Rachel Carmony is a Series 66-licensed financial advisor with TIAA-CREF, based in Seattle, WA. She has been with TIAA-CREF since 2023 and has a total of nine years of experience in the financial industry, including prior roles at Hallie Spies and Debra Glazer. Outside of her advisory work, she owns a two-unit residential property, residing in one unit and renting the other. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated group that employs affiliated funds.

Benjamin Wicks is a Certified Financial Planner (CFP®) with 19 years of industry experience. He currently serves as an advisor at Hightower Advisors, joining the firm in 2022 after roles at Highland Private Wealth Management, Cornerstone Advisors Inc, and Paracle Advisors LLC. Wicks is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions through affiliated and third-party managers and offers a range of portfolio management and financial planning services.

Mallory Hall is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Integrity Alliance, LLC and has prior experience at Lion Street Financial, LLC and Wells Fargo Clearing Services. Outside of her advisory role, she serves as a trustee for a family trust. Integrity Alliance is a large advisory enterprise with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and access to various investment platforms, serving individual investors, businesses, and qualified retirement plans.

John Easley III is a financial advisor at Independent Advisor Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Financial Advocates Investment Management and LPL Financial. Easley is also co-owner of Mediscource Planning, a business he has been involved with since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and utilizes various strategies and technology platforms to support portfolio management and estate planning.

Joseph Winkler is a CFP® with 23 years of industry experience. He currently works at Corient and previously spent 10 years at Bristlecone Advisors. Additionally, he operates a sole proprietorship providing tax preparation and consulting services for friends and family. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Erik Falkenberg is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Elizabeth Loutsis is a financial advisor at Hightower Advisors with CFP® and Series 66 credentials and three years of industry experience. She previously worked at Kaizen Financial Advisors, LLC for four years and Shelgren Financial Group/Lincoln Investment for five years. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm offers advisory services featuring manager selection, multi-manager solutions, and access to proprietary and third-party investment strategies across various asset classes.

Jeffrey Huston is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2004. Based in Seattle, WA, Huston's career has been focused at TIAA-CREF throughout this time. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Daniel Talcott is a financial advisor with PlanMember Securities Corporation in Bothell, WA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with PlanMember since 2015 and operates several businesses outside the firm, including co-owning a bed and breakfast and serving as a sports official in basketball, softball, and baseball. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management under ERISA Section 3(38) and a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation process supported by ongoing education and service to plan sponsors and participants.

Yaxin Zhai is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, Zhai worked at Brighton Jones and held roles at the Fred Hutchison Cancer Center and Beacon Communities LLC. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Tyler Walters is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Network and managing his own firm, Walters Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence and a comprehensive supervisory framework.

Naixin Li is a financial advisor with Eagle Strategies (NY Life) based in Kirkland, Washington. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. In addition to his advisory work, Li is an independent photographer focusing on local events and community activities. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Eric Jacobsen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Commonwealth since 2017 following a year at Signator Investors, Inc., and has also served as Owner and President of Seaway Financial since 2003. 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 around $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Neufeld is a CFA® charterholder with four years of industry experience. He has worked at TIAA-CREF since 2021 and previously held positions at Pacific Financial Group, LLC, and The Pacific Financial Group, Inc. His current role is based in Bellevue, WA. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm provides both point-in-time financial plans and ongoing portfolio management, often serving clients with existing relationships through TIAA‑administered employer retirement plans.

Matthew Myers is a financial advisor with TIAA-CREF in Bellevue, WA, holding a Series 66 credential and 15 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, Myers participates as a college football commentator on the Buckeye Backers Podcast. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, offering model-based and customized investment solutions.

Jun Tang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He is a certified member of the National Association of Registered Social Security Analysts and serves as president of the East China Normal University Alumni Association in America, Seattle Chapter. Tang also consults with families and students on college planning through the Heartland Institute of Financial Education and participates in cultural and networking activities with the Seattle Shanghai Association. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary options.

Daniel Stober is a financial advisor at Hightower Advisors with 24 years of industry experience. He has held roles at Triad Wealth Stewardship, Cambridge Investment Research Advisors, and Threadline Wealth prior to joining Hightower in 2014. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Danielle Strumbeta is a CFP® and Series 65-registered financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. Her prior roles include positions at Merriman Wealth Management, LLC and Kutscher, Rhodes & Benner, Inc. Focus Partners Wealth serves a diverse client base, including high-net-worth families, family offices, corporations, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term investment approach utilizing a mix of active and passive strategies within an enhanced open architecture framework.

Matthew Fox is a financial advisor with \u0026PARTNERS in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Bank of America N.A. and Merrill. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing both proprietary and third-party strategies through discretionary and non-discretionary platforms.

Matthew Siegel is a CFP® with 15 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has previously worked at firms including J.P. Morgan Securities LLC, Commonwealth Financial Network, and Spectrum Financial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, direct indexing, and private fund platforms.