Jordan Pankratz is a financial advisor with Key Investment Services LLC in Redmond, WA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America, Merrill, Frost Bank, and work in collegiate athletics and student accounts administration at Texas A&M Commerce and the University of Texas Arlington. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Christie Mueller is a financial advisor at Eagle Strategies (NY Life) with 40 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Eagle Strategies since 2008. In addition to her role at Eagle, she operates under the DBA Mueller and Associates, providing New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

William Forslund is a financial advisor with Oppenheimer, holding a Series 66 credential. He began his career at Oppenheimer in 2025 and has prior experience as a student and educator before entering the industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment and retirement services with both discretionary and non-discretionary account management, combining strategic asset allocation, manager selection, and customized consulting solutions.

Sharon Lailey is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the ChFC® designation and Securities Series 65 and 63 licenses. Prior to joining Hightower in 2022, she worked at Sovereign Wealth Advisors, Inc. for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach includes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Xiaoyuan Shang is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, Shang held roles at Iron Pillar Fund, Barclays Private Bank, and Columbia Business School, and spent thirteen years at Shrewsbury International School Bangkok. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jesse Bond is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been involved with Eagle Strategies since 2006 and operates Bond Financial, PLLC, which provides insurance brokering services. Outside of his advisory work, Bond serves on the board of Transforming Age and volunteers with Full Life Care, as well as coaching girls' basketball at Lakeside Middle School. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice primarily through non-discretionary accounts and maintains a broad network of affiliated advisers within the New York Life affiliate structure.

Margaret Kineke is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding CFP®, Series 63, and Series 65 designations and bringing 42 years of industry experience. She has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services ranging from retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Maja Janko is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at HighTower Advisors LLC for 13 years before joining Mariner in 2023. Outside of her advisory role, she is a board member and treasurer for The Flea Theater, a non-profit organization in New York City. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, and it provides integrated tax, accounting, and administrative CFO services that are uncommon among large advisory enterprises.

Bradley Rustik is a CFP® with eight years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at The Vanguard Group, Inc. for three years. 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 corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing unique features like municipal advisory and affiliated custodial services.

Amy Secor is a CFP® professional with 29 years of industry experience, currently serving at Mariner Wealth Advisors since 2022. She previously worked at TIAA and Tiaa from 2004 to 2022. Secor serves on the University of Washington Planned Giving Advisory Board, providing advice on complex planned giving cases. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios combining internal research with third-party managers, and provides integrated tax and administrative solutions uncommon among large advisory enterprises.

Samuel Maxwell III is a financial advisor at Focus Partners Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bordeaux Wealth Advisors, Executive Wealth Group, Morgan Stanley Smith Barney, and RBC Capital Markets. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing both fundamental and quantitative analysis.

Megan Ibrahimi is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 credential and has worked at D.A. Davidson since 2017, following two years at Ameriprise Financial Services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Scott Milam is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with &PARTNERS. His prior work includes roles at Fisette & Kim Financial Services, Embark Financial Services, Raymond James Financial Services, and Key Bank. He is based in Issaquah, WA. &PARTNERS serves a diverse client base comprising individuals, institutions, foundations, and corporations. The firm offers investment management, financial and tax planning, and specialized consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Cole Bonipart is a CFP® with three years of industry experience, currently serving as a financial advisor at Oppenheimer in Seattle, WA since 2022. His prior roles include positions at Progeny 3 Inc. and multiple engagements at Sand Point Country Club, as well as experience with Gonzaga University and Seattle Preparatory School. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of programs and advisory services spanning equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Derek Parsons is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has been associated with Moore Wealth Management and Parsons since 2014 and is currently affiliated with Triad Hybrid Solutions. Outside of advising, he operates as an independent insurance agent focusing on life products. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms for portfolio management.

Liqin Song is a financial advisor at Key Investment Services LLC with four years of industry experience. Liqin holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Cathay Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction and model selection, providing recommendations and ongoing monitoring while facilitating access to third-party discretionary managers and offering periodic rebalancing, reporting, and oversight.

Reis Newburn is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 25 years of industry experience. He has been with D.A. Davidson & Co. since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Nicholas Tarr is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC in Bellevue, WA. His prior experience includes roles at Savant Wealth Management and Edward Jones Investments. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. 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 Ruiz is a CFP® certificant with 12 years of industry experience. He is currently with Mariner, where he has worked since 2021, following five years at Northwestern Mutual Wealth Management Company. Outside of advising, he owns a photography business in Washington state. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers across a wide range of investment strategies and provides integrated tax and administrative solutions uncommon among large advisory enterprises.

Anthony Baruffi is a CFA® charterholder and Series 65 licensee with 18 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following a nine-year tenure at Garde Capital, Inc. Baruffi serves on the board of directors and as finance chair for Mutual of Enumclaw Insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party manager strategies, supported by technology and centralized due diligence.