Daniel Berge is a CFP® with 32 years of industry experience, currently advising at Oppenheimer. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing, gaining extensive experience over more than a decade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients with a variety of investment programs. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Kurt Jonson is a CFP® professional with over 32 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has held positions at Pacific Capital Resource Group, Inc., Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Jonson is owner and CEO of Pacific Capital Resource Group, an insurance brokerage company, and is involved in several other insurance and advisory-related business entities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians like Schwab and Fidelity.

Anthony Sibley is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He is currently an advisor at Creative Planning, where he has worked since 2023. His prior experience includes roles at The Clarius Group, Morgan Stanley, and Apptio. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Charles Griffith is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience working in the hospitality industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Hao Wu is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Transamerica, he worked in the aviation technology sector with Sine Draco Aviation Technology and at Boeing. He is involved with the Seattle Chapter of the Chinese Institute of Engineers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment models, managing a combined discretionary and non-discretionary portfolio in the billions.

Adam Willis is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Willis is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and services, including asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary approaches.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

Michael Bell Jr. is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with D.A. Davidson & Co. since 1998. Outside of his advisory role, he is the president of Leonard's Landing Lodge, a fishing lodge. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of advisory services under fiduciary standards, including ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

John Field is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes 13 years at Frank Russell Company before joining Steward Partners Investment Solutions, LLC, where he has worked since 2018. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and pension consulting through both proprietary and third-party investment solutions.

Mary Isom is a financial advisor with Valic Financial Advisors in Renton, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several firms, including Bank of America, Merrill, KeyBank, and JP Morgan Securities. Valic Financial Advisors is a large enterprise serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, using a model-driven approach with discretionary unified managed accounts and centralized technology.

Julie Sun is a financial advisor with Transamerica Financial Advisors who holds the Series 63 and Series 65 licenses and has eight years of industry experience. She also has a background as a CPA since 1985 and is involved in joint ownership and management of rental property operations through CJM Sunny Realty LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory approach primarily utilizes model portfolios and third-party managers across multiple program platforms.

Christopher Taylor is a financial advisor at Corient with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Corient, he spent 15 years at Bristlecone Advisors LLC. 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 customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Pavel Nalivayko is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his financial services career, he spent 19 years working at PN Construction. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jon Snare is a CFP® and CFA®-designated financial advisor with 15 years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors, Wells Fargo, and Deloitte Investment Advisors LLC. He serves on the Board of Directors and Finance Committee of the Trinity Education Foundation, a charitable organization. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that incorporates active and passive strategies, third-party managers, private funds, and various analytical tools.

Thomas Myers is a CFP® and CFA® with 22 years of experience in the financial industry. He currently works at Focus Partners Wealth, LLC and has held prior roles at Bordeaux Wealth Advisors LLC, Brownson, Rehmus & Foxworth, and Morgan Stanley DW Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jamshedi Umarzoda is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Bordeaux Wealth Advisors, Chinook Capital Advisors, and Turning Point Strategic Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services that combine discretionary and non-discretionary investment management, financial and tax planning, and employee benefit consulting. The firm’s investment approach uses a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework focused on long-term, tax- and fee-sensitive portfolio construction.

Jason Kronstad is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 65 credential and has previously worked at Parametric Portfolio Associates, M Financial Group, and served in academic roles at Purdue University and the University of Washington. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized programs and educational content.

Kyle Thomas is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held prior roles at Hightower Advisors, Highland Private Wealth Management, Pathstone, and Cornerstone Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including low-cost ETFs, separate account managers, and private funds.

Grant Monson is a CFP® professional with 20 years of industry experience. He is currently with Integrity Alliance, LLC and previously worked at Lion Street Advisors and Penn Mutual. He serves as a board chairman for a charity organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management and consulting services through a network of independent advisers.

Aengus Dubendorf is a Series 66-licensed financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., he worked at Wells Fargo Clearing for four years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations across a range of asset classes while leaving final trading decisions to clients.