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 CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Oppenheimer. He previously worked at Merrill and Bank of America, N.A. Kevin dedicates time annually to assist soon-to-be business school graduates with networking and has served on a university board for over a decade in a charitable capacity. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment programs that incorporate both discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis while maintaining custody of client assets.

Xun Zhang is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and no prior industry experience. Before joining Transamerica in 2025, Zhang worked in various roles including at Microsoft and Groupon. Zhang is a member of the Teochew Association of Washington State. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models across discretionary and non-discretionary 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 Shook is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners, she worked at Merriman Wealth Management and KeyBank. Her background includes roles in education and retail before entering the financial services industry. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Charles Jones is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC. Jones also teaches asset management principles at the University of Washington as a paid grader and teaching assistant outside of his advisory role. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a multi-strategy investment approach combining active and passive management, third-party accounts, and private funds within an enhanced open architecture framework.

Hyon Kim is a CFP® professional with 19 years of industry experience. He is currently with &PARTNERS and has previously worked at Fisette & Kim Financial Services, Raymond James Financial Services, key Investment Services, and Embark Financial Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies, utilizing both proprietary and third-party models, and operates under dual registration as a registered investment adviser and broker-dealer.

Boyd Crumbaugh is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, he worked in various educational roles at institutions including the University of Washington, Cascadia Community College, Montana State University, Bothell High School, and Canyon Park Middle School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services including discretionary and non-discretionary portfolio management, consulting, and retirement services.

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 financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Her prior roles include positions at Wedbush Securities, Ameriprise Financial Services, and Finance of America Mortgage. She owns and manages a long-term rental property, handling tenant communication and maintenance herself. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services including equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

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. She holds a Series 66 designation and has worked with firms including Waddell & Reed and Sparks Financial Services, Inc. She is also president and co-owner of Focused Filial, Inc., a private entity that supports securities and advisory business. 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 over $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody 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.