Samuel Maxwell III is a financial advisor at Focus Partners Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bordeaux Wealth Advisors, Executive Wealth Group, LLC, and Morgan Stanley Smith Barney. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.

Megan Ibrahimi is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience and holds a Series 66 designation. She has worked at D.A. Davidson since 2017 and previously spent two years at Ameriprise Financial Services, Inc. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Cole Bonipart is a CFP®-credentialed financial advisor at Oppenheimer with two years of industry experience. He has worked at Oppenheimer since 2022 and previously held roles at Progeny 3 Inc., Sand Point Country Club, Gonzaga University, and Seattle Preparatory School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection across multiple asset classes, and acts as a qualified custodian for client assets.

Derek Parsons is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Moore Wealth Management and operates independently as an insurance agent. Parsons also manages an LLC related to his work with Triad Hybrid Solutions. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal 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 a combination of proprietary and third-party platforms.

Liqin Song is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, Cathay Bank, and JPMorgan Chase Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers while offering rebalancing, reporting, and supervisory oversight.

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 since 2010. 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 comprehensive financial planning, ERISA retirement plan advisory services, and a Private Wealth program tailored for clients with over $20 million in net worth.

Nicholas Tarr is a CFP® certificant with one year of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Savant Wealth Management and Edward Jones Investments. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering comprehensive wealth management, financial counseling, and retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a range of investment strategies across managed and held-away assets.

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 holds a Series 65 license with 17 years of industry experience. He currently serves as an advisor at NewEdge Advisors, where he has worked since 2024, following a nine-year tenure at Garde Capital, Inc. Baruffi is also a board member and finance chair of Mutual of Enumclaw Insurance. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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 with 14 years of industry experience. He has worked with firms including Reiwa Financial and Heir Associates and currently coaches a youth soccer school, 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 advisers. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Cathleen Solaro is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 37 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 employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

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.

Jordan Peterson is a financial advisor at Corient with six years of industry experience. He holds a Series 65 designation and previously worked at Columbia Pacific Wealth Management and Endodontic Solutions. Jordan is based in Seattle, WA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Bruce Brennen is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 39 years of industry experience. Since 1985, he has been associated with New York Life Insurance and Nylife Securities Inc. Mr. Brennen also engages in brokering non-registered insurance products through outside insurance carriers. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Luke Doremus is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

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 been with D.A. Davidson & Co. since 2017, following a brief tenure at US Bank and time spent as a homemaker. Outside of her advisory role, Jones is a Notary Public for the state of Washington. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm provides tailored financial planning and wealth management solutions, operating under fiduciary standards and offering both qualitative and quantitative investment analysis.

Caleb Briggs is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 designation with no prior industry experience. Before joining Mariner, he served in the US Army and Army National Guard and worked in various roles including at the University of South Florida Veterans Office. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integration of tax and accounting services alongside portfolio management.

Dean Pickett is a financial advisor at Oppenheimer with Series 66 and Series 63 credentials and nine years of industry experience. He has worked at Oppenheimer since 2017 and previously at Morgan Stanley. Based in Seattle, WA, he serves clients through Oppenheimer’s broad range of advisory programs and services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.