Jennifer Mc Curdy is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank since 1995. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm employs a multi-provider model for discretionary implementation and emphasizes wrap-fee programs, integrating services with KeyCorp affiliates.

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 with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Clearing, Key Investment Services LLC, and Banc Of America Investment Services, Inc. She has been with Hightower Advisors since 2018. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, emphasizing manager selection and multi-manager solutions. The firm’s approach incorporates proprietary research and a variety of investment vehicles, including alternative investments and custom indexing.

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® with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2018. Prior to her current role, she worked at Government Perspectives, LLC, and has spent time as a performing musician, mostly volunteering and occasionally performing for pay. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services, and maintains custody of client assets while managing both advisory and broker-dealer operations.

Luke Jauhola is a financial advisor at HSBC Securities (USA) Inc. in Seattle, WA, with 22 years of industry experience. He holds a Series 66 designation and has worked at HSBC Securities since 2013, previously having roles at HSBC Bank USA, N.A., Chase Investment Services Corp., Wamu Investments, Inc., and UBS Financial Services. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his primary firm, where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers multiple program types ranging from client-directed to fully discretionary portfolios, combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

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.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and previously worked at Shelgren Financial Group, Inc. from 2004 to 2009. Outside of advising, he maintains an ownership interest in an LLC used for tax purposes. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and access to third-party managers.

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.

Titilayo Otukoya is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has held various positions including work with Syracuse University and other organizations. She serves as a passive director of Queens Otus Ltd., a hotel and restaurant. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate clients, and institutional participants. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by proprietary research and broad integration within the Goldman Sachs ecosystem.

Alexander Tucker is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2010, following a decade at Wells Fargo Investments. Tucker serves on the board of the Bellevue High School Girls Basketball program, a nonprofit organization. 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 offers a range of solutions such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards.

Xingdi Zhou is a CFP® and Series 66 credentialed advisor with five years of industry experience. She is currently with Oppenheimer and previously worked at Baird and operated Dragon Accents LLC, a life coaching and translation service, where she provides ontology-based coaching on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, including discretionary and non-discretionary portfolio management and consulting, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

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.

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® and holds a Series 65 license with eight years of industry experience. He has worked at Commonwealth Financial Network, Longwave Financial, Bridgewater Advisors Inc., Kestra Advisory Services LLC, and Christopher Street Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets through a broad platform of managed account programs, third-party asset managers, and custody 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.

Dennis Clavin is a CFP® professional affiliated with Commonwealth Financial Network, with 43 years of industry experience. He has been with Commonwealth since 2016 and holds Series 63 registration. Clavin owns Dennis Clavin, LLC, an entity facilitating his securities, advisory, and insurance operations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.