Charles Harris is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Merrill, Bank of America, and Key Bank. He has also been involved with Living Exponentially, a venture outside traditional financial services. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

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. He holds a Series 66 designation and has prior experience at KeyBank and involvement with the Permission to Start Dreaming Foundation. Guillot also has a background in the hospitality industry through Morso Bistro. 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 both discretionary and non-discretionary retirement plan advisory services, comprehensive financial planning, and specialized wealth management for clients with significant net worth.

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.

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 11 years. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans and charitable organizations. The firm offers both investment advisory and brokerage services, employing a mix of proprietary models and third-party manager solutions across fundamental, technical, and quantitative strategies.

Kim Moore is a financial advisor at Valic Financial Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2015. In addition to her advisory role, she is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services supported by Envestnet’s investment models.

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 has previously worked at Parcion Private Wealth and the University of Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, including retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients.

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.

Michael Zarlengo is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Charles Schwab, TD Ameritrade, and AXA Advisors. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Constandina Saites is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc, Columbia Pacific Wealth Management, and several other firms. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments.

Scott Christensen is a CFP® with seven years of industry experience and is currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked at Merriman Wealth Management, LLC for six years. His earlier career includes roles in tax preparation and environmental services, as well as a five-year period at Brigham Young University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, financial counseling, and fiduciary services.