Frederick Jackson is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he has been affiliated with Morehouse College and Southern New Hampshire University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, leveraging corporate affiliations within the KeyCorp group to provide integrated financial services.

Eric Daniel is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021. 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 services, and sponsors wrap-fee programs, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Jaeseung Chang is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Bellevue, WA. His prior roles include positions at Highland Private Wealth Management, Kaizen Financial Advisors, and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and uses proprietary research to support portfolio construction across various asset classes.

William Driver is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and over 50 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., Opus 111 Group LLC, and Kms Financial Services, Inc. Outside of advising, he is involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a range of managed-account programs, third-party asset management access, retirement consulting, and custody/clearing services.

Laurie Adams is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Journey Strategic Wealth LLC and Eagle Strategies (NY Life). Laurie is also appointed with outside insurance carriers to broker certain non-registered insurance products. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Bradley Stewart is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. He previously worked at Robert W. Baird from 2015 to 2020. Outside of his advisory role, Stewart is a consultant and partner at SaledAlpha, LLC, a private company focused on AI data analysis tools, and he serves as treasurer for the Mercer Island Baseball Booster Club. 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 the Advisers Act fiduciary standard and ERISA fiduciary duties, offering services such as retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Kylie Nesbitt is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She operates under the DBA Drynan Strategic Financial Solutions for selling New York Life products and services and is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services, with a focus on tailoring solutions to client objectives and working extensively through non-discretionary assets.

Maura Lentini is a Series 66-credentialed financial advisor at D.A. Davidson & Co. in Seattle, Washington, with 23 years of industry experience. She has been with D.A. Davidson & Co. since 2002. 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 follows the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services such as retirement plan advisory, wrap fee programs, and comprehensive financial planning, as well as a Private Wealth program for clients with over $20 million in net worth.

Chadwick Proctor is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and seven years of industry experience. His prior roles include positions at BNY, Bank of America Private Bank, and Northern Trust. He is based in Seattle, WA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Charles Hudelot is a CFP®-credentialed financial advisor at D.A. Davidson & Co. in Seattle, WA, with 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Equitable Advisors, and Key Investment Services LLC. He serves as vice president and board member of the Seattle Koyasan Buddhist Temple, where he manages the website and assists with building maintenance. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary and ERISA standards, offering services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Jennifer Lee is a CFP® and CFA® charterholder with nine years of industry experience. She has worked at Focus Partners Wealth, LLC since 2025, following six years at Merriman Wealth Management, LLC, and prior roles at Avier Wealth Advisors and Edward Jones. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with comprehensive wealth management, financial planning, and retirement consulting 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.

Steven Stapley is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options.

Sihun Park is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, Park had roles at Tucker's Farm Corporation, Cintas, and several educational institutions including the University of Washington and multiple high schools. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Angad Mahal is a financial advisor with Principal Financial Services in Tukwila, WA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at RBC Capital Markets, Piper Sandler, and Comerica Bank. Outside of his advisory work, he owns and operates businesses in insurance, accounting, and loan brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis.

Kristin Montagne is a financial advisor with Eagle Strategies (New York Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with New York Life Insurance Company since 2015 and currently owns L & M Financial Services, LLC, where she brokers non-registered insurance products in addition to offering financial services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions, with a focus on tailored advice and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Tara Johnson is a CFP® with 20 years of industry experience, currently serving at Hightower Advisors since 2022. Prior to joining Hightower, she worked at Sovereign Wealth Advisors LLC for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through both affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on custom portfolio construction and international exposure management.

Karalyn Carlton is a financial advisor with Independent Financial Group, LLC in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, Trademark Financial Management, LLC, and Pacific West Financial Consultants Inc. Outside of her advisory work, she serves as an officer and director for several affiliated entities and volunteers with the Washington Women's Foundation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a collaborative investment approach combining strategic asset allocation, multi-manager portfolios, and both active and passive strategies across various risk profiles.

Tara Voorhies is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. She has worked at firms including Merrill and Wells Fargo, and currently advises at Advised Assets Group, LLC and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services that focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Jarred Chamberlain is a CFA® charterholder with seven years of experience in financial advisory roles. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 following eight years at The Clarius Group and six years at HRK Investments. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various account types.

Daren Toy is a CFA® charterholder with three years of industry experience. He is currently with Corient in Seattle, WA, where he has been since 2023. Prior to that, he worked at McCutchen Group LLC from 2015 to 2023. 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 integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.