Julie Paul is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with D.A. Davidson since 2006. Outside of her advisory role, she manages a personal rental property as a sole proprietor. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations. The firm emphasizes fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Wim Schut is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent 11 years at CIBC World Markets Corp. Additionally, he serves as trustee of his personal living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs and combines discretionary and non-discretionary management approaches, maintaining custody of client assets while operating both advisory and brokerage businesses.

Jacob Bond is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2023. Prior to joining Cresset, he spent 16 years at TRUE Capital Management. He is also a licensed insurance agent with True Capital Insurance Services, LLC, an affiliated insurance company, though he does not receive compensation for those services. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, offering services such as portfolio management, wealth planning, private fund advisory, and family office services. Cresset employs a diversified, asset-allocation-driven investment approach combining active and passive strategies with a structured due diligence process for manager selection and ongoing monitoring.

Jeremy Burger is a CFP®, CFA®, and holds a Series 65 license with 22 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent 12 years at Merriman in various roles. He also serves as a general partner and committee member managing the wind-down and liquidation of a private fund. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Nina Rose is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Coldstream Securities, Inc. and Coldstream Wealth Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including point-in-time planning and ongoing portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Graham Peterson is a financial advisor with D.A. Davidson & Co. based in Seattle, WA. He holds the Series 66 designation and has recent experience working with D.A. Davidson since 2023. Prior to his advisory role, he was affiliated with Coe College and the Woods Tennis Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as 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.

Deena Bortscheller is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Anne Chao is a financial advisor at Oppenheimer with 30 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Pin Wen Wang is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Transamerica Financial Advisors in 2024, Wang has worked with several firms including World System Builders, 4DMT, and Wfgia. Wang is also a certified notary public in Washington. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through a combination of proprietary model portfolios and third-party money managers, offering discretionary and non-discretionary program options.

Steven Schwartz is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Outside of his advisory role, he serves as president of a financial life advisory firm used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services including financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Darryl Lynch is an Executive Director of Investments at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 1996 to 2003. Lynch holds Series 63 and Series 65 licenses. He serves as successor registered representative of the England Kalama Takai Trust, managing investment decisions in accordance with regulatory requirements. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Kyle Gionet is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Bordeaux Wealth Advisors and Ernst & Young. Focus Partners serves a diverse client base including high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Isabelle Scott is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Seattle, WA. She has one year of experience at Goldman Sachs & Co. LLC and previously worked at Empire State Development and Westwood Country Club. Her background also includes roles at Cornell University, Westlake High School, and Hill Country Middle School. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm uses a range of strategic allocation models, investment manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Alexandra Bogacz is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with eight years of industry experience. Her prior roles include positions at Senior Planning Advisors, LLC, Strategic Investment Advisors, LLC, and J.P. Morgan Securities, among others. She serves as a board member for the Institute for Conflict, a nonprofit organization, where she leads and supports fundraising campaigns. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Michael Joslin is a financial advisor at Beacon Pointe Advisors, LLC with 39 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Joslin Capital Advisors, LLC and Kms Financial Services, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach with both active and passive strategies supported by a formal due-diligence process. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Gary Takacs is a financial advisor at Oppenheimer with 40 years of industry experience. He has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1995 to 2003. Outside of his advisory role, he co-manages a revocable trust with his spouse. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services across equities, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Ella Kelsey is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Washington Trust Bank and completing her education at Tulane A.B. Freeman School of Business. 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 from retirement plan advisory to comprehensive financial planning and manages a Private Wealth program for clients with stated net worth exceeding $20 million.

Noah Mink is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank and CitiGroup prior to his current role. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap‑fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions with financial professionals offering recommendations and ongoing monitoring, and maintains a due diligence process for third-party advisory products.

Jay Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior firms include Stonebridge Wealth Management, National Asset Management, and UBS Financial Services. In addition to his advisory role, Mr. Schwartz is a licensed attorney and an independent insurance agent, with these activities conducted separately from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party technology platforms and managers to implement a range of investment strategies.

Tiffany Andersen is a CFA® charterholder with 10 years of industry experience. She is currently with Clearstead Advisory Solutions and previously worked for The Clarius Group, LLC. Andersen is based in Seattle, WA. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional investment disciplines across a variety of account types, utilizing mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.