James Raabe is a financial advisor at TLG Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TLG Advisors since 2006. Prior to that, he was associated with The Leaders Group, Inc. since 1998. He is also the founder of Raabe & Associates LLC, a financial advisory and pension and retirement plan business. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Wenxiu Peng is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017. Peng also operates under the trade name TWP2019 through Options Builder LLC since 2019. Transamerica Financial Advisors serves a broad range of clients, including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary program options.

Brandon Redman is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. He is the owner of DPA Wealth Partners, LLC, through which he conducts securities, advisory, and insurance business. His prior experience includes roles at Securian Advisors Northwest, Securian Financial Services, and Minnesota Life Insurance Company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors, while managing discretionary model portfolios through its Investment Management and Research team.

Trevor Foster is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones, Farmers Insurance/Tru Family Agency LLC, and WFG. Foster is also the owner of Foster Family Freedom LLC, an entity used for pass-through income related to his financial services business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios and provides both discretionary and non-discretionary investment program options.

Yingju Ren is a financial advisor at Transamerica Financial Advisors in Bellevue, WA, holding a Series 66 designation. Ren has experience with multiple organizations including American Senior Resources and Washington Health Benefit Exchange, alongside roles in insurance and financial services. Outside of financial advising, Ren is involved with the Hidden Ridge HOA. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary management options.

Jamie Koskela is a financial advisor at Corient with Series 66 and Series 65 credentials and has approximately three years of experience at the firm. Prior to joining Corient, he spent 15 years with McCutchen Group LLC. He also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse range of clients, 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 risk management tools and continuous portfolio monitoring.

Jennifer Gonzales is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC for a combined 11 years. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans and charitable organizations. The firm offers both investment advisory and brokerage services, employing a mix of proprietary models and third-party manager solutions across fundamental, technical, and quantitative strategies.

Kim Moore is a financial advisor at Valic Financial Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2015. In addition to her advisory role, she is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services supported by Envestnet’s investment models.

Emma Lea Biles is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Parcion Private Wealth and the University of Oregon. 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 a range of services under fiduciary standards, including retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients.

Ryan Eatherly is a CFP®-certified financial advisor with 21 years of industry experience, currently with Mariner in Bellevue, WA, where he has worked since 2019. He previously spent 15 years at Martin Financial Group, LLC. In addition to his advisory role, he is licensed as an insurance agent with multiple carriers. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an investment committee and combines in-house research with external managers and platforms across a wide range of asset classes and strategies.

Michael Zarlengo is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Charles Schwab, TD Ameritrade, and AXA Advisors. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Constandina Saites is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc, Columbia Pacific Wealth Management, and several other firms. 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 integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments.

Scott Christensen is a CFP® with seven years of industry experience and is currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked at Merriman Wealth Management, LLC for six years. His earlier career includes roles in tax preparation and environmental services, as well as a five-year period at Brigham Young University. 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 investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, financial counseling, and fiduciary services.

Cary Doerr is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he has a rental property investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

Todd Haberly is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in Seattle, WA. His prior experience includes roles at Windrose Advisors, LLC and Vulcan Inc. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining client-directed and discretionary portfolio management with model risk profiles and strategic asset allocation developed alongside HSBC Global Asset Management.

Robert Bowman III is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has been with D.A. Davidson & Co. since 2006. 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 the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

Francis Franco is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked with Eagle Strategies since 2020 and has been associated with New York Life and its affiliated firms since 2016. Outside of his advisory role, he serves on the boards of several community organizations including the Filipino Community of Seattle, the Filipino American Association of Certified Public Accountants, and the Filipino Chamber of Commerce of the Pacific Northwest. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers tailored solutions across multiple program types, focusing largely on non-discretionary assets and maintaining fiduciary responsibilities to retirement investors.

Tyler Clavin is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2020, including time with Complete Wealth Management Solutions and Dennis Clavin LLC. Prior to his advisory career, he held positions at Meridian Valley Country Club, Big Al's Bowling, and Columbia Edgewater Country Club. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Joseph Andrew Malach is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with nine years of industry experience. He has been with D.A. Davidson & Co. since 2016. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative investment analysis.

Maria Siwek is a CFP® professional with 11 years of experience in financial advising. She is currently with Clearstead Advisory Solutions and has previously worked at The Clarius Group, Laird Norton Wealth Management, and Freestone Capital Management. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines and proprietary strategies across a diverse range of investment solutions.