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 Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2017 and previously spent three years at Blue Moon Wealth Advisory. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios, utilizing low-cost index vehicles and tax management where appropriate.

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 prior roles include positions at PFG Advisors, Klevens Capital Management, and Badgley Phelps Wealth Managers. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party managers across various asset classes and alternative strategies.

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 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 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.

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.

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 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.

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.