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.

Craig Roth is a financial advisor with Foundations Investment Advisors LLC, holding the Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at firms such as B.O.S.S. Retirement Solutions, Wayfinding Financial, and Merrill. Roth is also the owner of CBR Investment Advisors, LLC, where he assists clients with life insurance and annuity needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers services through a network of affiliated offices, utilizing model portfolios and an asymmetric rebalancing approach that incorporates fundamental, technical, and cyclical analysis.

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.

Michelle Gruber is a CFP® professional with seven years of experience in financial advising. She is currently with Focus Partners Wealth, LLC, where she has worked since 2025, following five years at Merriman Wealth Management and six years at JNBA Financial Advisors. Gruber serves as Program Director for the Puget Sound Chapter of the Financial Planning Association, a role focused on education and networking for financial planning professionals. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Robert Tolstykh is a financial advisor with Oppenheimer in Seattle, WA, holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at Mariner Wealth Advisors, Pacific Portfolio Consulting, Morgan Stanley, UBS Financial Services, Newport Group, and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services delivered on both discretionary and non-discretionary bases, with a notable emphasis on maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Colleen Bucknum is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 65 designations and having 11 years of industry experience. She is dual-hatted as a Bank Officer for HSBC Bank USA, N.A., an affiliate of HSBC Securities, where she engages in the sale of bank-related products alongside her role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and operates an Offshore Spectrum program for qualified non-resident aliens.

Jason Casey is a Series 66-licensed financial advisor with 15 years of industry experience. He has held positions at Empower Advisory Group since 2025 and previously worked at TIAA and related entities for eight years. Outside of his advisory role, he owns HOWSEY LLC, an LLC managing a short-term rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, leveraging integrated platforms tied to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and serves a large client base with a higher client-to-advisor ratio than many peers.

Seafth Howe is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has work history at Eagle Strategies, PGR Financial, NYlife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Howe is involved in baseball coaching as the 18U pitching coach for Washington Rush Baseball and serves on the athletic board at Seattle University, focusing on the baseball program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and works closely with institutional sponsors within an integrated New York Life affiliate structure.

Kyle Schmahl is a financial advisor with TIAA-CREF in Bellevue, WA, holding Series 63 and Series 66 designations and having 27 years of industry experience. He has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios, and operates as adviser to a donor-advised fund.

Megan Echele is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. She is currently with Schwab Wealth Advisory Inc., where she has worked since 2024, following prior roles at Charles Schwab Bank and Charles Schwab & Co. Megan’s background also includes two years in the hospitality industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses asset-allocation models and internal research tools to deliver at-least-annual reviews and tailored recommendations while trades are executed only with client authorization.

John Trask is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2011. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients who have pre-existing relationships through TIAA-administered employer retirement plans. TIAA-CREF provides financial planning, discretionary managed account programs, and separate broker-dealer services, with a fiduciary standard applied to its registered investment adviser offerings.