Ryan Fleming is a financial advisor with Osaic Wealth, Inc. based in Kirkland, WA. He holds the CFP® and ChFC® designations along with a Series 66 license and has 25 years of industry experience. Prior to joining Osaic in 2020, Fleming spent 19 years at Hornor Townsend & Kent Inc. and has been associated with Pacific Capital since 2001. Outside of advising, he serves as a play clock operator for NFL games and is a partner in an insurance sales and service firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisors and advisory platforms. The firm offers a wide range of integrated brokerage and advisory services, leveraging asset-allocation tools and third-party solutions to manage portfolios containing various asset types on discretionary or non-discretionary terms.

Robin Lin is a financial advisor with Lin & Company, LLC in Kirkland, WA, holding a Series 66 designation and with 21 years of industry experience. He has operated under Tanji Group, LLC doing business as Lin & Co since 2012. Lin & Company, LLC is an independent firm serving clients with personalized financial advisory services.

Irene Dabanian is the sole advisor at IJD Evergreen Financial Services LLC, an independent firm based in Shoreline, WA. She holds a Series 65 credential and has 19 years of industry experience, having led her firm since 2003. IJD Evergreen Financial Services serves a small client base of 17 clients, providing advisory and consulting services without offering portfolio management. The firm operates through non-discretionary engagements, delivering client-specific advice rather than managing portfolios or using an assets-under-management fee model.

Joel Hussey is a financial advisor at Truvista Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truvista Advisors since 2023. Prior to his current role, he was employed at Tempered Networks for eight years and has owned Tailwind Capital Partners, Inc., a company that sources and remarkets commercial aircraft, since 2007. Truvista Advisors LLC is a small, supported firm with two advisors.

David Giannini is a financial advisor at Truvista Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Private Asset Management, Inc. for 10 years before joining his current firm. Truvista Advisors LLC is a small advisory firm based in Redmond, WA, focused on providing personalized financial services.