Chanell Bennett is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her advisory role, she worked at Bankers Life & Casualty, Inc. as an insurance producer, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and regular portfolio monitoring.

Michelle Murray is a financial advisor at Hightower Advisors with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower since 2015. The firm provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. Its advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and customized portfolio construction.

Matthew Talbot is a CFP® professional with 11 years of experience in financial advising. He has worked at Clearstead since 2026 and previously spent 11 years at The Clarius Group, LLC. He is based in Seattle, WA. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies an institutional investment approach across discretionary and non-discretionary accounts, managing approximately $33.9 billion in assets and advising over 4,300 client relationships.

Sonja Seymour is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at D.A. Davidson since 2021, following nine years at KMS Financial Services, Inc. in various roles. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary and ERISA standards.

Christopher Dime is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has held roles at LPL Financial, Mariner Independent Advisor Network, Northwestern Mutual, and other firms. In addition to his advisory work, he serves as an Assistant S4 in the United States Army Washington National Guard and creates content through the YouTube Partner Program. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, providing access to third-party asset managers and firm-managed model portfolios.

Paul Meyer is a financial advisor with Mercer Global Advisors Inc. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His prior roles include positions at JPMorgan Trust Company and JPMorgan Securities, as well as Cresset Asset Management, MDK Private Wealth Management, and Integrated Advisors Network. He serves as a director and volunteer advocate for the Evans Scholars Foundation, a nonprofit that raises funds and mentors for college scholarships for golf caddies. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering various portfolio management and financial planning solutions alongside tax and estate-planning coordination.

Kimber Woods is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. Based in Seattle, WA, Woods holds Series 63 and Series 66 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment strategies tailored to client objectives.

Matthew Day is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Columbia Pacific Wealth Management prior to joining Corient. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools to align portfolios with client objectives.

Timothy Headings is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF and Tiaa since 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, using both model portfolios and customized strategies.

Michelle Gruber is a CFP® professional with seven years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC and JNBA Financial Advisors Inc. Gruber serves as Program Director for the Financial Planning Association’s Puget Sound Chapter, providing educational and networking opportunities for financial planning professionals. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing fundamental and quantitative analysis, offering a range of investment and wealth management services through an extensive network of affiliated service companies and product relationships.

Robert Tolstykh is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley, UBS Financial Services, and Mariner Wealth Advisors. Based in Seattle, WA, Tolstykh joined Oppenheimer in 2026. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation across multiple asset classes.

Colleen Bucknum is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked at HSBC Securities since 2015 and also serves as a bank officer with HSBC Bank USA, N.A., engaging in the sale of bank-related products and services alongside her advisory role. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options. The firm utilizes model risk profiles and combines strategic and tactical asset allocation with due diligence from HSBC Global Asset Management and affiliated providers.

John Trask is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2011. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients who have pre-existing relationships through TIAA-administered employer retirement plans. TIAA-CREF provides financial planning, discretionary managed account programs, and separate broker-dealer services, with a fiduciary standard applied to its registered investment adviser offerings.

Julia Penwell is a CFP® professional with four years of industry experience, currently with Wealthspire Advisors. She previously worked at Private Ocean for five years and has held various roles including positions at Lakeview Financial and Central Washington University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients across individual, corporate, nonprofit, and pension segments. The firm uses an institutional-style asset allocation approach and offers comprehensive wealth management and financial planning services.

Michael Meland is a financial advisor with Eagle Strategies (New York Life) based in Seattle, WA. He holds a Series 66 designation and has 18 years of industry experience. Meland has been with Eagle Strategies since 2015 and is also affiliated with NYLIFE Securities LLC and Bond Financial since 2014. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm provides a range of program types tailored to client objectives, emphasizing non-discretionary asset management and advisory services connected to insurance and annuity products.

Eric Mathieu is a financial advisor with Empower Advisory Group in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing over short-term forecasts.

Joseph Strecker is a financial advisor at Corient in Seattle, WA, holding a Series 65 designation with 30 years of industry experience. His prior roles include positions at Columbia Pacific Wealth Management and CIPW Service Company, 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 corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Olivia Rice is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Securities America, Inc. and Terrell Independent School District. Outside of her advisory role, she serves as Contacted Worker – Director for the Terrell Independent School District Excellence Foundation, a nonprofit focused on educational activities. 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 nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Petra Ljubic Lane is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors since 2022, following seven years at Cpwm, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Sarah Bevins is a financial advisor with Money Concepts Capital Corp in Bremerton, WA, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Cetera Advisor Networks LLC, Bonnie Wusz & Associates, and Girard Securities. She is also involved with NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. As part of an enterprise with approximately 431 advisors managing $3.33 billion for around 14,700 clients, the firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.