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.

Brady Jowell is a CFP® with five years of industry experience, currently serving as a financial advisor at &PARTNERS. His prior experience includes roles at Raymond James Financial and Fisette and Kim Financial Services LLC. &PARTNERS serves a broad range of individual and institutional clients, offering both investment advisory and brokerage services. The firm combines proprietary models with third-party manager solutions and engages in fundamental, technical, and quantitative analysis across its portfolio management.

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.

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.

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.