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.

Stephanie Johnston is a Series 66-registered financial advisor at Oppenheimer with two years of industry experience. She previously worked at Wedbush Securities and Ameriprise Financial Services. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a combination of discretionary and non-discretionary management programs.

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 and holds the Series 66 designation. She is President and Co-Owner of Focused Filial, Inc., a private entity involved in securities and advisory business. Her prior work includes positions at Sparks Financial Services, Inc. and Nordstrom-Clarins Cosmetics. 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 about $212.7 billion in client assets. The firm provides various managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nonna Davydova is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and 18 years of industry experience. Her work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Cetera Investment Services LLC. She is also involved with Consumer Direct Care Network. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Chanell Bennett is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her advisory role, she worked at Bankers Life & Casualty, Inc. as an insurance producer, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and regular portfolio monitoring.

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® charterholder with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Bellevue, WA. His prior experience includes roles at Fisher Investments, Whalen Wealth Management, and HCR Wealth Advisors. He also serves as a co-trustee on two separate property irrevocable trusts, overseeing trust administration and investment decisions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investment allocations and specific securities.