Noemi Chaparro is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at DPA Wealth Partners and Securian Advisors Northwest, with prior roles including Minnesota Life Agent positions. Chaparro also engages in fixed insurance sales as an outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a wide range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, managing over $212 billion in client assets.

Christian Drew is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016. Outside of his advisory role, he is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing oversight and due diligence, and it operates within the KeyCorp group, leveraging affiliations with KeyBank and KeyBanc Capital Markets.

Emma Brezler is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth and Wealth Solutions...By Design, she spent several years involved in education at George Fox University and Olympic College. Her background also includes homeschooling over a 13-year period. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Clinton Robinson is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with TIAA-CREF since 2014. Robinson serves on the finance committee and board of PlantAmnesty, a nonprofit organization focused on education and advocacy to prevent malpruning and preserve urban greenspaces. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure using affiliated funds.

Sophia Despaigne is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with three years of industry experience. Her work history includes roles at D.A. Davidson since 2021 and prior experience at Baird and the University of Washington. 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 comprehensive financial planning, ERISA retirement plan advisory services, and a specialized Private Wealth program for high-net-worth clients.

Bligh Bjarnason is a CFP® with four years of industry experience, currently serving at Corient in Seattle, WA. His prior roles include positions at Columbia Pacific Wealth Management, Slalom, and Westlake Associates. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs various risk management tools to align portfolios with client objectives.

Sue Sewell is a financial advisor at Clearstead and Clearstead Advisory Solutions with eight years of industry experience. She holds a Series 65 designation and has worked previously at The Clarius Group, LLC and Seattle Bank. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and uses a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across various investment products.

Lauren Thompson is a financial advisor with Corient, holding a Series 65 designation and two years of industry experience. Prior to joining Corient, she worked at McCutchen Group LLC and Santa Barbara County Employees Retirement System. She serves on the Investment Advisory Committee for the Seattle City Employee's Retirement System. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that blends in-house strategies with third-party managers and incorporates risk management tools to align portfolios with client objectives.

Susan Mccoy is a financial advisor with Money Concepts Capital Corp in Silverdale, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Money Concepts Capital since 2005. Outside of her advisory role, she is president and owner of SGM Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through a variety of managed programs, utilizing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Jung Lee is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, Lee is involved in several business activities including ownership interests in real estate consulting and insurance marketing entities, and volunteers translating grant information for small businesses in Pierce County. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to tailor client investment profiles.

Matthew Kane is a financial advisor at Corient in Seattle, WA, with 21 years of industry experience. He holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, as well as Columbia Pacific Wealth Management from 2015 to 2023. Corient provides investment advisory and financial planning services to a wide range of clients, 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 to align portfolios with client objectives.

Briana Keydel is a CFP® with 29 years of industry experience, currently with Wealthspire Advisors since 2024. Her prior roles include positions at Private Ocean, Mutual Securities, Inc., and Lakeview Financial Group. Outside of her advisory work, she serves on the board of the nonprofit Knit for Life and operates an independent insurance agency. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors. The firm provides wealth management, financial planning, and retirement-plan consulting services to individuals, including high-net-worth clients, corporations, nonprofits, and pension plans, employing an institutional-style asset allocation framework.

Julie Paul is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with D.A. Davidson since 2006. Outside of her advisory role, she manages a personal rental property as a sole proprietor. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations. The firm emphasizes fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

James Logan is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he served eight years with the US Navy at the Puget Sound Naval Shipyard. He is involved in community and political organizations, serving as an officer for FairVote Washington and the Libertarian Party at both the county and state levels. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, employing a centralized team for portfolio management and using a prescribed selection of third-party managers.

Jeremy Burger is a CFP®, CFA®, and holds a Series 65 license with 22 years of industry experience. He has been with Focus Partners Wealth, LLC since 2025 and previously worked at Merriman Wealth Management, LLC from 2014 to 2025. He also serves as a General Partner and committee member involved in the wind-down and liquidation of a private fund. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and a range of strategies across public and alternative investments.

Graham Peterson is a financial advisor with D.A. Davidson & Co. based in Seattle, WA. He holds the Series 66 designation and has recent experience working with D.A. Davidson since 2023. Prior to his advisory role, he was affiliated with Coe College and the Woods Tennis Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. 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 standards and employing both qualitative and quantitative investment analysis.

Julie Back is a financial advisor with Wealthspire Advisors, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including roles at Private Ocean, Mutual Securities, Inc., and Lakeview Financial Group. She has been with Wealthspire Advisors since 2024. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and oversight.

Isabelle Scott is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Seattle, WA. She has one year of experience at Goldman Sachs & Co. LLC and previously worked at Empire State Development and Westwood Country Club. Her background also includes roles at Cornell University, Westlake High School, and Hill Country Middle School. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm uses a range of strategic allocation models, investment manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Alexandra Bogacz is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with eight years of industry experience. Her prior roles include positions at Senior Planning Advisors, LLC, Strategic Investment Advisors, LLC, and J.P. Morgan Securities, among others. She serves as a board member for the Institute for Conflict, a nonprofit organization, where she leads and supports fundraising campaigns. 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 operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Gary Takacs is a financial advisor with Oppenheimer Asset Management Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Oppenheimer and Fahnestock & Co. Inc. since 2003. Outside of his advisory work, he serves as co-trustee of a family revocable trust. 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, manager selection, and various investment strategies tailored to client objectives.