Jeffrey Morelan is a financial advisor at Centaurus Financial, Inc. in Bellevue, WA, with 24 years of industry experience. He holds a Series 66 credential and has been with Centaurus Financial and Allen Capital Management & Planning, LLC since 2002. In addition to his advisory work, he owns and operates a tax preparation service focused on individual tax returns. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, trusts, and foundations, offering financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm manages assets under both discretionary and non-discretionary arrangements and employs a variety of analytical approaches, including fundamental and technical analysis, with options for model overlay programs and approved third-party managers.

James Edwards is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding a Series 65 credential. He has 13 years of industry experience, including a 12-year tenure at Bank of America Private Bank before joining Beacon Pointe Advisors in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Lloyd Galbraith is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and previously worked at Arbor Point Advisors and KMS Financial Services. Outside of his advisory work, he pursues photography as a hobby, creating and selling original works that incorporate encaustic techniques. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a variety of proprietary and third-party platforms.

Annika Brown is a CFP® with one year of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Merriman Wealth Management, LPL Financial, and teaching at Brigham Young University - Idaho. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies supported by fundamental and quantitative analysis.

Alexa Willis is a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, holding CFP® and Series 65 credentials with 10 years of industry experience. Her career has been exclusively with Mercer Global Advisors since 2016. 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 follows a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Matthew Severs is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Key Investment Services LLC and its affiliate Key Bank NA since 2013. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model that includes Envestnet, the Key Wealth Chief Investment Office, and third-party managers to design and oversee strategist portfolios.

Riley Noonan is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Ethic, Inc., Freestone Capital Management, and RUSSELL Investments. Prior to his advisory career, he spent four years at the University of Washington. 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 corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Christine Stensland is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with D.A. Davidson since 2013. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Jamie Wieferich is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and possessing 22 years of industry experience. He has been with D.A. Davidson & Co. since 2004. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing qualitative and quantitative analysis to recommend and monitor investments.

Evan Wirkkala is a financial advisor with Hightower Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Clear Coast Partners, 30 North Group, Pathstone, Cornerstone Advisors, and Convergent Wealth Advisors. He is the owner of Whiteline Advisory, providing consulting services as a fractional C-suite advisor to private family operating businesses. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients through a network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers with a variety of investment vehicles, supported by proprietary research and operational features.

Qiang Lu is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63, 65, and 66 licenses and having four years of industry experience. Prior to joining HSBC Securities in 2026, he worked at several firms including Merrill and Citigroup Services and Technology (China) Limited. He also provides part-time administrative support for Howbuy Corporation, a business consulting role unrelated to investment advice. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charities, and corporations, featuring a range of client-directed and discretionary investment options. The firm combines global asset management strategies with ongoing fund due diligence and operates both as an SEC-registered adviser and broker-dealer.

Karen Henderson is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined total of 15 years. Outside of her advisory role, she is a Notary Public in Seattle, WA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated investment platform.

Sasho Smileski is a financial advisor at Schwab Wealth Advisory, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Bank of America, and Merrill. Outside of his advisory role, he owns residential rental properties. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Tate Engleson is a financial advisor at D.A. Davidson & Co. based in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, he worked at Renaissance Financial and has experience with Creighton University, Pacific Life, and other organizations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Michael Ersser Jr. is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with seven years of industry experience. He previously worked at Merriman Wealth Management and BlackRock, and has an additional background in the food service industry with MOD Super-Fast Pizza. Focus Partners Wealth serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Yulia Aiden is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with TIAA since 2017. Outside of her advisory role, she previously operated Yulia, LLC DBA Vino & Picasso for five years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Carol Parrish is a financial advisor at Hightower Advisors in Bellevue, WA, with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms including WCG Wealth Advisors, Park Avenue Securities, and Guardian Life Insurance. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Tayler Drynan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and five years of industry experience. Since 2021, Drynan has operated Drynan Strategic Financial Solutions and also serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Kevin Daniel Jr. is a CFP®-certified financial advisor with over 31 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent significant time at Merrill and Bank of America. Outside of his advisory role, he contributes annually to a business school board, supporting near-graduates with networking and engaging in community business events. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory programs that encompass equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management strategies.