Hyon Kim is a CFP® professional with 19 years of industry experience. He is currently with &PARTNERS and has previously worked at Fisette & Kim Financial Services, Raymond James Financial Services, key Investment Services, and Embark Financial Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies, utilizing both proprietary and third-party models, and operates under dual registration as a registered investment adviser and broker-dealer.

Boyd Crumbaugh is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, he worked in various educational roles at institutions including the University of Washington, Cascadia Community College, Montana State University, Bothell High School, and Canyon Park Middle School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Zhijun Huang is a financial advisor with Transamerica Financial Advisors. He holds the Series 66 designation and has been with Transamerica Financial Advisors since 2026. Prior to joining, he worked at Ampseattles LLC and Tesla, among other roles. He is also involved with Flowspace LLC. 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 model portfolios and access to third-party money managers, with discretionary and non-discretionary program options.

Stephanie Johnston is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Her prior roles include positions at Wedbush Securities, Ameriprise Financial Services, and Finance of America Mortgage. She owns and manages a long-term rental property, handling tenant communication and maintenance herself. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services including equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Carl Aschenbrenner is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Bellevue, WA. His prior experience includes roles at Fisher Investments, Whalen Wealth Management, and HCR Wealth Advisors. He also serves as a co-trustee on two separate property irrevocable trusts, overseeing trust administration and investment decisions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investment allocations and specific securities.

Curtis Lightle is a financial advisor with Eagle Strategies at New York Life, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Summit Partners Northwest and The Lightle Group, LLC, both involved in brokering non-registered insurance products. Lightle also serves as a board member of the Sammamish River Crossing Home Owners Association. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wai Yip Cheung is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at multiple insurance and financial services firms, including Tp Insurance Group Inc and Connexion Insurance Solutions. Outside of advising, he is involved in insurance sales and manages operations related to several insurance agencies. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers to implement its advisory strategies through a large network of advisors.

Duncan Wilk is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2014. He holds the Series 66 designation and is based in Bellevue, WA. 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, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Tanya Range is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with Key Investment Services since 2009. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account options. The firm emphasizes client-directed investment strategy selection supported by non-binding recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jason Casey is a Series 66-licensed financial advisor with 15 years of industry experience. He has held positions at Empower Advisory Group since 2025 and previously worked at TIAA and related entities for eight years. Outside of his advisory role, he owns HOWSEY LLC, an LLC managing a short-term rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, leveraging integrated platforms tied to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and serves a large client base with a higher client-to-advisor ratio than many peers.

Seafth Howe is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has work history at Eagle Strategies, PGR Financial, NYlife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Howe is involved in baseball coaching as the 18U pitching coach for Washington Rush Baseball and serves on the athletic board at Seattle University, focusing on the baseball program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and works closely with institutional sponsors within an integrated New York Life affiliate structure.

Kyle Schmahl is a financial advisor with TIAA-CREF in Bellevue, WA, holding Series 63 and Series 66 designations and having 27 years of industry experience. He has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios, and operates as adviser to a donor-advised fund.

Megan Echele is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds the CFP®, CFA®, and Series 66 credentials. Her prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., as well as earlier experience outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, with final trading decisions resting with clients.

Andy Weng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at multiple firms, including Integrated Trust Systems and Scale Force Group, and has been involved in several entrepreneurial ventures such as Bridgemaker LLC and W.S. Enterprise, LLC. His outside activities include serving as a silent member and investor in a marketing and business automation software company and working as a referral sales associate for estate planning services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including high net worth individuals and employer-sponsored retirement plans. The firm utilizes model portfolios and third-party managers through various platforms, offering an integrated retirement plan ecosystem and affiliated mutual funds and insurance products.

Whitney Isbell is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, Isbell held various roles including positions at Blue Cloud Innovation and The Bear Creek School. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored 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 fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Xin Wang is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Eagle Strategies in 2024, Xin operated Grace Wang Financial Associates for 12 years and has been associated with New York Life and NYLIFE Securities since 2002. Xin also operates under the DBA OpenWin Financial & Insurance Services LLC, where they broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types with an emphasis on tailoring recommendations to client and Plan Sponsor objectives, managing the majority of its assets on a non-discretionary basis.

Colleen Kroeger is a CFA® charterholder with 17 years of industry experience. She has worked at Hightower Advisors since 2022 and was previously with Highland Private Wealth Management for 15 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and insurance companies. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Matthew Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Scarano is also involved in insurance brokering, operating under DBA names that focus on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working extensively with retirement investors and institutional sponsors.

Christopher Holt is a CFP® professional with 18 years of industry experience. He is currently with Creative Planning and has previously worked at Coldstream Wealth Management and Fidelity in various advisory and brokerage roles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Kay Li Watness is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Kay holds a Series 66 designation and previously worked at Servitium Wealth Management, the University of Washington - Seattle, and Financial Advocates & LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.