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.

Timothy Knapp is a CFP® professional with 37 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Cascadia Advisory Services, Cetera Advisors LLC, and Asset Management Strategies, Inc., where he also serves as president. United Planners serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, and brokerage services through an open-architecture platform utilizing multiple custodians and third-party money managers.

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.

Halley Hu is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds a Series 66 designation. Prior to joining D.A. Davidson in 2026, Hu worked at Morgan Stanley Private Bank and Morgan Stanley, and has experience at Ernst & Young LLP and Parcion Private Wealth LLC. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering services such as ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized offerings for high-net-worth clients through its Davidson Private Wealth program.

Joshua Whelan is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at Alterra Advisors, Lion Street Advisors, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent, Inc. Outside of advising, he is the owner of Alterra Advisors, which operates as a life, disability, and health insurance brokerage. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to various investment programs, utilizing both advisor-managed and model-based portfolio approaches.

Bryan Spigner is a CFP®-certified financial advisor with seven years of industry experience. He is currently affiliated with Commonwealth Financial Network and Longwave Financial, having previously worked at Bridgewater Advisors, Kestra Advisory Services, and Christopher Street Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance services.

Noemi Chaparro is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at DPA Wealth Partners and Securian Advisors Northwest, with prior roles including Minnesota Life Agent positions. Chaparro also engages in fixed insurance sales as an outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a wide range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, managing over $212 billion in client assets.

Christian Drew is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016. Outside of his advisory role, he is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing oversight and due diligence, and it operates within the KeyCorp group, leveraging affiliations with KeyBank and KeyBanc Capital Markets.

Emma Brezler is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth and Wealth Solutions...By Design, she spent several years involved in education at George Fox University and Olympic College. Her background also includes homeschooling over a 13-year period. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Clinton Robinson is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with TIAA-CREF since 2014. Robinson serves on the finance committee and board of PlantAmnesty, a nonprofit organization focused on education and advocacy to prevent malpruning and preserve urban greenspaces. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure using affiliated funds.

Sophia Despaigne is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with three years of industry experience. Her work history includes roles at D.A. Davidson since 2021 and prior experience at Baird and the University of Washington. 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 comprehensive financial planning, ERISA retirement plan advisory services, and a specialized Private Wealth program for high-net-worth clients.

Bligh Bjarnason is a CFP® with four years of industry experience, currently serving at Corient in Seattle, WA. His prior roles include positions at Columbia Pacific Wealth Management, Slalom, and Westlake Associates. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs various risk management tools to align portfolios with client objectives.

Scott Sheffield is a CFP® with 31 years of industry experience, currently serving at Hightower Advisors since 2022. Prior to joining Hightower, he spent 16 years with Sovereign Capital Advisors LLC, Sovereign Capital Group LLC, and Sovereign Wealth Advisors LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled vehicles and private funds, employing a multi-manager approach with both affiliated and third-party managers.

Sue Sewell is a financial advisor at Clearstead and Clearstead Advisory Solutions with eight years of industry experience. She holds a Series 65 designation and has worked previously at The Clarius Group, LLC and Seattle Bank. 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 uses a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across various investment products.

Liam Airey is a CFP® with two years of industry experience currently with Schwab Wealth Advisory in Bellevue, WA. Prior to joining Schwab, he worked at Clearsight Advisors, VLP Financial Advisors, and Corbett Road. He also spent ten years in full-time education before entering the financial advisory field. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not directly charge clients fees, with discretionary management typically provided by affiliated or third-party managers.

Aaron Nichols is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning in Bellevue, WA. His prior experience includes roles at National Advisors Trust Company before joining Creative Planning in 2019. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Lauren Thompson is a financial advisor with Corient, holding a Series 65 designation and two years of industry experience. Prior to joining Corient, she worked at McCutchen Group LLC and Santa Barbara County Employees Retirement System. She serves on the Investment Advisory Committee for the Seattle City Employee's Retirement System. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that blends in-house strategies with third-party managers and incorporates risk management tools to align portfolios with client objectives.

Ariel Romero is a financial advisor with Schwab Wealth Advisory who holds a Series 66 designation and has six years of industry experience. He previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not directly charge clients fees, distinguishing its business model from many other enterprise wealth managers.

Jung Lee is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, Lee is involved in several business activities including ownership interests in real estate consulting and insurance marketing entities, and volunteers translating grant information for small businesses in Pierce County. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to tailor client investment profiles.

Matthew Kane is a financial advisor at Corient in Seattle, WA, with 21 years of industry experience. He holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, as well as Columbia Pacific Wealth Management from 2015 to 2023. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses 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.