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 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 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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.

David Ishii is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 65 and Series 63 licenses with six years of industry experience. His work history includes roles at HSBC Bank USA, J.P. Morgan Securities, First Republic Bank, and Washington Federal. He also serves as a Bank Officer for HSBC Bank USA, N.A., engaging 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. The firm employs a range of discretionary and non-discretionary investment programs with a structured asset allocation process supported by affiliated global asset management and fund selection teams.

Ashwin Pathare is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning. The firm uses strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client solutions, with accounts reviewed periodically.

Eric Guillot II is a financial advisor at D.A. Davidson & Co. with one year of industry experience and holds the Series 66 designation. Prior to joining D.A. Davidson, he worked at KeyBank and was involved with the Permission to Start Dreaming Foundation. He also has experience in the hospitality sector with Morso Bistro. 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, and a Private Wealth program for clients with net worth exceeding $20 million.

Jared Christman is a financial advisor at Oppenheimer with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Oppenheimer since 2019, following roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Pan American Group. He is a minority partner in a small business that creates and sells handmade quilts. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

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.

Jennifer Mc Kasson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked for Horace Mann Companies and Horace Mann Investors, Inc. outside of finance, she has served as a substitute teacher for Edmonds Public Schools and is involved with the Girl Scouts of Western Washington. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

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 total of 11 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and brokerage services through both discretionary and non-discretionary strategies, utilizing a blend of fundamental, technical, and quantitative analysis.

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 previously worked at Parcion Private Wealth and held roles at the University of Oregon and The Wild Rabbit, JC Bamford Group. 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 various services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

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.