Noah Mink is a financial advisor at Key Investment Services LLC in Seattle, WA, with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at CitiGroup and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser that provides 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 uses a multi-provider model with discretionary and non-discretionary portfolio options and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Aaron Pimentel is a Financial Consultant currently working with Fidelity Investments since 2022. He has built his career in the financial services industry, holding various roles that include Financial Consultant at E*TRADE from 2019 to 2022, Financial Counselor at Fisher Investments from 2018 to 2019, Financial Solutions Advisor at Merrill Lynch from 2015 to 2018, and Stockbroker at Scottrade from 2006 to 2015. Aaron focuses on acting as a trusted advocate to develop personalized financial plans aimed at helping families achieve their financial goals. He partners with clients by understanding their needs, objectives, and investment preferences, providing ongoing support and assistance to make informed financial decisions. Outside of his professional work, Aaron has personal interests in baseball, beach activities, fitness, football, and music.

John Aronson is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. His prior experience includes roles at Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services, Inc. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to managed model portfolios.

Amanda Eilers is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Trellis Advisors, LLC from 2016 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

Marsha Tellesbo is a financial advisor at Equity Services, Inc. with 46 years of industry experience. She has been with Equity Services since 1980. Outside of her advisory role, she is the owner of Tellesbo and Company, where she serves as an insurance agent offering life, health, disability, long-term care, prescription drug, and Medicare supplement products. She also serves as the State Chair for the Federal PAC of the National Association of Health Underwriters. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary assets.

Shawn Skogstad is a CFP® and holds a Series 66 license, with 19 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Capstone Wealth Advisors and Waddell & Reed Inc. Outside of his advisory role, he serves as the head boys baseball coach at Bellevue Christian Schools. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

David Monsees is a financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Joslin Capital Advisors, First Command financial services firms, and served in the United States Naval Reserve and active duty in the U.S. Navy. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager due-diligence process and a mix of active and passive investment strategies across third-party independent managers. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Joseph Jraitiny is a CFA® charterholder with six years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, Freestone Capital Management, Cornerstone Advisors, and Harbourvest Partners. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process integrating quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Kristin Paystrup Scott is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses. She has seven years of industry experience, including roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of advising, she is a 50% owner of a property management and remodeling business and is involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Benjamin Keith is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is a part owner of a boat slip rental and manages a rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management using both model and customized portfolios.

Theodore Cronin is a financial advisor with Oppenheimer in Bellevue, WA, holding Series 66 and Series 63 licenses and having two years of industry experience. Before joining Oppenheimer in 2026, he worked at firms including TD Ameritrade and Charles Schwab, as well as companies in the beverage sector such as Keurig-Dr Pepper and San Juan Hard Seltzer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios and maintains custody of client assets as a qualified custodian.

David Lee is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. He worked previously at Ameriprise Financial Services, Inc. for six years before joining Commonwealth in 2021. Outside of his advisory role, he is involved with the Northwest Investment & Growth, Inc., an investment club based in Seattle. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad support platform, including managed account programs, access to third-party asset managers, and custody services, enabling advisors to implement diversified investment strategies tailored to client goals and risk profiles.

Tarek Mcalee is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2021 and previously spent 15 years with Joslin Capital Advisors and 11 years with KMS Financial Services, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Jeffrey Anderson is a CFP® professional with 22 years of experience in the financial industry. He has worked at Rockefeller Financial LLC since 2021, and previously spent 14 years at UBS Financial Services Inc. and 3 years at Merrill. He is based in Bainbridge Island, WA, and holds the Series 66 designation. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including investment banking and placement of alternative investment vehicles.

David Johnston is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has been with TIAA and its affiliated entities since 2019. Prior to his advisory role, Johnston held various positions including roles at UPS and involvement with a fitness center and Pacific Lutheran University. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management, offering both model-based and customized investment solutions.

Ned Jacobson is a financial advisor at PlanMember Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Allstate Insurance Company and Sandler Partners. Outside of his advisory role, he teaches private trombone lessons. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a top-down strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers education, support services, and personalized planning while acting as an ERISA Section 3(38) fiduciary for many plans.

Troy Wingfield is a CFA® charterholder based in Seattle, WA, with 14 years of industry experience. He is currently with Corient, where he has worked since 2023, and has prior experience at Columbia Pacific Wealth Management and McCutchen Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Gabrielle Corduan is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2022 and previously held positions at Wells Fargo and in the wellness and skincare industry. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with guidance tailored to individual goals and risk tolerance.

Ben Peden is a CFP® credentialed financial advisor with two years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Investor's Fiduciary Advisor Network, Sherpa Wealth Strategies, and Ameriprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Randall Williams Gurian is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2014. Gurian also maintains an ongoing role at Triad Wealth Stewardship, LLC since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.