John De Carvalho is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. Prior to joining Integrated, he worked at Private Asset Management, Clear Coast Partners, Parcion Private Wealth, Perkins Coie LLP, and Moss Adams Wealth Advisors LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Jack Schneider is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation. He has previously worked at Edward Jones, Mountain Pacific Bank, and Keller Williams, among other firms. Schneider is based in Redmond, WA and has over four years of experience in financial services. Beacon Pointe Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, consulting, financial planning, and outsourced chief investment officer services. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Glen Kim is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at New York Life Insurance Company, NYlife Securities LLC, and Pacific Reliance Insurance, among others. Outside of his advisory work, he is involved with Pacific Reliance Insurance as an independent contractor selling property and casualty insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both discretionary and non-discretionary management through multiple platforms.

Aliina Anton Erik is a financial advisor with Cetera Planning Partners and holds the PFS™ designation. She has eight years of industry experience, including roles at Avantax Planning Partners and Avantax Advisory Services. She also manages Anton-Erik & Co., PLLC, a tax, accounting, and business consulting firm. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, leveraging a diversified investment approach matched to client objectives and risk tolerances.

Kristin Montagne is a financial advisor with Eagle Strategies (New York Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with New York Life Insurance Company since 2015 and currently owns L & M Financial Services, LLC, where she brokers non-registered insurance products in addition to offering financial services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions, with a focus on tailored advice and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Tara Johnson is a CFP® with 20 years of industry experience, currently serving at Hightower Advisors since 2022. Prior to joining Hightower, she worked at Sovereign Wealth Advisors LLC for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through both affiliated and third-party managers. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on custom portfolio construction and international exposure management.

Karalyn Carlton is a financial advisor with Independent Financial Group, LLC in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, Trademark Financial Management, LLC, and Pacific West Financial Consultants Inc. Outside of her advisory work, she serves as an officer and director for several affiliated entities and volunteers with the Washington Women's Foundation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a collaborative investment approach combining strategic asset allocation, multi-manager portfolios, and both active and passive strategies across various risk profiles.

Jarred Chamberlain is a CFA® charterholder with seven years of experience in financial advisory roles. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 following eight years at The Clarius Group and six years at HRK Investments. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various account types.

Daren Toy is a CFA® charterholder with three years of industry experience. He is currently with Corient in Seattle, WA, where he has been since 2023. Prior to that, he worked at McCutchen Group LLC from 2015 to 2023. 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 corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

Joely Meighan is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She has been with the firm since 1995 and holds Series 63 and Series 65 licenses. 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 a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and combining qualitative and quantitative analysis in its investment recommendations.

Jonny Triebell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies that address their unique needs. He utilizes Fidelity's planning tools and suite of offerings to support and empower clients in managing their personal and financial situations. Jonny's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant. Prior to that, he held various positions at Wells Fargo from 2017 to 2022, progressing from Teller to Senior Premier Banker. Outside of his professional work, Jonny has personal interests in movies, music, and reading.

Reid Wolch is a CFP® with four years of industry experience, currently affiliated with Oppenheimer & Co. Inc. He has worked at several firms including J.P. Morgan and Sun Life Investment Management. Outside of finance, he teaches piano lessons and performs regularly, including teaching at the Chopin Academy of Music. 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 programs and advisory services across various portfolio types, with both discretionary and non-discretionary management approaches.

Lorraine Cheng is a financial advisor with Oppenheimer in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior work includes roles at CIBC World Markets Corporation from 1998 to 2003 and at Oppenheimer Asset Management Inc. from 2003 to 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

John Kapek is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with Independent Financial Partners and has held positions at firms including Triad Advisors, Resources Investment Advisors, and LPL Financial Corporation. Kapek has also operated as a self-employed advisor since 1975. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized model that allows advisors to set their own investment strategies. The firm is known for its formal retirement-plan advisory and pension consulting services, including ERISA compliance and trustee services.

Derryl Durden is a financial advisor with GWN Securities Inc. in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Safeco Investment Services, Inc. and as a principal of Durden & Durden, Inc. Durden also serves as a board member for Emerald City Bible Fellowship. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm employs a variety of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Hye Kim is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in health insurance sales and real estate brokerage through her roles at Connexion Insurance Solutions, Hye Soon Kim - Health Insurance, and RSVP Real Estate. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios, third-party managers, and multiple advisory platforms to deliver its services.

Aaron Gose is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 65 licenses and with four years of industry experience. He is the owner of Engineer's Financial Group LLC, operating under a DBA to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Anne Delaney is a financial advisor at Corient with 10 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Columbia Pacific Wealth Management and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolio exposures with client objectives.

Karina Bianca Dahilig is a CFA® and Series 65 registered financial advisor with TIAA-CREF, based in Seattle, WA. She has eight years of industry experience and has held roles at Taiyo Pacific Partners, SEI Investments Management Corp, Badgley Phelps Wealth Managers, Directional Financial Services, and Empirical Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers a separation between point-in-time planning and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Kimberly Arnesen is a Senior Wealth Advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Rainier Financial Group. Outside of her advisory work, she is a commissioned Notary Public. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.