Ned Jacobson is a financial advisor at PlanMember Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Allstate Insurance Company and Sandler Partners. Outside of his advisory role, he teaches private trombone lessons. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on a top-down strategic asset allocation framework and managing risk-based mutual fund portfolios. The firm offers education, support services, and personalized planning while acting as an ERISA Section 3(38) fiduciary for many plans.

Troy Wingfield is a CFA® charterholder based in Seattle, WA, with 14 years of industry experience. He is currently with Corient, where he has worked since 2023, and has prior experience at Columbia Pacific Wealth Management and McCutchen Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Jeffrey Pierce is a financial advisor at Clearstead Advisory Solutions in Seattle, WA, holding a Series 65 credential with eight years of industry experience. He previously worked at The Clarius Group, LLC and Fisher Investments, and spent four years at Washington State University. 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 an institutional investment process across a variety of account types, including a proprietary Direct Indexing strategy and specialized platforms like ClearAccess.

Gabrielle Corduan is a CFP® and ChFC® credentialed advisor with four years of industry experience, currently with Schwab Wealth Advisory in Bellevue, WA. She has worked at Charles Schwab and Wells Fargo in various capacities since 2019. Prior to her financial services career, she was involved in the massage therapy and skincare spa industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and is distinguished by its fee arrangement and limited discretionary portfolio management.

Ben Peden is a CFP® with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC in Bellevue, WA. Prior to joining Focus Partners Wealth, he worked at Investor's Fiduciary Advisor Network, Sherpa Wealth Strategies, and Ameriprise. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office support, retirement plan fiduciary services, and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis.

Randall Williams Gurian is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2014. Gurian also maintains an ongoing role at Triad Wealth Stewardship, LLC since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.

Gavin Boespflug is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Schwab Wealth Advisory with four years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co. Inc. since 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models, with final trading decisions left to clients.

Troy Dawson is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with Shelgren Financial Group and Lincoln Investment Planning since 2011. Outside of advisory work, he serves on the board of directors of Abiding Word Church Pacific Northwest and is the founder and president of Genesis NTB, LLC, a company involved in manufacturing and distributing a consumer retail product. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Esther La Marche is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The H Group Washington, Inc. and Harvest Capital Advisors, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and uses a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Meiling Elsner is a financial advisor at HSBC Securities (USA) Inc. in Bellevue, WA, with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and East West Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of program types from client-directed to fully discretionary portfolios. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation advice developed with HSBC Global Asset Management.

Sandra Cramer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner since 2026. She previously held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and First Republic Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside operational financial wellness solutions.

Michael Brooks is a CFP® with nine years of industry experience, currently serving at Corient in Seattle, WA. He has worked at Corient and its related entities since 2023 and previously was with Columbia Pacific Wealth Management and Cornerstone Advisors, Inc. from 2014 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, charities, and corporations. The firm uses a goals-based investment approach that combines in-house strategies with third-party managers, employing risk management tools and incorporating alternative investments and private fund options where appropriate.

Jeffrey Barnett is a CFP® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC. His background also includes roles at Swedish Medical Center and The Ohio State University Wexner Medical Center. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Andrew Wiegand is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network and leading Wiegand Financial Group since 2005. He holds a Series 63 license and is based in Mercer Island, WA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Lucas Seidel is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has previously worked at Skis Painting and T&A Supply. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation across multiple asset classes.

Victor Belfiore is a financial advisor at Mariner with Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at several firms such as Direct Source Wealth, Cabin Securities, and Bank of America. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment team and offers integrated tax and accounting services alongside traditional portfolio management.

Shawn Kennedy is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2017, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Full Trader. His experience spans multiple facets of financial services, focusing on helping clients achieve their financial goals and providing peace of mind through the financial planning process. Shawn is dedicated to delivering service and an exceptional client experience, aiming to be a trusted advisor and add value to client relationships with Fidelity. Outside of his professional work, Shawn has interests in cars, fitness, military service, and soccer.

Emma Gibson is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with 13 years of industry experience. She has been with D.A. Davidson & Co. since 2012. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, serving clients under fiduciary standards with both qualitative and quantitative investment analysis.

Drew Serres is a financial advisor at Corient with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and held various roles outside finance, including positions in primary education and at Kens Pool & Patio. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

David Weickert is an advisor with Empower Advisory Group in Seattle, WA, holding Series 63 and Series 65 designations. He joined the firm in 2026 and has a varied background including self-employment and work in community organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.