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.

Jeffrey Miner is a financial advisor with Schwab Wealth Advisory in Seattle, WA, holding a Series 66 credential and 24 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2006 and has been associated with Schwab Wealth Advisory since 2015. Outside of his advisory role, Miner is involved in real estate through ownership of two LLCs, Black Fox Properties and Red House Properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Annika Brown is a CFP® professional affiliated with Focus Partners Wealth, LLC in Seattle, WA, with one year of industry experience. She previously worked at Merriman Wealth Management, LLC and LPL Financial, LLC, and spent two years at Brigham Young University - Idaho. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and integrates a broad range of investment strategies alongside affiliated insurance, lending, and real-estate private fund solutions.

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 65 and Series 63 credentials and 18 years of industry experience. He has been with Key Investment Services LLC and Key Bank NA since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client involvement in model selection while providing recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with close ties to affiliated bank and capital markets entities.

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, holding Series 63, 65, and 66 licenses with 25 years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse range of clients, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, utilizing both qualitative and quantitative analysis with various tools to recommend and monitor investments.

Jamie Wieferich is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and 21 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 employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with assets exceeding $20 million.

Stephanie Roberts is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Bellevue, WA. She previously worked at The H Group Washington, Inc. and Harvest Capital Advisors. From 2018 to 2020, she was involved with When in Travel Series LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers with quantitative, momentum, and fundamental analysis.

Evan Wirkkala is a financial advisor at Hightower Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Clear Coast Partners, 30 North Group, Pathstone, and Cornerstone Advisors, Inc. Outside of his advisory role, he is the owner of Whiteline Advisory, where he serves as a consultant to private family operating businesses, and is a majority partner in Clear Coast Partners, LLC, a firm focused on healthcare-related investments. 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 a combination of affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Judith Wildes is a financial advisor at Valic Financial Advisors with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Valic Financial Advisors since 2000. In addition to her advisory role, she is an agent for non-securities insurance products with Agia. 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 through its broker-dealer operations.

Qiang Lu is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 66, 63, and 65 licenses with three years of industry experience. His career includes roles at Merrill, Citigroup Services and Technology (China) Limited, and Transamerica Financial Advisors LLC. He also has part-time administrative experience with Howbuy Corporation. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, emphasizing a range of client-directed and discretionary portfolio options supported by strategic asset allocation and global fund due diligence.

Karen Henderson is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Smith Barney from 2007 to 2022. Outside of her advisory role, she is a licensed Notary Public in Seattle, WA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself with a recapitalized ownership structure and a platform that combines wealth, trust, and insurance capabilities.

Tate Engleson is a financial advisor at D.A. Davidson & Co. based in Seattle, WA. He holds the Series 66 designation and has one year of industry experience, including prior roles at Renaissance Financial and Pacific Life. Engleson has also spent time in education at Creighton University and Simley High School. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under a fiduciary standard and utilizing both qualitative and quantitative investment analysis.

Michael Ersser Jr. is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Merriman Wealth Management, BlackRock, and Zulily. He also briefly worked in the food service industry with MOD Super-Fast Pizza. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and various managed accounts.

Nhat Nguyen is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bank of America, Merrill, and J.P. Morgan Securities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

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 Certified Financial Planner (CFP®) with 30 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he dedicates time annually to mentoring soon-to-be business school graduates and has served on a nonprofit board for over a decade. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic asset allocation, manager selection, and various investment strategies, combining discretionary and non-discretionary management approaches.