Michael Bils is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and with New York Life and its related entities since 2006. Outside of his advisory work, Michael is involved in stage performances and coordinates actors as an independent contractor with Unexpected Productions and also works as an auctioneer, emcee, and bid-spotter at various auctions. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs, emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Savio is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 66 credentials and having seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and a brief tenure at Menchies Frozen Yogurt. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment programs supported by strategic asset allocation and fund due diligence conducted with HSBC Global Asset Management and affiliated providers.

Molly Brown is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at D.A. Davidson & Co. and its affiliated trust company since 1999. Brown also serves as a Notary Public for the State of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis to guide investment decisions.

Naixin Li is a financial advisor with Eagle Strategies (NY Life) based in Kirkland, WA, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. Prior to joining Eagle Strategies in 2023, Li has been associated with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of advising, Li works as an independent photographer for local events and community activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations, primarily managing assets on a non-discretionary basis.

Eric Neufeld is a CFA® charterholder with four years of industry experience. He has worked at TIAA-CREF since 2021 and previously held positions at Pacific Financial Group, LLC, and The Pacific Financial Group, Inc. His current role is based in Bellevue, WA. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm provides both point-in-time financial plans and ongoing portfolio management, often serving clients with existing relationships through TIAA‑administered employer retirement plans.

Matthew Myers is a financial advisor with TIAA-CREF in Bellevue, WA, holding a Series 66 credential and 15 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, Myers participates as a college football commentator on the Buckeye Backers Podcast. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, offering model-based and customized investment solutions.

Gabriella Chilczuk is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services, LLC and KeyBank. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients, operating under fiduciary standards with a range of planning and portfolio management services.

Jun Tang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is a certified member of the National Association of Registered Social Security Analysts. Outside of his advisory role, Tang serves as president of the East China Normal University Alumni Association in America’s Seattle chapter and is involved with several nonprofit organizations focused on education and cultural exchange. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365, and the Transamerica ALPHA digital program.

Zhipan Huang is a financial advisor with HSBC Securities (USA) Inc. based in Seattle, WA, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to joining HSBC in 2018, Huang worked at JP Morgan Securities and JP Morgan Chase Bank from 2016 to 2018 and briefly at the US Postal Service. Outside of finance, Huang is the owner of a residential rental property in Seattle. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm combines strategic and tactical asset allocation with fund due diligence and monitoring, offering both onshore and offshore investment programs.

Andrea Carson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing seven years of industry experience. She has held roles at Transamerica Financial Advisors since 2018 and is also a managing partner at Carson & Associates CPAs, PLLC, where she oversees tax preparation, business formation, bookkeeping, and financial planning services. Additionally, she is involved with World System Builders and InheritGuard, LLC, where she provides education on estate planning issues. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Dennis Williams Jr. is a Series 66-registered advisor with 15 years of industry experience. He is currently with Farther, where he has worked since 2025, following roles at Wells Fargo, Farther Finance Advisors, Edward Jones, and Merrill Lynch. Outside of his advisory work, he serves as president of My Financial Therapist, an educational business based in Seattle. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, combining traditional asset classes with AI tools to support advisor judgment.

Sierra Butler is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC since 2025. She previously worked at Merriman Wealth Management, LLC and Dimensional Fund Advisors. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, and offers a variety of services such as investment management, financial counseling, and retirement plan fiduciary services.

Daniel Stober is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Advisors since 2014. He also has a longstanding role at Triad Wealth Stewardship, LLC, where he has worked since 2008. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Danielle Strumbeta is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Focus Partners Wealth, LLC, having joined in 2025. Her prior experience includes five years at Merriman Wealth Management, LLC, and five years at Kutscher, Rhodes & Benner, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Yahong Yi is a financial advisor with Transamerica Financial Advisors holding a Series 65 credential and two years of industry experience. She has worked at Transamerica Financial Advisors since 2023 and previously at World Financial Group. In addition to her advisory role, Yi has been involved with Hanlin Moss Yi PS, a CPA firm, since 1998. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, offering integrated investment and retirement plan solutions.

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.

Matthew Siegel is a CFP® with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Commonwealth Financial Network, Spectrum Financial Partners, and Woodbury Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost funds, separate account managers, and private funds, and offers various packaged programs alongside educational content and specialized client services.

Keith Vernon is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 after 11 years at The Clarius Group, LLC. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, and family office services. The firm employs institutional disciplines such as portfolio analytics and manager research, offering a range of investment vehicles including a proprietary Direct Indexing strategy.

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.