Nicholas Tarr is a CFP® and Series 65-licensed advisor with Focus Partners Wealth, LLC in Bellevue, WA, bringing two years of industry experience. He previously worked with Savant Wealth Management and Edward Jones Investments, among other roles. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing multiple asset classes and offers integrated wealth services across managed and held-away accounts.

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 holds a Series 65 license with 17 years of industry experience. He currently serves as an advisor at NewEdge Advisors, where he has worked since 2024, following a nine-year tenure at Garde Capital, Inc. Baruffi is also a board member and finance chair of Mutual of Enumclaw Insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Melissa Haley is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with TIAA-CREF since 2005. TIAA‑CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between discrete financial planning services and ongoing discretionary management through model or customized portfolios, operating under a fiduciary standard for its RIA services.

Koshin Soga is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked with firms including Reiwa Financial and Heir Associates and currently coaches a youth soccer school, Seattle Samurai Kids. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Cathleen Solaro is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with D.A. Davidson since 2010. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Jeffrey Edgbert is a financial advisor at Hightower Advisors with 13 years of industry experience and holds a Series 65 designation. He previously worked at Highland Private Wealth Management for 13 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and retirement plans. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and planning services.

Bruce Brennen is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 39 years of industry experience. Since 1985, he has been associated with New York Life Insurance and Nylife Securities Inc. Mr. Brennen also engages in brokering non-registered insurance products through outside insurance carriers. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Luke Doremus is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

Hannah Macias is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 designation. She has been with Mariner since 2022 and has prior experience at Seattle University and The Barton Law Firm. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, committee-overseen portfolios combining in-house research and third-party managers, with notable integration of tax, accounting, and Financial Wellness Platform services.

Rachel Jones is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with eight years of industry experience. She has been with D.A. Davidson & Co. since 2017, following a brief tenure at US Bank and time spent as a homemaker. Outside of her advisory role, Jones is a Notary Public for the state of Washington. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm provides tailored financial planning and wealth management solutions, operating under fiduciary standards and offering both qualitative and quantitative investment analysis.

Caleb Briggs is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 designation with no prior industry experience. Before joining Mariner, he served in the US Army and Army National Guard and worked in various roles including at the University of South Florida Veterans Office. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integration of tax and accounting services alongside portfolio management.

Dean Pickett is a financial advisor at Oppenheimer with Series 66 and Series 63 credentials and nine years of industry experience. He has worked at Oppenheimer since 2017 and previously at Morgan Stanley. Based in Seattle, WA, he serves clients through Oppenheimer’s broad range of advisory programs and services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Jeffrey Moormeier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory work, he is a ski instructor teaching adults and children in Sun Valley, ID. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing proprietary and third-party platforms.

Cameron Browning is a CFP® professional with eight years of industry experience, currently affiliated with TIAA-CREF. His career includes various roles at TIAA and SunTrust Advisory Services. Outside of financial advising, he was involved with All Star Youth Camps LLC for nine years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Nicholas Bedlan is a CFP® and CFA® with 23 years of industry experience. He has been with Creative Planning since 2018 and previously worked at Lawson Kroeker Investment Management, Inc. from 2015 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by approaches such as direct indexing and tax-loss harvesting.

Ryan Smigielski is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Bank of America and Merrill. He owns a rental property managed by a third party. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations primarily delivered through Charles Schwab’s research tools and asset allocation models.

Cory Sprott Cox is a financial advisor with Empower Advisory Group in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at GWFS Equities, Bank of America, Merrill, and Thrivent Financial. Outside of advising, he is involved in event planning and production through his ownership of Olive & Ivory, and co-owns a fitness and lifestyle coaching business in Tucson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

James White is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2017 and previously held positions at Bank of America and Merrill from 2011 to 2017. He is based in Seattle, WA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Ryan Quenneville is a CFP® and Series 66 licensed advisor with Valic Financial Advisors, based in Renton, WA. He has eight years of industry experience and has been with Valic Financial Advisors since 2017. He also has a role as an agent with AGIA, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of investment advisor representatives and employs discretionary unified managed accounts with an emphasis on centralized technology and model solutions.