Edward Bright is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. Prior to joining Independent Advisor Alliance, he spent seven years at Brockman Capital Management, LLC. He also works as a high school CTE educator at Bellevue High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms to deliver integrated planning and investment services.

Jamshedi Umarzoda is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Bordeaux Wealth Advisors, Chinook Capital Advisors, and Turning Point Strategic Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services that combine discretionary and non-discretionary investment management, financial and tax planning, and employee benefit consulting. The firm’s investment approach uses a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework focused on long-term, tax- and fee-sensitive portfolio construction.

Jason Kronstad is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 65 credential and has previously worked at Parametric Portfolio Associates, M Financial Group, and served in academic roles at Purdue University and the University of Washington. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized programs and educational content.

Sarah Cardenas is a financial advisor with D.A. Davidson & Co. in Seattle, WA. She holds a Series 66 designation and has been with D.A. Davidson since 2022. Prior to her current role, her work experience includes positions at Texas Roadhouse and St. Norbert College. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Ghazaleh Nekui is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Corient in Seattle, WA. Her prior experience includes roles at Morgan Stanley Private Bank and First Republic Bank. 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 integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Kyle Thomas is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held prior roles at Hightower Advisors, Highland Private Wealth Management, Pathstone, and Cornerstone Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including low-cost ETFs, separate account managers, and private funds.

Grant Monson is a CFP® professional with 20 years of industry experience. He is currently with Integrity Alliance, LLC and previously worked at Lion Street Advisors and Penn Mutual. He serves as a board chairman for a charity organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management and consulting services through a network of independent advisers.

Melissa Restivo is a financial advisor at Wealthspire Advisors with a Series 65 designation. She has been in the industry since 2018, previously working at Parametric Portfolio and Filament LLC. Restivo is based in Seattle, WA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and a mix of investment vehicles.

Sarah Le is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. She has been with TIAA-CREF since 2025 and previously worked at TIAA since 2017. Prior to her advisory roles, she was affiliated with the University of Washington from 2012 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and institutional clients, including those with employer retirement plans. The firm provides tailored investment management solutions and acts as adviser to the TIAA Donor Advised Fund.

Serafin Aquino is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at Merrill for 11 years. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Aengus Dubendorf is a Series 66-licensed financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., he worked at Wells Fargo Clearing for four years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual reviews and offers investment recommendations across a range of asset classes while leaving final trading decisions to clients.

Neha Lande is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan. In addition to her advisory work, she consults on IT services through Landersun LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

John Ritezel is a financial advisor with Commonwealth Financial Network in Issaquah, WA, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Mass Mutual Investors Services. He also engages in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, working with clients to implement portfolios through a combination of internal model portfolios and external subadvisers.

Kevin Berry is a financial advisor at Corient with 23 years of industry experience. He previously worked for 15 years at Bristlecone Advisors LLC before joining Corient in 2025. He holds Series 63 and Series 66 credentials. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and customized asset allocation.

Geoffrey Curran is a CFP® and CFA® with 13 years of experience in the financial services industry. He has worked at Focus Partners Wealth, LLC since 2025, following nine years at Merriman Wealth Management and three years with TD Ameritrade entities. Outside of his advisory work, he volunteers on the investment advisory committees for the Greater Tacoma Community Foundation and the Tacoma Employees Retirement System, and he writes and self-publishes fiction as a hobby. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients, offering a range of solutions including investment management, financial and tax 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.

Luther Haugan is a CFP® professional at Oppenheimer with 33 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent eight years at CIBC World Markets Corp. Outside of finance, he is involved in underwater photography as a sole proprietor. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory and consulting services, managing both discretionary and non-discretionary portfolios across equities, balanced, and fixed-income strategies.

David Pigott is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at PNC Investments, Merrill, Bank of America, J.P. Morgan Securities, and Colonial Life. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by internal and third-party managers and integrates tax and accounting services uncommon in firms of its scale.

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.