Jennifer Anker is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. She previously worked at TIAA and TIAA-CREF from 2013 to 2022. Anker is a board member of Washington Women in Need, a nonprofit organization based in Bellevue, WA. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal research team and third-party managers, along with integrated tax and accounting services and financial wellness tools.

David Johnston is a Series 66-licensed financial advisor with six years of experience at TIAA-CREF in Bellevue, WA. His work history includes roles at TIAA Bank, UPS, Fernwood at the Park, Names Fitness Center, and Pacific Lutheran University. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also advises donor-advised funds and operates a vertically integrated advisory model with both planning and ongoing portfolio management services.

Ned Jacobson is a financial advisor at PlanMember Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Allstate Insurance Company and Sandler Partners. Outside of his advisory role, he teaches private trombone lessons. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a top-down strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers education, support services, and personalized planning while acting as an ERISA Section 3(38) fiduciary for many plans.

Gabrielle Corduan is a CFP® and ChFC® credentialed advisor with four years of industry experience, currently with Schwab Wealth Advisory in Bellevue, WA. She has worked at Charles Schwab and Wells Fargo in various capacities since 2019. Prior to her financial services career, she was involved in the massage therapy and skincare spa industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and is distinguished by its fee arrangement and limited discretionary portfolio management.

Ben Peden is a CFP® with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC in Bellevue, WA. Prior to joining Focus Partners Wealth, he worked at Investor's Fiduciary Advisor Network, Sherpa Wealth Strategies, and Ameriprise. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office support, retirement plan fiduciary services, and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis.

Randall Williams Gurian is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2014. Gurian also maintains an ongoing role at Triad Wealth Stewardship, LLC since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.

Gavin Boespflug is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Schwab Wealth Advisory with four years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co. Inc. since 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models, with final trading decisions left to clients.

Esther La Marche is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The H Group Washington, Inc. and Harvest Capital Advisors, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and uses a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Meiling Elsner is a financial advisor at HSBC Securities (USA) Inc. in Bellevue, WA, with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and East West Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of program types from client-directed to fully discretionary portfolios. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation advice developed with HSBC Global Asset Management.

Sandra Cramer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner since 2026. She previously held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and First Republic Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside operational financial wellness solutions.

Jeffrey Barnett is a CFP® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC. His background also includes roles at Swedish Medical Center and The Ohio State University Wexner Medical Center. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Andrew Wiegand is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network and leading Wiegand Financial Group since 2005. He holds a Series 63 license and is based in Mercer Island, WA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Victor Belfiore is a financial advisor at Mariner with Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at several firms such as Direct Source Wealth, Cabin Securities, and Bank of America. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment team and offers integrated tax and accounting services alongside traditional portfolio management.

Philip Platt is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and 16 years of industry experience. Before joining Focus Partners in 2025, he worked at Bordeaux Wealth Advisors and Coldstream Capital Management. He serves on the board of directors of Vanguard Development LLC, a holding company involved in real estate development, management, and oil field services, where he advises on business strategy and corporate development. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party managers, offering a wide range of investment management and wealth services alongside an extensive network of affiliated service companies.

Tatiana Belova is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Chase for 25 years. She is a member of PRIMA LLC, a home remodeling business that is not yet active. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group.

Stephanie Hammell is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. She has 11 years of industry experience, including prior roles at Provence Wealth Management Group and LPL Financial. Hammell also founded Opus Consulting LLC, a business entity unrelated to investment advisory. Independent Advisor Alliance serves a broad range of clients, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support comprehensive planning and asset aggregation.

Stephen Cooke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with several Ameritas affiliates and MassMutual entities prior to his current role. Outside of his advisory work, Cooke is the owner and president of Highlands Insurance & Retirement Solutions, LLC, a business focused on fixed insurance products. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a combination of in-house model portfolios and third-party managers, providing both discretionary and non-discretionary investment programs.

Socrates Leotsakos is a CFP® professional with one year of experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Longwave Financial, PFS Partners, and Summit Financial, LLC. He is based in Rhinebeck, NY. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients, offering various advisory programs and back-office services. The firm provides portfolio construction discretion and model portfolios managed by its Investment Management and Research team.

Sean Price is a financial advisor at &PARTNERS with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC for nine years and Ameriprise Financial Services, Inc. for three years. Outside of his advisory role, he serves as a soccer coach for the Kent School District. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of proprietary and third-party portfolio management strategies with fundamental, technical, and quantitative analysis.

Anthony Waltier is a financial advisor at Corient in Bellevue, WA, holding a Series 65 designation with 16 years of industry experience. Prior to joining Corient in 2025, he worked at Bristlecone Advisors LLC for 15 years. 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 corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.