Seafth Howe is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has work history at Eagle Strategies, PGR Financial, NYlife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Howe is involved in baseball coaching as the 18U pitching coach for Washington Rush Baseball and serves on the athletic board at Seattle University, focusing on the baseball program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and works closely with institutional sponsors within an integrated New York Life affiliate structure.

Kyle Schmahl is a financial advisor with TIAA-CREF in Bellevue, WA, holding Series 63 and Series 66 designations and having 27 years of industry experience. He has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios, and operates as adviser to a donor-advised fund.

Megan Echele is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds the CFP®, CFA®, and Series 66 credentials. Her prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., as well as earlier experience outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, with final trading decisions resting with clients.

John Trask is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2011. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients who have pre-existing relationships through TIAA-administered employer retirement plans. TIAA-CREF provides financial planning, discretionary managed account programs, and separate broker-dealer services, with a fiduciary standard applied to its registered investment adviser offerings.

Dwight Anderson is a financial advisor at Integrated Wealth Concepts LLC with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Integrated Wealth Concepts since 2019, following a two-year period at Ameriprise Financial Services, Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Whitney Isbell is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, Isbell held various roles including positions at Blue Cloud Innovation and The Bear Creek School. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Xin Wang is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Eagle Strategies in 2024, Xin operated Grace Wang Financial Associates for 12 years and has been associated with New York Life and NYLIFE Securities since 2002. Xin also operates under the DBA OpenWin Financial & Insurance Services LLC, where they broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types with an emphasis on tailoring recommendations to client and Plan Sponsor objectives, managing the majority of its assets on a non-discretionary basis.

Colleen Kroeger is a CFA® charterholder with 17 years of industry experience. She has worked at Hightower Advisors since 2022 and was previously with Highland Private Wealth Management for 15 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and insurance companies. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Olivia Rice is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2024, she worked at Securities America, Inc. from 2022 to 2024 and served for seven years with the Terrell Independent School District. She is also a director and contact worker for the Terrell Independent School District Excellence Foundation, a nonprofit focused on education. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms such as Envestnet and Ladenburg Thalmann Asset Management.

Matthew Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Scarano is also involved in insurance brokering, operating under DBA names that focus on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working extensively with retirement investors and institutional sponsors.

Christopher Holt is a CFP® professional with 18 years of industry experience. He is currently with Creative Planning and has previously worked at Coldstream Wealth Management and Fidelity in various advisory and brokerage roles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Kay Li Watness is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Kay holds a Series 66 designation and previously worked at Servitium Wealth Management, the University of Washington - Seattle, and Financial Advocates & LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Seth Jones is a financial advisor at Integrity Alliance, LLC with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Lion Street Financial, Umpqua Bank, and US Bank. Integrity Alliance is an enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages roughly $5.4 billion in client assets through over 300 independent advisors and offers portfolio management, financial planning, and third-party manager referrals using a variety of investment approaches and platforms.

Sarah Bevins is a financial advisor with Money Concepts Capital Corp in Bremerton, WA, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Cetera Advisor Networks LLC, Bonnie Wusz & Associates, and Girard Securities. She is also involved with NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. As part of an enterprise with approximately 431 advisors managing $3.33 billion for around 14,700 clients, the firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Daniel Seidel is a Series 66-licensed financial advisor with Oppenheimer & Co. Inc in Seattle, WA, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Seidel has a minor involvement as a landlord. 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 including asset management, consulting, retirement services, and financial planning with discretionary and non-discretionary account management.

David Greenfield is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 66 and Series 63 licenses with 14 years of industry experience. He has been with D.A. Davidson since 2014. 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 ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Saul Sanchez is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at KeyBank and Bank of America. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account services. The firm emphasizes client-directed model selection combined with ongoing monitoring and oversight, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

James Nicholson is a financial advisor with Oppenheimer in Bellevue, WA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Oppenheimer in 2009. Outside of his advisory role, Nicholson is active as a sports photographer and serves as a FINRA arbitrator. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs with discretionary and non-discretionary services, including asset management, consulting, and retirement planning, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Ryan Svendson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Old Republic Title, Chaney Capital Management, and Oppenheimer & Co. Inc. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Kaylee Turin is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Highland Private Wealth Management, and Bank of America. Outside of her financial career, her background includes roles in retail and education sectors such as American Eagle Outfitters and the University of Washington. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features multi-manager solutions and emphasizes manager selection, offering access to proprietary research, various investment vehicles, and tailored portfolio construction.