Steven Teichler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at DPA Wealth Partners, Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, multiple program structures, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Laura Besaw is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has held prior roles at UBS, Bank of America, Merrill, and Wells Fargo. Her work history also includes a year focused on extended travel. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a blend of model and custom portfolio management strategies that include mutual funds, ETFs, individual securities, private and alternative investments, with oversight by an Investment Policy Committee.

Yaxin Zhai is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, Zhai worked at Brighton Jones and held roles at the Fred Hutchison Cancer Center and Beacon Communities LLC. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Michael Bils is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and with New York Life and its related entities since 2006. Outside of his advisory work, Michael is involved in stage performances and coordinates actors as an independent contractor with Unexpected Productions and also works as an auctioneer, emcee, and bid-spotter at various auctions. 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 advisory programs, emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Savio is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as a brief period working at Menchies Frozen Yogurt and Western Washington University. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types combining client-directed and discretionary investment strategies, utilizing a model risk profile approach and partnering with affiliated and third-party providers for asset management and fund selection.

Molly Brown is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at D.A. Davidson & Co. and its affiliated trust company since 1999. Brown also serves as a Notary Public for the State of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis to guide investment decisions.

Naixin Li is a financial advisor with Eagle Strategies (NY Life) based in Kirkland, WA, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. Prior to joining Eagle Strategies in 2023, Li has been associated with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of advising, Li works as an independent photographer for local events and community activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations, primarily managing assets on a non-discretionary basis.

Eric Neufeld is a CFA® charterholder with four years of industry experience. He has worked at TIAA-CREF since 2021 and previously held positions at Pacific Financial Group, LLC, and The Pacific Financial Group, Inc. His current role is based in Bellevue, WA. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm provides both point-in-time financial plans and ongoing portfolio management, often serving clients with existing relationships through TIAA‑administered employer retirement plans.

Matthew Myers is a financial advisor with TIAA-CREF in Bellevue, WA, holding a Series 66 credential and 15 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, Myers participates as a college football commentator on the Buckeye Backers Podcast. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, offering model-based and customized investment solutions.

Gabriella Chilczuk is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services, LLC and KeyBank. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients, operating under fiduciary standards with a range of planning and portfolio management services.

Jun Tang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He is a certified member of the National Association of Registered Social Security Analysts and serves as president of the East China Normal University Alumni Association in America, Seattle Chapter. Tang also consults with families and students on college planning through the Heartland Institute of Financial Education and participates in cultural and networking activities with the Seattle Shanghai Association. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary options.

Zhipan Huang is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Securities, LLC and JP Morgan Chase Bank. Huang is also a property owner involved in maintaining a residential rental dwelling. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary portfolio options, utilizing a structured investment process with model risk profiles and a combination of strategic and tactical asset allocation.

Andrea Carson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing seven years of industry experience. She has held roles at Transamerica Financial Advisors since 2018 and is also a managing partner at Carson & Associates CPAs, PLLC, where she oversees tax preparation, business formation, bookkeeping, and financial planning services. Additionally, she is involved with World System Builders and InheritGuard, LLC, where she provides education on estate planning issues. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Dennis Williams Jr. is a Series 66-registered advisor with 15 years of industry experience. He is currently with Farther, where he has worked since 2025, following roles at Wells Fargo, Farther Finance Advisors, Edward Jones, and Merrill Lynch. Outside of his advisory work, he serves as president of My Financial Therapist, an educational business based in Seattle. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, combining traditional asset classes with AI tools to support advisor judgment.

Sierra Butler is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Merriman Wealth Management and Dimensional Fund Advisors. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and retirement 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.

Daniel Stober is a financial advisor at Hightower Advisors with 24 years of industry experience. He has held roles at Triad Wealth Stewardship, Cambridge Investment Research Advisors, and Threadline Wealth prior to joining Hightower in 2014. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Danielle Strumbeta is a CFP® and Series 65-registered financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. Her prior roles include positions at Merriman Wealth Management, LLC and Kutscher, Rhodes & Benner, Inc. Focus Partners Wealth serves a diverse client base, including high-net-worth families, family offices, corporations, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term investment approach utilizing a mix of active and passive strategies within an enhanced open architecture framework.

Yahong Yi is a financial advisor with Transamerica Financial Advisors who holds a Series 65 license and has three years of industry experience. Prior to joining Transamerica, Yi worked at World Financial Group and has been involved with a CPA firm, Hanlin Moss Yi PS, since 1998. Yi also has experience in sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of model portfolios, third-party money managers, and program options that can be discretionary or non-discretionary.

Matthew Siegel is a CFP® with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Commonwealth Financial Network, Spectrum Financial Partners, and Woodbury Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost funds, separate account managers, and private funds, and offers various packaged programs alongside educational content and specialized client services.

Keith Vernon is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 after 11 years at The Clarius Group, LLC. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, and family office services. The firm employs institutional disciplines such as portfolio analytics and manager research, offering a range of investment vehicles including a proprietary Direct Indexing strategy.