John Delafield is a CFP® professional with two years of industry experience, currently advising at Beacon Pointe Advisors, LLC in Seattle, WA. He has held roles at Beacon Pointe Advisors since 2023 and has prior work experience at Colorado College and Lakeside High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse clientele, including high-net-worth individuals, corporations, pension plans, and other institutional investors. The firm integrates active and passive strategies across public and private asset classes, utilizing a combination of proprietary asset-allocation models and third-party independent managers.

Jeffrey Moseley is a financial advisor with Beacon Pointe Advisors, LLC in Seattle, WA. He holds the CFA® designation and Series 63 license and has industry experience beginning in 2026. Prior to joining Beacon Pointe Advisors, he worked at BNY Mellon, NA from 2017 to 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

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™.

Brett Skogstad is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Capstone Wealth Advisors and Lincoln Financial Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Kylee Nemeth is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has worked at firms including Olympic NW Advisors and Kitsap Bank. Outside of her advisory roles, she has a background in education, having worked at Trinity Western University and Lethbridge Collegiate Institute. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Tyler Walters is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has worked at Walters Wealth Management and Charger Ranch LLC prior to his current role. 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 hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, and custody services.

Matthew Fox is a financial advisor with \u0026PARTNERS in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Bank of America N.A. and Merrill. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing both proprietary and third-party strategies through discretionary and non-discretionary platforms.

Ryan Risch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth in 2025, he worked at Wealth Solutions...By Design, LLC, Saxony House Furniture, New York Life, and Cigna. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving nearly 2,900 affiliated advisors and hundreds of thousands of clients nationwide, managing approximately $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Juergen Schatzer is a financial advisor with Principal Financial Services in Shoreline, WA, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and spent fourteen years at Western Safety Products Inc. Schatzer serves on the boards of the Edmonds Chamber of Commerce Foundation, the Seattle Area German American School, and the Austria Club of Washington. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, typically implementing investments on a discretionary basis through these managers.

Jeremy Burrier is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018. Prior to his current role, he was employed by the Central Kitsap School District and has been affiliated with Philosophia & Co. since 2017. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Vernon Klassen is a CFP® and ChFC® with 36 years of industry experience, currently serving with Valic Financial Advisors since 2010 and Agia since 2022. He holds Series 63 and Series 65 licenses and works in Lynnwood, WA. Klassen also acts as an agent for group and individual health insurance plans, including Medicare coverage. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Sean Baratt is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes six years at Edward Jones and roles at KeyBank and Robert Half prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client choice in investment model selection while providing recommendations and monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tristan Sanabria is a Series 66-registered advisor with First Command Advisory Services and has four years of industry experience. His work history includes roles at First Command’s advisory, brokerage, and insurance services, as well as prior public sector experience with the City of Puyallup and the Washington State Senate. He also served six years in the Washington Army National Guard. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Glen Kim is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at New York Life Insurance Company, NYlife Securities LLC, and Pacific Reliance Insurance. Outside of advisory services, he has been involved in selling property and casualty insurance and is an officer of an insurance agency used for tax reporting purposes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios delivered through various platforms.

Kimberly Arnesen is a Senior Wealth Advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Rainier Financial Group. Outside of her advisory work, she is a commissioned Notary Public. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

James Simone is a CFP®, CFA®, and Series 66-registered financial advisor with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Purshe Kaplan Sterling Investments, both since 2021. His prior experience includes roles at Rainier Financial Group, LPL Financial, and Ameriprise Financial Services. Outside of his advisory work, Simone serves as a board member for Friends of Athletic Fields, a nonprofit advocacy group in Seattle focused on local athletic field users. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, using a proprietary Focus List of third-party managers and quantitative and qualitative due diligence, while also sponsoring proprietary investment vehicles and serving as a general partner in multiple private funds.

Erin Caldwell is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. She has diversified experience from roles in education and retail, including positions at Starbucks and local school districts, as well as entrepreneurial ventures such as Styled & Inspired. Caldwell has been with Commonwealth Financial Network and Wealthmark Advisors since 2025. 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 $210 billion in client assets. The firm provides a broad range of investment and support services, including managed-account programs, third-party asset manager access, and retirement consulting.

Jeffrey Harvey is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has been associated with Principal Life Insurance Company and Principal Securities Inc. since 2011. Harvey also serves as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Pallavi Shrestha is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. She previously worked with Equitable Advisors and held various roles outside the financial industry, including at Peepal Group and Maya DD's Restaurant. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and separately managed accounts, emphasizing client direction and model selection supported by non-binding recommendations and ongoing monitoring.