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 licenses and two years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with a significant portion of assets managed 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.

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 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup Global Markets, FAC Wealth Management, and American Capital Wealth Managers. Outside of his advisory role, he is involved in a non-investment real estate business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Gavin Ahlers is a financial advisor with Schwab Wealth Advisory in Bellevue, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Ameriprise Financial Services and Charles Schwab & Co., Inc., as well as experience in education and nonprofit service with The Student Conservation Association/AmeriCorps. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations with client-authorized trading.

David Pickett is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities for over 25 years before joining Oppenheimer in 2017. He previously served as a board member of a ballet organization but has had no association since 2010. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs, including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

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.