Scott Sheffield is a CFP® professional with 32 years of experience in the financial advisory industry. He has worked at Hightower Advisors since 2022 and previously spent 16 years at Sovereign Capital Advisors LLC and related entities, as well as 12 years at Strategic Wealth Management Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm employs a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Liam Airey is a CFP® professional with three years of experience in financial advisory roles, currently with Schwab Wealth Advisory in Bellevue, WA. His prior experience includes positions at Clearsight Advisors, VLP Financial Advisors, and Corbett Road, as well as a background in full-time education. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

Aaron Nichols is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning in Bellevue, WA. His prior experience includes roles at National Advisors Trust Company before joining Creative Planning in 2019. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Lauren Thompson is a financial advisor with Corient, holding a Series 65 designation and two years of industry experience. Prior to joining Corient, she worked at McCutchen Group LLC and Santa Barbara County Employees Retirement System. She serves on the Investment Advisory Committee for the Seattle City Employee's Retirement System. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that blends in-house strategies with third-party managers and incorporates risk management tools to align portfolios with client objectives.

Jung Lee is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. He has worked at Independent Financial Group since 2008 and was previously with PRUCO Securities, LLC from 2003 to 2008. Outside of his advisory role, he is involved in several business activities including co-owning real estate consulting and investment firms, and serving as a volunteer assisting small businesses with grant information translation in Pierce County, WA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm offers financial planning, portfolio management, and third-party asset manager programs through multiple platforms, employing a mix of strategic asset allocation and active and passive investment exposures.

Matthew Kane is a financial advisor at Corient in Seattle, WA, with 21 years of industry experience. He holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, as well as Columbia Pacific Wealth Management from 2015 to 2023. Corient provides investment advisory and financial planning services to a wide range of clients, 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 risk management tools to align portfolios with client objectives.

Tsuneko Nakatani is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Her career includes roles at Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. She volunteers with the Renton Chamber of Commerce, promoting local business networks. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice via multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Briana Keydel is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2024. She previously worked at Private Ocean, Mutual Securities, Lakeview Financial Group, and Cetera Wealth Services. Outside of her advisory work, she is a board member of Knit for Life, a nonprofit organization. Wealthspire Advisors manages approximately $34.3 billion in assets and serves nearly 9,700 clients, including high-net-worth individuals, corporations, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers comprehensive wealth management, portfolio management, and retirement-plan consulting services.

Marcie Mayer is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. Prior to that, she worked at CIBC World Markets Corp. from 2001 to 2003. 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 offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Wim Schut is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent 11 years at CIBC World Markets Corp. Additionally, he serves as trustee of his personal living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs and combines discretionary and non-discretionary management approaches, maintaining custody of client assets while operating both advisory and brokerage businesses.

Jacob Bond is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2023. Prior to joining Cresset, he spent 16 years at TRUE Capital Management. He is also a licensed insurance agent with True Capital Insurance Services, LLC, an affiliated insurance company, though he does not receive compensation for those services. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, offering services such as portfolio management, wealth planning, private fund advisory, and family office services. Cresset employs a diversified, asset-allocation-driven investment approach combining active and passive strategies with a structured due diligence process for manager selection and ongoing monitoring.

Nina Rose is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Coldstream Securities, Inc. and Coldstream Wealth Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including point-in-time planning and ongoing portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Steven Franco Ross is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2015, previously holding roles at Key Bank, Banc of America Investment Services, and KeyBanc Capital Markets. Ross has been nominated to serve as Treasurer for his child's elementary school PTA, where he assists with budgeting and audit-related tasks. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services and integrates model portfolios designed by in-house and third-party managers, often managing assets on a non-discretionary basis.

Anne Chao is a financial advisor at Oppenheimer with 30 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. 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 range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Darryl Lynch is an Executive Director of Investments at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 1996 to 2003. Lynch holds Series 63 and Series 65 licenses. He serves as successor registered representative of the England Kalama Takai Trust, managing investment decisions in accordance with regulatory requirements. 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 range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Kyle Gionet is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors and Ernst & Young. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Isabelle Scott is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Seattle, WA. She has one year of experience at Goldman Sachs & Co. LLC and previously worked at Empire State Development and Westwood Country Club. Her background also includes roles at Cornell University, Westlake High School, and Hill Country Middle School. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm uses a range of strategic allocation models, investment manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Michael Joslin is a financial advisor at Beacon Pointe Advisors, LLC with 39 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Joslin Capital Advisors, LLC and Kms Financial Services, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach with both active and passive strategies supported by a formal due-diligence process. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Christopher Pester is a financial advisor at Key Investment Services LLC with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at KeyBank and TD Bank AMCB. Outside of his advisory role, he coordinates DJs for wedding and event services and serves as a board member for The Community Gourmet, a nonprofit focused on meal provision and food education. 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 plan clients through a network of financial professionals. The firm employs a multi-provider model for portfolio management and emphasizes non-discretionary model selection with integrated custodial and trade execution services.

Gary Takacs is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes positions at CIBC World Markets Corp., Fahnestock & Co. Inc., and Oppenheimer Asset Management Inc. Outside of his advisory duties, he serves as co-trustee of a revocable trust established with his spouse. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs that include discretionary and non-discretionary investment management, consulting, and retirement services, with an emphasis on strategic asset allocation, manager selection, and suitability reviews.