Cary Doerr is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he has a rental property investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

Todd Haberly is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in Seattle, WA. His prior experience includes roles at Windrose Advisors, LLC and Vulcan Inc. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining client-directed and discretionary portfolio management with model risk profiles and strategic asset allocation developed alongside HSBC Global Asset Management.

Robert Bowman III is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

Francis Franco is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked with Eagle Strategies since 2020 and has been associated with New York Life and its affiliated firms since 2016. Outside of his advisory role, he serves on the boards of several community organizations including the Filipino Community of Seattle, the Filipino American Association of Certified Public Accountants, and the Filipino Chamber of Commerce of the Pacific Northwest. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers tailored solutions across multiple program types, focusing largely on non-discretionary assets and maintaining fiduciary responsibilities to retirement investors.

Tyler Clavin is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2020, including time with Complete Wealth Management Solutions and Dennis Clavin LLC. Prior to his advisory career, he held positions at Meridian Valley Country Club, Big Al's Bowling, and Columbia Edgewater Country Club. 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 range of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Joseph Andrew Malach is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with nine years of industry experience. He has been with D.A. Davidson & Co. since 2016. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative investment analysis.

Maria Siwek is a CFP® professional with 11 years of experience in financial advising. She is currently with Clearstead Advisory Solutions and has previously worked at The Clarius Group, Laird Norton Wealth Management, and Freestone Capital Management. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines and proprietary strategies across a diverse range of investment solutions.

Aidan Beaton is a CFP® with five years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Bellevue, WA. Prior to joining Wealth Enhancement, he held roles at The H Group Washington, Inc. and Harvest Capital Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active management, overseen by an internal Investment Committee.

Graham Miller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has worked at Wiegand Financial Group and Commonwealth Financial Network since 2013. Miller also conducts fixed insurance sales under his own name. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Qixia Ensberg is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Transamerica Financial Advisors and World Financial Group since 2022 and has a background at The Boeing Company dating back to 2012 in supply chain management. She is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary program options.

Zachary Hamilton is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Lion Street Financial and Hornor Townsend & Kent Inc. Outside of his advisory role, he serves as chairman of the board for St. Francis House, a charitable organization, and is a board member of the Cannon Beach Conference Center, a Christian retreat and conference center. Integrity Alliance serves a wide range of clients including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management techniques and custodial platforms.

Minhua Shao is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. She is involved with the MKM Foundation, a family-established 501(c)(3) charitable organization, where she manages daily operations and serves as the primary contact. Transamerica Financial Advisors serves a diverse client base, including individual investors, institutions, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Davis Zhen is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2022. In addition to his financial advisory role, he serves as a Division Director at the U.S. Environmental Protection Agency, where he promotes voluntary environmental programs and enforces environmental laws. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm utilizes a model portfolio approach delivered through multiple program platforms and a large advisor network.

Grant Hartvigson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Rainier Financial Group, Inc., and LPL Financial, LLC. Outside of his advisory work, he is a board member of an online apparel retailer and serves as a managing partner in a real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-focused investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and acts as an operating general partner for multiple private funds.

John Mortola is a financial advisor with Hightower Advisors in Seattle, WA, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth LLC and owned 8th Avenue Investments LLC, through which he manages personal non-marketable securities and makes and services loans secured by real estate. He was retired from 2006 to 2020. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

Taylor Koivu is a financial advisor at Corient with 14 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, including ten years at Columbia Pacific Capital Management. 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 risk management tools, and offers specialized services through affiliated entities.

Jack Bell is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lion Street Financial, Lion Street Advisors, Financial Forum, Inc., and Digital Observer Inc. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisory network with over 300 independent representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and a range of investment programs through multiple platforms and approaches.

Donald Davies is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and one year of industry experience. Prior to joining Transamerica, he worked at Microsoft for 24 years. Outside of his advisory role, he teaches chess to children through the Grand Knights Chess Academy. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based programs supported by proprietary and third-party investment models.

Lance Rounds is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer And Co. Inc. since 2003 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as International Sales Director for MedFlightOne, a critical care air transportation company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Seth Radler is a CFA® charterholder with nine years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, and has previously held roles at Pacific Investment Management Company LLC and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while final trading decisions remain with clients.