Tanner Waldron is a financial advisor with Lincoln Investment in Renton, WA. He holds a Series 66 designation and has been in the industry since 2023, with prior roles including positions at Tremper and Roper and Amrize. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management using model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

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.

Lisagrace Alsbury is a financial advisor at Lincoln Investment with nine years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment since 2016. Alsbury also provides occasional payroll tax filing assistance as a self-employed contractor. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

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® professional with 32 years of experience in the financial advisory industry. He has worked at Hightower Advisors since 2022 and previously spent 16 years at Sovereign Capital Advisors LLC and related entities, as well as 12 years at Strategic Wealth Management Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm employs a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

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 at Independent Financial Group, LLC with 25 years of industry experience. He has worked at Independent Financial Group since 2008 and was previously with PRUCO Securities, LLC from 2003 to 2008. Outside of his advisory role, he is involved in several business activities including co-owning real estate consulting and investment firms, and serving as a volunteer assisting small businesses with grant information translation in Pierce County, WA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm offers financial planning, portfolio management, and third-party asset manager programs through multiple platforms, employing a mix of strategic asset allocation and active and passive investment exposures.

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.

Tsuneko Nakatani is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Her career includes roles at Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. She volunteers with the Renton Chamber of Commerce, promoting local business networks. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice via multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Briana Keydel is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2024. She previously worked at Private Ocean, Mutual Securities, Lakeview Financial Group, and Cetera Wealth Services. Outside of her advisory work, she is a board member of Knit for Life, a nonprofit organization. Wealthspire Advisors manages approximately $34.3 billion in assets and serves nearly 9,700 clients, including high-net-worth individuals, corporations, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers comprehensive wealth management, portfolio management, and retirement-plan consulting services.

Marcie Mayer is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. Prior to that, she worked at CIBC World Markets Corp. from 2001 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

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.