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.

Nataleah Dietzmann is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with D.A. Davidson & Co. for 15 years. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Robert Henshaw is a financial advisor at Oppenheimer with 31 years of industry experience. He has held his current position since 2009 and previously worked at Citigroup Global Markets for 12 years. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of programs involving discretionary and non-discretionary portfolio management, consulting, and retirement services, with an emphasis on strategic asset allocation and manager selection.

Mark Niemi is a financial advisor at Osaic Advisory Services, LLC with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors and Securities America Advisors. Niemi has also owned Niemi Investments since 1987. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Jennifer Mc Curdy is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked with Key Investment Services since 2012 and was previously employed at KeyBank from 1995 to 2021. 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 with non-binding recommendations from financial professionals and provides oversight through product due diligence and supervisory review.

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.

Carlos Lopez is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Turtle Shell LLC, a non-investment-related business based in Sammamish, WA. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and tax-loss harvesting, and offers a range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

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.

Robert Selk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at DPA Wealth Partners, Securian Advisors Northwest, Minnesota Life Insurance Co., and Transamerica Financial Advisors. Outside of advising, he owns and operates RDS & Associates LLC, providing tax preparation and consulting services, and is active as a real estate agent in Bellevue, WA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and a comprehensive back-office platform covering trading, reporting, and custody services.

Launa Rohar is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2018. Prior to her current role, she worked at Government Perspectives, LLC, and has spent time as a performing musician, mostly volunteering and occasionally performing for pay. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services, and maintains custody of client assets while managing both advisory and broker-dealer operations.

Luke Jauhola is a financial advisor at HSBC Securities (USA) Inc. in Seattle, WA, with 22 years of industry experience. He holds a Series 66 designation and has worked at HSBC Securities since 2013, previously having roles at HSBC Bank USA, N.A., Chase Investment Services Corp., Wamu Investments, Inc., and UBS Financial Services. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his primary firm, where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers multiple program types ranging from client-directed to fully discretionary portfolios, combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Timothy Cotton is a financial advisor with D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation and five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Nordstrom for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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, wrap fee programs, equity research, and wealth management for high-net-worth clients.

Mathew Roper is a financial advisor with Lincoln Investment who holds Series 65 and Series 66 credentials and has 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and also has a longstanding affiliation with Shelgren Financial Group, Inc. Outside of advising, he is a Certified Financial Planner and has experience writing term life insurance through an insurance broker. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to model portfolios and third-party managers, supported by an in-house Investment Management & Research team and a platform that combines advisor-led relationships with discretionary and non-discretionary investment solutions.

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 at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with D.A. Davidson 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 budget duties. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charities, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and private wealth programs.

Xingdi Zhou is a CFP® and Series 66 credentialed advisor with five years of industry experience. She is currently with Oppenheimer and previously worked at Baird and operated Dragon Accents LLC, a life coaching and translation service, where she provides ontology-based coaching on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, including discretionary and non-discretionary portfolio management and consulting, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

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.