Matthew Wells is a financial advisor with Empower Advisory Group in Kirkland, WA. He holds Series 65 and Series 63 licenses and has four years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he owns an automotive business and provides pet sitting and dog walking services. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with a high client-to-advisor ratio.

Eric Chaney is a financial advisor with Commonwealth Financial Network in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Woodbury Financial Services and Spectrum Financial Partners, where he is also a co-owner. Outside of his advisory role, he serves as a parental caregiver with the Washington State Department of Developmental Disabilities. Commonwealth Financial Network supports a national network of nearly 3,000 advisors, providing back-office operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, enabling advisors to tailor investment strategies for retail and institutional clients.

Daniel Berge is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 12 years across those firms. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with manager selection and a variety of investment strategies, while also acting as a qualified custodian.

Kiavash Maadanian is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and Symetra Securities. Outside of his advisory role, Maadanian teaches music lessons to children and adults through Half Note Music Studio in Bellevue, Washington. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client direction in model strategy selection while providing ongoing monitoring and performs due diligence on third-party advisory products.

Kurt Jonson is a CFP® professional with 32 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2020. He has held positions at Pacific Capital Resource Group, Inc. since 1998 and has a background with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He is the owner and CEO of Pacific Capital Resource Group, an insurance brokerage firm, and is involved in several other insurance and advisory-related business activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of advisory services including investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Anthony Sibley is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He is currently an advisor at Creative Planning, where he has worked since 2023. His prior experience includes roles at The Clarius Group, Morgan Stanley, and Apptio. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in assets.

Michael Purpura is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with D.A. Davidson & Co. since 1996 and serves as a director for D.A. Davidson Companies, the firm’s financial services holding company. 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 operates under the Advisers Act fiduciary standard and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Charles Griffith is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience in hospitality and education. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets.

Hao Wu is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Transamerica, he worked in the aviation technology sector with Sine Draco Aviation Technology and at Boeing. He is involved with the Seattle Chapter of the Chinese Institute of Engineers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment models, managing a combined discretionary and non-discretionary portfolio in the billions.

Tyler Gaspard is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Corient. Prior to joining Corient, he worked for Columbia Pacific Wealth Management for 12 years and has held roles at CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions, supported by ongoing portfolio monitoring and risk management tools.

Adam Willis is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation with six years of industry experience. He previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across its programs and manages approximately $36.7 billion in assets.

George Lane is a CFP® practitioner with 18 years of industry experience, currently advising at Clearstead and Clearstead Advisory Solutions. His prior roles include positions at The Clarius Group, Private Ocean, and Joslin Capital Advisors. He is admitted to the Washington Bar but is not actively practicing law. Clearstead serves affluent private clients and institutional investors, offering a range of services including investment management, financial and tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs institutional disciplines and proprietary strategies across client portfolios.

Anqi Yang is a financial advisor with Goldman Sachs Wealth Services in Seattle, WA, holding Series 63 and Series 65 credentials and six years of industry experience. Her career includes multiple roles at Goldman Sachs & Co. and a period at Uber Technologies, Inc. from 2015 to 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, benefiting from integration with Goldman Sachs’ broader ecosystem and offering advanced research, operational tools, and a variety of service platforms.

Michael Bell Jr. is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with D.A. Davidson & Co. since 1998. Outside of his advisory role, he is the president of Leonard's Landing Lodge, a fishing lodge. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of advisory services under fiduciary standards, including ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

William Shack is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Clearstead, he worked at The Clarius Group, LLC and Charles Schwab, where he spent over a decade in various roles. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets through a team of 59 advisors and employs an investment process that combines portfolio analytics, manager research, and strategic asset allocation across diverse investment vehicles.

Scott Rhodes is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 26 years of experience in the financial industry. He has worked at CWM, LLC and Northwest Capital Management in various capacities since 2017, and previously spent 18 years at Kutscher Rhodes & Benner, Inc. Outside of his advisory work, Rhodes serves as Treasurer for the Quartermaster Yacht Club, a nonprofit organization, where he supervises accounting functions and provides strategic accounting advice. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary portfolios using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

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.

John Field is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes 13 years at Frank Russell Company before joining Steward Partners Investment Solutions, LLC, where he has worked since 2018. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and pension consulting through both proprietary and third-party investment solutions.

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.