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 Series 66 licensed financial advisor with four years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-based investment approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

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 licenses and with 13 years of industry experience. He has worked concurrently at Eagle Strategies and related New York Life entities since 2015 and owns Ultimate Wealth Strategies LLC, through which he brokers insurance products. Outside of his advisory work, Sablan serves on the board of the After School All Stars Foundation, coaches martial arts, and hosts "Unscripted Arena," a podcast interviewing guests about personal challenges. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate network.

Lu Bo is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Transamerica, Lu worked at firms including World Financial Group and Safe Harbor Health Insurance Inc., where Lu serves as an agent assisting clients with Medicare plan options. Lu also has experience with Bowie Trading LLC and American Income Life. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products. The firm operates as both a registered investment adviser and broker-dealer, supporting a wide range of investment and retirement solutions.

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. He previously worked at Raymond James Financial Services Advisors and other financial firms. Outside of his advisory role, he is the owner of LG's Kitchen LLC, a business that sells breakfast burritos. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual and institutional clients. The firm combines asset allocation modeling with third-party independent managers across a range of asset classes and offers proprietary private funds alongside institutional-level reporting and analytics.

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 at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in roles at the University of Washington Foster School of Business, Willamette University, Convoy, Inc., and the Sonoma County Economic Development Board. He serves as a board member on the Blue Mountain Land Trust, a nonprofit organization in Walla Walla, WA. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individuals, executives, plan sponsors, and institutions. The firm’s advisory teams use tailored allocation models and manager selections supported by proprietary and third-party research, offering a broad range of services through multiple fee structures and platforms integrated within the broader Goldman Sachs ecosystem.

Stephanie Zheng is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including American Senior Resources, Hanlin Moss Yi, Jackson Hewitt, and Bridlewood Insurance Services. Outside her advisory role, she is involved in health insurance sales and tax preparation through affiliated firms. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party investment models with discretionary and non-discretionary options.

Bryan Mazza is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including prior roles at Cetera Advisors LLC and leadership at Mazza Financial Group, Inc., a firm he has been associated with since 1998. Outside of his advisory work, Mazza serves as a financial and healthcare durable power of attorney for family members. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop client strategies across a range of risk profiles.

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.

Bo Lee is a financial advisor at Beacon Pointe Advisors, LLC with Series 65 and Series 66 licenses and four years of industry experience. Prior to joining Beacon Pointe Advisors, he spent 15 years at BNY Mellon and two years at Citigroup Global Markets. He is currently based in Seattle, WA. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement plan services, and outsourced CIO solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers through active and passive strategies across public and private assets.

Aaron Spencer is a CFP® with 20 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and was previously with MERRIMAN Wealth Management, LLC for 20 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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., Wells Fargo Clearing, Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. Wright is based in Seattle, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, retirement, and financial planning services delivered on discretionary and non-discretionary bases.