Rong Zhang is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Bank of America and Bank of Nova Scotia. He serves as a board member of the Greater China Hong Kong Business Association of Washington, a nonprofit organization that promotes business networking and community events in the state. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by a range of affiliated advisory and fund selection services.

Matthew Wigren is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Alden Capital Management, Raymond James Financial Services, and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm providing wealth and investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutional clients. The firm’s investment approach emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Keith Malek is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2012. 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 services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with a focus on both qualitative and quantitative investment analysis.

Forrest Kim is a CFP® with 10 years of industry experience, currently advising at Rockefeller Financial LLC since 2022. He previously worked at Morgan Stanley in various capacities from 2013 to 2022. Outside of his advisory role, he is the owner and managing member of an investment-related property business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of services including placement and investment banking.

Benjamin Johnson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Prior to joining Hightower, he worked for Highland Private Wealth Management for 11 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and proprietary research to support portfolio construction across various investment vehicles.

James Campbell is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Capital One Investing. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Luca Solimeno is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Equitable Advisors, LLC and has been involved with the Washington State Referee Association as a soccer referee. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers.

Ali Boop Nilsen is a financial advisor with \u0026PARTNERS in Bellevue, WA, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining \u0026PARTNERS in 2026, Nilsen worked at Wells Fargo Clearing Services, LLC for nine years and had brief tenures at Conover Capital Management LLC and Conover Securities Corporation. Outside of advising, Nilsen co-owns a business, DTNtile LLC, focusing on bookkeeping and administrative duties. \u0026PARTNERS serves a diverse client base including individuals, institutions, and private businesses, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analyses, utilizing both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Sheri Zimmerman is a financial advisor at Mariner with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and TIAA-CREF. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Pallavi Shrestha is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. She previously worked with Equitable Advisors and held various roles outside the financial industry, including at Peepal Group and Maya DD's Restaurant. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and separately managed accounts, emphasizing client direction and model selection supported by non-binding recommendations and ongoing monitoring.

Ryan Watts is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance. His background also includes work in education and community engagement roles in Seattle. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs with a focus on strategic and tactical asset allocation, manager selection, and comprehensive portfolio monitoring.

Kelsey Curtis is a CFP® certificant with nine years of industry experience, currently affiliated with EP Wealth Advisors in Kirkland, WA. She has worked with several firms, including Thrivent Financial, LPL Financial, and Decker Retirement Planning Inc. Outside of her advisory role, Curtis is involved with FEM Allies In Business as a membership coordinator and owns Fresh Look Financial Strategies, an independent financial planning business. EP Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, utilizing a range of strategies including fundamental and technical analysis, alternative investments, and ERISA plan management.

Yingyu Counsell is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and offering 25 years of industry experience. Counsell is also the owner and president of Safe Harbor Health Insurance Services, Inc., a business involved in insurance product sales. Transamerica Financial Advisors serves a broad range of clients, including individual investors and institutional entities, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Michael Greene is a CFP® with 11 years of experience in financial advisory roles. He currently works at Hightower Advisors and previously spent six years with Highland Private Wealth Management. 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 portfolios, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Michael Alfstad is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been president and owner of Alfstad Capital, LLC since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance services.

David Seidel is a financial advisor with Oppenheimer based in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent 18 years at Merrill. Outside of his advisory work, he serves as a volunteer officer of the Bellevue Toastmasters Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Molly Walters is a CFA® charterholder at Clearstead Advisory Solutions with two years of industry experience. She has held positions at Clearstead, The Clarius Group, and Canterbury Consulting, and has worked in both consulting and academic settings. Clearstead serves affluent private clients and institutional investors with investment management, financial planning, tax compliance, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs institutional disciplines such as portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Francis Piccolo is a CFP®-certified financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, and has three years of industry experience. He previously worked at Key Investment Services and U.S. Bank before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other investment vehicles, while also offering specialized services such as retirement plan consulting and charitable advisory.

Rebecca Wolff is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies LLC since 2021 and operates under the DBAs Rebecca Wolff and Associates and Lens Financial & Insurance Solutions, where she is involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its approximately $32 billion in assets under management on a non-discretionary basis.

Christopher Satterfield is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, where he has worked since 2021. His prior roles include positions at First Western Trust, LPL Financial, Arizona Bank & Trust, and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, with final trading decisions made by clients.