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. He holds a Series 66 credential and has previously worked at Lion Street Financial, Umpqua Bank, and US Bank. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a wide range of clients including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs.

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 designations with 14 years of industry experience. He has been with D.A. Davidson since 2014 and spent two years at LNW prior to that. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides fiduciary-standard advisory services with a focus on qualitative and quantitative investment analysis, municipal advisory roles, and a private wealth planning program for clients with over $20 million in net worth.

Brian Huddleston is a Series 65 licensed advisor with Bankers Life Advisory Services, Inc., based in Lynnwood, WA, and has one year of industry experience. His prior roles include positions at Sawston Wealth Management LLC and Brand Asset Partners, as well as corporate experience with Parsons Xtreme Golf and WestRock. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Kosuke Takahashi is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Capstone Wealth Advisors and Waddell & Reed, Inc. Outside of his advisory role, Takahashi owns Highbridge Advisors, LLC, a nonprofit that assists low-income families with tax return filing, and he serves as an outreach coordinator and board member for Eastside SDA Fellowship. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach blending passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

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 CFP® with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of advisory services, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to individual investors, corporations, pension plans, and other institutional clients. The firm utilizes a combination of asset allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Betsy Cole is a financial advisor at Clearstead with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms, including The Clarius Group, Highland Private Wealth Management, Newground Social Investment, and D.A. Davidson & Co. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and employs an investment process that includes portfolio analytics, manager research, and strategic asset allocation.

Anthony Sablan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has previously worked at Northwestern Mutual Investment Management and has been affiliated with Eagle Strategies and New York Life entities since 2015. Outside of his advisory work, he serves on the board of the After School All Stars Foundation, coaches mixed martial arts, and owns a podcast interviewing guests about personal challenges and resilience. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering customized solutions through multiple program types. The firm manages a significant portion of its assets on a non-discretionary basis and serves a diverse client base, including defined contribution and benefit plans, charities, and corporate accounts, operating within the integrated New York Life affiliate structure.

Lu Bo is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Transamerica, Lu held roles at World Financial Group, American Income Life, and Safe Harbor Health Insurance, where he assists clients with Medicare plan options. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm employs proprietary and third-party investment models and provides both discretionary and non-discretionary program options.

Frank Mclaughlin IV is a CFP® and holds a Series 65 license with 12 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent eight years at Merriman Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.