Kurt Jonson is a CFP® professional with 32 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2020. He has held positions at Pacific Capital Resource Group, Inc. since 1998 and has a background with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He is the owner and CEO of Pacific Capital Resource Group, an insurance brokerage firm, and is involved in several other insurance and advisory-related business activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of advisory services including investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Anthony Sibley is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He is currently an advisor at Creative Planning, where he has worked since 2023. His prior experience includes roles at The Clarius Group, Morgan Stanley, and Apptio. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Michael Purpura is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with D.A. Davidson & Co. since 1996 and serves as a director for D.A. Davidson Companies, the firm’s financial services holding company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Charles Griffith is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience in hospitality and education. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets.

Hao Wu is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Transamerica, he worked in the aviation technology sector with Sine Draco Aviation Technology and at Boeing. He is involved with the Seattle Chapter of the Chinese Institute of Engineers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment models, managing a combined discretionary and non-discretionary portfolio in the billions.

Tyler Gaspard is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Corient. Prior to joining Corient, he worked for Columbia Pacific Wealth Management for 12 years and has held roles at CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions, supported by ongoing portfolio monitoring and risk management tools.

Adam Willis is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation with six years of industry experience. He previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across its programs and manages approximately $36.7 billion in assets.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

George Lane is a CFP® practitioner with 18 years of industry experience, currently advising at Clearstead and Clearstead Advisory Solutions. His prior roles include positions at The Clarius Group, Private Ocean, and Joslin Capital Advisors. He is admitted to the Washington Bar but is not actively practicing law. Clearstead serves affluent private clients and institutional investors, offering a range of services including investment management, financial and tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs institutional disciplines and proprietary strategies across client portfolios.

Anqi Yang is a financial advisor with Goldman Sachs Wealth Services in Seattle, WA, holding Series 63 and Series 65 credentials and six years of industry experience. Her career includes multiple roles at Goldman Sachs & Co. and a period at Uber Technologies, Inc. from 2015 to 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, benefiting from integration with Goldman Sachs’ broader ecosystem and offering advanced research, operational tools, and a variety of service platforms.

Michael Bell Jr. is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with D.A. Davidson & Co. since 1998. Outside of his advisory role, he is the president of Leonard's Landing Lodge, a fishing lodge. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of advisory services under fiduciary standards, including ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

William Shack is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Clearstead, he worked at The Clarius Group, LLC and Charles Schwab, where he spent over a decade in various roles. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets through a team of 59 advisors and employs an investment process that combines portfolio analytics, manager research, and strategic asset allocation across diverse investment vehicles.

Scott Rhodes is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 26 years of experience in the financial industry. He has worked at CWM, LLC and Northwest Capital Management in various capacities since 2017, and previously spent 18 years at Kutscher Rhodes & Benner, Inc. Outside of his advisory work, Rhodes serves as Treasurer for the Quartermaster Yacht Club, a nonprofit organization, where he supervises accounting functions and provides strategic accounting advice. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary portfolios using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Yulya Stewart is a financial advisor at Clearstead with seven years of industry experience and holds a Series 65 designation. She previously worked at The Clarius Group, LLC and The Pacific Financial Group. Based in Seattle, WA, she joined Clearstead Advisors in 2026. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment approach involving portfolio analytics, manager research, and strategic asset allocation.

Derek Crump is a financial advisor at Corient with 23 years of industry experience. He holds the Series 65 designation and has worked at Corient and its related entities since 2023. Prior to that, he was with Columbia Pacific Wealth Management for eight years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Mary Isom is a financial advisor with Valic Financial Advisors in Renton, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several firms, including Bank of America, Merrill, KeyBank, and JP Morgan Securities. Valic Financial Advisors is a large enterprise serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, using a model-driven approach with discretionary unified managed accounts and centralized technology.

Andargachew Tadesse is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 credential and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Julie Sun is a financial advisor with Transamerica Financial Advisors who holds the Series 63 and Series 65 licenses and has eight years of industry experience. She also has a background as a CPA since 1985 and is involved in joint ownership and management of rental property operations through CJM Sunny Realty LLC. 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’s advisory approach primarily utilizes model portfolios and third-party managers across multiple program platforms.

Christopher Taylor is a financial advisor at Corient with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Corient, he spent 15 years at Bristlecone Advisors LLC. 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 incorporates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Hallie Eads is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017. Prior to this, she spent six years with New York Life insurance and associated entities, including Eagle Strategies. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated model and provides a range of advisory and brokerage services alongside affiliated investment options.