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 with Oppenheimer based in Seattle, WA, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with Oppenheimer since 2017 and also has experience at Morgan Stanley dating back to 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs with both discretionary and non-discretionary management, focusing on strategic asset allocation, manager selection, and tailored consulting and retirement services.

Jeffrey Moormeier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 credentials and over 38 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory work, Moormeier is a ski instructor teaching both adults and children. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms, and provides access to alternative investments and affiliated wealth management capabilities.

Cameron Browning is a CFP® professional with eight years of industry experience, currently affiliated with TIAA-CREF. His career includes various roles at TIAA and SunTrust Advisory Services. Outside of financial advising, he was involved with All Star Youth Camps LLC for nine years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Nicholas Bedlan is a CFP® and CFA® with 23 years of industry experience. He has been with Creative Planning since 2018 and previously worked at Lawson Kroeker Investment Management, Inc. from 2015 to 2018. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by approaches such as direct indexing and tax-loss harvesting.

Ryan Smigielski is a CFP® professional at Schwab Wealth Advisory with 11 years of experience in the financial services industry. He has previously worked at Bank of America and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Ryan Woodward is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and related entities. Outside of finance, he is involved with the Underdog Sports League. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary asset management with integrated services from its KeyCorp affiliates.

Cory Sprott Cox is a financial advisor with Empower Advisory Group in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at GWFS Equities, Bank of America, Merrill, and Thrivent Financial. Outside of advising, he is involved in event planning and production through his ownership of Olive & Ivory, and co-owns a fitness and lifestyle coaching business in Tucson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

James White is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Bank of America, Merrill, and Morgan Stanley prior to joining Oppenheimer in 2017. He is based in Seattle, WA. 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 broad range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services.

Ryan Quenneville is a CFP® and Series 66 licensed advisor with Valic Financial Advisors, based in Renton, WA. He has eight years of industry experience and has been with Valic Financial Advisors since 2017. He also has a role as an agent with AGIA, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of investment advisor representatives and employs discretionary unified managed accounts with an emphasis on centralized technology and model solutions.

Frederick Jackson is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He has also held academic positions at Morehouse College and Southern New Hampshire University. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a financial professional network. The firm employs a multi-provider model with discretionary and non-discretionary portfolio options, integrating services from KeyCorp affiliates and third-party managers.

Dian Zang is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Transamerica, Dian worked with World Financial Group Insurance Agency and Condie & Adams PLLC. Outside of financial services, Dian has experience in aviation technology and homemaking roles. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Jaeseung Chang is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Bellevue, WA. His prior roles include positions at Highland Private Wealth Management, Kaizen Financial Advisors, and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and uses proprietary research to support portfolio construction across various asset classes.

William Driver is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and over 50 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., Opus 111 Group LLC, and Kms Financial Services, Inc. Outside of advising, he is involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a range of managed-account programs, third-party asset management access, retirement consulting, and custody/clearing services.

Millisa Newberg is a Series 65 licensed financial advisor with two years of industry experience, currently practicing at Corient in Seattle, WA. Her prior roles include positions at Columbia Pacific Wealth Management and Columbia State Bank. Outside of finance, she is involved with Rein Fire Ranch, a wedding venue, where she works as a mule handler. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates both in-house and third-party strategies, alongside risk management tools and alternative investment options.

Carrie Beede is a CFP® professional with eight years of industry experience, currently with Mercer Global Advisors Inc. in Kirkland, WA, where she has worked since 2021. Her prior experience includes roles at Miller Advisors and The Prudential Insurance Company of America. Outside of her financial advisory work, she serves as a substitute organist at St. John's Episcopal Church in Snohomish, WA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented using low-cost ETFs, index funds, and specialized strategies.

Laurie Adams is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Journey Strategic Wealth LLC and Eagle Strategies (NY Life). Laurie is also appointed with outside insurance carriers to broker certain non-registered insurance products. 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 solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Carol Klatt is a financial advisor with Concurrent Investment Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Alden Capital Management. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by sub-advisory arrangements and platform integrations.

Bradley Stewart is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. He previously worked at Robert W. Baird from 2015 to 2020. Outside of his advisory role, Stewart is a consultant and partner at SaledAlpha, LLC, a private company focused on AI data analysis tools, and he serves as treasurer for the Mercer Island Baseball Booster Club. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, offering services such as retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Kylie Nesbitt is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She operates under the DBA Drynan Strategic Financial Solutions for selling New York Life products and services and is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services, with a focus on tailoring solutions to client objectives and working extensively through non-discretionary assets.