Anne Delaney is a financial advisor at Corient with 10 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Columbia Pacific Wealth Management and CIPW Service Company, LLC. 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 manager solutions and employs risk management tools and stress testing to align portfolio exposures with client objectives.

Karina Bianca Dahilig is a CFA® and Series 65 registered financial advisor with TIAA-CREF, based in Seattle, WA. She has eight years of industry experience and has held roles at Taiyo Pacific Partners, SEI Investments Management Corp, Badgley Phelps Wealth Managers, Directional Financial Services, and Empirical Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers a separation between point-in-time planning and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Kimberly Arnesen is a Senior Wealth Advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Rainier Financial Group. Outside of her advisory work, she is a commissioned Notary Public. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Michael Milojevich is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 65 designation and has previously worked at Highland Private Wealth Management and Cornerstone Advisors, Inc. He is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

Haley Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses with nine years of industry experience. She currently operates under multiple entities including Bond Financial PLLC and Center Wealth Strategies, LLC, focusing on brokering non-registered insurance products alongside her advisory work. Outside of her advisory role, she is a passive investor in Cicle, Inc., a company that develops electric vehicle charging stations. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored solutions through various program types, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Lowell Parker is a CFP® and Series 65-registered advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously spent 15 years at Merriman. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating both fundamental and quantitative analysis as well as specialized tools like trend-following and options overlay strategies.

Sara Rasmussen is a financial advisor at Independent Financial Group, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameritas Advisory Services, COUNTRY Capital Management Company, and other firms. Rasmussen also serves as an agent for C1 Wealth Management, providing insurance services and comprehensive financial planning. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm combines firm- and third-party investment models with both active and passive strategies to create tailored portfolios and provides ongoing due diligence and monitoring.

David Madia is a financial advisor at Oppenheimer with 14 years of industry experience and holds the Series 66 designation. His prior work includes positions at Bank of America, Merrill, Wells Fargo, Edward Jones, and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Quinn Shaw is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has previous experience at The Ayco Company, L.P./Mercer Allied and Duff and Phelps, LLC. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and proprietary analytics to tailor solutions across a range of fee structures and platforms, leveraging the broader capabilities of the Goldman Sachs ecosystem.

Justin Dime is a CFP®, ChFC®, and Series 66 registered advisor with six years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors, Bank of America, Merrill, and served in the United States Army WAARNG. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Caterina Ferraro is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Seattle, WA, she joined D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Stephanie D'ippolito is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at firms including The Clarius Group, Freestone Capital Management, and Bronfman E.L. Rothschild. Clearstead serves affluent individuals, families, and institutional clients by offering investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and uses an institutional investment process with strategic asset allocation, proprietary Direct Indexing, and a variety of investment vehicles.

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.

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.