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 with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and 14 years of industry experience, all with her current firm since 2012. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, including a Private Wealth program for clients with significant net worth.

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.

Philip Platt is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and 16 years of industry experience. Before joining Focus Partners in 2025, he worked at Bordeaux Wealth Advisors and Coldstream Capital Management. He serves on the board of directors of Vanguard Development LLC, a holding company involved in real estate development, management, and oil field services, where he advises on business strategy and corporate development. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party managers, offering a wide range of investment management and wealth services alongside an extensive network of affiliated service companies.

Nathan Enzian is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors, Inc. He serves as Vice-Chair of the JT Sheffield Industrial Park Condo Association board. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Tatiana Belova is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services and Key Bank in 2023, she worked at JP Morgan Chase from 1998 to 2023. She is also a member of an LLC formed for a future home remodeling business. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, and businesses through various wrap-fee programs, model portfolios, and managed accounts, emphasizing client-directed investment strategies and ongoing oversight.

Stephanie Hammell is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. She has 11 years of industry experience, including prior roles at Provence Wealth Management Group and LPL Financial. Hammell also founded Opus Consulting LLC, a business entity unrelated to investment advisory. Independent Advisor Alliance serves a broad range of clients, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support comprehensive planning and asset aggregation.

Stephen Cooke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with several Ameritas affiliates and MassMutual entities prior to his current role. Outside of his advisory work, Cooke is the owner and president of Highlands Insurance & Retirement Solutions, LLC, a business focused on fixed insurance products. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a combination of in-house model portfolios and third-party managers, providing both discretionary and non-discretionary investment programs.

Jordan Hart is a financial advisor at D.A. Davidson & Co. in Seattle, WA with nine years of industry experience. He holds a Series 66 credential and previously worked at John Hancock and Edward Jones. Early in his career, he was involved with The Daily O'Collegian. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Brittany Winkelman is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at RBC Capital Markets and has been with TIAA-CREF since 2010. Winkelman serves as Co-Chair of the Seattle Chapter of Women in Pensions Network (WIPN), organizing industry events and managing chapter communications. She also designs and sells printed materials on the Etsy marketplace. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, utilizing a fiduciary standard and various investment approaches including model and customized portfolios.

Trey Klinger is an advisor at D.A. Davidson & Co. with a Series 66 designation and experience beginning in 2025. Prior to joining D.A. Davidson, he held roles at the HoneyRock Center for Leadership Development, Gingco, and Boston College. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Socrates Leotsakos is a CFP® professional with one year of experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Longwave Financial, PFS Partners, and Summit Financial, LLC. He is based in Rhinebeck, NY. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients, offering various advisory programs and back-office services. The firm provides portfolio construction discretion and model portfolios managed by its Investment Management and Research team.

Alyssa Sanders is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Seattle, WA, she has been with D.A. Davidson since 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Philip Winkel is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work history includes roles at UBS Financial Services and Metlife Securities. 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 ERISA retirement plan advisory services, 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.

Jared Espinoza is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Raymond James Financial Services, Northwestern Mutual Investment Services, Garrison Financial Group, and Fidelity Investments. Before entering the financial sector, he held various positions in the service and education industries. 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 investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, and it offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Sean Price is a financial advisor at &PARTNERS with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he coaches youth soccer in the Kent School District. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers investment management and consulting services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary portfolio management options.