Amanda Henley is a financial advisor at Empower Advisory Group with a Series 66 credential and over seven years of industry experience, including seven years at Edward Jones. Her background also includes roles outside finance such as work with Greenpeace and positions in retail and service industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm delivers point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and clients’ savings rates.

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 with Series 65 credentials. He joined the firm in 2024 and has prior experience working at The Members Club at Aldarra and Sahalee Country Club. Before entering the advisory field, he spent five years in full-time education. 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’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

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® charterholder with three years of industry experience, currently serving as a financial advisor at Corient in Seattle, WA. His prior work includes seven years at McCutchen Group and two years at Accenture Plc. 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 employs a goals-based, team investment approach combining in-house strategies with third-party managers and customized asset allocation, utilizing risk management tools and alternative investments as appropriate.

Matthew Zager is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Zager is also employed as a financial advisor at Fisette & Kim Financial Services, LLC. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary models and third‑party manager solutions across various investment strategies.

Jonathan Prinz is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at several firms, including The Leaders Group, Inc., Capital Investments Management, Inc., and Cetera Investment Services, LLC. Outside of his advisory role, he serves as treasurer for the Woodbury Home Owners Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Fangxu Xie is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and approximately one year of industry experience. Prior to his current role, he held positions at HSBC Bank USA, N.A., King Ge LLC, and HSBC Bank in China. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment solutions. The firm’s investment approach combines strategic and tactical asset allocation developed with HSBC Global Asset Management, supported by ongoing fund due diligence and monitoring.

Nolan Ripple is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds the Series 65 and Series 63 licenses and has two years of experience in the industry. Prior to his advisory role, Nolan worked in healthcare-related positions, including physical therapy and home health services. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Jack Melikyan is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments and its affiliates spanning from 2007 to 2026. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and focuses on education and investment recommendations without exercising discretionary trading authority.

Le Wang is a registered representative with HSBC Securities (USA) Inc. based in Bellevue, WA. He holds the Series 66 designation and has experience working at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and East West Bank. In addition to his role as a financial advisor, he serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, and is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm uses a multi-profile investment approach supported by HSBC Global Asset Management and affiliated third-party providers, combining strategic and tactical asset allocation with ongoing fund due diligence.

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.

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.

Gerard Suarez is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Commonwealth since 2005. Suarez is also a co-owner of AMS Financial Group, LLC, a private entity involved in securities, investment advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

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.

Peter Boyack is a financial advisor at Creative Planning with 24 years of industry experience. He has been with Creative Planning since 2011 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of a non-investment-related real estate business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Gavin Ahlers is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving individual clients with financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

David Pickett is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017. Prior to that, he held various roles at Morgan Stanley and its affiliates from 2007 to 2017. He is a former board member of a ballet organization but has had no association since 2010. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a range of investment management programs, consulting, and retirement services, emphasizing both discretionary and non-discretionary approaches.

Anna Bush is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson & Co., she worked at Halfon Candy Company and Bartell Drugs. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, utilizing both qualitative and quantitative analysis, and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Kyle Johnston is a CFP® professional with 31 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at LPL Financial, Financial Advocates Investment Management, and Northwestern Mutual in various capacities dating back to 1996. Johnston is also involved in life and health insurance sales alongside his advisory work. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives, utilizes technology platforms for account aggregation and estate planning, and provides access to third-party managers and turnkey platforms.