Christopher Waclawik is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Merriman Wealth Management, LLC from 2014 to 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

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 in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Wu has worked with Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2006. Outside of advisory work, Wu is involved in managing rental properties. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, managing approximately $1.7 billion in regulatory assets under management.

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 CFP® with 19 years of industry experience, currently with Hightower Advisors since 2022. He previously worked at Highland Private Wealth Management and Cornerstone Advisors, Inc. No additional outside activities are listed. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management through affiliated and third-party managers.

Mallory Hall is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. Prior to joining Integrity Alliance, she worked at Lion Street Advisors, LLC and Wells Fargo Advisors, LLC. Outside of her advisory role, she acts as a trustee for a family trust. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Guido Pena is a financial advisor with Empower Advisory Group in Seattle, WA, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Key Investment Services and KeyBank NA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services 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 with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and 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 diverse client base, including 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 high-net-worth clients.

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.

Paresh Kamdar is a CFP® professional with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman for 18 years. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and provides a wide range of financial and fiduciary services.

Erik Falkenberg is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Mary Butler is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2018. Prior to this, she held roles at Foresters Financial Services and Macy's. Outside of her advisory work, Mary is a social media content creator through her business MIX IT UP WITH MARY, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to various clients, including retirement plans, individual investors, and charitable organizations. The firm provides a range of advisory and planning services under fiduciary standards and also serves as a municipal advisor with unique operational features in wealth management and custodial services.

Elizabeth Loutsis is a financial advisor at Hightower Advisors with CFP® and Series 66 credentials and three years of industry experience. She previously worked at Kaizen Financial Advisors, LLC for four years and Shelgren Financial Group/Lincoln Investment for five years. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm offers advisory services featuring manager selection, multi-manager solutions, and access to proprietary and third-party investment strategies across various asset classes.

Jeffrey Huston is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2004. Based in Seattle, WA, Huston's career has been focused at TIAA-CREF throughout this time. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Bengt Johnson is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles including Certified Financial Educator at the Heartland Institute of Financial Education and board president of The Fellowship in Seattle, where he emcees weekly prayer meetings. He is also involved as a parish counselor helping families with memorial planning at Associated Catholic Cemeteries. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services through proprietary models and third-party money managers, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Steven Teichler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at DPA Wealth Partners, Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, multiple program structures, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Laura Besaw is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has held prior roles at UBS, Bank of America, Merrill, and Wells Fargo. Her work history also includes a year focused on extended travel. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a blend of model and custom portfolio management strategies that include mutual funds, ETFs, individual securities, private and alternative investments, with oversight by an Investment Policy Committee.

Michael Bils is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and with New York Life and its related entities since 2006. Outside of his advisory work, Michael is involved in stage performances and coordinates actors as an independent contractor with Unexpected Productions and also works as an auctioneer, emcee, and bid-spotter at various auctions. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs, emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.