David Carson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. He is also the owner of 280TaxBreak.com, a software business that provides services for tax preparers and professionals. Prior to joining Transamerica, Carson has experience with World Financial Group and Veterans Evaluation Services. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Lisa Raboin is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, Wells Fargo Advisors, Northwestern Mutual Investment Management, and Morgan Stanley. Raboin is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Aubrey Wilkinson IV is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds the Series 66 designation and previously operated Wilkinson Financial Group, LLC as a sole proprietor. His background includes various roles in finance and hospitality prior to joining Valic Financial Advisors. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides optional tax-aware and impact/ESG overlay services.

Matthew Moser is a financial advisor at Beacon Pointe Advisors, LLC with 27 years of industry experience and holds the PFS™ designation. He was previously president of Moser & Company, CPAs, where he managed financial planning and tax operations, and led Moser Wealth Advisors, PLLC for 19 years. Moser is also a certified public accountant and continues to be involved in public accounting activities related to financial planning. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Warren Stickney is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Lion Street Advisors and Colorado Financial Group, as well as ownership of Stickney Research. Outside of advising, he is active in music promotion management and is the author of a book focused on charitable giving through financial planning. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a variety of investment management and financial planning services, employing multiple portfolio strategies and leveraging custodial platforms to support discretionary and model-based client engagements.

Christopher Bentley is a Certified Financial Planner® with 15 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, and has previously worked at Charles Schwab & Co., Beacon Pointe Advisors, Joslin Capital Advisors, TD Ameritrade, Bank of America, and Waddell & Reed. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations while allowing clients to make final trading decisions. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by its fee arrangement and limited discretionary management role.

Matthew Burklund is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Union Central Life Insurance since 2008 and Cornerstone Financial Services LLC since 2007, and he is also involved with Burklund Inc. Outside of his advisory role, he is a partner at Basin Insurance Associates, focusing on property and casualty insurance, and at CoveredNow.com, which provides health insurance services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles alongside proprietary funds and sub-advisors to implement client portfolios.

Kevin Mccandlish is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bristlecone Advisors for 10 years. He has been with Corient since 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Wesley Burroughs is a CFP® with six years of industry experience, currently affiliated with Schwab Wealth Advisory in Bellevue, WA. His prior roles include positions at Charles Schwab & Co., Snider Retirement Strategies, Coldstream Wealth Management, LPL Financial LLC, Equitable Advisors, Chase, and Wells Fargo. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm serves individual clients with comprehensive financial reviews and investment recommendations while operating as an internal advisory unit within the Schwab ecosystem.

John Christianson is a CFA® charterholder with 25 years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent 23 years at Highland Capital Management. He is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.

Carolyn Ngo is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2024. Her prior experience includes roles at Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. Ngo has also operated as a self-employed individual for several years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset allocation models and research tools, offering investment recommendations without exercising discretionary trading authority.

Paige Romney is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2017. Prior to that, she worked at UCSD from 2013 to 2017. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm emphasizes fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Mitchell Williams is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Equitable Advisors, LLC and KeyBank. Before entering the financial sector, he worked in the automotive industry. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment options. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and ongoing oversight, operating within the KeyCorp group and working closely with affiliated banking and capital markets entities.

Ying Yin is a financial advisor with Transamerica Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Transamerica Financial Advisors since 2014 and is also involved in tax preparation services through her ownership of Breakthrough Service LLC. Additionally, she holds a position with Fincoach Services LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, high net worth clients, and institutional entities. The firm’s advisory approach relies on model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Lauren Ma is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Schwab Wealth Advisory, Inc. and has prior experience at firms including Morgan Stanley, UBS Wealth Management, The Vanguard Group, and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while not exercising discretionary trading authority.

Ligaya Choo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 5 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, following a 29-year tenure at JPMorgan Chase Bank, N.A. Prior to her current role, she accumulated extensive experience within the same organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities, operating with a non-discretionary program that relies on an in-house manager solutions team and a centralized due-diligence framework.

Todd Kelly is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as a board member for the Queen Anne Little League, overseeing the teen umpire program, and volunteers monthly with Banchero Disability Partners, a charitable organization supporting adults with developmental disabilities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alyssa Jarman is a CFP®-certified financial advisor with 10 years of industry experience. She currently works at OSAIC and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Jarman is involved in financial education through seminars and also owns vacation rental properties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory services and employs various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Vincent La Cava is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise since 2009, including six years at its Bellevue, WA office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that addresses dependable income sources and tax-aware withdrawal strategies.

Curtis Geathers Jr. is a Series 66-licensed financial advisor with Merrill in Bellevue, WA, holding three years of industry experience. His prior work includes roles at Bank of America, Girard Wood Products, The Wave Car Wash, Domino’s Pizza, and the University of Puget Sound. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.