Jeffrey Hume is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 25 years of industry experience. He has been with D.A. Davidson & Co. since 2007, totaling 19 years at the firm. 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Michael Arndt is a financial advisor at D.A. Davidson & Co. based in Seattle, WA. He holds the Series 66 designation and began his advisory career with the firm in 2025. Prior to joining D.A. Davidson, he held a variety of roles including positions at Interbay Golf Center, Queen Anne Dentistry, and Carefree Boat Club. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Pavel Nalivayko is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his financial services career, he spent 19 years working at PN Construction. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jon Snare is a CFP® and CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Wells Fargo. Snare serves on the board of the Trinity Education Foundation, a charitable organization, participating in general board and finance committee activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, financial counseling, and family office services.

Thomas Myers is a CFP® and CFA® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates multiple asset types and strategies.

Emily Hengstler is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Merriman Wealth Management and Coldstream Wealth Management. Outside of finance, Emily provides pet care services as a dog sitter. Focus Partners Wealth serves a diverse client base that includes individuals, family offices, corporations, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Edward Bright is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. Prior to joining Independent Advisor Alliance, he spent seven years at Brockman Capital Management, LLC. He also works as a high school CTE educator at Bellevue High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms to deliver integrated planning and investment services.

Jamshedi Umarzoda is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Bordeaux Wealth Advisors, Chinook Capital Advisors, Turning Point Strategic Advisors, and ADM Capital. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jason Kronstad is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 65 credential and has previously worked at Parametric Portfolio Associates, M Financial Group, and served in academic roles at Purdue University and the University of Washington. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized programs and educational content.

Sarah Cardenas is a financial advisor with D.A. Davidson & Co. in Seattle, WA. She holds a Series 66 designation and has been with D.A. Davidson since 2022. Prior to her current role, her work experience includes positions at Texas Roadhouse and St. Norbert College. 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Ghazaleh Nekui is a financial advisor at Corient with six years of industry experience. She holds the CFA® designation and Series 66 license. Her prior roles include positions at Morgan Stanley Private Bank, Columbia Pacific Wealth Management, and First Republic Bank. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party manager solutions and continuous portfolio monitoring to align with client objectives.

Grant Monson is a CFP® professional with 20 years of industry experience. He is currently with Integrity Alliance, LLC and previously worked at Lion Street Advisors and Penn Mutual. He serves as a board chairman for a charity organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management and consulting services through a network of independent advisers.

Melissa Restivo is a financial advisor at Wealthspire Advisors with a Series 65 designation. She has been in the industry since 2018, previously working at Parametric Portfolio and Filament LLC. Restivo is based in Seattle, WA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and a mix of investment vehicles.

Sarah Le is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 65 designation with one year of industry experience. She has been with TIAA since 2017 and previously worked at the University of Washington from 2012 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Serafin Aquino is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies to meet client objectives.

Aengus Dubendorf is a Series 66-licensed financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., he worked at Wells Fargo Clearing for four years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations across a range of asset classes while leaving final trading decisions to clients.

Kevin Berry is a financial advisor at Corient with 23 years of industry experience. He previously worked for 15 years at Bristlecone Advisors LLC before joining Corient in 2025. He holds Series 63 and Series 66 credentials. 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 corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and customized asset allocation.

Geoffrey Curran is a CFP®, CFA®, and Series 66-licensed advisor with 13 years of industry experience. He joined Focus Partners Wealth, LLC in 2025 after nine years at Merriman Wealth Management, LLC. Outside of his advisory role, he volunteers on the investment advisory committees for the Greater Tacoma Community Foundation and the Tacoma Employees Retirement System and also writes and self-publishes fiction as a hobby. Focus Partners Wealth serves a diverse client base, including individuals, families, corporate and institutional clients, offering investment management, financial counseling, family office, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis along with consultant input and third-party managers when appropriate.

Luther Haugan is a CFP® with 33 years of industry experience and has been with Oppenheimer since 2003. Based in Seattle, WA, he holds Series 63 and Series 65 registrations. Outside of his financial advisory role, he operates LHAUGAN PHOTOGRAPHY, specializing in underwater photography. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a broad range of advisory and brokerage services, employing strategic and tactical asset allocation and manager selection to build client portfolios, while also acting as a qualified custodian.

David Pigott is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at PNC Investments, Merrill, Bank of America, J.P. Morgan Securities, and Colonial Life. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by internal and third-party managers and integrates tax and accounting services uncommon in firms of its scale.