James White is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Bank of America, Merrill, and Morgan Stanley prior to joining Oppenheimer in 2017. He is based in Seattle, WA. 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 broad range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services.

Frederick Jackson is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He has also held academic positions at Morehouse College and Southern New Hampshire University. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a financial professional network. The firm employs a multi-provider model with discretionary and non-discretionary portfolio options, integrating services from KeyCorp affiliates and third-party managers.

Dian Zang is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Transamerica, Dian worked with World Financial Group Insurance Agency and Condie & Adams PLLC. Outside of financial services, Dian has experience in aviation technology and homemaking roles. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Jaeseung Chang is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Bellevue, WA. His prior roles include positions at Highland Private Wealth Management, Kaizen Financial Advisors, and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and uses proprietary research to support portfolio construction across various asset classes.

William Driver is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and over 50 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., Opus 111 Group LLC, and Kms Financial Services, Inc. Outside of advising, he is involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a range of managed-account programs, third-party asset management access, retirement consulting, and custody/clearing services.

Millisa Newberg is a Series 65 licensed financial advisor with two years of industry experience, currently practicing at Corient in Seattle, WA. Her prior roles include positions at Columbia Pacific Wealth Management and Columbia State Bank. Outside of finance, she is involved with Rein Fire Ranch, a wedding venue, where she works as a mule handler. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates both in-house and third-party strategies, alongside risk management tools and alternative investment options.

Carrie Beede is a CFP® professional with eight years of industry experience, currently with Mercer Global Advisors Inc. in Kirkland, WA, where she has worked since 2021. Her prior experience includes roles at Miller Advisors and The Prudential Insurance Company of America. Outside of her financial advisory work, she serves as a substitute organist at St. John's Episcopal Church in Snohomish, WA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented using low-cost ETFs, index funds, and specialized strategies.

Laurie Adams is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Journey Strategic Wealth LLC and Eagle Strategies (NY Life). Laurie is also appointed with outside insurance carriers to broker certain non-registered insurance products. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Carol Klatt is a financial advisor with Concurrent Investment Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Alden Capital Management. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by sub-advisory arrangements and platform integrations.

Bradley Stewart is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. He previously worked at Robert W. Baird from 2015 to 2020. Outside of his advisory role, Stewart is a consultant and partner at SaledAlpha, LLC, a private company focused on AI data analysis tools, and he serves as treasurer for the Mercer Island Baseball Booster Club. 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 ERISA fiduciary duties, offering services such as retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Kylie Nesbitt is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She operates under the DBA Drynan Strategic Financial Solutions for selling New York Life products and services and is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services, with a focus on tailoring solutions to client objectives and working extensively through non-discretionary assets.

Maura Lentini is a Series 66-credentialed financial advisor at D.A. Davidson & Co. in Seattle, Washington, with 23 years of industry experience. She has been with D.A. Davidson & Co. since 2002. 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 follows the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services such as retirement plan advisory, wrap fee programs, and comprehensive financial planning, as well as a Private Wealth program for clients with over $20 million in net worth.

Sean Baratt is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Key Investment Services since 2020 and previously spent six years with Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers portfolio management and model-based advisory products and integrates services from KeyCorp affiliates and multiple platform providers.

Gregory Camperos is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at Bordeaux Wealth Advisors for several years and has held roles outside of advisory firms, including positions at O-G Packing Company and Pepperdine University Career Center. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Chadwick Proctor is a Series 65-licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. He previously worked at BNY for seven years, Bank of America Private Bank for one year, and Northern Trust for four years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice utilizes Charles Schwab’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Unifia Choi is a Series 65 licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She previously worked at Bordeaux Wealth Advisors and has experience in both education and community organizations, including the University of Washington and the YMCA of Greater Seattle. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Charles Hudelot is a CFP®-credentialed financial advisor at D.A. Davidson & Co. in Seattle, WA, with 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Equitable Advisors, and Key Investment Services LLC. He serves as vice president and board member of the Seattle Koyasan Buddhist Temple, where he manages the website and assists with building maintenance. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary and ERISA standards, offering services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Jennifer Lee is a CFP® and CFA® charterholder with nine years of industry experience. She has worked at Focus Partners Wealth, LLC since 2025, following six years at Merriman Wealth Management, LLC, and prior roles at Avier Wealth Advisors and Edward Jones. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with comprehensive wealth management, financial planning, and retirement consulting 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.

Yuhui Cheng is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, Cheng worked at WFGIA for ten years. Cheng is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, combining proprietary and third-party investment solutions with both discretionary and non-discretionary program options.

Steven Stapley is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options.