Angad Mahal is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing one year of industry experience. His prior work includes roles at RBC Capital Markets, Piper Sandler, and Comerica Bank. Outside of advising, he is involved in several business ventures including ownership of a loan brokerage under East Hill Investors LLC, a property and casualty insurance agency, and a CPA firm providing accounting and tax preparation services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s offerings emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

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, holding a Series 66 designation and 23 years of industry experience. She previously worked at Cetera Advisors LLC for five years before joining Independent Financial Group in 2018. Outside of her advisory role, she volunteers with the Washington Women's Foundation and participates in grant review and contributions. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party asset managers.

Tara Voorhies is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. She has worked at firms including Merrill and Wells Fargo, and currently advises at Advised Assets Group, LLC and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services that focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

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. in Seattle, WA, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with D.A. Davidson & Co. since 1995. 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, wrap fee programs, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

Reid Wolch is a CFP®-certified financial advisor with Oppenheimer, based in Bellevue, WA, with three years of industry experience. Prior to his current role, he worked at J.P. Morgan and Sun Life Investment Management, among other positions. Outside of finance, he teaches piano lessons and performs regularly in the local community. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

Lorraine Cheng is a financial advisor at Oppenheimer Asset Management Inc. in Bellevue, WA, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets as of December 2025.

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.

Taryn Lee is a CFP® with 21 years of industry experience, currently with Commonwealth Financial Network. She has held roles at WealthSpring and Financial Advisory Partners, and previously worked for Kms Financial Services, Inc. Lee also conducts fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and custodial services, serving both individual and institutional clients.

Shaun Mc Mahan Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Commonwealth since 2005. Outside of his advisory role, he serves as treasurer for the Issaquah Lacrosse Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

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 financial advisor at TIAA-CREF with seven years of industry experience. She holds the CFA® designation and Series 65 license. Her prior work includes positions at SEI Investments Management Corp, Taiyo Pacific Partners, 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 to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios managed under client-approved investment policies.

Michael Milojevich is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 65 designation and has previously worked at Highland Private Wealth Management and Cornerstone Advisors, Inc. He is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

Haley Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses with nine years of industry experience. She currently operates under multiple entities including Bond Financial PLLC and Center Wealth Strategies, LLC, focusing on brokering non-registered insurance products alongside her advisory work. Outside of her advisory role, she is a passive investor in Cicle, Inc., a company that develops electric vehicle charging stations. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored solutions through various program types, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Lowell Parker is a CFP® with 18 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. He spent 15 years at Merriman prior to joining Focus Partners. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service relationships.