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 with six years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Securities Inc. for four years and Green Guard Services for six years. Willis is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and services, including asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary approaches.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

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. with 31 years of industry experience, including 28 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as 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 retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards with a range of advisory, planning, and wealth management programs, and is notable for its municipal advisory and underwriting activities.

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 financial advisor with CWM, LLC in Seattle, WA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Northwest Capital Management and Kutscher Rhodes & Benner, Inc. Outside of his advisory work, Rhodes serves as Treasurer of the Quartermaster Yacht Club, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages portfolios using model strategies guided by an Investment Committee, combining fundamental and technical analysis with third-party sub-advisors, and offers a range of financial planning and retirement services.

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.

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 18 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2012. His prior experience includes roles at Chase Investment Services Corp. and Banc of America Investment Services, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management with customized and model portfolio options.

Julie Sun is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Vanilla Technologies, Inc., and WealthWave. Outside of advisory work, she is involved in managing a joint rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of fee-based advisory programs and commission-based brokerage services, utilizing proprietary and third-party investment models with both discretionary and non-discretionary options.

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 at TIAA-CREF with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017. Prior to this, she spent six years with New York Life insurance and associated entities, including Eagle Strategies. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated model and provides a range of advisory and brokerage services alongside affiliated investment options.

Chau Ngo is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 63 and Series 65 licenses and has been active in the financial services industry since 2025. Prior to his advisory role, his career includes positions at Alaska Airlines, SkillShow, Expedia, and Microsoft. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Jeffrey Hume is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 25 years of industry experience. He has been with D.A. Davidson & Co. since 2007, totaling 19 years at the firm. 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Michael Arndt is a financial advisor at D.A. Davidson & Co. based in Seattle, WA. He holds the Series 66 designation and began his advisory career with the firm in 2025. Prior to joining D.A. Davidson, he held a variety of roles including positions at Interbay Golf Center, Queen Anne Dentistry, and Carefree Boat Club. 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 offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Pavel Nalivayko is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to transitioning into finance, he spent 19 years working in construction. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and maintains a predominantly non-discretionary asset base.