James Harvey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Commonwealth since 2021 and previously held roles at Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory work, he is a woodworker with Sweet Cedar Woodworking. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Blake Barr is a CFP® with 15 years of industry experience, currently serving at WealthSpire Advisors in Seattle, WA. He has worked with Fidelity Personal and Workplace Advisors since 2018 and has been affiliated with Fidelity Brokerage Services since 2009. WealthSpire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering comprehensive wealth management and financial planning services. The firm employs a customized, relationship-driven investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Trevor Seamons is a CFP® professional with 19 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to this, he spent 16 years at Trellis Advisors, LLC. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver customized portfolio management and financial planning services.

Sasha Whyte is a financial advisor at TIAA-CREF with nine years of industry experience. She has held roles at TIAA-CREF since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized portfolios under a fiduciary standard.

Alexander D'agostino is a financial advisor with Eagle Strategies (New York Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has longstanding affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to 2007. Outside of his advisory role, he serves on the South Dakota Life & Health Insurance Guaranty Association Board of Directors and is a board member for After School All Stars, an organization providing after-school programs for middle school students. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services often linked with insurance and annuity products. The firm emphasizes tailored advice and non-discretionary asset management within an integrated New York Life affiliate structure.

Amanda Henley is a financial advisor at Empower Advisory Group with a Series 66 credential and over seven years of industry experience, including seven years at Edward Jones. Her background also includes roles outside finance such as work with Greenpeace and positions in retail and service industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm delivers point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and clients’ savings rates.

William Howard is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Oppenheimer, JPMorgan, and Bank of America. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Samuel Miller is a financial advisor at Hightower Advisors with Series 65 credentials. He joined the firm in 2024 and has prior experience working at The Members Club at Aldarra and Sahalee Country Club. Before entering the advisory field, he spent five years in full-time education. 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’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Kelsey Morrison is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 66 designation and previously worked for Duncan & Haley Ltd for 23 years, where she was involved in insurance and retirement plan consulting. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and other tailored solutions.

Calvin Mccutchen is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Corient in Seattle, WA. His prior work includes seven years at McCutchen Group and two years at Accenture Plc. 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 combining in-house strategies with third-party managers and customized asset allocation, utilizing risk management tools and alternative investments as appropriate.

Jonathan Prinz is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Capital Investments Management, Inc., Cetera Investment Services, LLC, Heritage Bank, and Capital Investment Marketing. He serves as treasurer of the Woodbury Home Owners Association. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client involvement in model selection and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight across its offerings.

Fangxu Xie is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and approximately one year of industry experience. Prior to his current role, he held positions at HSBC Bank USA, N.A., King Ge LLC, and HSBC Bank in China. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment solutions. The firm’s investment approach combines strategic and tactical asset allocation developed with HSBC Global Asset Management, supported by ongoing fund due diligence and monitoring.

Nolan Ripple is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds the Series 65 and Series 63 licenses and has two years of experience in the industry. Prior to his advisory role, Nolan worked in healthcare-related positions, including physical therapy and home health services. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Jack Melikyan is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments and its affiliates spanning from 2007 to 2026. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and focuses on education and investment recommendations without exercising discretionary trading authority.

Le Wang is a registered representative with HSBC Securities (USA) Inc. based in Bellevue, WA. He holds the Series 66 designation and has experience working at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and East West Bank. In addition to his role as a financial advisor, he serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, and is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm uses a multi-profile investment approach supported by HSBC Global Asset Management and affiliated third-party providers, combining strategic and tactical asset allocation with ongoing fund due diligence.

Arvin Aledia is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes 20 years of service in the U.S. Army and roles at Wfgia and Transamerica Financial Advisors. His other business activities include the sale of insurance products affiliated with Transamerica Financial Advisors. 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 utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Nima Movassaghi is a financial advisor at Corient with a Series 65 credential and two years of industry experience. Prior to joining Corient, he worked at Freestone Capital Management, LLC, and held various roles at Eugene Country Club and Sapient Private Wealth Management. 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 integrates in-house and third-party strategies, employing risk management tools and alternative investment options to align portfolios with client objectives.

Edgar Ibarra is a CFP® and holds a Series 65 license, with three years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously had roles at Brighton Jones and Seattle Pacific University. Outside of financial services, he has experience working with the YMCA and in a customer-facing role at Verve Bowl. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investments, alongside integrated tax and accounting services.

Gavin Ahlers is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving individual clients with financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

David Pickett is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017. Prior to that, he held various roles at Morgan Stanley and its affiliates from 2007 to 2017. He is a former board member of a ballet organization but has had no association since 2010. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a range of investment management programs, consulting, and retirement services, emphasizing both discretionary and non-discretionary approaches.