Joseph Jraitiny is a CFA® charterholder with six years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC, Freestone Capital Management LLC, Cornerstone Advisors, and Harbourvest Partners. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, offering tailored portfolio management across equities, fixed income, and alternative investments.

Katherine Hamel is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She has previously worked at Merriman and Baird, holding various advisory roles over the past several years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Sean Howard is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. Prior to this, Sean held positions at Fidelity Investments and RBC Capital Markets. 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 account holders. The firm’s integrated model combines proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.

Kristin Paystrup Scott is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses. She has seven years of industry experience, including roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of advising, she is a 50% owner of a property management and remodeling business and is involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Benjamin Keith is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is a part owner of a boat slip rental and manages a rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management using both model and customized portfolios.

Theodore Cronin is a financial advisor at Oppenheimer with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Oppenheimer, he held positions at Charles Schwab, TD Ameritrade, and several beverage companies including Keurig-Dr Pepper and San Juan Hard Seltzer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

David Lee is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. He worked previously at Ameriprise Financial Services, Inc. for six years before joining Commonwealth in 2021. Outside of his advisory role, he is involved with the Northwest Investment & Growth, Inc., an investment club based in Seattle. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad support platform, including managed account programs, access to third-party asset managers, and custody services, enabling advisors to implement diversified investment strategies tailored to client goals and risk profiles.

Tarek Mcalee is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2021 and previously spent 15 years with Joslin Capital Advisors and 11 years with KMS Financial Services, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Jeffrey Anderson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. Prior to joining Rockefeller Financial, he worked at UBS Financial Services Inc. for 14 years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm employs a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

David Johnston is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has been with TIAA and its affiliated entities since 2019. Prior to his advisory role, Johnston held various positions including roles at UPS and involvement with a fitness center and Pacific Lutheran University. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management, offering both model-based and customized investment solutions.

Ned Jacobson is a financial advisor at PlanMember Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Allstate Insurance Company and Sandler Partners. Outside of his advisory role, he teaches private trombone lessons. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a top-down strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers education, support services, and personalized planning while acting as an ERISA Section 3(38) fiduciary for many plans.

Troy Wingfield is a CFA® charterholder based in Seattle, WA, with 14 years of industry experience. He is currently with Corient, where he has worked since 2023, and has prior experience at Columbia Pacific Wealth Management and McCutchen Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Jeffrey Pierce is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding a Series 65 credential with eight years of industry experience. He previously worked at The Clarius Group, LLC and Fisher Investments, and spent four years at Washington State University. 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 and uses an institutional investment process across a variety of account types, including a proprietary Direct Indexing strategy and specialized platforms like ClearAccess.

Gabrielle Corduan is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2022 and previously held positions at Wells Fargo and in the wellness and skincare industry. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with guidance tailored to individual goals and risk tolerance.

Ben Peden is a CFP® credentialed financial advisor with two years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Investor's Fiduciary Advisor Network, Sherpa Wealth Strategies, and Ameriprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Randall Williams Gurian is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2014. Gurian also maintains an ongoing role at Triad Wealth Stewardship, LLC since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.

Gavin Boespflug is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory in Bellevue, WA, and has four years of industry experience. His work history includes roles at Schwab Wealth Advisory Inc. and Charles Schwab & Co. Inc. since 2022, as well as experience at other firms and companies such as Kappa Delta and Costco Wholesale. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using asset allocation models and internal research tools to tailor recommendations to clients’ goals and risk tolerance.

Meiling Elsner is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has held roles at HSBC Bank USA and Cetera, among others. Outside of her advisory work, she owns several rental properties. HSBC Securities (USA) Inc. offers a variety of managed account programs serving individuals, retirement accounts, nonprofits, and corporations, combining client-directed and discretionary approaches. The firm uses a model-driven investment process supported by HSBC Global Asset Management and other affiliated providers.

Michael Brooks is a CFP® with nine years of industry experience, currently serving at Corient in Seattle, WA. He has worked at Corient and its related entities since 2023 and previously was with Columbia Pacific Wealth Management and Cornerstone Advisors, Inc. from 2014 to 2023. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charities, and corporations. The firm uses a goals-based investment approach that combines in-house strategies with third-party managers, employing risk management tools and incorporating alternative investments and private fund options where appropriate.

Jeffrey Barnett is a CFP® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC. His background also includes roles at Swedish Medical Center and The Ohio State University Wexner Medical Center. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.