John Aronson is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. His prior experience includes roles at Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services, Inc. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to managed model portfolios.

Rodney Brewster is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wedbush Securities Inc for 10 years before joining D.A. Davidson in 2017. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides services ranging from ERISA retirement plan advice to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Amanda Eilers is a CFP® professional based in Bellevue, WA, with five years of industry experience. She is currently with Hightower Advisors and previously worked at Trellis Advisors, LLC. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, incorporating proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Marsha Tellesbo is a financial advisor at Equity Services, Inc. with 46 years of industry experience. She has been with Equity Services since 1980. Outside of her advisory role, she is the owner of Tellesbo and Company, where she serves as an insurance agent offering life, health, disability, long-term care, prescription drug, and Medicare supplement products. She also serves as the State Chair for the Federal PAC of the National Association of Health Underwriters. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary assets.

Juan Aguilar is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at The Miliare Group and Prime Corporate Services, LLCs, among others. Outside of advising, he is involved as Chief Strategy Officer at MemoryLanePark LLC, a fashion-related business, and provides estate planning support through Inheritguard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models. The firm manages over $2 billion in assets across discretionary and non-discretionary accounts and operates as both a registered investment adviser and broker-dealer.

Shawn Skogstad is a CFP® and holds a Series 66 license, with 19 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Capstone Wealth Advisors and Waddell & Reed Inc. Outside of his advisory role, he serves as the head boys baseball coach at Bellevue Christian Schools. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

David Monsees is a financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Joslin Capital Advisors, First Command financial services firms, and served in the United States Naval Reserve and active duty in the U.S. Navy. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager due-diligence process and a mix of active and passive investment strategies across third-party independent managers. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Katherine Hamel is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Merriman and Baird. Based in Seattle, WA, she holds the Series 66 designation. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a wide range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with various investment strategies and maintains an extensive network of affiliated service companies and product relationships.

Sean Howard is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. Prior to this, Sean held positions at Fidelity Investments and RBC Capital Markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model combines proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.

Kristin Paystrup Scott is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses. She has seven years of industry experience, including roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of advising, she is a 50% owner of a property management and remodeling business and is involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Allen Lehnhoff is a CFP® certificant based in Seattle, WA, with 12 years of experience in the financial advisory industry. He has worked at Commonwealth Financial Network since 2016 and also has a role with Complete Wealth Management Solutions since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and retirement consulting, supporting advisors with trading, reporting, and householding services.

Lawrence Steele is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Valic Financial Advisors since 2010 and is also associated with AGIA, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Benjamin Keith is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is a part owner of a boat slip rental and manages a rental property. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management using both model and customized portfolios.

Theodore Cronin is a financial advisor at Oppenheimer with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Oppenheimer in 2026, he held various roles including positions at Keurig-Dr Pepper, San Juan Hard Seltzer, and Charles Schwab. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, including discretionary and non-discretionary portfolio management and financial planning. The firm employs diverse investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Vikram Kirikera is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and having 11 years of industry experience. His work history includes roles at Netlaw Inc, Seattle Financial Hub LLC, Seattle Financial Center, and the National Association of Registered Social Security Analysts. He assists clients with online estate planning tools such as wills and trusts through his position at Netlaw Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both advisory and broker-dealer services with a variety of investment programs and access to third-party money managers, operating as both a registered broker-dealer and registered investment adviser.

Tarek Mcalee is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2021 and previously spent 15 years with Joslin Capital Advisors and 11 years with KMS Financial Services, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Jennifer Anker is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. She previously worked at TIAA and TIAA-CREF from 2013 to 2022. Anker is a board member of Washington Women in Need, a nonprofit organization based in Bellevue, WA. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal research team and third-party managers, along with integrated tax and accounting services and financial wellness tools.

Timothy Oster is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Oppenheimer in 2026, he worked at MissionSquare for 11 years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies and supports both discretionary and non-discretionary relationships.

Jeffrey Anderson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. Prior to this, he worked at UBS Financial Services Inc. for 14 years. He holds the Series 66 designation and is based in Bainbridge Island, WA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with a focus on tailored asset-allocation strategies and access to alternative and private investments.

David Johnston is a Series 66-licensed financial advisor with six years of experience at TIAA-CREF in Bellevue, WA. His work history includes roles at TIAA Bank, UPS, Fernwood at the Park, Names Fitness Center, and Pacific Lutheran University. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also advises donor-advised funds and operates a vertically integrated advisory model with both planning and ongoing portfolio management services.