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. His prior roles include positions at Bordeaux Wealth Advisors, Executive Wealth Group, Morgan Stanley Smith Barney, and RBC Capital Markets. He holds Series 63 and Series 65 designations. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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.

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. She holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, J.P. Morgan Securities, Cathay Bank, and JPMorgan Chase Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model for portfolio management, integrating services from KeyCorp affiliates and third-party managers.

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.

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 and bringing 15 years of industry experience. His career includes roles at Reiwa Financial, Heir Associates, and NYLIFE Securities LLC. Outside of his advisory work, he coaches a soccer school for children ages 5 to 7 through 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 advisors. The firm emphasizes tailored recommendations and delivers advice through multiple program types, managing the majority of its assets on a non-discretionary basis.

Cathleen Solaro is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 38 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 retirement plans, individuals, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and combines qualitative and quantitative analysis to recommend and monitor investments, offering specialized services such as ERISA plan advisory, modular financial planning, and a Private Wealth program for high-net-worth clients.

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 (New York Life) in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance since 1985. Bruce also brokers non-registered, investment-related insurance products through outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a predominantly non-discretionary asset management approach.

Luke Doremus is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at KeyBank and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

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 worked at D.A. Davidson since 2017 and previously at US Bank. Outside of her advisory role, she 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 employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.