James Nicholson is a financial advisor with Oppenheimer in Bellevue, WA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Oppenheimer in 2009. Outside of his advisory role, Nicholson is active as a sports photographer and serves as a FINRA arbitrator. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs with discretionary and non-discretionary services, including asset management, consulting, and retirement planning, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Ryan Svendson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Old Republic Title, Chaney Capital Management, and Oppenheimer & Co. Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Kaylee Turin is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Highland Private Wealth Management, and Bank of America. Outside of her financial career, her background includes roles in retail and education sectors such as American Eagle Outfitters and the University of Washington. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features multi-manager solutions and emphasizes manager selection, offering access to proprietary research, various investment vehicles, and tailored portfolio construction.

Michael Mackelvie is a CFP® with 11 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services, Mass Mutual Investors Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of his advisory work, he creates educational financial content and teaches seminars through College Guide Pro and produces sports videos on his personal YouTube channel. Mariner serves a diverse client base including individuals, plans, trusts, and nonprofit organizations, offering investment management, financial planning, and coordinated tax services. The firm focuses on discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and operational CFO capabilities.

Andrew Chhor is a CFP® with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of advisory services, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to individual investors, corporations, pension plans, and other institutional clients. The firm utilizes a combination of asset allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Betsy Cole is a financial advisor at Clearstead with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms, including The Clarius Group, Highland Private Wealth Management, Newground Social Investment, and D.A. Davidson & Co. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs an investment process that includes portfolio analytics, manager research, and strategic asset allocation.

Anthony Sablan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has previously worked at Northwestern Mutual Investment Management and has been affiliated with Eagle Strategies and New York Life entities since 2015. Outside of his advisory work, he serves on the board of the After School All Stars Foundation, coaches mixed martial arts, and owns a podcast interviewing guests about personal challenges and resilience. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering customized solutions through multiple program types. The firm manages a significant portion of its assets on a non-discretionary basis and serves a diverse client base, including defined contribution and benefit plans, charities, and corporate accounts, operating within the integrated New York Life affiliate structure.

Lu Bo is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Transamerica, Lu held roles at World Financial Group, American Income Life, and Safe Harbor Health Insurance, where he assists clients with Medicare plan options. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm employs proprietary and third-party investment models and provides both discretionary and non-discretionary program options.

Frank Mclaughlin IV is a CFP® and holds a Series 65 license with 12 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent eight years at Merriman Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Christina Lee is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 credential with 12 years of industry experience. Her prior roles include positions at LPL Financial and Kestra Financial. She serves as treasurer for the Redmond High School Boys Golf Booster Club, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial assets, operating under both Advisers Act and ERISA fiduciary standards.

Maria Hare is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Her prior roles include positions at Charles Schwab and Charles Schwab Bank from 2013 to 2018. She holds Series 63 and Series 66 licenses and is based in Seattle, WA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental techniques such as direct indexing and tax-loss harvesting.

Dylan Simons is a financial advisor at Beacon Pointe Advisors, LLC in Bellevue, WA, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior roles include six years at Raymond James Financial Services Advisors, Inc. and ownership of LG's Kitchen LLC, a business selling breakfast burritos. He is also associated with Ross Financial Inc., where he supports client service functions. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan services, and outsourced CIO solutions to individual, corporate, and institutional clients. The firm employs a combination of active and passive investment strategies, leveraging its proprietary asset-allocation modeling and curated independent manager “Focus List.”

Ann Novosel is a CFP® professional with over 43 years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and WealthSpring, with previous roles at Financial Advisory Partners and Kms Financial Services, Inc. Novosel also engages in fixed insurance sales as an agent under the name Financial Advisory Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets through a range of managed-account programs, third-party asset managers, and custody services.

Jay Shi is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and has been affiliated with World Financial Group, Inc. since 2013. Jay is involved in the sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

John Percival III is a financial advisor with Goldman Sachs Wealth Services in Seattle, WA, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and has held prior roles at the University of Washington’s Foster School of Business and other organizations. He serves as a board member of Blue Mountain Land Trust, a nonprofit based in Walla Walla, WA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, using strategic allocation models and integrated resources across the Goldman Sachs ecosystem.

Stephanie Zheng is a financial advisor with Transamerica Financial Advisors based in Bellevue, WA. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her work history includes roles at American Senior Resources, Hanlin Moss Yi, Jackson Hewitt, Bridlewood Insurance Services, World Financial Group, Blue Gem, and ICHS. She is involved in health insurance sales and tax preparation in addition to her advisory role. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Bryan Mazza is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked with Mazza Financial Group, Inc. and Cetera Advisors LLC during his career. Mazza also serves as a financial and healthcare durable power of attorney for his family members. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs model-driven strategies combining active and passive investments and provides portfolio management through various platforms and programs.

Cyhthia Hoang is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked in roles including tax preparation and managing a family-owned restaurant. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs, accommodating discretionary and non-discretionary investment approaches.

Beau Rezek is a financial advisor at Wealthspire Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Hightower Advisors and Brighton Jones. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework that incorporates mutual funds, ETFs, private investments, and external account managers subject to centralized due diligence and oversight.

Duane Larue is a financial advisor with Oppenheimer in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Citigroup Global Markets for 14 years before joining Oppenheimer in 2009. 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 provides a range of programs that include asset management, consulting, and retirement services, with advisory strategies encompassing equity, balanced, and fixed-income portfolios delivered through discretionary and non-discretionary approaches.