Yali Sheneman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at firms including HSBC Securities (USA) Inc, Cetera Investment Advisers LLC, East West Bank, and Cathay Bank. She also serves as a Bank Officer for HSBC Bank (USA) N.A., selling bank-related products alongside her advisory role. Transamerica Financial Advisors serves a broad client base including individual investors, high-net-worth clients, and institutional accounts, offering a range of advisory and broker-dealer services with proprietary and third-party model portfolios.

Jeffrey Morelan is a financial advisor at Centaurus Financial, Inc. in Bellevue, WA, with 24 years of industry experience. He holds a Series 66 credential and has been with Centaurus Financial and Allen Capital Management & Planning, LLC since 2002. In addition to his advisory work, he owns and operates a tax preparation service focused on individual tax returns. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, trusts, and foundations, offering financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm manages assets under both discretionary and non-discretionary arrangements and employs a variety of analytical approaches, including fundamental and technical analysis, with options for model overlay programs and approved third-party managers.

James Edwards is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding a Series 65 credential. He has 13 years of industry experience, including a 12-year tenure at Bank of America Private Bank before joining Beacon Pointe Advisors in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Lloyd Galbraith is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and previously worked at Arbor Point Advisors and KMS Financial Services. Outside of his advisory work, he pursues photography as a hobby, creating and selling original works that incorporate encaustic techniques. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a variety of proprietary and third-party platforms.

Annika Brown is a CFP® professional affiliated with Focus Partners Wealth, LLC in Seattle, WA, with one year of industry experience. She previously worked at Merriman Wealth Management, LLC and LPL Financial, LLC, and spent two years at Brigham Young University - Idaho. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and integrates a broad range of investment strategies alongside affiliated insurance, lending, and real-estate private fund solutions.

Alexa Willis is a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, holding CFP® and Series 65 credentials with 10 years of industry experience. Her career has been exclusively with Mercer Global Advisors since 2016. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Matthew Severs is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Key Investment Services and Key Bank NA since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring and third-party manager due diligence within the KeyCorp group.

Riley Noonan is a financial advisor at Corient with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Ethic, Inc., Freestone Capital Management, and RUSSELL Investments. Prior to his advisory career, he spent four years at the University of Washington. Corient provides investment advisory and financial planning services to a diverse client base, 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 continuous portfolio monitoring and risk management tools.

Christine Stensland is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with D.A. Davidson since 2013. 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 the Advisers Act fiduciary standard and ERISA fiduciary duties.

Jamie Wieferich is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and possessing 22 years of industry experience. He has been with D.A. Davidson & Co. since 2004. 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 ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing qualitative and quantitative analysis to recommend and monitor investments.

Stephanie Roberts is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Bellevue, WA. She previously worked at The H Group Washington, Inc. and Harvest Capital Advisors. From 2018 to 2020, she was involved with When in Travel Series LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers with quantitative, momentum, and fundamental analysis.

Evan Wirkkala is a financial advisor at Hightower Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Clear Coast Partners, 30 North Group, Pathstone, and Cornerstone Advisors, Inc. Outside of his advisory role, he is the owner of Whiteline Advisory, where he serves as a consultant to private family operating businesses, and is a majority partner in Clear Coast Partners, LLC, a firm focused on healthcare-related investments. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Qiang Lu is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has worked previously at firms including Merrill, Transamerica Financial Advisors LLC, and Howbuy Corporation. Outside of advisory roles, he has provided administrative support in business consulting. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary investment options. The firm combines strategic and tactical asset allocation with global fund due diligence and monitoring, and serves a broad client base through a variety of program types including its Offshore Spectrum program for qualified non-resident aliens.

Karen Henderson is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined total of 15 years. Outside of her advisory role, she is a Notary Public in Seattle, WA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated investment platform.

Sasho Smileski is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and six years of industry experience. He has worked at Charles Schwab & Co., Charles Schwab Bank, Bank of America, and Merrill. Outside of his advisory role, he owns residential rental properties in Washington. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models.

Tate Engleson is a financial advisor at D.A. Davidson & Co. based in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, he worked at Renaissance Financial and has experience with Creighton University, Pacific Life, and other organizations. 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 corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Michael Ersser Jr. is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Merriman Wealth Management, BlackRock, and Zulily. He also briefly worked in the food service industry with MOD Super-Fast Pizza. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and various managed accounts.

Yulia Aiden is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with TIAA since 2017. Outside of her advisory role, she previously operated Yulia, LLC DBA Vino & Picasso for five years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Carol Parrish is a financial advisor at Hightower Advisors in Bellevue, WA, with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms including WCG Wealth Advisors, Park Avenue Securities, and Guardian Life Insurance. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.