Guy Ridout III is a financial advisor at Integrated Wealth Concepts LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Securities, Inc. and Principal Life Insurance Company, among other firms. Ridout has been with Integrated Wealth Concepts since 2024. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a focus on long-term strategies complemented by shorter-term rebalancing trades.

Zhipan Huang is a financial advisor with HSBC Securities (USA) Inc. based in Seattle, WA, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to joining HSBC in 2018, Huang worked at JP Morgan Securities and JP Morgan Chase Bank from 2016 to 2018 and briefly at the US Postal Service. Outside of finance, Huang is the owner of a residential rental property in Seattle. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm combines strategic and tactical asset allocation with fund due diligence and monitoring, offering both onshore and offshore investment programs.

Andrea Carson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing seven years of industry experience. She has held roles at Transamerica Financial Advisors since 2018 and is also a managing partner at Carson & Associates CPAs, PLLC, where she oversees tax preparation, business formation, bookkeeping, and financial planning services. Additionally, she is involved with World System Builders and InheritGuard, LLC, where she provides education on estate planning issues. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Dennis Williams Jr. is a financial advisor at Farther with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Edward Jones, Wells Fargo, and Farther Finance Advisors. Outside of his advisory role, he is the president of My Financial Therapist, an education-focused business based in Seattle. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, and provides discretionary investment management alongside retirement plan consulting and non-discretionary recommendations for private investment funds.

Sierra Butler is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC since 2025. She previously worked at Merriman Wealth Management, LLC and Dimensional Fund Advisors. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, and offers a variety of services such as investment management, financial counseling, and retirement plan fiduciary services.

Daniel Stober is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Advisors since 2014. He also has a longstanding role at Triad Wealth Stewardship, LLC, where he has worked since 2008. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Danielle Strumbeta is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Focus Partners Wealth, LLC, having joined in 2025. Her prior experience includes five years at Merriman Wealth Management, LLC, and five years at Kutscher, Rhodes & Benner, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Yahong Yi is a financial advisor with Transamerica Financial Advisors holding a Series 65 credential and two years of industry experience. She has worked at Transamerica Financial Advisors since 2023 and previously at World Financial Group. In addition to her advisory role, Yi has been involved with Hanlin Moss Yi PS, a CPA firm, since 1998. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, offering integrated investment and retirement plan solutions.

Matthew Siegel is a CFP® with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Commonwealth Financial Network, Spectrum Financial Partners, and Woodbury Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost funds, separate account managers, and private funds, and offers various packaged programs alongside educational content and specialized client services.

Keith Vernon is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 after 11 years at The Clarius Group, LLC. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, and family office services. The firm employs institutional disciplines such as portfolio analytics and manager research, offering a range of investment vehicles including a proprietary Direct Indexing strategy.

Christie Mueller is a financial advisor at Eagle Strategies (NY Life) with 40 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Eagle Strategies since 2008. In addition to her role at Eagle, she operates under the DBA Mueller and Associates, providing New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

William Forslund is a financial advisor at Oppenheimer in Bellevue, WA. He holds a Series 66 designation and joined the firm in 2025. Forslund’s prior experience includes four years at Western Washington University and Bainbridge Island High School. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across various strategies, with a mix of commission-based and asset-based fee programs.

Sharon Lailey is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the ChFC® designation and Securities Series 65 and 63 licenses. Prior to joining Hightower in 2022, she worked at Sovereign Wealth Advisors, Inc. for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach includes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Margaret Kineke is a CFP® professional with 41 years of industry experience, currently serving as an advisor at D.A. Davidson & Co. since 2006. She holds Series 63 and Series 65 licenses. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Maja Janko is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at HighTower Advisors LLC for 13 years before joining Mariner in 2023. Outside of her advisory role, she is a board member and treasurer for The Flea Theater, a non-profit organization in New York City. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, and it provides integrated tax, accounting, and administrative CFO services that are uncommon among large advisory enterprises.

Bradley Rustik is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at The Vanguard Group, Inc. from 2017 to 2020 and was employed at Gonzaga University from 2013 to 2017. 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 individuals, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Amy Secor is a CFP® professional with 29 years of industry experience, currently serving at Mariner Wealth Advisors since 2022. She previously worked at TIAA and Tiaa from 2004 to 2022. Secor serves on the University of Washington Planned Giving Advisory Board, providing advice on complex planned giving cases. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios combining internal research with third-party managers, and provides integrated tax and administrative solutions uncommon among large advisory enterprises.

Megan Ibrahimi is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience and holds a Series 66 designation. She has worked at D.A. Davidson since 2017 and previously spent two years at Ameriprise Financial Services, Inc. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Cole Bonipart is a CFP®-credentialed financial advisor at Oppenheimer with two years of industry experience. He has worked at Oppenheimer since 2022 and previously held roles at Progeny 3 Inc., Sand Point Country Club, Gonzaga University, and Seattle Preparatory School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection across multiple asset classes, and acts as a qualified custodian for client assets.

Liqin Song is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, Cathay Bank, and JPMorgan Chase Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers while offering rebalancing, reporting, and supervisory oversight.