Nicholas Paget is a CFP® with 24 years of industry experience, currently with Rockefeller Financial LLC since 2022. He has held various roles with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2022. Paget is also the sole proprietor of NA Bison LLC, an LLC established to hold 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 operates as both an investment advisor and a registered broker-dealer, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and 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 previously worked at firms including Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Procel is also the owner of Procel Financial, an advisory and insurance business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and partnering with custodians such as Schwab and Fidelity.

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.

Jonathan Wang is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Jonathan’s career includes both advisory and banking roles within the Schwab organization. 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, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without exercising discretionary trading authority.

Dylan Straley is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Joshua Buri is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, he worked briefly at Zevenbergen Capital Investments and Moss Adams. He has experience working and studying at the University of Washington and has been involved with the Sambica Summer Camp. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolios supported by an internal investment committee and third-party managers.

Cindy Romney is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. She has been with D.A. Davidson since 2010 and holds a Series 63 designation. Romney is also the executor of an estate, a fiduciary role she has held since 2021. 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 a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Elijah Chen is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding a Series 66 license and two years of industry experience. He has worked previously at MML Investors Services LLC, MassMutual Life Insurance Co, and Equitable Advisors. In addition to his role as a registered representative, he also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm employs a model-based investment approach and uses a combination of strategic and tactical asset allocation with ongoing due diligence conducted by affiliated global asset management teams.

Mark Silverstein is a CFP® professional with Series 66 registration, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has a year of experience at Schwab Wealth Advisory and Charles Schwab & Co., Inc., along with prior experience at Charles Schwab Bank and entrepreneurial ventures including founding Wheelie Pop Brewing and operating Twiddle Games, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, planning discussions, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Michael Napier is a CFP® with over 32 years of experience in the financial industry. He has worked at Oppenheimer & Co. Inc since 2018 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Seattle, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches to portfolio management.

Natalie Beth Fischer is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation. She has industry experience beginning in 2026 and previously worked at Puget Sound Energy and various technology firms. Outside of her advisory role, she is involved with Natx Media LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mark Trafford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2016. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. 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 programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and consulting tailored to client objectives.

Mahala Murphy Martin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and 11 years of industry experience. She is also active as a fire commissioner for District 3 in Leavenworth and serves as president of the Leavenworth Rotary Club. Additionally, she holds board positions with The Dwelling Place, an adult group home, and the Icicle Creek Center for the Arts. PlanMember provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Shaun Miller is a CFA® charterholder with 13 years of experience in the financial industry. He currently works at Corient in Seattle, WA, where he has been since 2023. Prior to Corient, he was with McCutchen Group LLC from 2010 to 2023 and held a role at CIPW Service Company, LLC for one year. 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 combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Yosuke Kameoka is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Eagle Strategies since 2015 and has been affiliated with New York Life Insurance Co. since 2002. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Cherylee Chapman is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Securian Advisors Northwest and Minnesota Life Insurance Co. In addition to advisory services, she spends a small portion of her time on fixed insurance sales. 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 $212 billion in client assets. The firm provides a comprehensive adviser support platform with various managed-account programs, third-party asset manager access, and custody services.

Christopher Waclawik is a CFP® and Series 65-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and was previously with Merriman Wealth Management, LLC for 11 years. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Rachel Carmony is a Series 66-licensed financial advisor with TIAA-CREF, based in Seattle, WA. She has been with TIAA-CREF since 2023 and has a total of nine years of experience in the financial industry, including prior roles at Hallie Spies and Debra Glazer. Outside of her advisory work, she owns a two-unit residential property, residing in one unit and renting the other. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated group that employs affiliated funds.

Chiayu Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Wu has worked with Transamerica since 2012 and previously with World Financial Group since 2006. Outside of advising, Wu is involved in managing rental properties. Transamerica Financial Advisors serves a diverse 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.