Rocco Pearson is a financial advisor at Freestone Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Freestone, he worked at Zevenbergen Capital Investments LLC, Symmetry Financial Group, Pitney Bowes, and The North Face. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Hunter Klein is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various positions in transportation and logistics companies, including Alaska Railroad Corporation and Daimler Trucks NA. Outside of his advisory role, Klein manages private rental property with long-term tenants. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, incorporating both fundamental and technical analysis to build diversified portfolios.

Richard Hultquist is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His career includes long-term roles at Assured Partners and related entities from 2006 to 2025, with more recent positions at LPL Financial and AssuredPartners Investment Advisors. He currently provides investment advisory services through SCS, an independent advisor firm. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with various analytical methods to manage portfolios primarily on a discretionary basis, offering financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.

Samiran Kundu is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at HSBC Bank USA NA since 2010 and joined HSBC Securities (USA) Inc. in 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring a range of client-directed and discretionary options. The firm employs a multi-profile investment process developed in partnership with HSBC Global Asset Management and other affiliated providers, serving clients through personalized investment adviser representatives.

Gloria Long is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and was previously affiliated with the Heartland Institute of Financial Education. Long is also involved with St. Bernadette Church. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Carmen Iamandii is a financial advisor at Corient with eight years of industry experience and holds a Series 66 credential. Prior to joining Corient, she worked at Columbia Pacific Wealth Management and UBS Financial Services. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Abraham Otoupal is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as a board member for the Providence Mt. St. Vincent Foundation, a senior care community. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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 retirement plan advisory, financial planning, equity research, and a dedicated Private Wealth program for high-net-worth clients.

Aaron Yoon is a CFP® and ChFC® with 16 years of experience in the financial services industry. He has worked at Edward Jones for 16 years before joining &Partners in 2025. Outside of his advisory role, he is the sole member of two LLCs involved in managing real estate properties. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting through a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Reyna Marks is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman Wealth Management and held multiple roles at UsI Insurance Services. She also has experience working in various positions at the University of Washington and Nordstrom. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset classes and specialty strategies.

Jason Lee is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at TIAA-CREF in Seattle, WA. His career includes over a decade with TIAA and TIAA-CREF combined. Outside of his advisory role, he manages rental property income from a unit in his home. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and includes customized and model-based investment strategies.

Jason Auten is a financial advisor with D.A. Davidson & Co. based in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining D.A. Davidson in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2023. He serves as board member and treasurer for Bellevue West Little League and is an investment committee member for Kindering, both nonprofit organizations in Bellevue. 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 offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and employing qualitative and quantitative analysis in its investment recommendations.

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.

Scott Burns is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has worked 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, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Brian Orton is a financial advisor with Corient in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior work includes roles at Columbia Pacific Wealth Management and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using risk management tools and stress testing.

Krista Williams is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Seattle, WA, where she has worked since 2010. She has 15 years of industry experience. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual 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, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Cole Collins is a Series 66 licensed advisor at D.A. Davidson & Co. with two years of industry experience. He has been with D.A. Davidson since 2023. Prior to his advisory role, his work history includes positions in various sectors such as country clubs and retail. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.

Louis Conyard III is a financial advisor at Oppenheimer in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing strategic asset allocation and various investment strategies tailored to client objectives.

Lelian Solip is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 credentials and has worked with multiple firms including World Financial Group, Net Law Group, and TEKsystems. Solip is involved with Inheritguard, LLC, where he provides education and services related to estate planning. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs.

Randy Stepho is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory role, he owns an insurance brokering business focused on non-registered products. 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 program types tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis.

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.