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. with seven years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill Lynch Wealth Management and J.P. Morgan Securities. Alexandra serves on the board of the Institute for Conflict, a Seattle-based nonprofit, where she leads and supports fundraising campaigns and events. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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 with Key Investment Services LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at KeyBank and TD Bank AMCB. Outside of his advisory work, he serves as a board member for The Community Gourmet, a nonprofit focused on meal provision and food education, and coordinates DJ events through Double Platinum LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and it operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

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. based in Seattle, WA, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Washington Trust Bank and several educational institutions, including Tulane A.B. Freeman School of Business. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Noah Mink is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at KeyBank and CitiGroup prior to joining Key Investment Services. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various managed account programs and brokerage products. The firm emphasizes client-directed investment model selection supported by non-binding recommendations and ongoing monitoring, with a focus on due diligence and supervisory oversight.

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, 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.