Yosuke Kameoka is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has worked with Eagle Strategies since 2015 and with New York Life Insurance Co. since 2002. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing 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.

Christopher Waclawik is a CFP® and Series 65-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and was previously with Merriman Wealth Management, LLC for 11 years. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Chiayu Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Wu has worked with Transamerica since 2012 and previously with World Financial Group since 2006. Outside of advising, Wu is involved in managing rental properties. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Angela Stover is a CFP® with 25 years of industry experience. She is currently affiliated with Focus Advisor Solutions, LLC and has previously worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward Financial Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets across a relatively small advisor base, combining enterprise scale with a high client load per advisor.

Mallory Hall is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Integrity Alliance, LLC and has prior experience at Lion Street Financial, LLC and Wells Fargo Clearing Services. Outside of her advisory role, she serves as a trustee for a family trust. Integrity Alliance is a large advisory enterprise with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and access to various investment platforms, serving individual investors, businesses, and qualified retirement plans.

Guido Pena is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 registrations. Prior to joining Empower Advisory Group, he worked at Key Investment Services and KeyBank NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

John Easley III is a financial advisor at Independent Advisor Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Financial Advocates Investment Management and LPL Financial. Easley is also co-owner of Mediscource Planning, a business he has been involved with since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and utilizes various strategies and technology platforms to support portfolio management and estate planning.

Kyle Johnson is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Cambia Health Solutions from 2017 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis to guide investment recommendations.

Joseph Winkler is a CFP® with 23 years of industry experience. He currently works at Corient and previously spent 10 years at Bristlecone Advisors. Additionally, he operates a sole proprietorship providing tax preparation and consulting services for friends and family. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Thomas Baker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with several firms, including Solterra LLC and John Chi International Company, and has been affiliated with Transamerica Financial Advisors since 2012. Outside of advising, he is involved with World System Builders and has ownership interests in Solterra LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model relies on model portfolios and third-party managers, offering a range of proprietary and externally managed investment options.

Paresh Kamdar is a CFP® with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman for 18 years and Charles Schwab for 5 years. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mary Butler is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with nine years of industry experience. She has worked at D.A. Davidson & Co. since 2018, and her prior roles include positions at Foresters Financial Services, Macy's, and Western Washington University. Outside of her advisory work, Butler is a social media content creator through her business, MIX IT UP WITH MARY, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Bengt Johnson is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 65 and Series 63 licenses and nine years of industry experience. He currently serves as a Certified Financial Educator at the Heartland Institute of Financial Education and is involved as Board President of The Fellowship – Seattle, a group that meets weekly for prayer focused on the city and its leaders. Additionally, he works with Associated Catholic Cemeteries in helping families make memorial plans. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and a mix of discretionary and non-discretionary program options.

Laura Besaw is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has held prior roles at UBS, Bank of America, Merrill, and Wells Fargo. Her work history also includes a year focused on extended travel. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a blend of model and custom portfolio management strategies that include mutual funds, ETFs, individual securities, private and alternative investments, with oversight by an Investment Policy Committee.

Michael Bils is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and with New York Life and its related entities since 2006. Outside of his advisory work, Michael is involved in stage performances and coordinates actors as an independent contractor with Unexpected Productions and also works as an auctioneer, emcee, and bid-spotter at various auctions. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs, emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Savio is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as a brief period working at Menchies Frozen Yogurt and Western Washington University. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types combining client-directed and discretionary investment strategies, utilizing a model risk profile approach and partnering with affiliated and third-party providers for asset management and fund selection.

Edward Grogan IV is a CFP® and ChFC® with 33 years of industry experience. He is the president and owner of Summit Wealth Management and has been affiliated with Commonwealth Financial Network since 2005. Prior to that, he worked at Mass Mutual Investors Services from 2002 to 2005. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Molly Brown is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at D.A. Davidson & Co. and its affiliated trust company since 1999. Brown also serves as a Notary Public for the State of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis to guide investment decisions.

Kurt Roddy is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 registrations and 28 years of industry experience. He has worked at multiple firms including Arbor Point Advisors, Securities America, Inc., and Harbor Financial Advisors, where he remains active as an owner and investment advisor. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering comprehensive education and support services to plan sponsors and participants.

Gabriella Chilczuk is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services, LLC and KeyBank. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients, operating under fiduciary standards with a range of planning and portfolio management services.