Nathan Enzian is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory role, he serves as Vice-Chair of the JT Sheffield Industrial Park Condo Association board, overseeing meetings and committees. Osaic Advisory Services, LLC is an SEC-registered enterprise advising a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of programs and consulting services, utilizing fundamental and technical analysis, tactical trading, and platform integrations to deliver its investment strategies.

Tatiana Belova is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked for JP Morgan Chase for 25 years. Tatiana is a member of a family LLC formed for future home remodeling business operations. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model combining discretionary implementation with non-discretionary client-directed models and integrates services from KeyCorp affiliates.

Jordan Hart is a financial advisor at D.A. Davidson & Co. in Seattle, WA with nine years of industry experience. He holds a Series 66 credential and previously worked at John Hancock and Edward Jones. Early in his career, he was involved with The Daily O'Collegian. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Trey Klinger is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. His prior roles include positions at HoneyRock Center for Leadership Development and Gingco, as well as involvement in educational and leadership organizations. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, all delivered under fiduciary standards.

Socrates Leotsakos is a CFP® professional with one year of experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Longwave Financial, PFS Partners, and Summit Financial, LLC. He is based in Rhinebeck, NY. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients, offering various advisory programs and back-office services. The firm provides portfolio construction discretion and model portfolios managed by its Investment Management and Research team.

Alyssa Sanders is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with 24 years of industry experience. She joined D.A. Davidson & Co. in 2022 after six years at Wells Fargo Clearing. D.A. Davidson & Co. provides investment advisory and brokerage services to various clients, 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 private wealth program for clients with significant assets, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Philip Winkel is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2019. His prior experience includes roles at UBS Financial Services and Piper Sandler & Co. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jared Espinoza is a CFP® with three years of industry experience, currently advising at Focus Partners Wealth, LLC in Seattle, WA. He has previously worked at Raymond James Financial Services, Northwestern Mutual Investment Services, Garrison Financial Group, and Fidelity Investments. Outside of finance, he has experience in hospitality and service roles, including working at Old Oak Coffee House and Uber Eats. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Sean Price is a financial advisor at &PARTNERS with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he coaches youth soccer in the Kent School District. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers investment management and consulting services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary portfolio management options.

Kathleen Tran is a Series 66-credentialed financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm tailors investment strategies using both discretionary and non-discretionary approaches and offers access to a wide range of affiliated services, including Private Family Office and Specialized Executive Wealth programs.

Anthony Waltier is a financial advisor at Corient in Bellevue, WA, holding a Series 65 designation with 16 years of industry experience. Prior to joining Corient in 2025, he worked at Bristlecone Advisors LLC for 15 years. 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 corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

David Lee is a financial advisor at Oppenheimer with 18 years of industry experience. He has been with Oppenheimer since 2013 and previously worked at Cetera Wealth Services, LLC for two years. He holds Series 63, Series 65, and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary approaches.

George Hook III is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Arbor Point Advisors and KMS Financial Services, and has operated his own financial services business since 2002. Outside of advisory roles, he owns an insurance agency offering long-term care, term life, health, and property and casualty insurance. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple strategies and platform integrations to deliver and monitor client portfolios.

James Richards is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

David Dotson is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Cetera Advisors LLC and running his own advisory business since 1992. Outside of financial services, he is the managing member of Symbiol LLC, a company focused on converting wood waste to biofuel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by educational and support services for plan sponsors and participants.

Christopher Scott is a Series 66-licensed financial advisor at Oppenheimer with 10 years of industry experience. He has worked at Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

Kirk Davis is a financial advisor with Oppenheimer in Seattle, WA, holding Series 65 and Series 66 credentials and two years of industry experience. He previously worked at Bank of America for 40 years before joining Oppenheimer. Outside of his advisory role, he serves as treasurer for the Bix Men Pedestrian Safety Foundation, a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

David Carson is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has ownership of 280TaxBreak.com, a software business serving tax preparers and professionals. His prior work includes roles at World Financial Group and Veterans Evaluation Services. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Julie Stromberg is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with D.A. Davidson & Co. since 2005. Outside of her advisory work, she operates a sole proprietorship called Hooked and Lovely by Jules, where she crochets blankets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Lisa Raboin is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, Wells Fargo Advisors, Northwestern Mutual Investment Management, and Morgan Stanley. Raboin is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.