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.

Bo Lee is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding Series 66 and Series 65 licenses with four years of industry experience. Prior to joining Beacon Pointe Advisors in 2023, he worked at BNY Mellon for 15 years and Citigroup Global Markets for two years. He is also currently affiliated with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment 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 worked at several firms, including D.A. Davidson & Co., Wells Fargo Clearing, Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. 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 offers a broad range of programs, including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary investment approaches.

Johnathan Simonson is a financial advisor with D.A. Davidson & Co. in Seattle, WA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining D.A. Davidson, he worked at Albert Lee Appliance and has experience in education and supply industries. D.A. Davidson & Co. offers investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

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 15 years of industry experience. He is currently a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, where he has worked since 2021. Prior to joining Mercer, he spent seven years at Miller Advisors. He also has a role at Northwest University beginning in 2025. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational content and specialized service lines.

Thomas Keeney is a financial advisor at Mercer Global Advisors Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Mercer since 2017. His prior experience includes roles at Blue Moon Wealth Advisory, Summit Asset Strategies Wealth Management, and Ameriprise. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning, as well as family office services. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.

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 work history includes roles at Mariner Wealth Advisors, PFG Advisors, Klevens Capital Management, and other firms. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers and provides specialized offerings such as coordinated tax compliance, Core Family Office services, and employer financial-wellness tools.

Nan Nge is a financial advisor at Corient with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Corient, Nan held roles at Bank of America, Merrill, Truist Advisory Services, and other firms. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers. The firm offers a range of services including discretionary portfolio management, financial planning, and specialized affiliate offerings such as family office and trustee services.

Isaac Everett is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and previously held positions at Merriman, Thrivent Advisor Network, Smead Capital Management, and Snap! Raise. Before entering the financial industry, he spent several years as a student. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach combining active and passive strategies through an enhanced open architecture framework and offers access to private funds, family office services, and retirement plan consulting.