Mary Angela Hicks is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at KeyBank and its affiliated entities since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client involvement in investment decisions while providing recommendations, monitoring, and access to third-party discretionary managers.

Abraham Otoupal is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with D.A. Davidson since 2013. Otoupal serves as a board member for the Providence Mt St Vincent Foundation, a senior care community living organization. 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, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Reyna Marks is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman Wealth Management and held multiple roles at UsI Insurance Services. She also has experience working in various positions at the University of Washington and Nordstrom. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset classes and specialty strategies.

Jason Lee is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at TIAA-CREF in Seattle, WA. His career includes over a decade with TIAA and TIAA-CREF combined. Outside of his advisory role, he manages rental property income from a unit in his home. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and includes customized and model-based investment strategies.

Jason Auten is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board and as treasurer for Bellevue West Little League and is an investment committee member for Kindering, both nonprofit organizations in Bellevue, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm provides fiduciary-standard advice, employs both qualitative and quantitative analyses, and offers specialized services such as ERISA plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

John Delafield is a CFP® professional with two years of industry experience, currently advising at Beacon Pointe Advisors, LLC in Seattle, WA. He has held roles at Beacon Pointe Advisors since 2023 and has prior work experience at Colorado College and Lakeside High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse clientele, including high-net-worth individuals, corporations, pension plans, and other institutional investors. The firm integrates active and passive strategies across public and private asset classes, utilizing a combination of proprietary asset-allocation models and third-party independent managers.

Scott Burns is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with D.A. Davidson & Co. since 2006. 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 under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, alongside municipal advisory and underwriting activities.

Brian Orton is a financial advisor with Corient in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior work includes roles at Columbia Pacific Wealth Management and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using risk management tools and stress testing.

Krista Williams is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 credential with 14 years of industry experience. She has been with D.A. Davidson & Co. since 2010. 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 comprehensive financial planning, ERISA retirement plan advisory services, and a specialized Private Wealth program for clients with over $20 million in net worth.

Cole Collins is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with two years of industry experience. His prior work includes several roles outside the financial sector, such as positions at Fort Collins Country Club and The Buckle. 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, from ERISA retirement plan advisory to comprehensive financial planning and private wealth management for clients with substantial net worth.

Louis Conyard III is a financial advisor at Oppenheimer in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing strategic asset allocation and various investment strategies tailored to client objectives.

Lelian Solip is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 credentials and has worked with multiple firms including World Financial Group, Net Law Group, and TEKsystems. Solip is involved with Inheritguard, LLC, where he provides education and services related to estate planning. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs.

Randy Stepho is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory role, he owns an insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis.

Jeffrey Moseley is a financial advisor with Beacon Pointe Advisors, LLC in Seattle, WA. He holds the CFA® designation and Series 63 license and has industry experience beginning in 2026. Prior to joining Beacon Pointe Advisors, he worked at BNY Mellon, NA from 2017 to 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Maxwell Heid is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson, he worked at the University of Washington and had roles at Freedom Boat Club. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. 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 analyses.

Matthew Stevens is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience. He has been with Charles Schwab and its affiliates since 2015, including nine years at Charles Schwab Bank and currently at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing Schwab’s research tools and asset allocation models while leaving final trading decisions to clients.

Nicholas Paget is a CFP® with 24 years of experience in the financial industry. He is currently with Rockefeller Financial LLC and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is the sole proprietor of NA Bison LLC, an entity that holds private investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating both as an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Amanda Fisher is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. She has worked at Mariner Wealth Advisors since 2022, following five years at TIAA and four years at Bright Horizons. Outside of her advisory role, she manages a rental property in Monroe, Washington. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal investment committee and combines in-house research with third-party managers, along with integrated tax and accounting services and specialized financial wellness and CFO capabilities.

Luca Procel is a financial advisor at OSAIC Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. In addition to his advisory role, he owns Procel Financial, which provides both advisory services and insurance products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Deviemattie Makkar is a CFP® and ChFC® affiliated with Schwab Wealth Advisory, bringing four years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Fidelity Investments and has a background including a role at Weill Cornell Medical College. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm’s advice is delivered without discretionary trading authority, with final investment decisions made by clients.