Thomas Baker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with several firms, including Solterra LLC and John Chi International Company, and has been affiliated with Transamerica Financial Advisors since 2012. Outside of advising, he is involved with World System Builders and has ownership interests in Solterra LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model relies on model portfolios and third-party managers, offering a range of proprietary and externally managed investment options.

Paresh Kamdar is a CFP® professional with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman for 18 years. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and provides a wide range of financial and fiduciary services.

Erik Falkenberg is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Mary Butler is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2018. Prior to this, she held roles at Foresters Financial Services and Macy's. Outside of her advisory work, Mary is a social media content creator through her business MIX IT UP WITH MARY, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to various clients, including retirement plans, individual investors, and charitable organizations. The firm provides a range of advisory and planning services under fiduciary standards and also serves as a municipal advisor with unique operational features in wealth management and custodial services.

Elizabeth Loutsis is a financial advisor at Hightower Advisors with CFP® and Series 66 credentials and three years of industry experience. She previously worked at Kaizen Financial Advisors, LLC for four years and Shelgren Financial Group/Lincoln Investment for five years. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm offers advisory services featuring manager selection, multi-manager solutions, and access to proprietary and third-party investment strategies across various asset classes.

Jeffrey Huston is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2004. Based in Seattle, WA, Huston's career has been focused at TIAA-CREF throughout this time. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Bengt Johnson is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles including Certified Financial Educator at the Heartland Institute of Financial Education and board president of The Fellowship in Seattle, where he emcees weekly prayer meetings. He is also involved as a parish counselor helping families with memorial planning at Associated Catholic Cemeteries. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services through proprietary models and third-party money managers, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Daniel Talcott is a financial advisor with PlanMember Securities Corporation in Bothell, WA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with PlanMember since 2015 and operates several businesses outside the firm, including co-owning a bed and breakfast and serving as a sports official in basketball, softball, and baseball. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management under ERISA Section 3(38) and a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation process supported by ongoing education and service to plan sponsors and participants.

Yaxin Zhai is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Brighton Jones and Fred Hutchison Cancer Center. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporate entities, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a variety of investment strategies across managed and held-away assets.

Michael Bils is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and with New York Life and its related entities since 2006. Outside of his advisory work, Michael is involved in stage performances and coordinates actors as an independent contractor with Unexpected Productions and also works as an auctioneer, emcee, and bid-spotter at various auctions. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs, emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Savio is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 66 credentials and having seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and a brief tenure at Menchies Frozen Yogurt. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment programs supported by strategic asset allocation and fund due diligence conducted with HSBC Global Asset Management and affiliated providers.

Molly Brown is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has worked at D.A. Davidson & Co. and its affiliated Trust Company since 1999. Outside of her advisory role, she is a commissioned 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 and high-net-worth investors, charitable organizations, and corporate clients. The firm provides various advisory solutions under fiduciary standards, combining qualitative and quantitative analysis, and operates unique municipal advisory and underwriting services alongside affiliated custodial entities.

Naixin Li is a financial advisor with Eagle Strategies (NY Life) based in Kirkland, WA, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. Prior to joining Eagle Strategies in 2023, Li has been associated with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of advising, Li works as an independent photographer for local events and community activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations, primarily managing assets on a non-discretionary basis.

Eric Jacobsen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Commonwealth since 2017 following a year at Signator Investors, Inc., and has also served as Owner and President of Seaway Financial since 2003. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Neufeld is a CFA® charterholder with four years of industry experience. He has worked at TIAA-CREF since 2021 and previously held positions at Pacific Financial Group, LLC, and The Pacific Financial Group, Inc. His current role is based in Bellevue, WA. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm provides both point-in-time financial plans and ongoing portfolio management, often serving clients with existing relationships through TIAA‑administered employer retirement plans.

Matthew Myers is a financial advisor with TIAA-CREF in Bellevue, WA, holding a Series 66 credential and 15 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, Myers participates as a college football commentator on the Buckeye Backers Podcast. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, offering model-based and customized investment solutions.

Gabriella Chilczuk is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Key Investment Services, LLC and KeyBank. Prior to her advisory career, she was involved with BoxBar Beauty. 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 operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Jun Tang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is a certified member of the National Association of Registered Social Security Analysts. Outside of his advisory role, Tang serves as president of the East China Normal University Alumni Association in America’s Seattle chapter and is involved with several nonprofit organizations focused on education and cultural exchange. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365, and the Transamerica ALPHA digital program.

Zhipan Huang is a financial advisor with HSBC Securities (USA) Inc. based in Seattle, WA, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to joining HSBC in 2018, Huang worked at JP Morgan Securities and JP Morgan Chase Bank from 2016 to 2018 and briefly at the US Postal Service. Outside of finance, Huang is the owner of a residential rental property in Seattle. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm combines strategic and tactical asset allocation with fund due diligence and monitoring, offering both onshore and offshore investment programs.

Andrea Carson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing seven years of industry experience. She has held roles at Transamerica Financial Advisors since 2018 and is also a managing partner at Carson & Associates CPAs, PLLC, where she oversees tax preparation, business formation, bookkeeping, and financial planning services. Additionally, she is involved with World System Builders and InheritGuard, LLC, where she provides education on estate planning issues. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.