Sabine Birlenbach is a financial advisor at D.A. Davidson & Co. with 40 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. 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 significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Joliet Osborne is a CFP® professional with 15 years of industry experience, currently serving at Valic Financial Advisors in Renton, WA. She has been with Valic Financial Advisors since 2010 and also holds a position with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account and wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Vishnu Alse is a CFP® and CFA® with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Envestnet and Charles Schwab & Co., Inc. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a broad range of wealth management and advisory services using a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a variety of investment strategies and integrated reporting.

Kyle Richards is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding the Series 66 designation with 15 years of industry experience. He has been with D.A. Davidson & Co. since 2009. 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, equity research, comprehensive financial planning, and a specialized private wealth program for clients with significant assets.

Virak Mann is a financial advisor with Key Investment Services LLC in Redmond, WA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior work includes roles at Financial Advocates Investment Management, LPL Financial LLC, First Financial Northwest Bank, and UnionBanc Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection supported by non-binding recommendations, ongoing monitoring, and oversight of third-party advisory products.

Peggy Maravilla is a financial advisor at TIAA‑CREF with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining TIAA‑CREF in 2023. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning and ongoing discretionary management, offering both model and customized portfolio solutions.

Adam Guenther is a CFA® charterholder with 14 years of industry experience. He is currently with Corient in Bellevue, WA, having joined the firm in 2025 after spending 14 years at Bristlecone Advisors. 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 corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, with ongoing risk management and portfolio monitoring.

Khoi Cung is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 designations with 27 years of industry experience. He has been with D.A. Davidson & Co. since 1998. 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 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.

Howard Englehart is a financial advisor at TLG Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America, Inc., Cetera Advisors LLC, and KMS Financial Services, Inc. In addition to his advisory role, he is an independent insurance agent recommending life, annuities, and long-term care insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional clients through a combination of investment supervisory services, portfolio management, and comprehensive financial and estate planning. Its approach integrates fundamental analysis and Modern Portfolio Theory, offering a direct-to-consumer program called Starlight Portfolios alongside ERISA fiduciary services.

Grant Williams is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Ameriprise and Humana, among other roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm differentiates its one-time planning services from ongoing management and acts as adviser to a donor-advised fund within a vertically integrated group that includes affiliated funds.

Thomas Martin is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Outside of his advisory work, Martin is involved as a transitions advisor with DG Transitions and provides tax-related contracting services through DG Accounting Professionals, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Kristoffer Sun is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial and Barnhorn Financial, LPL. His experience includes multiple roles at Raymond James over several years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment strategies and manages approximately $36.7 billion in assets as of December 2025.

Paul Kennedy is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Cheryl Kitashima is a CFP® with 45 years of industry experience and has been with Centaurus Financial, Inc. since 2005. She also operates KITASHIMA WEALTH ADVISORS LLC, a financial planning business used for branding purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of advisory arrangements and investment strategies.

Matthew Wells is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 65 and Series 63 designations. Outside of advising, Wells is a partner in an automotive renovation and rental business and provides pet sitting and dog walking services through the Rover app. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term returns and is closely tied to Empower’s recordkeeping and administrative platforms.

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 designations and has previously worked at Bank of America, Merrill, Symetra Securities Inc., and Symetra Life Insurance Co. In addition to his advisory role, Maadanian teaches music lessons to children and adults at Half Note Music Studio in Bellevue. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group with affiliated banking and capital markets entities.

Kurt Jonson is a CFP®-credentialed financial advisor with over 32 years of industry experience. He currently works at OSAIC Advisory Services, LLC and has held positions at Pacific Capital Resource Group, Inc., Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Jonson is also the owner and CEO of Pacific Capital Resource Group, an insurance brokerage company. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models and partners with custodians such as Schwab and Fidelity.

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.