Jason Casey is a Series 66-licensed financial advisor with 15 years of industry experience. He has held positions at Empower Advisory Group since 2025 and previously worked at TIAA and related entities for eight years. Outside of his advisory role, he owns HOWSEY LLC, an LLC managing a short-term rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, leveraging integrated platforms tied to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and serves a large client base with a higher client-to-advisor ratio than many peers.

Seafth Howe is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has work history at Eagle Strategies, PGR Financial, NYlife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Howe is involved in baseball coaching as the 18U pitching coach for Washington Rush Baseball and serves on the athletic board at Seattle University, focusing on the baseball program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and works closely with institutional sponsors within an integrated New York Life affiliate structure.

Audree Bobinger is a Series 65 registered advisor with Integrated Wealth Concepts LLC, bringing one year of industry experience. Prior to joining Integrated Wealth Concepts, she worked at API Financial Advisors, LLC and Symmetry Financial Group, and served six years in the United States Navy. Bobinger also works as a life and health insurance agent. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with both long-term and shorter-term strategies.

Dwight Anderson is a financial advisor at Integrated Wealth Concepts LLC with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Integrated Wealth Concepts since 2019, following a two-year period at Ameriprise Financial Services, Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Whitney Isbell is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, Isbell held various roles including positions at Blue Cloud Innovation and The Bear Creek School. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Xin Wang is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Eagle Strategies in 2024, Xin operated Grace Wang Financial Associates for 12 years and has been associated with New York Life and NYLIFE Securities since 2002. Xin also operates under the DBA OpenWin Financial & Insurance Services LLC, where they broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types with an emphasis on tailoring recommendations to client and Plan Sponsor objectives, managing the majority of its assets on a non-discretionary basis.

Matthew Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Scarano is also involved in insurance brokering, operating under DBA names that focus on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working extensively with retirement investors and institutional sponsors.

Christopher Holt is a CFP® professional with 18 years of industry experience. He is currently with Creative Planning and has previously worked at Coldstream Wealth Management and Fidelity in various advisory and brokerage roles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Seth Jones is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds a Series 66 credential and has previously worked at Lion Street Financial, Umpqua Bank, and US Bank. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a wide range of clients including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs.

Daniel Seidel is a Series 66-licensed financial advisor with Oppenheimer & Co. Inc in Seattle, WA, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Seidel has a minor involvement as a landlord. 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 range of programs including asset management, consulting, retirement services, and financial planning with discretionary and non-discretionary account management.

David Greenfield is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 66 and Series 63 designations with 14 years of industry experience. He has been with D.A. Davidson since 2014 and spent two years at LNW prior to that. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides fiduciary-standard advisory services with a focus on qualitative and quantitative investment analysis, municipal advisory roles, and a private wealth planning program for clients with over $20 million in net worth.

Saul Sanchez is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at KeyBank and Bank of America. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs and utilizes a multi-provider model combining in-house and third-party strategies with custodial and trade execution services.

James Nicholson is a financial advisor with Oppenheimer in Bellevue, WA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Oppenheimer in 2009. Outside of his advisory role, Nicholson is active as a sports photographer and serves as a FINRA arbitrator. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs with discretionary and non-discretionary services, including asset management, consulting, and retirement planning, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Ryan Svendson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Old Republic Title, Chaney Capital Management, and Oppenheimer & Co. Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Michael Mackelvie is a CFP® with 11 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services, Mass Mutual Investors Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of his advisory work, he creates educational financial content and teaches seminars through College Guide Pro and produces sports videos on his personal YouTube channel. Mariner serves a diverse client base including individuals, plans, trusts, and nonprofit organizations, offering investment management, financial planning, and coordinated tax services. The firm focuses on discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and operational CFO capabilities.

Betsy Cole is a financial advisor at Clearstead with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms, including The Clarius Group, Highland Private Wealth Management, Newground Social Investment, and D.A. Davidson & Co. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs an investment process that includes portfolio analytics, manager research, and strategic asset allocation.

Anthony Sablan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has previously worked at Northwestern Mutual Investment Management and has been affiliated with Eagle Strategies and New York Life entities since 2015. Outside of his advisory work, he serves on the board of the After School All Stars Foundation, coaches mixed martial arts, and owns a podcast interviewing guests about personal challenges and resilience. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering customized solutions through multiple program types. The firm manages a significant portion of its assets on a non-discretionary basis and serves a diverse client base, including defined contribution and benefit plans, charities, and corporate accounts, operating within the integrated New York Life affiliate structure.

Lu Bo is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Transamerica, Lu held roles at World Financial Group, American Income Life, and Safe Harbor Health Insurance, where he assists clients with Medicare plan options. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm employs proprietary and third-party investment models and provides both discretionary and non-discretionary program options.

Daniel Jackson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. 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 offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Christina Lee is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 credential with 12 years of industry experience. Her prior roles include positions at LPL Financial and Kestra Financial. She serves as treasurer for the Redmond High School Boys Golf Booster Club, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial assets, operating under both Advisers Act and ERISA fiduciary standards.