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.

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 credential and two years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co, and Equitable Advisors. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his current firm, where he engages in the sale of bank-related products and services alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary options. The firm’s investment process incorporates multiple risk profiles and combines strategic asset allocation with ongoing fund due diligence, supported by affiliated and third-party providers.

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 financial advisor at Oppenheimer with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and spent 25 years at Citigroup Global Markets. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, financial planning, and private-fund management, with investment solutions tailored through strategic and tactical asset allocation.

Sugarsuren Byambasuren is a financial advisor at Clearstead with one year of industry experience. He holds the Series 65 designation and has previously worked at firms including The Clarius Group, Cornucopian Capital Management, Blue Wood Capital, and Hall Capital Partners. Clearstead serves affluent private clients and a variety of institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines across its investment process, utilizing a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Natalie Beth Fischer is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, she worked at Puget Sound Energy and has been involved with Natx Media LLC since 2023. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a wide range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with an extensive network of affiliated service companies and product relationships.

Mark Trafford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering portfolio management, consulting, and financial planning services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across multiple asset classes.

Ryan Burklo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at both firms since 2014 in various roles. Outside of his advisory work, Burklo hosts two podcasts, Beer and Money and Holistic Finance, and serves as a junior varsity basketball coach. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory relationships with a range of model portfolios and a hybrid digital advisory solution called VestWise™.

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® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Merriman Wealth Management, LLC from 2014 to 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

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.