Dennis Williams Jr. is a financial advisor at Farther with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Edward Jones, Wells Fargo, and Farther Finance Advisors. Outside of his advisory role, he is the president of My Financial Therapist, an education-focused business based in Seattle. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, and provides discretionary investment management alongside retirement plan consulting and non-discretionary recommendations for private investment funds.

Sierra Butler is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC since 2025. She previously worked at Merriman Wealth Management, LLC and Dimensional Fund Advisors. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, and offers a variety of services such as investment management, financial counseling, and retirement plan fiduciary services.

Daniel Stober is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Advisors since 2014. He also has a longstanding role at Triad Wealth Stewardship, LLC, where he has worked since 2008. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Danielle Strumbeta is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Focus Partners Wealth, LLC, having joined in 2025. Her prior experience includes five years at Merriman Wealth Management, LLC, and five years at Kutscher, Rhodes & Benner, Inc. 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 that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Yahong Yi is a financial advisor with Transamerica Financial Advisors holding a Series 65 credential and two years of industry experience. She has worked at Transamerica Financial Advisors since 2023 and previously at World Financial Group. In addition to her advisory role, Yi has been involved with Hanlin Moss Yi PS, a CPA firm, since 1998. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, offering integrated investment and retirement plan solutions.

Matthew Fox is a financial advisor at &PARTNERS with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, employing a mix of proprietary and third-party portfolio management strategies across fundamental, technical, and quantitative analyses.

Matthew Siegel is a CFP® with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Commonwealth Financial Network, Spectrum Financial Partners, and Woodbury Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost funds, separate account managers, and private funds, and offers various packaged programs alongside educational content and specialized client services.

Keith Vernon is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 after 11 years at The Clarius Group, LLC. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, and family office services. The firm employs institutional disciplines such as portfolio analytics and manager research, offering a range of investment vehicles including a proprietary Direct Indexing strategy.

Jordan Pankratz is a financial advisor at Key Investment Services LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Frost Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account offerings. The firm emphasizes client-directed investment profile questionnaires and model selection, providing recommendations and ongoing monitoring while coordinating access to third-party discretionary managers.

Christie Mueller is a financial advisor at Eagle Strategies (NY Life) with 40 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Eagle Strategies since 2008. In addition to her role at Eagle, she operates under the DBA Mueller and Associates, providing New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

William Forslund is a financial advisor at Oppenheimer in Bellevue, WA. He holds a Series 66 designation and joined the firm in 2025. Forslund’s prior experience includes four years at Western Washington University and Bainbridge Island High School. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across various strategies, with a mix of commission-based and asset-based fee programs.

Sharon Lailey is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the ChFC® designation and Securities Series 65 and 63 licenses. Prior to joining Hightower in 2022, she worked at Sovereign Wealth Advisors, Inc. for 16 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach includes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Xiaoyuan Shang is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, Shang held roles at Iron Pillar Fund, Barclays Private Bank, and has experience in academia at Columbia Business School and the London School of Economics and Political Science. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and manages a broad range of investment products and advisory services.

Jesse Bond is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been involved with Eagle Strategies since 2006 and operates Bond Financial, PLLC, which provides insurance brokering services. Outside of his advisory work, Bond serves on the board of Transforming Age and volunteers with Full Life Care, as well as coaching girls' basketball at Lakeside Middle School. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice primarily through non-discretionary accounts and maintains a broad network of affiliated advisers within the New York Life affiliate structure.

Juergen Schatzer is a financial advisor with Principal Financial Services, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and Western Safety Products Inc. Outside of his advisory role, Schatzer serves on the boards of the Edmonds Chamber of Commerce Foundation, the Seattle Area German American School, and the Austria Club of Washington. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, often implementing investment decisions on a discretionary basis.

Margaret Kineke is a CFP® professional with 41 years of industry experience, currently serving as an advisor at D.A. Davidson & Co. since 2006. She holds Series 63 and Series 65 licenses. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Maja Janko is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at HighTower Advisors LLC for 13 years before joining Mariner in 2023. Outside of her advisory role, she is a board member and treasurer for The Flea Theater, a non-profit organization in New York City. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, and it provides integrated tax, accounting, and administrative CFO services that are uncommon among large advisory enterprises.

Bradley Rustik is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at The Vanguard Group, Inc. from 2017 to 2020 and was employed at Gonzaga University from 2013 to 2017. 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 offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth individuals, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Amy Secor is a CFP® professional with 29 years of industry experience, currently serving at Mariner Wealth Advisors since 2022. She previously worked at TIAA and Tiaa from 2004 to 2022. Secor serves on the University of Washington Planned Giving Advisory Board, providing advice on complex planned giving cases. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios combining internal research with third-party managers, and provides integrated tax and administrative solutions uncommon among large advisory enterprises.

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.