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 35 years of industry experience. His prior roles include positions at Bordeaux Wealth Advisors, Executive Wealth Group, Morgan Stanley Smith Barney, and RBC Capital Markets. He holds Series 63 and Series 65 designations. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Megan Ibrahimi is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 credential and has worked at D.A. Davidson since 2017, following two years at Ameriprise Financial Services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Scott Milam is a CFP®-credentialed financial advisor at &PARTNERS with 17 years of industry experience. His prior career includes roles at Fisette & Kim Financial Services, Embark Financial Services, Raymond James Financial Services, Key Investment Services, Key Bank, The Huntington Investment Company, HSBC Securities, and Wells Fargo Investments. &PARTNERS serves a diverse client base, including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan services through a blend of advisory, brokerage, and municipal advisory capacities.

Cole Bonipart is a CFP® with three years of industry experience, currently serving as a financial advisor at Oppenheimer in Seattle, WA since 2022. His prior roles include positions at Progeny 3 Inc. and multiple engagements at Sand Point Country Club, as well as experience with Gonzaga University and Seattle Preparatory School. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of programs and advisory services spanning equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Derek Parsons is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has been associated with Moore Wealth Management and Parsons since 2014 and is currently affiliated with Triad Hybrid Solutions. Outside of advising, he operates as an independent insurance agent focusing on life products. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms for portfolio management.

Liqin Song is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, JPMorgan Chase Bank, and Cathay Bank. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model utilizing Envestnet and third-party managers and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Reis Newburn is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and 25 years of industry experience. He has been with D.A. Davidson & Co. since 2010. 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 fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Nicholas Tarr is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC in Bellevue, WA. His prior experience includes roles at Savant Wealth Management and Edward Jones Investments. 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 a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Daniel Ruiz is a CFP® certificant with 12 years of industry experience. He is currently with Mariner, where he has worked since 2021, following five years at Northwestern Mutual Wealth Management Company. Outside of advising, he owns a photography business in Washington state. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers across a wide range of investment strategies and provides integrated tax and administrative solutions uncommon among large advisory enterprises.

Anthony Baruffi is a CFA® charterholder and Series 65 licensee with 18 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following a nine-year tenure at Garde Capital, Inc. Baruffi serves on the board of directors and as finance chair for Mutual of Enumclaw Insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party manager strategies, supported by technology and centralized due diligence.

Melissa Haley is a financial advisor with TIAA-CREF in Seattle, WA, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs mainly to individuals connected through TIAA employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund while utilizing affiliated funds within a vertically integrated structure.

Koshin Soga is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Reiwa Financial, Heir Associates, and NYLIFE Securities LLC. Outside of his advisory work, he coaches a soccer school for children ages 5 to 7 through Seattle Samurai Kids. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers advice through multiple program types, managing the majority of its assets on a non-discretionary basis.

Cathleen Solaro is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with D.A. Davidson since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and combines qualitative and quantitative analysis to recommend and monitor investments, offering specialized services such as ERISA plan advisory, modular financial planning, and a Private Wealth program for high-net-worth clients.

Jeffrey Edgbert is a financial advisor at Hightower Advisors with 13 years of industry experience and holds a Series 65 designation. He previously worked at Highland Private Wealth Management for 13 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and retirement plans. 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 planning services.

Bruce Brennen is a financial advisor with Eagle Strategies (New York Life) in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance since 1985. Bruce also brokers non-registered, investment-related insurance products through outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a predominantly non-discretionary asset management approach.

Hannah Macias is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 designation. She has been with Mariner since 2022 and has prior experience at Seattle University and The Barton Law Firm. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, committee-overseen portfolios combining in-house research and third-party managers, with notable integration of tax, accounting, and Financial Wellness Platform services.

Rachel Jones is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with eight years of industry experience. She has worked at D.A. Davidson since 2017 and previously at US Bank. Outside of her advisory role, she serves as a Notary Public for the state of Washington. 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 comprehensive financial planning and wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

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.