Stephanie Zheng is a financial advisor with Transamerica Financial Advisors in Bellevue, WA. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her background includes roles at American Senior Resources, Hanlin Moss Yi, Jackson Hewitt, Bridlewood Insurance Services, and World Financial Group. Outside of financial advising, she is involved in health and Medicare insurance sales and assists with tax preparation as part of a CPA firm. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Bryan Mazza is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has served at Mazza Financial Group, Inc. since 1998 and was previously with Cetera Advisors LLC from 2013 to 2022. Mazza also acts as a financial and healthcare durable power of attorney for family members. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in assets.

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 at Oppenheimer with 33 years of industry experience. He has held his current position since 2009 and holds Series 63 and Series 65 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, managing assets through both discretionary and non-discretionary programs.

Bo Lee is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Beacon Pointe Advisors, he spent 15 years at BNY Mellon. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and also acts as a general partner for proprietary private funds.

Aaron Spencer is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously spent 20 years at MERRIMAN Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types.

David Wright is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co. and Wells Fargo Clearing. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm offers both discretionary and non-discretionary investment solutions across multiple strategies and supports institutional and unaffiliated advisors through its consulting and retirement services.

Johnathan Simonson is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience outside the financial industry, including roles at Albert Lee Appliance and Seattle Public Schools. 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 retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Yashasvi Singh is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to entering the financial sector, Singh worked at TripAdvisor Inc. and runs a home and kitchen linen business selling products on Amazon. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm’s approach emphasizes client-directed investment selection combined with ongoing monitoring and access to third-party discretionary managers.

Lane Murphy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and based in Seattle, WA. Murphy has been with Goldman Sachs since 2025 and has one year of industry experience. Prior to joining Goldman Sachs, Murphy’s background includes roles at the University of Michigan, Save Harbor Yacht Haven, Beyond Juicery & Eatery, and Greens Farms Academy. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic allocation models and manager selections within the broader Goldman Sachs ecosystem, offering a range of advisory platforms and specialized programs.

Douglas Lambert is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at Kilows from 2022 to 2024 and has an educational background from Santa Clara University. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Uma Sekar is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, Uma worked with Your Hive, Parenting Partners, and Capria Ventures. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Joseph West is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Hightower since 2015. Outside of his advisory role, he serves as a board member of the Cosmopolitan Homeowners Association in Seattle. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on manager selection and access to various investment vehicles.

David Simpson is a CFP® and CFA® with 14 years of experience in the financial advisory industry. He has worked at Mercer Global Advisors Inc. since 2021 and previously spent seven years at Miller Advisors. 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 nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of implementation options such as ETFs, mutual funds, and separate accounts.

Thomas Keeney is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2017 and previously spent three years at Blue Moon Wealth Advisory. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios, utilizing low-cost index vehicles and tax management where appropriate.

Cameron Lamarche is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Clearstead. His prior experience includes roles at The Clarius Group and Threshold Group. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that incorporates portfolio analytics, strategic asset allocation, and a mix of investment vehicles including mutual funds, ETFs, and a proprietary Direct Indexing strategy.

Johnny Nguyen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has been with Goldman Sachs since 2023 and previously worked at the University of Arizona and Saint Pius X High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers specialized wealth programs and integrates investment strategies and analytics across its broad ecosystem of affiliated entities.

John Haley is a financial advisor at Creative Planning with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 28 years at Duncan & Haley, Ltd. Outside of his advisory role, he has served as a ski instructor at Ski Masters Ski School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and managed account services.

Taylor Klevens is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. His prior roles include positions at PFG Advisors, Klevens Capital Management, and Badgley Phelps Wealth Managers. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party managers across various asset classes and alternative strategies.