Nicholas Wolejsza is a CFP® professional currently with Wealth Enhancement Advisory Services, LLC, based in Seattle, WA, with 13 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Fisher Investments and Fisher Retirement Solutions. 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 through a large advisor network, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Jacob Wham is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for Merriman Wealth Management, LLC for 18 years. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Nathaniel Haskell is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at Corient in Seattle, WA, having previously worked at Columbia Pacific Wealth Management, Cresset Asset Management, and The Ayco Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs comprehensive risk management tools.

Sean Lakey is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and having one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and the University of Washington. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging strategic allocation models and a broad range of affiliated resources within the Goldman Sachs ecosystem.

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.

Annika Brown is a CFP® with one year of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Merriman Wealth Management, LPL Financial, and teaching at Brigham Young University - Idaho. 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 supported by fundamental and quantitative analysis.

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 with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Key Investment Services LLC and its affiliate Key Bank NA since 2013. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model that includes Envestnet, the Key Wealth Chief Investment Office, and third-party managers to design and oversee strategist portfolios.

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 with Hightower Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Clear Coast Partners, 30 North Group, Pathstone, Cornerstone Advisors, and Convergent Wealth Advisors. He is the owner of Whiteline Advisory, providing consulting services as a fractional C-suite advisor to private family operating businesses. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients through a network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers with a variety of investment vehicles, supported by proprietary research and operational features.

Judith Wildes is a financial advisor at Valic Financial Advisors with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Valic Financial Advisors since 2000. In addition to her advisory role, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Qiang Lu is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63, 65, and 66 licenses and having four years of industry experience. Prior to joining HSBC Securities in 2026, he worked at several firms including Merrill and Citigroup Services and Technology (China) Limited. He also provides part-time administrative support for Howbuy Corporation, a business consulting role unrelated to investment advice. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charities, and corporations, featuring a range of client-directed and discretionary investment options. The firm combines global asset management strategies with ongoing fund due diligence and operates both as an SEC-registered adviser and broker-dealer.

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 at Schwab Wealth Advisory, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Bank of America, and Merrill. Outside of his advisory role, he owns residential rental properties. Schwab Wealth Advisory 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 uses Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

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.

Michael Ersser Jr. is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with seven years of industry experience. He previously worked at Merriman Wealth Management and BlackRock, and has an additional background in the food service industry with MOD Super-Fast Pizza. Focus Partners Wealth serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial and tax planning, and employee benefit 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.