Curtis Nagai is a CFP® professional with 41 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2017 and previously worked at Signator Investors, Inc. and Equitable of Iowa. Nagai is also the owner and president of Nagai Wealth Management, Inc., a private entity supporting his securities, advisory, and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and retirement consulting, along with custody and clearing services.

David Madia is a financial advisor at Oppenheimer with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wells Fargo. He is a passive investor in his father's business, Evanston Motor Company in Wyoming. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, and acts as a qualified custodian with a range of distinctive service features.

Christy Gatien is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2005. She holds Series 63 and Series 65 licenses. 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Quinn Shaw is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has previous experience at The Ayco Company, L.P./Mercer Allied and Duff and Phelps, LLC. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and proprietary analytics to tailor solutions across a range of fee structures and platforms, leveraging the broader capabilities of the Goldman Sachs ecosystem.

Caterina Ferraro is a financial advisor with D.A. Davidson & Co. based in Seattle, WA. She holds Series 63 and Series 65 designations and has 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where she worked from 2009 to 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers various services such as ERISA retirement plan advisory, financial planning, and a private wealth program aimed at clients with net worth over $20 million.

Stephanie D'ippolito is a CFP® with 16 years of industry experience, currently serving at Clearstead Advisory Solutions. Her prior experience includes roles at The Clarius Group, Freestone Capital Management, BELR Capital, and Bronfman E.L. Rothschild. Clearstead serves affluent private clients and institutional investors, offering investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and emphasizes an institutional investment approach that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Homer Smith IV is a CFP®-designated financial advisor with 25 years of industry experience, currently with Integrated Wealth Concepts LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of advisory services, Smith is involved in business ownership through Homer Smith LLC and has roles as an M&A broker under Integrated Wealth Concepts’ service offerings. He is also an author as of 2024. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers customized portfolio management using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach supplemented with shorter-term strategies for rebalancing and cash needs.

Ashley Drogon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. Prior to joining Key Investment Services, Drogon worked at Wells Fargo and J.P. Morgan in various roles from 2016 to 2025. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and products due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Nadezhda Erinchek is a financial advisor at Corient with a Series 66 credential and three years of industry experience. She previously worked at Equitable Advisors, LLC and Equitable from 2016 to 2025. 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 employs a goals-based, team investment approach using a combination of in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management tools.

Kun Qian is a CFA® charterholder and holds Series 63 and Series 66 licenses, currently serving as a financial advisor at HSBC Securities (USA) Inc. in Bellevue, WA. He has three years of industry experience, including roles at HSBC Bank USA, N.A. and 86 Research. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm uses model risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management, with a managed-account business weighted toward non-discretionary, client-directed portfolios.

Jeff Parker is a CFP® professional with 11 years of industry experience. He is currently with Corient, where he has worked since 2025, following a decade at Bristlecone Advisors LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies alongside third-party manager solutions and continuous portfolio risk monitoring.

Scott Jozefowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, GWFS Equities, and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm operates at scale with over 212,000 clients and emphasizes non-discretionary asset management rather than targeting high-net-worth or corporate clients.

Scott Oswald is a CFA® charterholder with 11 years of industry experience. He is currently with Corient in Bellevue, WA, having joined the firm in 2025 after a 19-year tenure at Bristlecone Advisors LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Marco Willis is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include work at Agia and Western Washington University. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, employing centralized technology and model solutions to manage relationships at scale.

Keith Capasso is a financial advisor at Corient with 21 years of industry experience. He holds a Series 65 designation and has worked at firms including Columbia Pacific Wealth Management and CIPW Service Company. Capasso is based in Seattle, WA. 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 managers and employs continuous portfolio monitoring and risk management tools.

Fengxi Luan is a Series 66-licensed financial advisor with Transamerica Financial Advisors in Bellevue, WA, and has one year of industry experience. Prior to joining Transamerica, Luan has been involved in entrepreneurial ventures including SCNIC Boating LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Douglas Britney is a financial advisor at Oppenheimer with 31 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Located in Woodinville, WA, his career has been focused within this firm for over two decades. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Christopher Kalafatis is a financial advisor at Mercer Global Advisors Inc. in Seattle, WA, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cresset Asset Management, MDK Private Wealth Management, and Integrated Advisors Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Dan Kronmal is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2014 to 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Jose Gueco is a financial advisor with Lincoln Investment in Renton, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Lincoln Investment Planning since 2009 and with Shelgren Financial Group since 2004. Outside of his advisory roles, he serves on the endowment committee for St. Philomena School, where he reviews the school budget, endowment fund, and fundraisers. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a range of strategic and tactical investment approaches and manages approximately $22.9 billion in advisory assets as of December 31, 2025.