Michelle Shook is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners, she worked at Merriman Wealth Management and KeyBank. Her background includes roles in education and retail before entering the financial services industry. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Charles Jones is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC. Jones also teaches asset management principles at the University of Washington as a paid grader and teaching assistant outside of his advisory role. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a multi-strategy investment approach combining active and passive management, third-party accounts, and private funds within an enhanced open architecture framework.

Boyd Crumbaugh is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, he worked in various educational roles at institutions including the University of Washington, Cascadia Community College, Montana State University, Bothell High School, and Canyon Park Middle School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Zhijun Huang is a financial advisor with Transamerica Financial Advisors. He holds the Series 66 designation and has been with Transamerica Financial Advisors since 2026. Prior to joining, he worked at Ampseattles LLC and Tesla, among other roles. He is also involved with Flowspace LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, with discretionary and non-discretionary program options.

Stephanie Johnston is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Her prior roles include positions at Wedbush Securities, Ameriprise Financial Services, and Finance of America Mortgage. She owns and manages a long-term rental property, handling tenant communication and maintenance herself. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services including equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Carmen Gary is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with D.A. Davidson & Co. since 2006. Outside of her advisory role, Carmen is a condominium owner. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base that includes employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Joleen Yelton is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked with firms including Waddell & Reed and Sparks Financial Services, Inc. She is also president and co-owner of Focused Filial, Inc., a private entity that supports securities and advisory business. 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 $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Nonna Davydova is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. Her career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Cetera Investment Services, and Columbia/UMPQUA Bank, among others. She is also involved with Consumer Direct Care Network outside of her advisory work. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model and offers multiple wrap-fee programs, integrating services from KeyCorp affiliates to support its portfolio and risk management offerings.

Michelle Murray is a financial advisor at Hightower Advisors in Seattle, WA, with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower Advisors and its affiliated broker-dealer since 2015. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager investment solutions and portfolio construction that incorporates affiliated and third-party managers, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Matthew Talbot is a CFP® professional with 11 years of experience in financial advising. He has worked at Clearstead since 2026 and previously spent 11 years at The Clarius Group, LLC. He is based in Seattle, WA. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies an institutional investment approach across discretionary and non-discretionary accounts, managing approximately $33.9 billion in assets and advising over 4,300 client relationships.

Sonja Seymour is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at KMS Financial Services, Inc. for nine years before joining her current firm in 2021. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides 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, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Carl Aschenbrenner is a CFA® with 11 years of industry experience. He currently serves as an advisor at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Prior to this, he held roles at Fisher Investments, Whalen Wealth Management, HCR Wealth Advisors, and Composition Wealth. He co-trustees two separate property irrevocable trusts, overseeing investment decisions and trust administration. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, with investment decisions executed only upon client authorization.

Curtis Lightle is a financial advisor with Eagle Strategies at New York Life, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Summit Partners Northwest and The Lightle Group, LLC, both involved in brokering non-registered insurance products. Lightle also serves as a board member of the Sammamish River Crossing Home Owners Association. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wai Yip Cheung is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at multiple insurance and financial services firms, including Tp Insurance Group Inc and Connexion Insurance Solutions. Outside of advising, he is involved in insurance sales and manages operations related to several insurance agencies. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers to implement its advisory strategies through a large network of advisors.

Duncan Wilk is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2014. He holds the Series 66 designation and is based in Bellevue, WA. 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, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Paul Meyer is a financial advisor with Mercer Global Advisors Inc. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His prior roles include positions at JPMorgan Trust Company and JPMorgan Securities, as well as Cresset Asset Management, MDK Private Wealth Management, and Integrated Advisors Network. He serves as a director and volunteer advocate for the Evans Scholars Foundation, a nonprofit that raises funds and mentors for college scholarships for golf caddies. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering various portfolio management and financial planning solutions alongside tax and estate-planning coordination.

Kimber Woods is a CFP® professional with 25 years of industry experience, currently serving at Oppenheimer since 2011. Prior to Oppenheimer, Woods worked at Wedbush Securities, UBS Financial Services, and Piper Sandler & Co. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory options.

Matthew Day is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Columbia Pacific Wealth Management prior to joining Corient. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools to align portfolios with client objectives.

Timothy Headings is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF and Tiaa since 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, using both model portfolios and customized strategies.

Tanya Range is a financial advisor with Key Investment Services LLC in Redmond, WA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked with Key Investment Services since 2009. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model combining platform services from Envestnet with portfolio strategies from its Chief Investment Office and third-party managers, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.