Sasha Whyte is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. She has been with TIAA-CREF and TIAA since 2018 and previously worked at Wells Fargo and Wells Fargo Clearing. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and corporate entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it also serves as adviser to a donor-advised fund.

Alexander D'agostino is a financial advisor with Eagle Strategies (New York Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has longstanding affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to 2007. Outside of his advisory role, he serves on the South Dakota Life & Health Insurance Guaranty Association Board of Directors and is a board member for After School All Stars, an organization providing after-school programs for middle school students. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services often linked with insurance and annuity products. The firm emphasizes tailored advice and non-discretionary asset management within an integrated New York Life affiliate structure.

Amanda Henley is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for seven years. Outside of financial services, her background includes roles in various sectors such as retail and environmental organizations. Empower Advisory Group provides financial planning and investment management mainly for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within a platform closely tied to Empower’s recordkeeping and administrative systems.

Joyce Alsbury is a financial advisor with Lincoln Investment in Renton, WA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with Lincoln Investment Planning since 2012 and previously spent nine years at Valic Financial Advisors. Alsbury has also been involved in insurance sales since 2014. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

William Howard is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Oppenheimer, JPMorgan, and Bank of America. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Samuel Miller is a financial advisor at Hightower Advisors in Bellevue, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Hightower Advisors, he worked at The Members Club at Aldarra and Sahalee Country Club and has a background in full-time education. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes discretionary portfolio management, financial planning, and access to affiliated and third-party managers.

Kelsey Morrison is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 66 designation and previously worked for Duncan & Haley Ltd for 23 years, where she was involved in insurance and retirement plan consulting. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and other tailored solutions.

Calvin Mccutchen is a CFA® credentialed advisor at Corient with three years of industry experience. He has worked at Corient and related entities since 2023 and previously spent seven years at McCutchen Group. 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 integrates in-house and third-party strategies, ongoing risk management, and may include alternative investments and private funds.

Matthew Zager is a Series 66 licensed financial advisor with two years of industry experience. He is currently with &PARTNERS and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is also associated with Fisette & Kim Financial Services, LLC in a non-investment-related capacity. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary account management options.

Jonathan Prinz is a financial advisor with Key Investment Services LLC based in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at The Leaders Group, Inc., Capital Investments Management, Inc., Cetera Investment Services, LLC, and Heritage Bank. Outside of his advisory work, he serves as treasurer for the Woodbury Home Owners Association. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Fangxu Xie is a financial advisor with HSBC Securities (USA) Inc. based in Bellevue, WA. They hold a Series 66 designation and have been with HSBC Securities since 2026, following prior roles within HSBC Bank in China and the United States. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm uses a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, and it operates with distinct regulatory registrations including as a futures commission merchant.

Nolan Ripple is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to his current role, he has worked with NYLife Securities LLC and New York Life Insurance. Before entering the financial industry, Ripple’s background includes several roles in healthcare-related companies and physical therapy. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the vast majority of its assets on a non-discretionary basis.

Jack Melikyan is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His background includes roles at Fidelity Investments and Fidelity Brokerage Services before joining Charles Schwab and Schwab Wealth Advisory in 2026. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach centers on asset allocation and investment selection based on Schwab’s models and research, with client-approved trade execution and tailored recommendations aligned with clients’ goals and risk tolerance.

Le Wang is a registered representative at HSBC Securities (USA) Inc. with one year of industry experience. Prior to joining HSBC, Wang worked at East West Bank and spent eight years in a homemaker role. Wang also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he engages in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary solutions. The firm employs a structured investment approach utilizing multiple risk profiles and partners with affiliated and third-party providers for fund selection and portfolio management.

Arvin Aledia is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes 20 years of service in the U.S. Army and roles at Wfgia and Transamerica Financial Advisors. His other business activities include the sale of insurance products affiliated with Transamerica Financial Advisors. 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 utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Laura Christofferson is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and previously worked for Raymond James Financial Services and Alden Capital Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by internal due diligence and integrated operational tools.

Sharon Stevens is a financial advisor at Principal Financial Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with NYLife Securities and New York Life Insurance. Her background also includes experience in fixed insurance products such as fixed life, fixed annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nima Movassaghi is a financial advisor with Corient in Seattle, WA, holding a Series 65 designation and two years of industry experience. He previously worked at Freestone Capital Management and Sapient Private Wealth Management. Corient provides investment advisory and financial planning services to individual and 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 and third-party strategies, incorporating risk management tools and alternative investments where appropriate.

Gerard Suarez is a financial advisor with Commonwealth Financial Network in Mountlake Terrace, WA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He worked at Ameriprise from 1996 to 2005 before joining Commonwealth, where he has been since 2005. Suarez is also a co-owner of AMS Financial Group, LLC, a private entity operating in securities, investment advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a wide range of managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Edgar Ibarra is a CFP® and holds a Series 65 license, with three years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously had roles at Brighton Jones and Seattle Pacific University. Outside of financial services, he has experience working with the YMCA and in a customer-facing role at Verve Bowl. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investments, alongside integrated tax and accounting services.