David Pigott is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at PNC Investments, Merrill, Bank of America, J.P. Morgan Securities, and Colonial Life. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by internal and third-party managers and integrates tax and accounting services uncommon in firms of its scale.

Nicholas Wolejsza is a CFP® professional currently with Wealth Enhancement Advisory Services, LLC, based in Seattle, WA, with 13 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Fisher Investments and Fisher Retirement Solutions. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Jacob Wham is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Merriman Wealth Management, where he spent 18 years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Nathaniel Haskell is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at Corient in Seattle, WA, having previously worked at Columbia Pacific Wealth Management, Cresset Asset Management, and The Ayco Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs comprehensive risk management tools.

Sean Lakey is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and having one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and the University of Washington. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging strategic allocation models and a broad range of affiliated resources within the Goldman Sachs ecosystem.

Lloyd Galbraith is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with OSAIC Advisory Services, LLC and previously worked at Arbor Point Advisors and Kms Financial Services, Inc. Outside of his advisory role, he pursues photography as a hobby and has sold his original works at art shows and privately. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Annika Brown is a CFP® professional affiliated with Focus Partners Wealth, LLC in Seattle, WA, with one year of industry experience. She previously worked at Merriman Wealth Management, LLC and LPL Financial, LLC, and spent two years at Brigham Young University - Idaho. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and integrates a broad range of investment strategies alongside affiliated insurance, lending, and real-estate private fund solutions.

Matthew Severs is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 65 and Series 63 credentials and 18 years of industry experience. He has been with Key Investment Services LLC and Key Bank NA since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client involvement in model selection while providing recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with close ties to affiliated bank and capital markets entities.

Riley Noonan is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Ethic, Inc., Freestone Capital Management, and RUSSELL Investments. Prior to his advisory career, he spent four years at the University of Washington. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Christine Stensland is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63, 65, and 66 licenses with 25 years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse range of clients, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, utilizing both qualitative and quantitative analysis with various tools to recommend and monitor investments.

Jamie Wieferich is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. He has been with D.A. Davidson & Co. since 2004. 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 such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with assets exceeding $20 million.

Donald Peck II is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He has been with First Command in various roles since 2025 and has prior experience working at the Puget Sound Naval Shipyard and with the Unmanned Underwater Vehicle Squadron ONE. His career also includes service at JBLM Network Enterprise Center and employment with Western Governors University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team that selects and monitors model portfolios and third-party managers.

Tate Engleson is a financial advisor at D.A. Davidson & Co. based in Seattle, WA. He holds the Series 66 designation and has one year of industry experience, including prior roles at Renaissance Financial and Pacific Life. Engleson has also spent time in education at Creighton University and Simley High School. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under a fiduciary standard and utilizing both qualitative and quantitative investment analysis.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Yulia Aiden is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with TIAA since 2017. Outside of her advisory role, she previously operated Yulia, LLC DBA Vino & Picasso for five years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Kevin Daniel Jr. is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he dedicates time annually to mentoring soon-to-be business school graduates and has served on a nonprofit board for over a decade. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic asset allocation, manager selection, and various investment strategies, combining discretionary and non-discretionary management approaches.

Patrick Bevan is a CFP® professional with two years of industry experience, currently serving at Corient in Seattle, WA. His work history includes roles at Corient Services LLC, CWM, LLC, and Carson Wealth, preceded by four years each at Creighton University and Seattle Preparatory School. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party manager solutions, employing risk management tools and stress testing to align portfolios with client objectives.

Charles Jones is a CFP® with two years of industry experience, currently an advisor at Focus Partners Wealth, LLC. He previously worked at Merriman Wealth Management and has held roles including teaching and grading asset management courses at the University of Washington. Jones balances his advisory work with academic involvement, assisting a finance professor by grading assignments for an asset management class. Focus Partners Wealth serves a diverse client base ranging from individuals to institutional investors, offering a suite of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis and collaborates with third-party managers across various asset classes.

Carmen Gary is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with D.A. Davidson & Co. since 2006. Outside of her advisory work, she owns a condominium as a rental property. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Nonna Davydova is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 66 and Series 63 credentials and bringing 18 years of industry experience. Her work history includes roles at Key Bank NA, J.P. Morgan Securities, Cetera Investment Services LLC, and Columbia/UMPQUA Bank. She also has experience with Consumer Direct Care Network and Elite International LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and performing periodic rebalancing and supervisory oversight.