Yulya Stewart is a financial advisor at Clearstead with seven years of industry experience and holds a Series 65 designation. She previously worked at The Clarius Group, LLC and The Pacific Financial Group. Based in Seattle, WA, she joined Clearstead Advisors in 2026. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment approach involving portfolio analytics, manager research, and strategic asset allocation.

Mary Isom is a financial advisor with Valic Financial Advisors in Renton, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several firms, including Bank of America, Merrill, KeyBank, and JP Morgan Securities. Valic Financial Advisors is a large enterprise serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, using a model-driven approach with discretionary unified managed accounts and centralized technology.

Julie Sun is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Vanilla Technologies, Inc., and WealthWave. Outside of advisory work, she is involved in managing a joint rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of fee-based advisory programs and commission-based brokerage services, utilizing proprietary and third-party investment models with both discretionary and non-discretionary options.

Christopher Taylor is a financial advisor at Corient with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Corient, he spent 15 years at Bristlecone Advisors LLC. 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 incorporates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Chau Ngo is an advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Engineer's Financial Group LLC, NYLIFE Securities LLC, New York Life Insurance Company, Alaska Airlines, SkillShow, Expedia, and Microsoft. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Hume is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 25 years of industry experience. He has been with D.A. Davidson & Co. since 2007, totaling 19 years at the firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Michael Arndt is a financial advisor at D.A. Davidson & Co. based in Seattle, WA. He holds the Series 66 designation and began his advisory career with the firm in 2025. Prior to joining D.A. Davidson, he held a variety of roles including positions at Interbay Golf Center, Queen Anne Dentistry, and Carefree Boat Club. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Pavel Nalivayko is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously worked for PN Construction for 19 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Emily Hengstler is a CFP® professional at Focus Partners Wealth, LLC with six years of industry experience. She previously worked at Merriman Wealth Management and Coldstream Wealth Management. Outside of advisory work, she provides pet care services as a dog sitter. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Edward Bright is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and nine years of industry experience. He previously worked at Brockman Capital Management, LLC for seven years and Edward Jones for two years. Outside of his advisory role, he serves as a high school CTE educator at Bellevue High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management using model portfolios, sub-advisors, and various analytical techniques, alongside financial planning and wealth coaching.

Jason Kronstad is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 65 credential and has previously worked at Parametric Portfolio Associates, M Financial Group, and served in academic roles at Purdue University and the University of Washington. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized programs and educational content.

Sarah Cardenas is a financial advisor with D.A. Davidson & Co. in Seattle, WA. She holds a Series 66 designation and has been with D.A. Davidson since 2022. Prior to her current role, her work experience includes positions at Texas Roadhouse and St. Norbert College. 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, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Kyle Thomas is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held prior roles at Hightower Advisors, Highland Private Wealth Management, Pathstone, and Cornerstone Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including low-cost ETFs, separate account managers, and private funds.

Grant Monson is a CFP® professional with 20 years of industry experience. He is currently with Integrity Alliance, LLC and previously worked at Lion Street Advisors and Penn Mutual. He serves as a board chairman for a charity organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management and consulting services through a network of independent advisers.

Serafin Aquino is a financial advisor at Oppenheimer with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Oppenheimer since 2006, following an 11-year tenure at Merrill. 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 broad range of programs and advisory services, including strategic asset allocation and manager selection, with a notable portion of assets managed on a non-discretionary basis.

Michael Graf is a financial advisor with Key Investment Services LLC in Auburn, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Key Investment Services since 2010. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals, offering portfolio management and model-based advisory products. The firm employs a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Kevin Berry is a financial advisor at Corient with 23 years of industry experience. He previously worked for 15 years at Bristlecone Advisors LLC before joining Corient in 2025. He holds Series 63 and Series 66 credentials. 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 that combines in-house strategies with third-party manager solutions and customized asset allocation.

Geoffrey Curran is a CFP® and CFA® with 13 years of experience in the financial services industry. He has worked at Focus Partners Wealth, LLC since 2025, following nine years at Merriman Wealth Management and three years with TD Ameritrade entities. Outside of his advisory work, he volunteers on the investment advisory committees for the Greater Tacoma Community Foundation and the Tacoma Employees Retirement System, and he writes and self-publishes fiction as a hobby. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients, offering a range of solutions including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Luther Haugan is a CFP® professional with 34 years of industry experience, currently serving at Oppenheimer since 2003. Prior to joining Oppenheimer, he worked at CIBC World Markets Corp. for eight years. Outside of his financial advisory work, he operates LHAUGAN Photography, focusing on underwater photography. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

David Pigott is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at PNC Investments, Merrill, Bank of America, J.P. Morgan Securities, and Colonial Life. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by internal and third-party managers and integrates tax and accounting services uncommon in firms of its scale.