Yulya Stewart is a financial advisor at Clearstead with seven years of industry experience and holds a Series 65 designation. She previously worked at The Clarius Group, LLC and The Pacific Financial Group. Based in Seattle, WA, she joined Clearstead Advisors in 2026. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships and utilizes a disciplined investment approach involving portfolio analytics, manager research, and strategic asset allocation.

Derek Crump is a financial advisor at Corient with 23 years of industry experience. He holds the Series 65 designation and has worked at Corient and its related entities since 2023. Prior to that, he was with Columbia Pacific Wealth Management for eight years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Mary Isom is a financial advisor with Valic Financial Advisors in Renton, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several firms, including Bank of America, Merrill, KeyBank, and JP Morgan Securities. Valic Financial Advisors is a large enterprise serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, using a model-driven approach with discretionary unified managed accounts and centralized technology.

Andargachew Tadesse is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 credential and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Julie Sun is a financial advisor with Transamerica Financial Advisors who holds the Series 63 and Series 65 licenses and has eight years of industry experience. She also has a background as a CPA since 1985 and is involved in joint ownership and management of rental property operations through CJM Sunny Realty LLC. 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’s advisory approach primarily utilizes model portfolios and third-party managers across multiple program platforms.

Christopher Taylor is a financial advisor at Corient with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Corient, he spent 15 years at Bristlecone Advisors LLC. 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 incorporates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Hallie Eads is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA-CREF since 2017 and previously worked at Eagle Strategies and New York Life insurance-related entities from 2011 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Jeffrey Hume is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2007. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides comprehensive financial planning and wealth management solutions under fiduciary standards, with specialized services for high-net-worth clients and municipal advisory roles.

Michael Arndt is a financial advisor at D.A. Davidson & Co. in Seattle, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson, his work history includes various roles at organizations such as Interbay Golf Center, Washington State University, and Queen Anne Dentistry. 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, from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for high-net-worth clients.

Kelly Shelgren is a financial advisor at Lincoln Investment with 10 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment since 2015. Shelgren also operates Shelgren Financial. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolio management, employing strategic and tactical investment approaches overseen by an Investment Management & Research team.

Pavel Nalivayko is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his financial services career, he spent 19 years working at PN Construction. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jon Snare is a CFP® and CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors and Wells Fargo. Snare serves on the board of the Trinity Education Foundation, a charitable organization, participating in general board and finance committee activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, financial counseling, and family office services.

Thomas Myers is a CFP® and CFA® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, 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 fundamental and quantitative analysis and integrates multiple asset types and strategies.

Emily Hengstler is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Merriman Wealth Management and Coldstream Wealth Management. Outside of finance, Emily provides pet care services as a dog sitter. Focus Partners Wealth serves a diverse client base that includes individuals, family offices, corporations, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Edward Bright is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. Prior to joining Independent Advisor Alliance, he spent seven years at Brockman Capital Management, LLC. He also works as a high school CTE educator at Bellevue High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms to deliver integrated planning and investment services.

Jamshedi Umarzoda is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Bordeaux Wealth Advisors, Chinook Capital Advisors, Turning Point Strategic Advisors, and ADM Capital. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jason Kronstad is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 65 credential and has previously worked at Parametric Portfolio Associates, M Financial Group, and served in academic roles at Purdue University and the University of Washington. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized programs and educational content.

Sarah Cardenas is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation. She has been with D.A. Davidson since 2022. Prior to joining the firm, her work experience includes roles in the hospitality and education sectors. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals.

Ghazaleh Nekui is a financial advisor at Corient with six years of industry experience. She holds the CFA® designation and Series 66 license. Her prior roles include positions at Morgan Stanley Private Bank, Columbia Pacific Wealth Management, and First Republic Bank. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party manager solutions and continuous portfolio monitoring to align with client objectives.

Grant Monson is a CFP® professional with 20 years of industry experience. He is currently with Integrity Alliance, LLC and previously worked at Lion Street Advisors and Penn Mutual. He serves as a board chairman for a charity organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management and consulting services through a network of independent advisers.