Rong Zhang is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 66 and Series 63 licenses and eight years of industry experience. Prior to joining HSBC in 2018, Rong worked at Bank of America and Bank of Nova Scotia. Rong serves as a board member of the Greater China Hong Kong Business Association of Washington, a nonprofit focused on expanding business networks and community events in the state. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary platforms. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and third-party due diligence providers, with services that include rebalancing and fund monitoring.

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® professional with 11 years of experience in the financial industry. He is currently affiliated with Rockefeller Financial LLC, joining the firm in 2022 after a tenure at Morgan Stanley and its Private Bank divisions from 2013 to 2022. Outside of his advisory role, he manages a condominium property as owner and managing member of Aloha Street Properties LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services while operating as a registered broker-dealer, providing clients access to securities transactions, variable insurance products, placement services, and investment banking.

Benjamin Johnson is a CFP® certificant with 22 years of experience in the financial advisory industry. He is currently with Hightower Advisors, where he has worked since 2022, following prior roles at Highland Private Wealth Management and LNW. Johnson holds a Series 63 license and is based in Bellevue, WA. 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 emphasizes multi-manager solutions through both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

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 joining Key Investment Services, he worked at Equitable Advisors and has held various roles including referee for the Washington State Referee Association, where he is involved with youth and adult soccer leagues. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

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 one year of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors and the Peepal Group. Her background includes roles outside finance, such as positions at Maya DD's Restaurant and McDonald's, as well as academic experience at the University of West London and Kathmandu Model College. 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 uses a multi-provider model combining platform services from Envestnet with portfolio strategies from the Key Wealth Chief Investment Office and third-party managers, offering primarily non-discretionary model-based advisory products.

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.

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, currently serving at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2021 and previously held roles at First Western Trust, LPL Financial, Arizona Bank & Trust, and Schwab Private Client Investment Advisory, Inc. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice and financial planning for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses standard asset-allocation models and internal research tools to offer tailored recommendations, while investment trades require client authorization.

Frances Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA. Her entire professional career has been with Mercer Global Advisors. 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’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a range of implementation options including ETFs, mutual funds, and separate accounts.