Matthew Ferguson is a financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, and Bankers Life Securities Inc. Outside of investment advising, he is involved in the sale of fixed and traditional insurance products. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Joshua Buri is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, he worked briefly at Zevenbergen Capital Investments and Moss Adams. He has experience working and studying at the University of Washington and has been involved with the Sambica Summer Camp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolios supported by an internal investment committee and third-party managers.

Cindy Romney is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. She has been with D.A. Davidson since 2010 and holds a Series 63 designation. Romney is also the executor of an estate, a fiduciary role she has held since 2021. 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, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Elijah Chen is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding a Series 66 license and two years of industry experience. He has worked previously at MML Investors Services LLC, MassMutual Life Insurance Co, and Equitable Advisors. In addition to his role as a registered representative, he also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm employs a model-based investment approach and uses a combination of strategic and tactical asset allocation with ongoing due diligence conducted by affiliated global asset management teams.

Mark Silverstein is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, Inc., based in Bellevue, WA. He has over 22 years of experience in financial services, including roles at UBS Financial Services and USAA Financial Planning Services. Outside of finance, he has entrepreneurial experience from running Wheelie Pop Brewing. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co., providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with an emphasis on client goals and risk tolerance, while trades require client authorization.

Michael Napier is a CFP® with over 32 years of experience in the financial industry. He has worked at Oppenheimer & Co. Inc since 2018 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Seattle, WA. 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 including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches to portfolio management.

Mark Trafford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2016. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. 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 and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and consulting tailored to client objectives.

Shaun Miller is a CFA® charterholder with 13 years of experience in the financial industry. He currently works at Corient in Seattle, WA, where he has been since 2023. Prior to Corient, he was with McCutchen Group LLC from 2010 to 2023 and held a role at CIPW Service Company, LLC for one year. 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 combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Yosuke Kameoka is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has worked with Eagle Strategies since 2015 and with New York Life Insurance Co. since 2002. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing 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.

Christopher Waclawik is a CFP® and Series 65-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and was previously with Merriman Wealth Management, LLC for 11 years. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Rachel Carmony is a Series 66-licensed financial advisor with TIAA-CREF, based in Seattle, WA. She has been with TIAA-CREF since 2023 and has a total of nine years of experience in the financial industry, including prior roles at Hallie Spies and Debra Glazer. Outside of her advisory work, she owns a two-unit residential property, residing in one unit and renting the other. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated group that employs affiliated funds.

Chiayu Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Wu has worked with Transamerica since 2012 and previously with World Financial Group since 2006. Outside of advising, Wu is involved in managing rental properties. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Angela Stover is a CFP® with 25 years of industry experience. She is currently affiliated with Focus Advisor Solutions, LLC and has previously worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward Financial Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets across a relatively small advisor base, combining enterprise scale with a high client load per advisor.

Benjamin Wicks is a Certified Financial Planner (CFP®) with 19 years of industry experience. He currently serves as an advisor at Hightower Advisors, joining the firm in 2022 after roles at Highland Private Wealth Management, Cornerstone Advisors Inc, and Paracle Advisors LLC. Wicks is based in Bellevue, WA. 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 solutions through affiliated and third-party managers and offers a range of portfolio management and financial planning services.

Mallory Hall is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Integrity Alliance, LLC and has prior experience at Lion Street Financial, LLC and Wells Fargo Clearing Services. Outside of her advisory role, she serves as a trustee for a family trust. Integrity Alliance is a large advisory enterprise with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and access to various investment platforms, serving individual investors, businesses, and qualified retirement plans.

Guido Pena is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 registrations. Prior to joining Empower Advisory Group, he worked at Key Investment Services and KeyBank NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

John Easley III is a financial advisor at Independent Advisor Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Financial Advocates Investment Management and LPL Financial. Easley is also co-owner of Mediscource Planning, a business he has been involved with since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and utilizes various strategies and technology platforms to support portfolio management and estate planning.

Kyle Johnson is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Cambia Health Solutions from 2017 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis to guide investment recommendations.

Joseph Winkler is a CFP® with 23 years of industry experience. He currently works at Corient and previously spent 10 years at Bristlecone Advisors. Additionally, he operates a sole proprietorship providing tax preparation and consulting services for friends and family. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Thomas Baker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with several firms, including Solterra LLC and John Chi International Company, and has been affiliated with Transamerica Financial Advisors since 2012. Outside of advising, he is involved with World System Builders and has ownership interests in Solterra LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model relies on model portfolios and third-party managers, offering a range of proprietary and externally managed investment options.