Olivia Rice is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Securities America, Inc. and Terrell Independent School District. Outside of her advisory role, she serves as Contacted Worker – Director for the Terrell Independent School District Excellence Foundation, a nonprofit focused on educational activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Matthew Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Scarano is also involved in insurance brokering, operating under DBA names that focus on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working extensively with retirement investors and institutional sponsors.

Christopher Holt is a CFP® professional with 18 years of industry experience. He is currently with Creative Planning and has previously worked at Coldstream Wealth Management and Fidelity in various advisory and brokerage roles. 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 integrated investment infrastructure.

Kay Li Watness is a Series 66 credentialed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, Watness worked at Servitium Wealth Management and held positions at the University of Washington and Financial Advocates & LPL Financial. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis combined with consultant insights and third-party managers, and offers a range of services from investment management to family office and retirement plan fiduciary solutions.

Seth Jones is a financial advisor at Integrity Alliance, LLC with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Lion Street Financial, Umpqua Bank, and US Bank. Integrity Alliance is an enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages roughly $5.4 billion in client assets through over 300 independent advisors and offers portfolio management, financial planning, and third-party manager referrals using a variety of investment approaches and platforms.

Daniel Seidel is a financial advisor at Oppenheimer & Co. Inc with 12 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2013. Outside of his advisory role, he manages a small rental property with minimal time commitment. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection while serving as a qualified custodian and offering both discretionary and non-discretionary investment programs.

David Greenfield is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has been with D.A. Davidson & Co. since 2014. 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, equity research, modular and comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Saul Sanchez is a financial advisor with Key Investment Services LLC in Tukwila, WA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at KeyBank and Bank of America. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee accounts and separately managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Kosuke Takahashi is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Capstone Wealth Advisors and Waddell & Reed, Inc. Outside of advising, he is involved in community service, including helping low-income families file tax returns and serving as an outreach coordinator and board member for Eastside SDA Fellowship. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process combining passive and active management guided by an internal Investment Committee.

James Nicholson is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he engages in sports photography as a personal interest and has served as a FINRA arbitrator. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and offers both discretionary and non-discretionary programs, acting as a qualified custodian for client assets.

Ryan Svendson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Old Republic Title, Chaney Capital Management, and Oppenheimer & Co. Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Kaylee Turin is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Highland Private Wealth Management, and Bank of America. Outside of her financial career, her background includes roles in retail and education sectors such as American Eagle Outfitters and the University of Washington. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features multi-manager solutions and emphasizes manager selection, offering access to proprietary research, various investment vehicles, and tailored portfolio construction.

Michael Mackelvie is a CFP® with 11 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services, Mass Mutual Investors Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of his advisory work, he creates educational financial content and teaches seminars through College Guide Pro and produces sports videos on his personal YouTube channel. Mariner serves a diverse client base including individuals, plans, trusts, and nonprofit organizations, offering investment management, financial planning, and coordinated tax services. The firm focuses on discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and operational CFO capabilities.

Betsy Cole is a financial advisor at Clearstead with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms, including The Clarius Group, Highland Private Wealth Management, Newground Social Investment, and D.A. Davidson & Co. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs an investment process that includes portfolio analytics, manager research, and strategic asset allocation.

Anthony Sablan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has worked concurrently at Eagle Strategies and related New York Life entities since 2015 and owns Ultimate Wealth Strategies LLC, through which he brokers insurance products. Outside of his advisory work, Sablan serves on the board of the After School All Stars Foundation, coaches martial arts, and hosts "Unscripted Arena," a podcast interviewing guests about personal challenges. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate network.

Lu Bo is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with firms including Safe Harbor Health Insurance, World Financial Group, and American Income Life. Outside of advisory duties, Lu Bo is involved in health insurance sales and client support related to Medicare plans through Safe Harbor Health Insurance. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and commission-based products. The firm manages a mix of proprietary and third-party models and operates as both an RIA and registered broker-dealer.

Frank Mclaughlin IV is a CFP® with 11 years of industry experience, currently advising at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked for Merriman Wealth Management, LLC for eight years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs 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.

Daniel Jackson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Christina Lee is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 credential and 12 years of industry experience. She joined D.A. Davidson in 2021 after working at LPL Financial and Kestra Financial, Inc. Outside of her advisory role, she serves as treasurer for the Redmond High School Boys Golf Booster Club. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard with a focus on qualitative and quantitative investment analysis, and it distinguishes itself by participating in municipal advisory and underwriting activities.

Maria Hare is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Her prior roles include positions at Charles Schwab and Charles Schwab Bank from 2013 to 2018. She holds Series 63 and Series 66 licenses and is based in Seattle, WA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental techniques such as direct indexing and tax-loss harvesting.