David Ishii is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 65 and Series 63 licenses and with six years of industry experience. He has worked at several firms, including J.P. Morgan Securities and First Republic Bank, and currently holds a dual role as a registered representative at HSBC Securities and as a bank officer for HSBC Bank (USA) N.A., an affiliated entity. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, with both discretionary and non-discretionary options. The firm employs strategic and tactical asset allocation supported by global asset management affiliates and operates multiple program types tailored to client needs.

Ashwin Pathare is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following three years with Morgan Stanley and Morgan Stanley Private Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across various portfolio types, employing both discretionary and non-discretionary approaches.

Eric Guillot II is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at KeyBank and was involved with the Permission to Start Dreaming Foundation. Guillot also has a background in education and briefly worked in the hospitality sector at Morso Bistro. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and a specialized Private Wealth program, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Jared Christman is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and eight years of industry experience. He joined Oppenheimer in 2019 after working at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is a minority partner in a small handmade quilt business operated by his wife. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary portfolio management, combining strategic asset allocation and manager selection across equity, balanced, and fixed-income portfolios.

James Raabe is a financial advisor at TLG Advisors, Inc. with 36 years of industry experience. He has been with TLG Advisors since 2006 and has worked with The Leaders Group, Inc. since 1998. He is the founder of Raabe & Associates LLC, where he provides pension and retirement plan, insurance, and investment advisory services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital investment program.

Brandon Redman is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. He is the owner of DPA Wealth Partners, LLC, through which he conducts securities, advisory, and insurance business. His prior experience includes roles at Securian Advisors Northwest, Securian Financial Services, and Minnesota Life Insurance Company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors, while managing discretionary model portfolios through its Investment Management and Research team.

Melissa Cournyer is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior work includes roles at Konvex Wealth, Purshe Kaplan Sterling Investments, Proequities Inc, and Bankers Life. Outside of advisory services, she is involved in a fixed insurance business. 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, emphasizing customized portfolios that use mutual funds, ETFs, equities, and fixed income with a combination of long-term and short-term trading strategies.

Jamie Koskela is a financial advisor at Corient with Series 66 and Series 65 credentials and has approximately three years of experience at the firm. Prior to joining Corient, he spent 15 years with McCutchen Group LLC. He also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Kim Moore is a financial advisor at Valic Financial Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2015. In addition to her advisory role, she is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services supported by Envestnet’s investment models.

Emma Lea Biles is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Parcion Private Wealth and held roles at the University of Oregon and The Wild Rabbit, JC Bamford Group. 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 various services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Ryan Eatherly is a CFP® professional with 22 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously spent 15 years at Martin Financial Group, LLC. He is also licensed as an insurance agent with multiple carriers. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax, accounting, and financial wellness solutions.

Michael Zarlengo is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Charles Schwab, TD Ameritrade, and AXA Advisors. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Constandina Carkonen is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc, Columbia Pacific Wealth Management, CIPW Service Company, LLC, and Corient Services LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes equities, fixed income, and alternatives.

Scott Christensen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to this, he worked at Merriman Wealth Management, LLC for seven years and has held roles in tax preparation and environmental services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive suite of wealth management and advisory 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.

Cary Doerr is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he has a rental property investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

Todd Haberly is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He is currently with HSBC Securities (USA) Inc. in Seattle, where he has worked since 2018. Prior to that, he was with Windrose Advisors, LLC and Vulcan Inc. He owns a residential rental property in Seattle, which he manages with minimal time commitment. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach includes a range of client-directed and discretionary programs, utilizing multiple model risk profiles and incorporating strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

Robert Bowman III is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has worked at D.A. Davidson & Co. since 2006. 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 offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Francis Franco is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked with Eagle Strategies since 2020 and has been associated with New York Life and its affiliated firms since 2016. Outside of his advisory role, he serves on the boards of several community organizations including the Filipino Community of Seattle, the Filipino American Association of Certified Public Accountants, and the Filipino Chamber of Commerce of the Pacific Northwest. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers tailored solutions across multiple program types, focusing largely on non-discretionary assets and maintaining fiduciary responsibilities to retirement investors.

Tyler Clavin is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2020, including time with Complete Wealth Management Solutions and Dennis Clavin LLC. Prior to his advisory career, he held positions at Meridian Valley Country Club, Big Al's Bowling, and Columbia Edgewater Country Club. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Joseph Andrew Malach is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with nine years of industry experience. He has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.