Dag Olov Brandfors is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Commonwealth Financial Network since 2009. Outside of his advisory role, he is president and co-owner of Steilacoom Investments Co., a private entity involved in securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Xun Zhang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at Microsoft and Groupon. Zhang is also involved with the Teochew Association of Washington State. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with options for discretionary and non-discretionary management.

Jason Tafoya is a CFP® professional with 15 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2026. His prior experience includes roles at The H Group Washington, Inc., CS Planning Corp, Evergreen Wealth, LLC, Stratos Wealth Partners, and LPL Financial. He is also a commissioned notary. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large advisor network, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm applies a diversified investment approach combining passive and active strategies, with portfolio oversight by an internal Investment Committee.

Matthew Pearson is a financial advisor with Creative Planning in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fidelity Investments, Global Retirement Partners, LPL Financial, Usi Advisors, M Holdings Securities, and Kibble & Prentice Holding Company. He serves on the board of Global Underwater Explorers, a diving community and training organization. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Charles Jones is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC. Jones also teaches asset management principles at the University of Washington as a paid grader and teaching assistant outside of his advisory role. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a multi-strategy investment approach combining active and passive management, third-party accounts, and private funds within an enhanced open architecture framework.

James Smith is a financial advisor at Commonwealth Financial Network with a Series 65 designation and one year of industry experience. His prior work includes roles at Conestoga Wealth Partners, California Consulting, and Gallagher Insurance, as well as time at the University of Southern California. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm manages approximately $212.7 billion in assets and offers a broad platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Boyd Crumbaugh is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, he worked in various educational roles at institutions including the University of Washington, Cascadia Community College, Montana State University, Bothell High School, and Canyon Park Middle School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Stephanie Johnston is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Her prior roles include positions at Wedbush Securities, Ameriprise Financial Services, and Finance of America Mortgage. She owns and manages a long-term rental property, handling tenant communication and maintenance herself. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services including equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Carmen Gary is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with D.A. Davidson & Co. since 2006. Outside of her advisory role, Carmen is a condominium owner. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base that includes employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Nonna Davydova is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. Her career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Cetera Investment Services, and Columbia/UMPQUA Bank, among others. She is also involved with Consumer Direct Care Network outside of her advisory work. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model and offers multiple wrap-fee programs, integrating services from KeyCorp affiliates to support its portfolio and risk management offerings.

Michelle Murray is a financial advisor at Hightower Advisors in Seattle, WA, with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Advisors and its affiliated broker-dealer since 2015. 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 investment solutions and portfolio construction that incorporates affiliated and third-party managers, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Matthew Talbot is a CFP® professional with 11 years of experience in financial advising. He has worked at Clearstead since 2026 and previously spent 11 years at The Clarius Group, LLC. He is based in Seattle, WA. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies an institutional investment approach across discretionary and non-discretionary accounts, managing approximately $33.9 billion in assets and advising over 4,300 client relationships.

Sonja Seymour is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at KMS Financial Services, Inc. for nine years before joining her current firm in 2021. 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. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Curtis Lightle is a financial advisor with Eagle Strategies at New York Life, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Summit Partners Northwest and The Lightle Group, LLC, both involved in brokering non-registered insurance products. Lightle also serves as a board member of the Sammamish River Crossing Home Owners Association. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Duncan Wilk is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2014. He holds the Series 66 designation and is based in Bellevue, WA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Paul Meyer is a financial advisor with Mercer Global Advisors Inc. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His prior roles include positions at JPMorgan Trust Company and JPMorgan Securities, as well as Cresset Asset Management, MDK Private Wealth Management, and Integrated Advisors Network. He serves as a director and volunteer advocate for the Evans Scholars Foundation, a nonprofit that raises funds and mentors for college scholarships for golf caddies. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering various portfolio management and financial planning solutions alongside tax and estate-planning coordination.

Kimber Woods is a CFP® professional with 25 years of industry experience, currently serving at Oppenheimer since 2011. Prior to Oppenheimer, Woods worked at Wedbush Securities, UBS Financial Services, and Piper Sandler & Co. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory options.

Michelle Gruber is a CFP® professional with seven years of experience in financial advising. She is currently with Focus Partners Wealth, LLC, where she has worked since 2025, following five years at Merriman Wealth Management and six years at JNBA Financial Advisors. Gruber serves as Program Director for the Puget Sound Chapter of the Financial Planning Association, a role focused on education and networking for financial planning professionals. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Robert Tolstykh is a financial advisor with Oppenheimer in Seattle, WA, holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at Mariner Wealth Advisors, Pacific Portfolio Consulting, Morgan Stanley, UBS Financial Services, Newport Group, and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services delivered on both discretionary and non-discretionary bases, with a notable emphasis on maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Colleen Bucknum is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 65 designations and having 11 years of industry experience. She is dual-hatted as a Bank Officer for HSBC Bank USA, N.A., an affiliate of HSBC Securities, where she engages in the sale of bank-related products alongside her role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and operates an Offshore Spectrum program for qualified non-resident aliens.