Scott Oswald is a CFA® charterholder with 11 years of industry experience. He is currently with Corient in Bellevue, WA, having joined the firm in 2025 after a 19-year tenure at Bristlecone Advisors LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Marco Willis is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include work at Agia and Western Washington University. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, employing centralized technology and model solutions to manage relationships at scale.

Douglas Britney is a financial advisor at Oppenheimer with 31 years of industry experience. He has held the Series 63 and Series 65 licenses and has been with Oppenheimer since 2003, following seven years at CIBC World Markets Corp. in Bellevue, WA. 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 offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Christopher Kalafatis is a financial advisor at Mercer Global Advisors Inc. in Seattle, WA, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cresset Asset Management, MDK Private Wealth Management, and Integrated Advisors Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Dan Kronmal is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2014 to 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Jose Gueco is a financial advisor with Lincoln Investment in Renton, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Lincoln Investment Planning since 2009 and has been associated with Shelgren Financial Group since 2004. Outside of his advisory role, he serves on the Endowment Committee for St. Philomena School, where he reviews the school’s budget and fundraising activities. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes an internal Investment Management & Research team to develop strategic model portfolios and employs a layered advisory model combining independent advisors, third-party managers, and fiduciary services for ERISA and retirement advice.

Rong Zhang is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Bank of America and Bank of Nova Scotia. He serves as a board member of the Greater China Hong Kong Business Association of Washington, a nonprofit organization that promotes business networking and community events in the state. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by a range of affiliated advisory and fund selection services.

Charles Clark Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently with Integrated Wealth Concepts LLC. His background includes roles at Purshe Kaplan Sterling Investments and Konvergent Wealth Partners. Outside of advisory work, Clark has experience as a fixed insurance agent. Integrated Wealth Concepts LLC 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, and family office services, employing customized portfolios and a combination of internal and third-party management strategies.

Keith Malek is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2012. 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 offers services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with a focus on both qualitative and quantitative investment analysis.

Forrest Kim is a CFP® with 10 years of industry experience, currently advising at Rockefeller Financial LLC since 2022. He previously worked at Morgan Stanley in various capacities from 2013 to 2022. Outside of his advisory role, he is the owner and managing member of an investment-related property business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of services including placement and investment banking.

Rachel Geringer is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., KMS Financial, The Veritas Forum, and Green Lake Presbyterian Church. 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 fiduciary investment advice, retirement plan services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Benjamin Johnson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Prior to joining Hightower, he worked for Highland Private Wealth Management for 11 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and proprietary research to support portfolio construction across various investment vehicles.

Ryan Watts is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance. His background also includes work in education and community engagement roles in Seattle. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs with a focus on strategic and tactical asset allocation, manager selection, and comprehensive portfolio monitoring.

Michael Greene is a CFP® with 11 years of experience in financial advisory roles. He currently works at Hightower Advisors and previously spent six years with Highland Private Wealth Management. 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 portfolios, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

David Seidel is a financial advisor with Oppenheimer based in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent 18 years at Merrill. Outside of his advisory work, he serves as a volunteer officer of the Bellevue Toastmasters Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Molly Walters is a CFA® charterholder at Clearstead Advisory Solutions with two years of industry experience. She has held positions at Clearstead, The Clarius Group, and Canterbury Consulting, and has worked in both consulting and academic settings. Clearstead serves affluent private clients and institutional investors with investment management, financial planning, tax compliance, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs institutional disciplines such as portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Francis Piccolo is a CFP®-certified financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, and has three years of industry experience. He previously worked at Key Investment Services and U.S. Bank before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other investment vehicles, while also offering specialized services such as retirement plan consulting and charitable advisory.

Rebecca Wolff is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies LLC since 2021 and operates under the DBAs Rebecca Wolff and Associates and Lens Financial & Insurance Solutions, where she is involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its approximately $32 billion in assets under management on a non-discretionary basis.

Christopher Satterfield is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, where he has worked since 2021. His prior roles include positions at First Western Trust, LPL Financial, Arizona Bank & Trust, and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Frances Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA. Her entire professional career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a range of implementation options including ETFs, mutual funds, and separate accounts.