Joliet Osborne is a CFP® professional with 15 years of industry experience, currently serving at Valic Financial Advisors in Renton, WA. She has been with Valic Financial Advisors since 2010 and also holds a position with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account and wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Vishnu Alse is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds the CFP® and CFA® designations along with Series 63 and 66 licenses. Prior to joining Focus Partners Wealth in 2026, he worked at Envestnet and Charles Schwab & Co., Inc. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines active and passive approaches within an enhanced open architecture framework.

Kyle Richards is a Series 66 licensed financial advisor with D.A. Davidson & Co., based in Seattle, WA. He has 15 years of industry experience and has been with D.A. Davidson since 2009. 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 a range of advisory services under fiduciary standards, including retirement plan consulting and wealth management programs for high-net-worth clients.

Peggy Maravilla is a financial advisor at TIAA‑CREF with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining TIAA‑CREF in 2023. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning and ongoing discretionary management, offering both model and customized portfolio solutions.

Adam Guenther is a CFA® charterholder with 14 years of industry experience. He is currently with Corient in Bellevue, WA, having joined the firm in 2025 after spending 14 years at Bristlecone Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, with ongoing risk management and portfolio monitoring.

Khoi Cung is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Howard Englehart is a financial advisor at TLG Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America, Inc., Cetera Advisors LLC, and KMS Financial Services, Inc. In addition to his advisory role, he is an independent insurance agent recommending life, annuities, and long-term care insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional clients through a combination of investment supervisory services, portfolio management, and comprehensive financial and estate planning. Its approach integrates fundamental analysis and Modern Portfolio Theory, offering a direct-to-consumer program called Starlight Portfolios alongside ERISA fiduciary services.

Grant Williams is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Ameriprise and Humana, among other roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm differentiates its one-time planning services from ongoing management and acts as adviser to a donor-advised fund within a vertically integrated group that includes affiliated funds.

Kristoffer Sun is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and Barnhorn Financial, LPL. His career also includes a role at St. Petersburg College. Oppenheimer serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services on both discretionary and non-discretionary bases, with a notable emphasis on non-discretionary assets and custody of client assets as a qualified custodian.

Cheryl Kitashima is a CFP® with 45 years of industry experience and has been with Centaurus Financial, Inc. since 2005. She also operates KITASHIMA WEALTH ADVISORS LLC, a financial planning business used for branding purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of advisory arrangements and investment strategies.

Daniel Berge is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Oppenheimer. He joined Oppenheimer in 2021 after five years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer that serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services that utilize both discretionary and non-discretionary approaches across various asset classes, with an emphasis on customized investment policy development and ongoing portfolio management.

Anthony Sibley is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He is currently an advisor at Creative Planning, where he has worked since 2023. His prior experience includes roles at The Clarius Group, Morgan Stanley, and Apptio. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Michael Purpura is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with D.A. Davidson for 30 years and serves as a director at D.A. Davidson Companies, providing general oversight and board duties. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, providing a range of advisory services and distinguishing itself through municipal advisory activities and affiliated custodial services.

Charles Griffith is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience working in the hospitality industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Adam Willis is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Willis is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and services, including asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary approaches.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

George Lane is a CFP® practitioner with 18 years of industry experience, currently advising at Clearstead and Clearstead Advisory Solutions. His prior roles include positions at The Clarius Group, Private Ocean, and Joslin Capital Advisors. He is admitted to the Washington Bar but is not actively practicing law. Clearstead serves affluent private clients and institutional investors, offering a range of services including investment management, financial and tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs institutional disciplines and proprietary strategies across client portfolios.

Anqi Yang is a financial advisor with Goldman Sachs Wealth Services in Seattle, WA, holding Series 63 and Series 65 credentials and six years of industry experience. Her career includes multiple roles at Goldman Sachs & Co. and a period at Uber Technologies, Inc. from 2015 to 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, benefiting from integration with Goldman Sachs’ broader ecosystem and offering advanced research, operational tools, and a variety of service platforms.

Michael Bell Jr. is a financial advisor at D.A. Davidson & Co. with 31 years of industry experience, including 28 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of Leonard's Landing Lodge, a fishing lodge. 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 services under fiduciary standards with a range of advisory, planning, and wealth management programs, and is notable for its municipal advisory and underwriting activities.

William Shack is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Clearstead, he worked at The Clarius Group, LLC and Charles Schwab, where he spent over a decade in various roles. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets through a team of 59 advisors and employs an investment process that combines portfolio analytics, manager research, and strategic asset allocation across diverse investment vehicles.