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.

Jung Lee is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, Lee is involved in several business activities including ownership interests in real estate consulting and insurance marketing entities, and volunteers translating grant information for small businesses in Pierce County. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to tailor client investment profiles.

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 29 years of industry experience, currently with Wealthspire Advisors since 2024. Her prior roles include positions at Private Ocean, Mutual Securities, Inc., and Lakeview Financial Group. Outside of her advisory work, she serves on the board of the nonprofit Knit for Life and operates an independent insurance agency. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors. The firm provides wealth management, financial planning, and retirement-plan consulting services to individuals, including high-net-worth clients, corporations, nonprofits, and pension plans, employing an institutional-style asset allocation framework.

Marcie Mayer is a financial advisor with Oppenheimer in Renton, WA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services with investment solutions tailored through strategic and tactical asset allocation, manager selection, and various investment vehicles.

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 & Co. since 2006. Outside of her advisory work, she manages a sole proprietorship unrelated to securities trading. 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 such as ERISA 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 at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Outside of his advisory role, he serves as trustee of the Wim Schut Living 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, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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 has been with Focus Partners Wealth, LLC since 2025 and previously worked at Merriman Wealth Management, LLC from 2014 to 2025. He also serves as a General Partner and committee member involved in the wind-down and liquidation of a private fund. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and a range of strategies across public and alternative investments.

Xiaoqi Ye is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. Ye has a background that includes roles at Microsoft as a Principal Technology Specialist and leadership of an IT consulting firm, XIAOQI Consulting LLC. Ye has also assisted with AI technology staffing through Purple Husky Technologies. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment models.

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.

Graham Peterson is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation. He has recently begun his career in the industry, with prior experience including roles at Coe College and the Woods Tennis Center. 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 services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with substantial net worth.

Deena Bortscheller is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Anne Chao is a financial advisor at Oppenheimer with 29 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Pin Wen Wang is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Transamerica Financial Advisors in 2024, Wang has worked with several firms including World System Builders, 4DMT, and Wfgia. Wang is also a certified notary public in Washington. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through a combination of proprietary model portfolios and third-party money managers, offering discretionary and non-discretionary program options.

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.