Nadezhda Erinchek is a financial advisor at Corient with a Series 66 credential and three years of industry experience. She previously worked at Equitable Advisors, LLC and Equitable from 2016 to 2025. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach using a combination of in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management tools.

Kun Qian is a CFA® charterholder and registered representative with HSBC Securities (USA) Inc. in Bellevue, WA, bringing three years of industry experience. His prior roles include positions at HSBC Bank USA, N.A., and 86 Research. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through both client-directed and discretionary options. The firm employs a structured investment process with multiple risk profiles and collaborates with various affiliated and third-party providers for asset management and fund selection.

Jeff Parker is a CFP® professional with 11 years of industry experience. He is currently with Corient, where he has worked since 2025, following a decade at Bristlecone Advisors LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies alongside third-party manager solutions and continuous portfolio risk monitoring.

Scott Jozefowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, GWFS Equities, and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm operates at scale with over 212,000 clients and emphasizes non-discretionary asset management rather than targeting high-net-worth or corporate clients.

Scott Oswald is a CFA® charterholder with 11 years of industry experience. He is currently with Corient in Bellevue, WA, having joined the firm in 2025 after a 19-year tenure at Bristlecone Advisors LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Marco Willis is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include work at Agia and Western Washington University. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, employing centralized technology and model solutions to manage relationships at scale.

James Simone is a CFP®, CFA®, and holds a Series 66 license with 25 years of industry experience. He currently works at Beacon Pointe Advisors, LLC and Purshe Kaplan Sterling Investments, having previously been employed at firms including Rainier Financial Group, LPL Financial, Ameriprise Financial Services, WHV Investments, and Burridge Group. He serves as a board member for Friends of Athletic Fields, a nonprofit advocacy group in Seattle. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension and profit-sharing plans, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies in both public and private asset classes.

Keith Capasso is a financial advisor at Corient with 21 years of industry experience. He holds a Series 65 designation and has worked at firms including Columbia Pacific Wealth Management and CIPW Service Company. Capasso is based in Seattle, WA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Fengxi Luan is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Luan holds the Series 66 designation and has been involved in various business ventures, including SCNIC Boating LLC and multiple LLCs, as well as nonprofit service through the Seattle Chinese New Immigrants Center. Transamerica Financial Advisors serves a broad client base, including individual investors and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates uniquely as both a registered broker-dealer and an RIA, providing a range of investment and retirement solutions.

Douglas Britney is a financial advisor at Oppenheimer with 31 years of industry experience. He has held the Series 63 and Series 65 licenses and has been with Oppenheimer since 2003, following seven years at CIBC World Markets Corp. in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Christopher Kalafatis is a financial advisor at Mercer Global Advisors Inc. in Seattle, WA, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cresset Asset Management, MDK Private Wealth Management, and Integrated Advisors Network. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Dan Kronmal is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2014 to 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Douglas Lambert is a financial advisor with Eagle Strategies (NY Life) based in Redmond, Washington. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, having worked with New York Life and Nylife Securities Inc. since 2004. Outside of his advisory role, Lambert is involved as an insurance broker with Lambert & Associates Northwest LLC, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jose Gueco is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at Lincoln Investment Planning since 2009 and has been with Shelgren Financial Group since 2004. Gueco serves as an endowment committee member for St. Philomena School, where he reviews the school budget and endowment fund. Lincoln Investment Planning, LLC is a large enterprise 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 with model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Rong Zhang is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America and Bank of Nova Scotia. He serves as a board member of the Greater China Hong Kong Business Association of Washington, a nonprofit that supports community business networking and promotes events such as the annual Seattle Chinatown International District event. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary investment options. The firm employs a multi-profile asset allocation strategy supported by HSBC Global Asset Management and third-party due diligence providers.

Matthew Wigren is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Alden Capital Management, Raymond James Financial Services, and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm providing wealth and investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutional clients. The firm’s investment approach emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Keith Malek is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2012. 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 services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with a focus on both qualitative and quantitative investment analysis.

Forrest Kim is a CFP® with 10 years of industry experience, currently advising at Rockefeller Financial LLC since 2022. He previously worked at Morgan Stanley in various capacities from 2013 to 2022. Outside of his advisory role, he is the owner and managing member of an investment-related property business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of services including placement and investment banking.

Benjamin Johnson is a CFP® certificant with 22 years of experience in the financial advisory industry. He is currently with Hightower Advisors, where he has worked since 2022, following prior roles at Highland Private Wealth Management and LNW. Johnson holds a Series 63 license and is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager solutions through both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

James Campbell is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Capital One Investing. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.