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.

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.

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.

James Edwards is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding a Series 65 credential. He has 13 years of industry experience, including a 12-year tenure at Bank of America Private Bank before joining Beacon Pointe Advisors in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

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 at Key Investment Services LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Key Investment Services and Key Bank NA since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring and third-party manager due diligence within the KeyCorp group.

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, with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Jamie Wieferich is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and possessing 22 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 retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing qualitative and quantitative analysis to recommend and monitor investments.

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, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, he worked at Renaissance Financial and has experience with Creighton University, Pacific Life, and other organizations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Nhat Nguyen is a financial advisor at Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts, emphasizing client-directed model selection and ongoing portfolio monitoring. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

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.

Michael Appel is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Primerica Advisors and Principal Life Insurance Company. Outside of his advisory role, he has been involved in fixed insurance sales and is a registered agent for MKJ, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.