Lucas Seidel is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has previously worked at Skis Painting and T&A Supply. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation across multiple asset classes.

Shawn Kennedy is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2017, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Full Trader. His experience spans multiple facets of financial services, focusing on helping clients achieve their financial goals and providing peace of mind through the financial planning process. Shawn is dedicated to delivering service and an exceptional client experience, aiming to be a trusted advisor and add value to client relationships with Fidelity. Outside of his professional work, Shawn has interests in cars, fitness, military service, and soccer.

Nolan Wenger is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Premier Wealth WA and Commonwealth Financial Network since 2021. Prior to his financial advisory career, his background includes roles at organizations such as the Seattle Aquarium and Oregon Coast Community College. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a variety of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, technology, investment management, and compliance services.

Emma Gibson is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with 13 years of industry experience. She has been with D.A. Davidson & Co. since 2012. 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 various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, serving clients under fiduciary standards with both qualitative and quantitative investment analysis.

Drew Serres is a financial advisor at Corient with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and held various roles outside finance, including positions in primary education and at Kens Pool & Patio. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

David Weickert is an advisor with Empower Advisory Group in Seattle, WA, holding Series 63 and Series 65 designations. He joined the firm in 2026 and has a varied background including self-employment and work in community organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Jordan Hart is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds the Series 66 designation and previously worked at John Hancock and Edward Jones. Early in his career, he was affiliated with The Daily O'Collegian. 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 corporations. The firm offers services under fiduciary standards, using qualitative and quantitative tools to advise on investments and financial planning, and operates unique municipal advisory and custodial functions within the enterprise space.

Brittany Winkelman is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at RBC Capital Markets and has been with TIAA-CREF since 2010. Winkelman serves as Co-Chair of the Seattle Chapter of Women in Pensions Network (WIPN), organizing industry events and managing chapter communications. She also designs and sells printed materials on the Etsy marketplace. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, utilizing a fiduciary standard and various investment approaches including model and customized portfolios.

Trey Klinger is a financial advisor with D.A. Davidson & Co. in Seattle, WA. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining D.A. Davidson, he held roles at HoneyRock Center for Leadership Development, Gingco, and Boston 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, equity research, and a private wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

Allison Sweeney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 11 years of industry experience. Her prior roles include positions at AMS Financial Network, Elliott Cove Capital Management, Coastal Community Bank, Wells Fargo, and J.P. Morgan Securities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by a comprehensive operations and technology platform.

Alyssa Sanders is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 license with 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with over $20 million in net worth, and operates under fiduciary standards with an emphasis on both qualitative and quantitative analysis.

Cassandra O'dea is a financial advisor at First Command Advisory Services with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at First Command Brokerage Services and Christopher Churchill. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Philip Winkel is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at UBS Financial Services and Metlife Securities before joining D.A. Davidson in 2019. 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, wrap fee programs, equity research, and comprehensive financial planning, applying fiduciary standards and a combination of qualitative and quantitative analysis in its investment recommendations.

Jared Espinoza is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Raymond James Financial Services, Northwestern Mutual Investment Services, Garrison Financial Group, and Fidelity Investments. Before entering the financial sector, he held various positions in the service and education industries. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, and it offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Kathleen Tran is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group capabilities to deliver tailored wealth management solutions.

Yong Chang is a financial advisor with Independent Financial Group, LLC in Seattle, WA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he serves as an instructor for a business workshop organized by Pierce County to support Korean small business owners. Independent Financial Group is a large integrated advisory and brokerage firm that offers investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm delivers investment advice through a mix of in-house and third-party model portfolios, serving a broad client base including high-net-worth individuals.

Zachariah Robinson is a financial advisor with Eagle Strategies (NY Life) based in Mountlake Terrace, WA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience and has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2014 and 2015 respectively. Outside of his advisory work, he is a freelance theatre director for a community theatre. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Andrew Harvey is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth Financial Network since 2021 and has additional experience with Opus 111 Group, Securities America Advisors, and Securities America, Inc. Outside of his advisory role, Harvey is a freelance sports broadcaster and writer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and support services, including wealth management and retirement plan consulting, while providing advisors discretion in portfolio construction alongside managed model portfolios and customized program options.

Kirk Davis is a financial advisor at Oppenheimer with over 40 years of industry experience, including a long tenure at Bank of America. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he serves as treasurer for the Bix Men Pedestrian Safety Foundation, a charitable organization, and is co-trustee for two special needs trusts established for his daughters. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic asset allocation and a range of investment strategies while acting as a qualified custodian for client assets.

Julie Stromberg is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with D.A. Davidson & Co. since 2005. Outside of her advisory role, she operates a small business called Hooked and Lovely by Jules, through which she crochets blankets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with over $20 million in net worth.