeling business operations. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model combining discretionary implementation with non-discretionary client-directed models and integrates services from KeyCorp affiliates.

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.

Sean Price is a financial advisor at &PARTNERS with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he coaches youth soccer in the Kent School District. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers investment management and consulting services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary portfolio management options.

Anthony Waltier is a financial advisor at Corient in Bellevue, WA, holding a Series 65 designation with 16 years of industry experience. Prior to joining Corient in 2025, he worked at Bristlecone Advisors LLC for 15 years. 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 combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Yong Chang is a financial advisor with Independent Financial Group, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Independent Financial Group since 2008 and previously at PRUCO Securities, LLC from 2004 to 2008. Outside of his advisory role, Chang is involved in teaching business workshops for Korean small business owners in Pierce County and holds leadership positions in several insurance and real estate consulting businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering services through multiple platforms and third-party managers.

David Lee is a financial advisor at Oppenheimer with 18 years of industry experience. He has been with Oppenheimer since 2013 and previously worked at Cetera Wealth Services, LLC for two years. He holds Series 63, Series 65, and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary approaches.

James Richards is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Christopher Scott is a Series 66-licensed financial advisor at Oppenheimer with 10 years of industry experience. He has worked at Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

David Carson is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has ownership of 280TaxBreak.com, a software business serving tax preparers and professionals. His prior work includes roles at World Financial Group and Veterans Evaluation Services. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Lisa Raboin is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, Wells Fargo Advisors, Northwestern Mutual Investment Management, and Morgan Stanley. Raboin is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Matthew Moser is a PFS™ credentialed financial advisor at Beacon Pointe Advisors, LLC with 28 years of industry experience. He previously led Moser Wealth Advisors, PLLC and Moser & Company, PLLC, managing financial planning and tax operations as a Certified Public Accountant. He is president of Moser & Company, CPAs, where he oversees financial planning and tax services. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm employs a mix of active and passive strategies and combines proprietary asset allocation with third-party managers selected through ongoing due diligence.

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.

Warren Stickney is a financial advisor with Integrity Alliance, LLC in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He is also the owner of The Well Planned Companies, a planning firm, and Stickney Research, focusing on insurance sales. Outside of advisory roles, he is involved in music promotion management through Rock This Production and has authored a book titled *Increase Your Worth* that discusses charitable giving and planning strategies. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 independent advisers. The firm offers a range of services such as portfolio management, financial planning, and third-party manager referrals, utilizing various investment approaches and platforms.

Christopher Bentley is a CFP® professional with 15 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and has previously worked at firms including Beacon Pointe Advisors, Joslin Capital Advisors, TD Ameritrade, Bank of America, and Waddell & Reed. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach includes guidance on asset allocation and investment selection, using proprietary models and internal research tools, with trades executed only upon client authorization.

Kevin Mccandlish is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bristlecone Advisors for 10 years. He has been with Corient since 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.