Julie Back is a financial advisor with Wealthspire Advisors, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including roles at Private Ocean, Mutual Securities, Inc., and Lakeview Financial Group. She has been with Wealthspire Advisors since 2024. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and oversight.

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-Investments at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a successor registered representative managing investment authority for a family trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services using strategic and tactical asset allocation, manager selection, and various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Kyle Gionet is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior roles include positions at Bordeaux Wealth Advisors and Ernst & Young. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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.

Christopher Pester is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and TD Bank AMCB. Outside of his advisory role, he serves as a board member for The Community Gourmet, a nonprofit focused on providing meals and food preparation education, and coordinates DJs for wedding and celebration events through DOUBLE PLATINUM LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts, emphasizing client direction in investment model selection and providing access to third-party discretionary managers with ongoing monitoring and oversight.

Gary Takacs is a financial advisor with Oppenheimer Asset Management Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Oppenheimer and Fahnestock & Co. Inc. since 2003. Outside of his advisory work, he serves as co-trustee of a family revocable trust. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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 24 years of industry experience. He has worked at Stonebridge Wealth Management, National Asset Management, and National Securities Corporation. In addition to his advisory role, Mr. Schwartz is a licensed attorney and an independent insurance agent, conducting those activities separately from his investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a broad client base that includes individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, utilizing a variety of investment strategies and platforms.

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.

Aaron Pimentel is a Financial Consultant currently working with Fidelity Investments since 2022. He has built his career in the financial services industry, holding various roles that include Financial Consultant at E*TRADE from 2019 to 2022, Financial Counselor at Fisher Investments from 2018 to 2019, Financial Solutions Advisor at Merrill Lynch from 2015 to 2018, and Stockbroker at Scottrade from 2006 to 2015. Aaron focuses on acting as a trusted advocate to develop personalized financial plans aimed at helping families achieve their financial goals. He partners with clients by understanding their needs, objectives, and investment preferences, providing ongoing support and assistance to make informed financial decisions. Outside of his professional work, Aaron has personal interests in baseball, beach activities, fitness, football, and music.

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, holding Series 63 and Series 66 designations with 15 years of industry experience. He previously worked at Wedbush Securities Inc. for 10 years before joining D.A. Davidson in 2017. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Amanda Eilers is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Trellis Advisors, LLC from 2016 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

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.