Gabriella Chilczuk is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services, LLC and KeyBank. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients, operating under fiduciary standards with a range of planning and portfolio management services.

Guy Ridout III is a financial advisor at Integrated Wealth Concepts LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Securities, Inc., Principal Life Insurance Company, Brighton Jones LLC, and Nationwide Investment Advisors, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, offering customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Zhipan Huang is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Securities, LLC and JP Morgan Chase Bank. Huang is also a property owner involved in maintaining a residential rental dwelling. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary portfolio options, utilizing a structured investment process with model risk profiles and a combination of strategic and tactical asset allocation.

Dennis Williams Jr. is a Series 66-registered advisor with 15 years of industry experience. He is currently with Farther, where he has worked since 2025, following roles at Wells Fargo, Farther Finance Advisors, Edward Jones, and Merrill Lynch. Outside of his advisory work, he serves as president of My Financial Therapist, an educational business based in Seattle. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, combining traditional asset classes with AI tools to support advisor judgment.

Sierra Butler is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Merriman Wealth Management and Dimensional Fund Advisors. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and retirement 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.

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 Siegel is a CFP® with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Commonwealth Financial Network, Spectrum Financial Partners, and Woodbury Financial Services. 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, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost funds, separate account managers, and private funds, and offers various packaged programs alongside educational content and specialized client services.

Keith Vernon is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 after 11 years at The Clarius Group, LLC. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, and family office services. The firm employs institutional disciplines such as portfolio analytics and manager research, offering a range of investment vehicles including a proprietary Direct Indexing strategy.

Christie Mueller is a financial advisor at Eagle Strategies (NY Life) with 40 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Eagle Strategies since 2008. In addition to her role at Eagle, she operates under the DBA Mueller and Associates, providing New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

William Forslund is a financial advisor with Oppenheimer, holding a Series 66 credential. He began his career at Oppenheimer in 2025 and has prior experience as a student and educator before entering the industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment and retirement services with both discretionary and non-discretionary account management, combining strategic asset allocation, manager selection, and customized consulting solutions.

Sharon Lailey is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the ChFC® designation and Securities Series 65 and 63 licenses. Prior to joining Hightower in 2022, she worked at Sovereign Wealth Advisors, Inc. for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach includes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Margaret Kineke is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding CFP®, Series 63, and Series 65 designations and bringing 42 years of industry experience. She has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services ranging from retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Maja Janko is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at HighTower Advisors LLC for 13 years before joining Mariner in 2023. Outside of her advisory role, she is a board member and treasurer for The Flea Theater, a non-profit organization in New York City. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, and it provides integrated tax, accounting, and administrative CFO services that are uncommon among large advisory enterprises.

Bradley Rustik is a CFP® with eight years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at The Vanguard Group, Inc. for three years. 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 corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing unique features like municipal advisory and affiliated custodial services.

Amy Secor is a CFP® professional with 29 years of industry experience, currently serving at Mariner Wealth Advisors since 2022. She previously worked at TIAA and Tiaa from 2004 to 2022. Secor serves on the University of Washington Planned Giving Advisory Board, providing advice on complex planned giving cases. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios combining internal research with third-party managers, and provides integrated tax and administrative solutions uncommon among large advisory enterprises.

Megan Ibrahimi is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 credential and has worked at D.A. Davidson since 2017, following two years at Ameriprise Financial Services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Cole Bonipart is a CFP® with three years of industry experience, currently serving as a financial advisor at Oppenheimer in Seattle, WA since 2022. His prior roles include positions at Progeny 3 Inc. and multiple engagements at Sand Point Country Club, as well as experience with Gonzaga University and Seattle Preparatory School. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of programs and advisory services spanning equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Reis Newburn is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 25 years of industry experience. He has been with D.A. Davidson & Co. since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Nicholas Tarr is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC in Bellevue, WA. His prior experience includes roles at Savant Wealth Management and Edward Jones Investments. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.