Graham Peterson is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation. He has recently begun his career in the industry, with prior experience including roles at 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 and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with substantial net worth.

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.

Alexandra Bogacz is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill Lynch Wealth Management and J.P. Morgan Securities. Alexandra serves on the board of the Institute for Conflict, a Seattle-based nonprofit, where she leads and supports fundraising campaigns and events. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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.

Ella Kelsey is a financial advisor at D.A. Davidson & Co. based in Seattle, WA, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Washington Trust Bank and several educational institutions, including Tulane A.B. Freeman School of Business. 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, 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.

Noah Mink is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at KeyBank and CitiGroup prior to joining Key Investment Services. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various managed account programs and brokerage products. The firm emphasizes client-directed investment model selection supported by non-binding recommendations and ongoing monitoring, with a focus on due diligence and supervisory oversight.

Jay Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Stonebridge Wealth Management, National Asset Management, and National Securities Corporation. In addition to his advisory role, Mr. Schwartz is a licensed attorney and an independent insurance agent, conducting those activities separately from his investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a broad client base that includes individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, utilizing a variety of investment strategies and platforms.

Tiffany Andersen is a CFA® charterholder with 10 years of industry experience. She is currently with Clearstead Advisory Solutions and previously worked for The Clarius Group, LLC. Andersen is based in Seattle, WA. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional investment disciplines across a variety of account types, utilizing mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

William Weeks is a financial advisor with Commonwealth Financial Network in Silverdale, WA, holding Series 63 and Series 65 credentials and five years of industry experience. He has previously worked at Wealthmark Advisors and Thrivent Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

John Aronson is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. His prior experience includes roles at Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services, Inc. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to managed model portfolios.

Rodney Brewster is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wedbush Securities Inc for 10 years before joining D.A. Davidson in 2017. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides services ranging from ERISA retirement plan advice to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Katherine Hamel is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Merriman and Baird. Based in Seattle, WA, she holds the Series 66 designation. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a wide range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with various investment strategies and maintains an extensive network of affiliated service companies and product relationships.

Sean Howard is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. Prior to this, Sean held positions at Fidelity Investments and RBC Capital Markets. 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 integrated model combines proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.

Benjamin Keith is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is a part owner of a boat slip rental and manages a rental property. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management using both model and customized portfolios.

David Lee is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 designations and 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining Commonwealth in 2021. Outside of his advisory role, he is a member of the Northwest Investment & Growth investment club. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers extensive operational, trading, technology, investment management, compliance, and practice-management support, with advisors having discretion to construct portfolios from diverse securities and insurance products.

Timothy Oster is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Oppenheimer in 2026, he worked at MissionSquare for 11 years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies and supports both discretionary and non-discretionary relationships.

Jeffrey Anderson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. Prior to this, he worked at UBS Financial Services Inc. for 14 years. He holds the Series 66 designation and is based in Bainbridge Island, WA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with a focus on tailored asset-allocation strategies and access to alternative and private investments.

Troy Wingfield is a CFA® charterholder based in Seattle, WA, with 14 years of industry experience. He is currently with Corient, where he has worked since 2023, and has prior experience at Columbia Pacific Wealth Management and McCutchen Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Jeffrey Pierce is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding a Series 65 credential with eight years of industry experience. He previously worked at The Clarius Group, LLC and Fisher Investments, and spent four years at Washington State University. 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 an institutional investment process across a variety of account types, including a proprietary Direct Indexing strategy and specialized platforms like ClearAccess.

Michael Brooks is a CFP® with nine years of industry experience, currently serving at Corient in Seattle, WA. He has worked at Corient and its related entities since 2023 and previously was with Columbia Pacific Wealth Management and Cornerstone Advisors, Inc. from 2014 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, charities, and corporations. The firm uses a goals-based investment approach that combines in-house strategies with third-party managers, employing risk management tools and incorporating alternative investments and private fund options where appropriate.