Nan Nge is a financial advisor at Corient with two years of industry experience. They hold Series 63 and Series 65 licenses and have worked at firms including Bank of America, Merrill, and Truist Advisory Services. Nan has prior experience with the University of Florida and in business planning services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services through affiliated entities.

Isaac Everett is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Merriman, Thrivent Advisor Network, Smead Capital Management, and Snap! Raise. Focus Partners Wealth, LLC provides comprehensive 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, combining active and passive strategies along with various specialized offerings.

Nataleah Dietzmann is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with D.A. Davidson since 2011. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers advisory solutions under fiduciary standards, including retirement plan services, comprehensive financial planning, and a Private Wealth program targeting clients with significant net worth.

Robert Henshaw is a financial advisor with Oppenheimer & Co. Inc. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, acting as a qualified custodian and utilizing both commission-based and advisory fee structures.

Brandon White Szep is a financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, holding a Series 65 credential and one year of industry experience. His prior experience includes roles at Pekin Hardy Strauss and Brighton Jones LLC, as well as several years at Best Buy Co. Inc. before entering the financial advisory field. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Jennifer Johnston is a financial advisor at Hightower Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Johnston is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisor practices.

Allyson Eisenhower is Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2024. She focuses on helping clients pursue their financial goals and secure their future by providing comprehensive financial planning tailored to each client's unique situation and objectives. Her professional experience includes positions as a Financial Consultant at Fidelity Investments from 2020 to 2024, a Financial Consultant at Charles Schwab in 2019, and a Senior Associate at Pavilion Alternatives Group from 2017 to 2019. Earlier in her career, she worked as a Portfolio Manager at Empirical Wealth Management from 2015 to 2017 and as a Client Relationship Manager at Charles Schwab from 2008 to 2014. Allyson's approach centers on trust, transparency, and a commitment to delivering high standards of service to her clients.

Launa Rohar is a CFP®-certified financial advisor at Oppenheimer with 10 years of industry experience. She has worked at Oppenheimer since 2018 and previously held roles at Government Perspectives, LLC and Kaleidoscope School of Music. Outside of her advisory work, she is a performing musician, occasionally volunteering and sometimes being paid for musical performances. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and rebalancing across multiple asset classes.

Luke Jauhola is a financial advisor with HSBC Securities (USA) Inc. based in Seattle, WA. He holds a Series 66 designation and has 22 years of industry experience. Since 2013, he has worked with HSBC Securities and concurrently serves as a bank officer for HSBC Bank USA, N.A., an affiliated entity, where he is involved in selling bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment solutions, utilizing a range of model risk profiles and collaborating with affiliated asset management and fund due diligence teams.

Timothy Cotton is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2021, following six years at Nordstrom. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary advisory services under the Advisers Act and ERISA standards and features specialized offerings such as municipal advisory activities and a Private Wealth program for high-net-worth clients.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and concurrently affiliated with Shelgren Financial Group, Inc. since 2004. Outside of advisory work, he operates an LLC for tax purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services that include both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party strategies overseen by their Investment Management & Research team.

Adriana Cazabal is a financial advisor at Mariner in Bellevue, WA, holding a Series 65 credential. She has been with Mariner since 2025 and previously worked at Williams Sonoma, Inc., Allied Universal, and Regal Cinemas. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Titilayo Otukoya is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has held various positions including work with Syracuse University and other organizations. She serves as a passive director of Queens Otus Ltd., a hotel and restaurant. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate clients, and institutional participants. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by proprietary research and broad integration within the Goldman Sachs ecosystem.

Alexander Tucker is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with D.A. Davidson & Co. since 2010. Outside of his advisory role, he serves on the board of the Bellevue High School Girls Basketball program, where he is involved in oversight and budgeting. 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 ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Xingdi Zhou is a CFP®-certified financial advisor with five years of industry experience, currently with Oppenheimer since 2024. Prior to joining Oppenheimer, Zhou worked at Baird for four years and operated Dragon Accents LLC, a solo proprietorship providing life coaching and translation services. She offers ontology-based coaching focused on transforming habitual behaviors through weekend sessions outside of securities trading hours. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of year-end 2025.

Binbin Feng is a financial advisor at TIAA-CREF in Bellevue, WA, holding Series 63 and Series 65 designations with 10 years of industry experience. Feng has worked at TIAA-CREF since 2018 and previously held roles at JP Morgan Chase Bank and JP Morgan Securities LLC from 2015 to 2018. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with connections to TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates financial planning services from ongoing portfolio management and serves as adviser to donor-advised funds within a vertically integrated structure.

Donn Hess is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lockton Investment Advisors and Lockton Investment Securities. Outside of his advisory work, he is an author of novels and collaborates with Rockhurst University to develop financial health education content. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as a law firm, trust company, and recordkeeping services.

Halley Hu is a Series 66 licensed financial advisor at D.A. Davidson & Co. with two years of industry experience. Prior to joining D.A. Davidson, Hu worked at Morgan Stanley Private Bank and Morgan Stanley, and has experience at Ernst & Young LLP and Parcion Private Wealth LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning and fiduciary investment management, with specialized services for high-net-worth clients and municipal advisory activities.

Joshua Whelan is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at Alterra Advisors, Lion Street Advisors, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent, Inc. Outside of advising, he is the owner of Alterra Advisors, which operates as a life, disability, and health insurance brokerage. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to various investment programs, utilizing both advisor-managed and model-based portfolio approaches.

Bryan Spigner is a CFP®-certified financial advisor with seven years of industry experience. He is currently affiliated with Commonwealth Financial Network and Longwave Financial, having previously worked at Bridgewater Advisors, Kestra Advisory Services, and Christopher Street Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance services.