Ryan Woodward is a financial advisor with Key Investment Services LLC in Seattle, WA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Key Investment Services in 2026, he worked at Northwestern Mutual in several related roles from 2025 to 2026. Outside of finance, he is involved with the Underdog Sports League. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and offering a range of financial services through affiliated entities.

James White is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2017 and previously held positions at Bank of America and Merrill from 2011 to 2017. He is based in Seattle, WA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Frederick Jackson is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he has been affiliated with Morehouse College and Southern New Hampshire University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, leveraging corporate affiliations within the KeyCorp group to provide integrated financial services.

Dian Zang is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Transamerica, Dian worked with World Financial Group Insurance Agency and Condie & Adams PLLC. Outside of financial services, Dian has experience in aviation technology and homemaking roles. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Jaeseung Chang is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Bellevue, WA. His prior roles include positions at Highland Private Wealth Management, Kaizen Financial Advisors, and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and uses proprietary research to support portfolio construction across various asset classes.

William Driver is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and over 50 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., Opus 111 Group LLC, and Kms Financial Services, Inc. Outside of advising, he is involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a range of managed-account programs, third-party asset management access, retirement consulting, and custody/clearing services.

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.