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.

Tayler Drynan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and five years of industry experience. Since 2021, Drynan has operated Drynan Strategic Financial Solutions and also serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Kevin Daniel Jr. is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he dedicates time annually to mentoring soon-to-be business school graduates and has served on a nonprofit board for over a decade. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic asset allocation, manager selection, and various investment strategies, combining discretionary and non-discretionary management approaches.

Xun Zhang is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Transamerica, Zhang worked at Microsoft and other companies in various roles. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, supported by a large network of advisors and multiple program platforms.

Jason Tafoya is a CFP® professional with 15 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2026. His prior experience includes roles at The H Group Washington, Inc., CS Planning Corp, Evergreen Wealth, LLC, Stratos Wealth Partners, and LPL Financial. He is also a commissioned notary. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large advisor network, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm applies a diversified investment approach combining passive and active strategies, with portfolio oversight by an internal Investment Committee.

Matthew Pearson is a financial advisor with Creative Planning in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fidelity Investments, Global Retirement Partners, LPL Financial, Usi Advisors, M Holdings Securities, and Kibble & Prentice Holding Company. He serves on the board of Global Underwater Explorers, a diving community and training organization. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Patrick Bevan is a CFP® professional with two years of industry experience, currently serving at Corient in Seattle, WA. His work history includes roles at Corient Services LLC, CWM, LLC, and Carson Wealth, preceded by four years each at Creighton University and Seattle Preparatory School. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party manager solutions, employing risk management tools and stress testing to align portfolios with client objectives.

Peter Stankovich is a financial advisor at TIAA-CREF in Bellevue, WA, with 21 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2007. Outside of his advisory role, he is also the author of a book published on Amazon.com, which generates a small amount of passive income. TIAA-CREF provides financial planning and discretionary managed account programs primarily to individuals and entities with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and offers customized investment solutions alongside model portfolios.

Michelle Smith is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merriman Wealth Management and KeyBank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, 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, separate account managers, private funds, mutual funds, and ETFs.

Charles Jones is a CFP® with two years of industry experience, currently an advisor at Focus Partners Wealth, LLC. He previously worked at Merriman Wealth Management and has held roles including teaching and grading asset management courses at the University of Washington. Jones balances his advisory work with academic involvement, assisting a finance professor by grading assignments for an asset management class. Focus Partners Wealth serves a diverse client base ranging from individuals to institutional investors, offering a suite of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis and collaborates with third-party managers across various asset classes.

Boyd Crumbaugh is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 credential with less than one year of industry experience. Prior to joining Oppenheimer, he worked in various educational roles at institutions including the University of Washington and Bothell High School. Oppenheimer serves a broad client base that includes individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with manager selection and a variety of investment strategies to construct client solutions.

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.