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 in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Capital Investments Management, Inc., Cetera Investment Services, LLC, Heritage Bank, and Capital Investment Marketing. He serves as treasurer of the Woodbury Home Owners Association. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client involvement in model selection and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight across its offerings.

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) 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 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 Certified Financial Planner® with 14 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has a long-standing background at Alden Capital Management and Raymond James Financial Services Advisors, Inc. 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, bonds, alternative investments, and independent sub-advisers, supported by integrated operational tools and affiliated sub-advisory arrangements.

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 at Corient with a Series 65 credential and two years of industry experience. Prior to joining Corient, he worked at Freestone Capital Management, LLC, and held various roles at Eugene Country Club and Sapient Private Wealth Management. 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, employing risk management tools and alternative investment options to align portfolios with client objectives.

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.

Robert McMahon is a CFP® professional with 25 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2000 and is the president and owner of Bob McMahon, Inc., a private entity facilitating securities and advisory business. McMahon also operates Premier Wealth Washington and sub-leases office space to an insurance agent. 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 variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by a platform that provides operations, technology, compliance, and practice-management resources.

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 with three years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Charles Schwab & Co., as well as work outside of finance in education and communications. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to assist clients with retirement planning and investment recommendations.

David Pickett is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities from 1991 to 2017 before joining Oppenheimer in 2017. He is a former board member of a ballet organization, with no current affiliation since 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary advisory programs, including asset management, consulting, and retirement services.

Anna Bush is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and two years of industry experience. She has worked at D.A. Davidson since 2022 and previously at Halfon Candy Company and Bartell Drugs. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm provides fiduciary advisory services under the Advisers Act and ERISA standards, utilizing qualitative and quantitative analysis to manage investments and financial plans.

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.

Aimee Hansen is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Focus Partners serves a diverse clientele, including individuals, high-net-worth families, family offices, 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 active and passive strategies within an enhanced open architecture framework.

Adam Levine Weinberg is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors. Prior to joining Transamerica, he was self-employed for ten years. His activities include performing home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm delivers these services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.