Robert McMahon is a CFP® professional with 25 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2000 and is the president and owner of Bob McMahon, Inc., a private entity facilitating securities and advisory business. McMahon also operates Premier Wealth Washington and sub-leases office space to an insurance agent. 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 variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by a platform that provides operations, technology, compliance, and practice-management resources.

Peter Boyack is a financial advisor at Creative Planning with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup Global Markets, FAC Wealth Management, and American Capital Wealth Managers. Outside of his advisory role, he is involved in a non-investment real estate business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Gavin Ahlers is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ameriprise Financial Services and Charles Schwab & Co., Inc., as well as experience in education and nonprofit service with The Student Conservation Association/AmeriCorps. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client-authorized trading.

David Pickett is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities for over 25 years before joining Oppenheimer in 2017. He previously served as a board member of a ballet organization but has had no association since 2010. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs, including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Anna Bush is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and two years of industry experience. She has worked at D.A. Davidson since 2022 and previously at Halfon Candy Company and Bartell Drugs. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm provides fiduciary advisory services under the Advisers Act and ERISA standards, utilizing qualitative and quantitative analysis to manage investments and financial plans.

Kyle Johnston is a CFP® professional with 31 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at LPL Financial, Financial Advocates Investment Management, and Northwestern Mutual in various capacities dating back to 1996. Johnston is also involved in life and health insurance sales alongside his advisory work. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives, utilizes technology platforms for account aggregation and estate planning, and provides access to third-party managers and turnkey platforms.

Aimee Hansen is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Hansen is based in Bellevue, WA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs an enhanced open architecture investment approach combining active and passive strategies, third-party managers, and private funds to build long-term, tax- and fee-sensitive portfolios.

Adam Levine Weinberg is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors. Prior to joining Transamerica, he was self-employed for ten years. His activities include performing home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm delivers these services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

David Ishii is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Bank, and Washington Federal. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his securities firm, engaging in the sale of bank products alongside his advisory duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation supported by affiliated global asset management and fund due diligence providers.

Ashwin Pathare is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following three years with Morgan Stanley and Morgan Stanley Private Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across various portfolio types, employing both discretionary and non-discretionary approaches.

Eric Guillot II is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at KeyBank and was involved with the Permission to Start Dreaming Foundation. Guillot also has a background in education and briefly worked in the hospitality sector at Morso Bistro. 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 corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and a specialized Private Wealth program, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Jared Christman is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and eight years of industry experience. He joined Oppenheimer in 2019 after working at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is a minority partner in a small handmade quilt business operated by his wife. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary portfolio management, combining strategic asset allocation and manager selection across equity, balanced, and fixed-income portfolios.

Mitchell Weeks is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and currently in his first year in the industry. His prior work experience includes roles at Alden Capital Management, Barrett Financial Group LLC, and Equitable Advisors, LLC. Outside of finance, he has been involved with companies in the mortgage and brewing industries. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individual clients, high-net-worth families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by an affiliated sub-advisory network and integrated operational tools.

Brandon Redman is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. He is the owner of DPA Wealth Partners, LLC, through which he conducts securities, advisory, and insurance business. His prior experience includes roles at Securian Advisors Northwest, Securian Financial Services, and Minnesota Life Insurance Company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors, while managing discretionary model portfolios through its Investment Management and Research team.

Jennifer Mc Kasson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked for Horace Mann Companies and Horace Mann Investors, Inc. outside of finance, she has served as a substitute teacher for Edmonds Public Schools and is involved with the Girl Scouts of Western Washington. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Yingju Ren is a financial advisor at Transamerica Financial Advisors in Bellevue, WA, holding a Series 66 designation. Ren has experience with multiple organizations including American Senior Resources and Washington Health Benefit Exchange, alongside roles in insurance and financial services. Outside of financial advising, Ren is involved with the Hidden Ridge HOA. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary management options.

Jamie Koskela is an advisor at Corient in Seattle, WA, holding Series 65 and Series 66 designations. He has been with Corient and related entities since 2023, following 15 years at McCutchen Group LLC. Koskela also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Jennifer Gonzales is a Series 66-registered financial advisor with 19 years of industry experience. She has worked at &PARTNERS since 2026 and previously spent a decade at Wells Fargo Clearing, along with six years at Ameriprise. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services, utilizing fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Emma Lea Biles is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 registrations with three years of industry experience. Prior to joining D.A. Davidson, she worked at Parcion Private Wealth and has held various roles at academic institutions and nonprofit camps. 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 plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

Michael Zarlengo is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Bank of America, Merrill, Charles Schwab, and TD Ameritrade. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its advisory services.