Anthony Sablan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has previously worked at Northwestern Mutual Investment Management and has been affiliated with Eagle Strategies and New York Life entities since 2015. Outside of his advisory work, he serves on the board of the After School All Stars Foundation, coaches mixed martial arts, and owns a podcast interviewing guests about personal challenges and resilience. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering customized solutions through multiple program types. The firm manages a significant portion of its assets on a non-discretionary basis and serves a diverse client base, including defined contribution and benefit plans, charities, and corporate accounts, operating within the integrated New York Life affiliate structure.

Lu Bo is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Transamerica, Lu held roles at World Financial Group, American Income Life, and Safe Harbor Health Insurance, where he assists clients with Medicare plan options. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm employs proprietary and third-party investment models and provides both discretionary and non-discretionary program options.

Frank Mclaughlin IV is a CFP® and holds a Series 65 license with 12 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent eight years at Merriman Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Christina Lee is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 credential with 12 years of industry experience. Her prior roles include positions at LPL Financial and Kestra Financial. She serves as treasurer for the Redmond High School Boys Golf Booster Club, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial assets, operating under both Advisers Act and ERISA fiduciary standards.

Dylan Simons is a financial advisor at Beacon Pointe Advisors, LLC in Bellevue, WA, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior roles include six years at Raymond James Financial Services Advisors, Inc. and ownership of LG's Kitchen LLC, a business selling breakfast burritos. He is also associated with Ross Financial Inc., where he supports client service functions. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan services, and outsourced CIO solutions to individual, corporate, and institutional clients. The firm employs a combination of active and passive investment strategies, leveraging its proprietary asset-allocation modeling and curated independent manager “Focus List.”

Jay Shi is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and has been affiliated with World Financial Group, Inc. since 2013. Jay is involved in the sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Danny Kim is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank Association, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Co, and Equitable Advisors. He has also been involved with the Oregon SDA Conference for over two decades. Outside of advisory work, Kim is appointed with outside carriers to broker non-registered insurance products. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap fee programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates to provide a multi-provider model and specialized financial services.

Stephanie Zheng is a financial advisor with Transamerica Financial Advisors based in Bellevue, WA. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her work history includes roles at American Senior Resources, Hanlin Moss Yi, Jackson Hewitt, Bridlewood Insurance Services, World Financial Group, Blue Gem, and ICHS. She is involved in health insurance sales and tax preparation in addition to her advisory role. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Bryan Mazza is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked with Mazza Financial Group, Inc. and Cetera Advisors LLC during his career. Mazza also serves as a financial and healthcare durable power of attorney for his family members. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs model-driven strategies combining active and passive investments and provides portfolio management through various platforms and programs.

Cyhthia Hoang is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked in roles including tax preparation and managing a family-owned restaurant. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs, accommodating discretionary and non-discretionary investment approaches.

Aaron Spencer is a CFP® with 20 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and was previously with MERRIMAN Wealth Management, LLC for 20 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Douglas Lambert is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at Kilows from 2022 to 2024 and has an educational background from Santa Clara University. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Uma Sekar is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, Uma worked with Your Hive, Parenting Partners, and Capria Ventures. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

David Simpson is a CFP® and CFA® with 15 years of industry experience. He is currently a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, where he has worked since 2021. Prior to joining Mercer, he spent seven years at Miller Advisors. He also has a role at Northwest University beginning in 2025. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational content and specialized service lines.

Thomas Keeney is a financial advisor at Mercer Global Advisors Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Mercer since 2017. His prior experience includes roles at Blue Moon Wealth Advisory, Summit Asset Strategies Wealth Management, and Ameriprise. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning, as well as family office services. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.

Taylor Klevens is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. His work history includes roles at Mariner Wealth Advisors, PFG Advisors, Klevens Capital Management, and other firms. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers and provides specialized offerings such as coordinated tax compliance, Core Family Office services, and employer financial-wellness tools.

Isaac Everett is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held positions at Merriman, Thrivent Advisor Network, Smead Capital Management, and Snap! Raise. Before entering the financial industry, he spent several years as a student. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach combining active and passive strategies through an enhanced open architecture framework and offers access to private funds, family office services, and retirement plan consulting.

Nataleah Dietzmann is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with D.A. Davidson & Co. for 15 years. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Robert Henshaw is a financial advisor at Oppenheimer with 31 years of industry experience. He has held his current position since 2009 and previously worked at Citigroup Global Markets for 12 years. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of programs involving discretionary and non-discretionary portfolio management, consulting, and retirement services, with an emphasis on strategic asset allocation and manager selection.

Mark Niemi is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 43 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Advisors, Inc., and has been involved with his own firm, Niemi Investments, since 1987. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of programs and investment approaches, combining fundamental and technical analysis with tactical trading and access to alternative investments.