Rong Zhang is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. Prior to joining HSBC in 2018, Zhang worked at Bank of America and Bank of Nova Scotia. Zhang serves as a board member of the Greater China Hong Kong Business Association of Washington, a nonprofit focused on expanding business networks and strengthening community relationships in the state. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process integrates strategic and tactical asset allocation developed with HSBC Global Asset Management and utilizes affiliated providers for fund selection, monitoring, and administrative services.

Charles Clark Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently with Integrated Wealth Concepts LLC. His background includes roles at Purshe Kaplan Sterling Investments and Konvergent Wealth Partners. Outside of advisory work, Clark has experience as a fixed insurance agent. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios and a combination of internal and third-party management strategies.

Keith Malek is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with D.A. Davidson & Co. since 2012. 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 specialized services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients while operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Forrest Kim is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. Prior to this, he worked at Morgan Stanley in various roles from 2013 to 2022. Outside of advising, he manages a rental property in Seattle. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

Rachel Geringer is a financial advisor with D.A. Davidson & Co. She holds a Series 66 designation and has eight years of industry experience. Her prior experience includes roles at Securities America, Inc., KMS Financial, and involvement with The Veritas Forum and Green Lake Presbyterian Church. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and delivers these under fiduciary standards using both qualitative and quantitative analyses.

Benjamin Johnson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Prior to joining Hightower, he worked for Highland Private Wealth Management for 11 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and proprietary research to support portfolio construction across various investment vehicles.

James Campbell is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Capital One Investing. 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 programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ali Boop Nilsen is a financial advisor at &PARTNERS in Bellevue, WA, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services, LLC, and Conover Capital Management and Securities Corporation. Outside of her advisory role, she co-owns DTNtile LLC, a business focused on bookkeeping and administrative duties. &PARTNERS serves a diverse clientele including individual and institutional investors, offering investment advisory, brokerage services, financial planning, and related consulting. The firm employs a combination of proprietary and third-party investment strategies, operating as both a broker-dealer and registered investment adviser with multiple revenue sources and service offerings.

Ryan Watts is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance company. His background also includes roles in education and community engagement at Seattle University and tutoring services. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes with both discretionary and non-discretionary management.

Yingyu Counsell is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Counsell is also involved in ownership and management of several LLCs related to real estate and rental properties. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory approach primarily utilizes model portfolios and third-party managers for execution and discretion.

Michael Greene is a CFP® with 11 years of experience in financial advisory roles. He currently works at Hightower Advisors and previously spent six years with Highland Private Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager portfolios, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Michael Alfstad is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been president and owner of Alfstad Capital, LLC since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance services.

David Seidel is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, he serves as a volunteer officer for the Bellevue Toastmasters Club. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, combining discretionary and non-discretionary management approaches.

Molly Walters is a CFA® charterholder at Clearstead Advisory Solutions with two years of industry experience. She has held positions at Clearstead, The Clarius Group, and Canterbury Consulting, and has worked in both consulting and academic settings. Clearstead serves affluent private clients and institutional investors with investment management, financial planning, tax compliance, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs institutional disciplines such as portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Francis Piccolo is a CFP®-certified financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, and has three years of industry experience. He previously worked at Key Investment Services and U.S. Bank before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other investment vehicles, while also offering specialized services such as retirement plan consulting and charitable advisory.

Rebecca Wolff is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies LLC since 2021 and operates under the DBAs Rebecca Wolff and Associates and Lens Financial & Insurance Solutions, where she is involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its approximately $32 billion in assets under management on a non-discretionary basis.

Norman Harris is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of finance, he has been involved in publishing self-authored fiction novels through Harris Books since 2000. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices alongside professional recommendations and oversight, operating within the KeyCorp group and collaborating with affiliated entities like KeyBank and KeyBanc Capital Markets.

Christopher Satterfield is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, where he has worked since 2021. His prior roles include positions at First Western Trust, LPL Financial, Arizona Bank & Trust, and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Frances Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA. Her entire professional career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a range of implementation options including ETFs, mutual funds, and separate accounts.

James Harvey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Commonwealth since 2021 and previously held roles at Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory work, he is a woodworker with Sweet Cedar Woodworking. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.