Nina Rose is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Coldstream Securities, Inc. and Coldstream Wealth Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including point-in-time planning and ongoing portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Deena Bortscheller is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Anne Chao is a financial advisor at Oppenheimer with 30 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Pin Wen Wang is a financial advisor with Transamerica Financial Advisors in Bellevue, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work history includes roles at World System Builders, Wfgia, and Philips Healthcare. Wang is also a commissioned notary public in Washington. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Steven Schwartz is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Outside of his advisory role, he serves as president of a financial life advisory firm used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services including financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Darryl Lynch is an Executive Director of Investments at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 1996 to 2003. Lynch holds Series 63 and Series 65 licenses. He serves as successor registered representative of the England Kalama Takai Trust, managing investment decisions in accordance with regulatory requirements. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Kyle Gionet is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors and Ernst & Young. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Aaron Pimentel is a Financial Consultant currently working with Fidelity Investments since 2022. He has built his career in the financial services industry, holding various roles that include Financial Consultant at E*TRADE from 2019 to 2022, Financial Counselor at Fisher Investments from 2018 to 2019, Financial Solutions Advisor at Merrill Lynch from 2015 to 2018, and Stockbroker at Scottrade from 2006 to 2015. Aaron focuses on acting as a trusted advocate to develop personalized financial plans aimed at helping families achieve their financial goals. He partners with clients by understanding their needs, objectives, and investment preferences, providing ongoing support and assistance to make informed financial decisions. Outside of his professional work, Aaron has personal interests in baseball, beach activities, fitness, football, and music.

Amanda Eilers is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Trellis Advisors, LLC from 2016 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

Marsha Tellesbo is a financial advisor at Equity Services, Inc. with 46 years of industry experience. She has been with Equity Services since 1980. Outside of her advisory role, she is the owner of Tellesbo and Company, where she serves as an insurance agent offering life, health, disability, long-term care, prescription drug, and Medicare supplement products. She also serves as the State Chair for the Federal PAC of the National Association of Health Underwriters. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary assets.

Juan Aguilar is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with multiple firms, including The Miliare Group and Prime Corporate Services, LLCs. Outside of his advisory role, Aguilar is involved in various ventures such as serving as Chief Strategy Officer for MemoryLanePark LLC, focusing on fashion, and providing estate planning support through inheritguard, LLC. 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 offers both advisory and broker-dealer services through proprietary and third-party model portfolios and provides discretionary and non-discretionary program options.

Shawn Skogstad is a CFP® and holds a Series 66 license, with 19 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Capstone Wealth Advisors and Waddell & Reed Inc. Outside of his advisory role, he serves as the head boys baseball coach at Bellevue Christian Schools. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Kristin Paystrup Scott is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses. She has seven years of industry experience, including roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of advising, she is a 50% owner of a property management and remodeling business and is involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Lawrence Steele is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Valic Financial Advisors since 2010 and is also associated with AGIA, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Theodore Cronin is a financial advisor with Oppenheimer in Bellevue, WA, holding Series 66 and Series 63 licenses and having two years of industry experience. Before joining Oppenheimer in 2026, he worked at firms including TD Ameritrade and Charles Schwab, as well as companies in the beverage sector such as Keurig-Dr Pepper and San Juan Hard Seltzer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios and maintains custody of client assets as a qualified custodian.

Vikram Kirikera is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Netlaw Inc, Seattle Financial Hub LLC, and Seattle Financial Center, and is involved with the National Association of Registered Social Security Analysts, where he educates clients on Social Security payments. He also assists clients with online estate planning tools through Netlaw Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Tarek Mcalee is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2021 and previously spent 15 years with Joslin Capital Advisors and 11 years with KMS Financial Services, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Jennifer Anker is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. She previously worked at TIAA and TIAA-CREF from 2013 to 2022. Anker is a board member of Washington Women in Need, a nonprofit organization based in Bellevue, WA. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal research team and third-party managers, along with integrated tax and accounting services and financial wellness tools.

David Johnston is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has been with TIAA and its affiliated entities since 2019. Prior to his advisory role, Johnston held various positions including roles at UPS and involvement with a fitness center and Pacific Lutheran University. 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 distinguishes between point-in-time planning services and ongoing portfolio management, offering both model-based and customized investment solutions.

Ned Jacobson is a financial advisor at PlanMember Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Allstate Insurance Company and Sandler Partners. Outside of his advisory role, he teaches private trombone lessons. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a top-down strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers education, support services, and personalized planning while acting as an ERISA Section 3(38) fiduciary for many plans.