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® with eight years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. in Kirkland, WA. Her prior roles include positions at Miller Advisors and The Prudential Insurance Company of America. Outside of her advisory work, she occasionally serves as a substitute organist for St. John's Episcopal Church in Snohomish, WA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios composed of low-cost ETFs, index funds, separate account managers, and private funds.

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.

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.

Maura Lentini is a Series 66-credentialed financial advisor at D.A. Davidson & Co. in Seattle, Washington, with 23 years of industry experience. She has been with D.A. Davidson & Co. since 2002. 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 follows the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services such as retirement plan advisory, wrap fee programs, and comprehensive financial planning, as well as a Private Wealth program for clients with over $20 million in net worth.

Sean Baratt is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes six years at Edward Jones and roles at KeyBank and Robert Half prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client choice in investment model selection while providing recommendations and monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Gregory Camperos is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. He previously worked at Bordeaux Wealth Advisors over multiple periods totaling six years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering investment management, financial counseling, and a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Chadwick Proctor is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and seven years of industry experience. His prior roles include positions at BNY, Bank of America Private Bank, and Northern Trust. He is based in Seattle, WA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Unifia Choi is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bordeaux Wealth Advisors and Cornerstone General Contractors. Outside of finance, she has experience with the YMCA of Greater Seattle and educational roles at Leota Middle School and the University of Washington. Focus Partners Wealth serves a wide range of clients 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 and offers diverse services such as investment management, financial counseling, and family office services.

Charles Hudelot is a CFP®-credentialed financial advisor at D.A. Davidson & Co. in Seattle, WA, with 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Equitable Advisors, and Key Investment Services LLC. He serves as vice president and board member of the Seattle Koyasan Buddhist Temple, where he manages the website and assists with building maintenance. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary and ERISA standards, offering services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Jennifer Lee is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. She is currently with Focus Partners Wealth, LLC, where she has worked since 2025. Prior to that, she worked at Merriman Wealth Management, Avier Wealth Advisors, Edward Jones, and Huntington Learning Center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad range of wealth management and advisory services.

Yuhui Cheng is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica in 2024, Cheng was associated with Wfgia starting in 2016. Outside of advisory work, Cheng is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a large advisor network and multiple program platforms, implementing advisory strategies primarily through model portfolios and third-party managers.

Steven Stapley is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using a range of strategies including strategic asset allocation and manager selection.

Sihun Park is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. His work history includes roles at Mariner, Tucker's Farm Corporation, Cintas, and various educational institutions. Mariner serves a diverse client base, 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 in-house team and third-party managers, with a notable integration of tax and accounting services.

John De Carvalho is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. Prior to joining Integrated, he worked at Private Asset Management, Clear Coast Partners, Parcion Private Wealth, Perkins Coie LLP, and Moss Adams Wealth Advisors LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Jack Schneider is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation. He has previously worked at Edward Jones, Mountain Pacific Bank, and Keller Williams, among other firms. Schneider is based in Redmond, WA and has over four years of experience in financial services. Beacon Pointe Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, consulting, financial planning, and outsourced chief investment officer services. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Glen Kim is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at New York Life Insurance Company, NYlife Securities LLC, and Pacific Reliance Insurance. Outside of advisory services, he has been involved in selling property and casualty insurance and is an officer of an insurance agency used for tax reporting purposes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios delivered through various platforms.

Christina Sun is a financial advisor at Transamerica Financial Advisors with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at World Financial Group and Microsoft, where she worked as a software engineer. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios and fee-based programs. The firm operates both as a registered broker-dealer and registered investment adviser, supporting clients with a range of investment and retirement solutions.

Angad Mahal is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing one year of industry experience. His prior work includes roles at RBC Capital Markets, Piper Sandler, and Comerica Bank. Outside of advising, he is involved in several business ventures including ownership of a loan brokerage under East Hill Investors LLC, a property and casualty insurance agency, and a CPA firm providing accounting and tax preparation services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s offerings emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.