Roc Willis is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 43 years of industry experience. Prior to joining Oppenheimer in 2024, he worked for Wedbush Securities Inc for 13 years. He serves as trustee and executor for several family trusts and estates, managing their administration and settlements. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, combining strategic asset allocation, manager selection, and rebalancing, with both discretionary and non-discretionary services.

Adam Willis is a Series 66-licensed financial advisor at Oppenheimer with five years of industry experience. He previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Willis is based in Lake Oswego, Oregon. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside mutual funds, ETFs, and fixed-income and equity strategies.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

George Lane is a CFP® practitioner with 18 years of industry experience, currently advising at Clearstead and Clearstead Advisory Solutions. His prior roles include positions at The Clarius Group, Private Ocean, and Joslin Capital Advisors. He is admitted to the Washington Bar but is not actively practicing law. Clearstead serves affluent private clients and institutional investors, offering a range of services including investment management, financial and tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs institutional disciplines and proprietary strategies across client portfolios.

Anqi Yang is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. since 2019, with prior experience at Uber Technologies, Inc. from 2015 to 2018. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and integrated financial services across affiliates.

Michael Bell Jr. is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with D.A. Davidson since 1998. Outside of his advisory role, he is president of Leonard's Landing Lodge, a fishing lodge. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analyses.

William Shack is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Clearstead, he worked at The Clarius Group, LLC and Charles Schwab, where he spent over a decade in various roles. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets through a team of 59 advisors and employs an investment process that combines portfolio analytics, manager research, and strategic asset allocation across diverse investment vehicles.

Scott Rhodes is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 26 years of experience in the financial industry. He has worked at CWM, LLC and Northwest Capital Management in various capacities since 2017, and previously spent 18 years at Kutscher Rhodes & Benner, Inc. Outside of his advisory work, Rhodes serves as Treasurer for the Quartermaster Yacht Club, a nonprofit organization, where he supervises accounting functions and provides strategic accounting advice. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary portfolios using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Yulya Stewart is a financial advisor at Clearstead with seven years of industry experience and holds a Series 65 designation. She previously worked at The Clarius Group, LLC and The Pacific Financial Group. Based in Seattle, WA, she joined Clearstead Advisors in 2026. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment approach involving portfolio analytics, manager research, and strategic asset allocation.

Derek Crump is a financial advisor at Corient with 23 years of industry experience. He holds the Series 65 designation and has worked at Corient and its related entities since 2023. Prior to that, he was with Columbia Pacific Wealth Management for eight years. 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 managers, employing risk management tools and alternative investments where appropriate.

Mary Isom is a financial advisor with Valic Financial Advisors in Renton, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several firms, including Bank of America, Merrill, KeyBank, and JP Morgan Securities. Valic Financial Advisors is a large enterprise serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, using a model-driven approach with discretionary unified managed accounts and centralized technology.

Andargachew Tadesse is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 credential and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Julie Sun is a financial advisor with Transamerica Financial Advisors who holds the Series 63 and Series 65 licenses and has eight years of industry experience. She also has a background as a CPA since 1985 and is involved in joint ownership and management of rental property operations through CJM Sunny Realty LLC. Transamerica Financial Advisors 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’s advisory approach primarily utilizes model portfolios and third-party managers across multiple program platforms.

Christopher Taylor is a financial advisor at Corient with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Corient, he spent 15 years 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, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Hallie Eads is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA-CREF since 2017 and previously worked at Eagle Strategies and New York Life insurance-related entities from 2011 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Jeffrey Hume is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2007. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides comprehensive financial planning and wealth management solutions under fiduciary standards, with specialized services for high-net-worth clients and municipal advisory roles.

Michael Arndt is a financial advisor at D.A. Davidson & Co. in Seattle, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson, his work history includes various roles at organizations such as Interbay Golf Center, Washington State University, and Queen Anne Dentistry. 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, from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for high-net-worth clients.

Pavel Nalivayko is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his financial services career, he spent 19 years working at PN Construction. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Emily Hengstler is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Merriman Wealth Management and Coldstream Wealth Management. Outside of finance, Emily provides pet care services as a dog sitter. Focus Partners Wealth serves a diverse client base that includes individuals, family offices, corporations, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Edward Bright is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. Prior to joining Independent Advisor Alliance, he spent seven years at Brockman Capital Management, LLC. He also works as a high school CTE educator at Bellevue High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms to deliver integrated planning and investment services.