Joseph West is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Hightower since 2015. Outside of his advisory role, he serves as a board member of the Cosmopolitan Homeowners Association in Seattle. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on manager selection and access to various investment vehicles.

David Simpson is a CFP® and CFA® with 15 years of industry experience. He is currently a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, where he has worked since 2021. Prior to joining Mercer, he spent seven years at Miller Advisors. He also has a role at Northwest University beginning in 2025. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational content and specialized service lines.

Thomas Keeney is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2017 and previously spent three years at Blue Moon Wealth Advisory. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios, utilizing low-cost index vehicles and tax management where appropriate.

Cameron Lamarche is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Clearstead. His prior experience includes roles at The Clarius Group and Threshold Group. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that incorporates portfolio analytics, strategic asset allocation, and a mix of investment vehicles including mutual funds, ETFs, and a proprietary Direct Indexing strategy.

Johnny Nguyen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has been with Goldman Sachs since 2023 and previously worked at the University of Arizona and Saint Pius X High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers specialized wealth programs and integrates investment strategies and analytics across its broad ecosystem of affiliated entities.

John Haley is a financial advisor at Creative Planning with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 28 years at Duncan & Haley, Ltd. Outside of his advisory role, he has served as a ski instructor at Ski Masters Ski School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and managed account services.

Isaac Everett is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held positions at Merriman, Thrivent Advisor Network, Smead Capital Management, and Snap! Raise. Before entering the financial industry, he spent several years as a student. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach combining active and passive strategies through an enhanced open architecture framework and offers access to private funds, family office services, and retirement plan consulting.

Nataleah Dietzmann is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with D.A. Davidson & Co. for 15 years. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Robert Henshaw is a financial advisor at Oppenheimer with 31 years of industry experience. He has held his current position since 2009 and previously worked at Citigroup Global Markets for 12 years. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of programs involving discretionary and non-discretionary portfolio management, consulting, and retirement services, with an emphasis on strategic asset allocation and manager selection.

Brandon White Szep is a financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, holding a Series 65 credential and one year of industry experience. His prior experience includes roles at Pekin Hardy Strauss and Brighton Jones LLC, as well as several years at Best Buy Co. Inc. before entering the financial advisory field. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Jennifer Johnston is a financial advisor at Hightower Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Johnston is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisor practices.

Launa Rohar is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2018. Prior to her current role, she worked at Government Perspectives, LLC, and has spent time as a performing musician, mostly volunteering and occasionally performing for pay. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services, and maintains custody of client assets while managing both advisory and broker-dealer operations.

Luke Jauhola is a financial advisor at HSBC Securities (USA) Inc. in Seattle, WA, with 22 years of industry experience. He holds a Series 66 designation and has worked at HSBC Securities since 2013, previously having roles at HSBC Bank USA, N.A., Chase Investment Services Corp., Wamu Investments, Inc., and UBS Financial Services. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his primary firm, where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers multiple program types ranging from client-directed to fully discretionary portfolios, combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Timothy Cotton is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Nordstrom for six years. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and wealth management for high-net-worth clients.

Mathew Roper is a financial advisor with Lincoln Investment who holds Series 65 and Series 66 credentials and has 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and also has a longstanding affiliation with Shelgren Financial Group, Inc. Outside of advising, he is a Certified Financial Planner and has experience writing term life insurance through an insurance broker. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to model portfolios and third-party managers, supported by an in-house Investment Management & Research team and a platform that combines advisor-led relationships with discretionary and non-discretionary investment solutions.

Adriana Cazabal is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 credential. She has been with Mariner since 2025 and previously worked at Williams Sonoma, Inc., Allied Universal, and Regal Cinemas. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Titilayo Otukoya is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has held various positions including work with Syracuse University and other organizations. She serves as a passive director of Queens Otus Ltd., a hotel and restaurant. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate clients, and institutional participants. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by proprietary research and broad integration within the Goldman Sachs ecosystem.

Alexander Tucker is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with D.A. Davidson since 2010. Outside of his advisory role, he serves on the board of the Bellevue High School Girls Basketball program, where he is involved in oversight and budget duties. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charities, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and private wealth programs.

Xingdi Zhou is a CFP® and Series 66 credentialed advisor with five years of industry experience. She is currently with Oppenheimer and previously worked at Baird and operated Dragon Accents LLC, a life coaching and translation service, where she provides ontology-based coaching on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, including discretionary and non-discretionary portfolio management and consulting, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

Binbin Feng is a financial advisor at TIAA-CREF in Bellevue, WA, holding Series 63 and Series 65 designations with 10 years of industry experience. Feng has worked at TIAA-CREF since 2018 and previously held roles at JP Morgan Chase Bank and JP Morgan Securities LLC from 2015 to 2018. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with connections to TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates financial planning services from ongoing portfolio management and serves as adviser to donor-advised funds within a vertically integrated structure.