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.

Kathleen Tran is a Series 66-credentialed financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm tailors investment strategies using both discretionary and non-discretionary approaches and offers access to a wide range of affiliated services, including Private Family Office and Specialized Executive Wealth programs.

Anthony Waltier is a financial advisor at Corient in Bellevue, WA, holding a Series 65 designation with 16 years of industry experience. Prior to joining Corient in 2025, he worked at Bristlecone Advisors LLC for 15 years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Yong Chang is a financial advisor with Independent Financial Group, LLC in Seattle, WA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he serves as an instructor for a business workshop organized by Pierce County to support Korean small business owners. Independent Financial Group is a large integrated advisory and brokerage firm that offers investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm delivers investment advice through a mix of in-house and third-party model portfolios, serving a broad client base including high-net-worth individuals.

David Lee is a financial advisor with Oppenheimer based in Bellevue, WA, holding Series 63, 65, and 66 licenses and having 18 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies among programs and advisors, employing strategic and tactical asset allocation across multiple strategies with a mix of commission-based and asset-based fee structures.

Zachariah Robinson is a financial advisor with Eagle Strategies (NY Life) based in Mountlake Terrace, WA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience and has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2014 and 2015 respectively. Outside of his advisory work, he is a freelance theatre director for a community theatre. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

George Hook III is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. He is also the owner of an insurance agency offering long-term care, life, and property and casualty insurance. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, third-party manager selection, and related services through multiple program models, using both proprietary and third-party platforms.

James Richards is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with D.A. Davidson & Co. since 2001. 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, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.

David Dotson is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Cetera Advisors LLC and running his own advisory business since 1992. Outside of financial services, he is the managing member of Symbiol LLC, a company focused on converting wood waste to biofuel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by educational and support services for plan sponsors and participants.

Andrew Harvey is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth Financial Network since 2021 and has additional experience with Opus 111 Group, Securities America Advisors, and Securities America, Inc. Outside of his advisory role, Harvey is a freelance sports broadcaster and writer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and support services, including wealth management and retirement plan consulting, while providing advisors discretion in portfolio construction alongside managed model portfolios and customized program options.

Christopher Scott is a financial advisor at Oppenheimer in Bellevue, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Oppenheimer since 2015. 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 to meet client objectives.

Kirk Davis is a financial advisor at Oppenheimer with over 40 years of industry experience, including a long tenure at Bank of America. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he serves as treasurer for the Bix Men Pedestrian Safety Foundation, a charitable organization, and is co-trustee for two special needs trusts established for his daughters. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic asset allocation and a range of investment strategies while acting as a qualified custodian for client assets.

David Carson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. He is also the owner of 280TaxBreak.com, a software business that provides services for tax preparers and professionals. Prior to joining Transamerica, Carson has experience with World Financial Group and Veterans Evaluation Services. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Julie Stromberg is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with D.A. Davidson & Co. since 2005. Outside of her advisory work, she operates a sole proprietorship called Hooked and Lovely by Jules, where she crochets blankets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. 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 utilizing both qualitative and quantitative investment analysis.

Lisa Raboin is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Wells Fargo Advisors. Raboin is based in Lake Oswego, Oregon. 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.