Luke Jauhola is a financial advisor with HSBC Securities (USA) Inc. based in Seattle, WA. He holds a Series 66 designation and has 22 years of industry experience. Since 2013, he has worked with HSBC Securities and concurrently serves as a bank officer for HSBC Bank USA, N.A., an affiliated entity, where he is involved in selling bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment solutions, utilizing a range of model risk profiles and collaborating with affiliated asset management and fund due diligence teams.

Titilayo Otukoya is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has held various positions including work with Syracuse University and other organizations. She serves as a passive director of Queens Otus Ltd., a hotel and restaurant. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate clients, and institutional participants. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by proprietary research and broad integration within the Goldman Sachs ecosystem.

Alexander Tucker is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with D.A. Davidson & Co. since 2010. Outside of his advisory role, he serves on the board of the Bellevue High School Girls Basketball program, where he is involved in oversight and budgeting. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Xingdi Zhou is a CFP®-certified financial advisor with five years of industry experience, currently with Oppenheimer since 2024. Prior to joining Oppenheimer, Zhou worked at Baird for four years and operated Dragon Accents LLC, a solo proprietorship providing life coaching and translation services. She offers ontology-based coaching focused on transforming habitual behaviors through weekend sessions outside of securities trading hours. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of year-end 2025.

Donn Hess is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lockton Investment Advisors and Lockton Investment Securities. Outside of his advisory work, he is an author of novels and collaborates with Rockhurst University to develop financial health education content. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as a law firm, trust company, and recordkeeping services.

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 with Key Investment Services LLC in Poulsbo, WA. He holds Series 63 and Series 66 registrations and has 14 years of industry experience, including 10 years at Key Investment Services. Outside of his advisory role, he is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee offerings and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

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. Prior to joining D.A. Davidson, she worked at Baird and held positions at the University of Washington and South Seattle Community College. 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, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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 & Co. since 2006. Outside of her advisory work, she manages a sole proprietorship unrelated to securities trading. 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, 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.