Andy Weng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at multiple firms, including Integrated Trust Systems and Scale Force Group, and has been involved in several entrepreneurial ventures such as Bridgemaker LLC and W.S. Enterprise, LLC. His outside activities include serving as a silent member and investor in a marketing and business automation software company and working as a referral sales associate for estate planning services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including high net worth individuals and employer-sponsored retirement plans. The firm utilizes model portfolios and third-party managers through various platforms, offering an integrated retirement plan ecosystem and affiliated mutual funds and insurance products.

Whitney Isbell is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, Isbell held various roles including positions at Blue Cloud Innovation and The Bear Creek School. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Eric Mathieu is a financial advisor with Empower Advisory Group in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing over short-term forecasts.

Joseph Strecker is a Series 65 licensed financial advisor with 31 years of industry experience. He is currently with Corient in Seattle, WA, where he has worked since 2023. His prior experience includes roles at Columbia Pacific Wealth Management and Kibble & Prentice. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Xin Wang is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Eagle Strategies in 2024, Xin operated Grace Wang Financial Associates for 12 years and has been associated with New York Life and NYLIFE Securities since 2002. Xin also operates under the DBA OpenWin Financial & Insurance Services LLC, where they broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types with an emphasis on tailoring recommendations to client and Plan Sponsor objectives, managing the majority of its assets on a non-discretionary basis.

Colleen Kroeger is a CFA® charterholder with 17 years of industry experience. She has worked at Hightower Advisors since 2022 and was previously with Highland Private Wealth Management for 15 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and insurance companies. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Olivia Rice is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2024, she worked at Securities America, Inc. from 2022 to 2024 and served for seven years with the Terrell Independent School District. She is also a director and contact worker for the Terrell Independent School District Excellence Foundation, a nonprofit focused on education. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms such as Envestnet and Ladenburg Thalmann Asset Management.

Matthew Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Scarano is also involved in insurance brokering, operating under DBA names that focus on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing 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 a majority of its assets on a non-discretionary basis, working extensively with retirement investors and institutional sponsors.

Christopher Holt is a CFP® professional with 18 years of industry experience. He is currently with Creative Planning and has previously worked at Coldstream Wealth Management and Fidelity in various advisory and brokerage roles. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Kay Li Watness is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Kay holds a Series 66 designation and previously worked at Servitium Wealth Management, the University of Washington - Seattle, and Financial Advocates & LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Seth Jones is a financial advisor at Integrity Alliance, LLC with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Lion Street Financial, Umpqua Bank, and US Bank. Integrity Alliance is an enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages roughly $5.4 billion in client assets through over 300 independent advisors and offers portfolio management, financial planning, and third-party manager referrals using a variety of investment approaches and platforms.

Petra Ljubic Lane is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors since 2022, following seven years at Cpwm, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Daniel Seidel is a Series 66-licensed financial advisor with Oppenheimer & Co. Inc in Seattle, WA, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, Seidel has a minor involvement as a landlord. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, retirement services, and financial planning with discretionary and non-discretionary account management.

David Greenfield is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 66 and Series 63 licenses with 14 years of industry experience. He has been with D.A. Davidson since 2014. 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 ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Kosuke Takahashi is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Capstone Wealth Advisors and Waddell & Reed, Inc. Outside of advising, he is involved in community service, including helping low-income families file tax returns and serving as an outreach coordinator and board member for Eastside SDA Fellowship. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process combining passive and active management guided by an internal Investment Committee.

James Nicholson is a financial advisor with Oppenheimer in Bellevue, WA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Oppenheimer in 2009. Outside of his advisory role, Nicholson is active as a sports photographer and serves as a FINRA arbitrator. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs with discretionary and non-discretionary services, including asset management, consulting, and retirement planning, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Ryan Svendson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Old Republic Title, Chaney Capital Management, and Oppenheimer & Co. Inc. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services.

Kaylee Turin is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Highland Private Wealth Management, and Bank of America. Outside of her financial career, her background includes roles in retail and education sectors such as American Eagle Outfitters and the University of Washington. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features multi-manager solutions and emphasizes manager selection, offering access to proprietary research, various investment vehicles, and tailored portfolio construction.

Michael Mackelvie is a CFP® with 11 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services, Mass Mutual Investors Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of his advisory work, he creates educational financial content and teaches seminars through College Guide Pro and produces sports videos on his personal YouTube channel. Mariner serves a diverse client base including individuals, plans, trusts, and nonprofit organizations, offering investment management, financial planning, and coordinated tax services. The firm focuses on discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and operational CFO capabilities.

Andrew Chhor is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-based investment approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.