Jason Lee is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at TIAA-CREF in Seattle, WA. His career includes over a decade with TIAA and TIAA-CREF combined. Outside of his advisory role, he manages rental property income from a unit in his home. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and includes customized and model-based investment strategies.

Jason Auten is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Wells Fargo Investments. Outside of his advisory work, he serves as a board member and treasurer for the Bellevue West Little League and is an investment committee member for Kindering. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

John Delafield is a CFP® professional with two years of industry experience, currently advising at Beacon Pointe Advisors, LLC in Seattle, WA. He has held roles at Beacon Pointe Advisors since 2023 and has prior work experience at Colorado College and Lakeside High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse clientele, including high-net-worth individuals, corporations, pension plans, and other institutional investors. The firm integrates active and passive strategies across public and private asset classes, utilizing a combination of proprietary asset-allocation models and third-party independent managers.

Brian Orton is a financial advisor with Corient in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior work includes roles at Columbia Pacific Wealth Management and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using risk management tools and stress testing.

Louis Conyard III is a financial advisor at Oppenheimer with 41 years of industry experience. He has held positions at Oppenheimer since 2010 and previously worked at Morgan Stanley and Citigroup Global Markets. Conyard holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Randy Stepho is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 65 and Series 63 licenses and with two years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Bankers Life Insurance Company. He also owns a separate insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within a structure integrated with New York Life affiliates.

Jeffrey Moseley is a financial advisor with Beacon Pointe Advisors, LLC in Seattle, WA. He holds the CFA® designation and Series 63 license and has industry experience beginning in 2026. Prior to joining Beacon Pointe Advisors, he worked at BNY Mellon, NA from 2017 to 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Matthew Stevens is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Charles Schwab since 2015 and currently works at Schwab Wealth Advisory in Bellevue, WA. His background includes nine years at Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with client authorization required for all trades.

Nicholas Paget is a CFP® with 24 years of industry experience, currently with Rockefeller Financial LLC since 2022. He has held various roles with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2022. Paget is also the sole proprietor of NA Bison LLC, an LLC established to hold private investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates as both an investment advisor and a registered broker-dealer, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and placement and investment banking services.

Deviemattie Makkar is a CFP® and ChFC® credentialed financial advisor with four years of industry experience. She is currently with Schwab Wealth Advisory in Bellevue, WA, and has prior experience at Fidelity Investments and Anirude Andy LLC, as well as eight years at Weill Cornell Medical College. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Jonathan Wang is a Series 66 licensed advisor with seven years of industry experience, currently with Schwab Wealth Advisory, Inc. in Bellevue, WA. His prior roles include positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. He attended Purdue University from 2014 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm focuses on asset allocation and investment selection using internal research tools and standard models, with at-least-annual client reviews and recommendations tailored to individual goals and risk tolerance.

Cindy Romney is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. She has been with D.A. Davidson since 2010 and holds a Series 63 designation. Romney is also the executor of an estate, a fiduciary role she has held since 2021. 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, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Mark Silverstein is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, Inc., based in Bellevue, WA. He has over 22 years of experience in financial services, including roles at UBS Financial Services and USAA Financial Planning Services. Outside of finance, he has entrepreneurial experience from running Wheelie Pop Brewing. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with an emphasis on client goals and risk tolerance, while trades require client authorization.

Michael Napier is a CFP® with over 32 years of experience in the financial industry. He has worked at Oppenheimer & Co. Inc since 2018 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Seattle, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches to portfolio management.

Natalie Beth Fischer is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation. She has industry experience beginning in 2026 and previously worked at Puget Sound Energy and various technology firms. Outside of her advisory role, she is involved with Natx Media LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mark Trafford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2016. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and consulting tailored to client objectives.

Ryan Burklo is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, with a work history spanning roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he co-hosts two podcasts, "Beer and Money" and "Holistic Finance," and serves as a junior varsity basketball coach. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Mahala Murphy Martin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and 11 years of industry experience. She is also active as a fire commissioner for District 3 in Leavenworth and serves as president of the Leavenworth Rotary Club. Additionally, she holds board positions with The Dwelling Place, an adult group home, and the Icicle Creek Center for the Arts. PlanMember provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

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.

Cherylee Chapman is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Securian Advisors Northwest and Minnesota Life Insurance Co. In addition to advisory services, she spends a small portion of her time on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser support platform with various managed-account programs, third-party asset manager access, and custody services.