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. He has worked with firms including Safe Harbor Health Insurance, World Financial Group, and American Income Life. Outside of advisory duties, Lu Bo is involved in health insurance sales and client support related to Medicare plans through Safe Harbor Health Insurance. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and commission-based products. The firm manages a mix of proprietary and third-party models and operates as both an RIA and registered broker-dealer.

Frank Mclaughlin IV is a CFP® with 11 years of industry experience, currently advising at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked for Merriman Wealth Management, LLC for eight years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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 66 and Series 63 licenses with 10 years of industry experience. Prior to joining Beacon Pointe, he worked at Raymond James Financial Services Advisors, Inc. and Kms Financial Services, Inc. Simons is also the owner of LG's Kitchen LLC, a business that sells breakfast burritos. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies, supported by third-party independent managers and proprietary private funds.

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 65 and Series 63 licenses and has worked with Goldman Sachs & Co. LLC since 2021. He serves as a board member of the Blue Mountain Land Trust, a nonprofit organization based in Walla Walla, WA, where he participates in general board and financial committee duties. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic and tactical allocation models supported by research and analytics, offering a range of services such as Private Family Office and Specialized Executive Wealth programs within the broader Goldman Sachs ecosystem.

Stephanie Zheng is a financial advisor with Transamerica Financial Advisors in Bellevue, WA. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her background includes roles at American Senior Resources, Hanlin Moss Yi, Jackson Hewitt, Bridlewood Insurance Services, and World Financial Group. Outside of financial advising, she is involved in health and Medicare insurance sales and assists with tax preparation as part of a CPA firm. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Bryan Mazza is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has served at Mazza Financial Group, Inc. since 1998 and was previously with Cetera Advisors LLC from 2013 to 2022. Mazza also acts as a financial and healthcare durable power of attorney for family members. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in assets.

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.

Yan Lee is a Series 66 licensed financial advisor with five years of industry experience. He currently works with Key Investment Services LLC and has held positions at firms including JPMorgan Chase Bank, Fidelity Investments, and LPL Financial. Outside of his advisory role, he serves as a volunteer community advisor for Evergreen Hospital. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account offerings. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and a focus on due diligence and supervisory oversight.

Duane Larue is a financial advisor at Oppenheimer with 33 years of industry experience. He has held his current position since 2009 and holds Series 63 and Series 65 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, managing assets through both discretionary and non-discretionary programs.

Bo Lee is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Beacon Pointe Advisors, he spent 15 years at BNY Mellon. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and also acts as a general partner for proprietary private funds.

Aaron Spencer is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously spent 20 years at MERRIMAN Wealth Management, LLC. Focus Partners Wealth, LLC provides 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 that combines active and passive strategies across various asset types.

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. and Wells Fargo Clearing. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm offers both discretionary and non-discretionary investment solutions across multiple strategies and supports institutional and unaffiliated advisors through its consulting and retirement services.

Johnathan Simonson is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Albert Lee Appliance, Washington State University, Builders Hardware & Supply, and Seattle Public Schools. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various advisory and planning services and operates under fiduciary standards, distinguishing itself through municipal advisory activities and affiliated custodial entities.

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.