Luca Procel is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Procel is also the owner of Procel Financial, an advisory and insurance business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and partnering with custodians such as Schwab and Fidelity.

Deviemattie Makkar is a CFP® and ChFC® affiliated with Schwab Wealth Advisory, bringing four years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Fidelity Investments and has a background including a role at Weill Cornell Medical College. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm’s advice is delivered without discretionary trading authority, with final investment decisions made by clients.

Jonathan Wang is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Jonathan’s career includes both advisory and banking roles within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without exercising discretionary trading authority.

Dylan Straley is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Joshua Buri is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, he worked briefly at Zevenbergen Capital Investments and Moss Adams. He has experience working and studying at the University of Washington and has been involved with the Sambica Summer Camp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolios supported by an internal investment committee and third-party managers.

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.

Elijah Chen is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co, and Equitable Advisors. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his current firm, where he engages in the sale of bank-related products and services alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary options. The firm’s investment process incorporates multiple risk profiles and combines strategic asset allocation with ongoing fund due diligence, supported by affiliated and third-party providers.

Mark Silverstein is a CFP® professional with Series 66 registration, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has a year of experience at Schwab Wealth Advisory and Charles Schwab & Co., Inc., along with prior experience at Charles Schwab Bank and entrepreneurial ventures including founding Wheelie Pop Brewing and operating Twiddle Games, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, planning discussions, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Michael Napier is a financial advisor at Oppenheimer with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and spent 25 years at Citigroup Global Markets. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, financial planning, and private-fund management, with investment solutions tailored through strategic and tactical asset allocation.

Sugarsuren Byambasuren is a financial advisor at Clearstead with one year of industry experience. He holds the Series 65 designation and has previously worked at firms including The Clarius Group, Cornucopian Capital Management, Blue Wood Capital, and Hall Capital Partners. Clearstead serves affluent private clients and a variety of 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 disciplines across its investment process, utilizing a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Mark Trafford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering portfolio management, consulting, and financial planning services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across multiple asset classes.

Shaun Miller is a CFA® charterholder with 13 years of experience in the financial industry. He currently works at Corient in Seattle, WA, where he has been since 2023. Prior to Corient, he was with McCutchen Group LLC from 2010 to 2023 and held a role at CIPW Service Company, LLC for one year. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Yosuke Kameoka is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Eagle Strategies since 2015 and has been affiliated with New York Life Insurance Co. since 2002. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

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.

Christopher Waclawik is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Merriman Wealth Management, LLC from 2014 to 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Chiayu Wu is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Wu has worked with Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2006. Outside of advisory work, Wu is involved in managing rental properties. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, managing approximately $1.7 billion in regulatory assets under management.

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.

Benjamin Wicks is a CFP® with 19 years of industry experience, currently with Hightower Advisors since 2022. He previously worked at Highland Private Wealth Management and Cornerstone Advisors, Inc. No additional outside activities are listed. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management through affiliated and third-party managers.

Mallory Hall is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. Prior to joining Integrity Alliance, she worked at Lion Street Advisors, LLC and Wells Fargo Advisors, LLC. Outside of her advisory role, she acts as a trustee for a family trust. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Guido Pena is a financial advisor with Empower Advisory Group in Seattle, WA, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Key Investment Services and KeyBank NA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.