Jeffrey Barnett is a CFP® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC. His background also includes roles at Swedish Medical Center and The Ohio State University Wexner Medical Center. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

Katrina Van Rensum is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her career includes over a decade at LPL Financial and Householder Group Estate & Retirement Specialists. She is also a licensed notary, providing document notarization services to clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

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.

Nolan Wenger is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Premier Wealth WA and Commonwealth Financial Network since 2021. Prior to his financial advisory career, his background includes roles at organizations such as the Seattle Aquarium and Oregon Coast Community College. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a variety of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, technology, investment management, and compliance services.

Emma Gibson is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with 13 years of industry experience. She has been with D.A. Davidson & Co. since 2012. 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 various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, serving clients under fiduciary standards with both qualitative and quantitative investment analysis.

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.

Tatiana Belova is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Chase for 25 years. She is a member of PRIMA LLC, a home remodeling business that is not yet active. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group.

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. with nine years of industry experience. He holds the Series 66 designation and previously worked at John Hancock and Edward Jones. Early in his career, he was affiliated with The Daily O'Collegian. 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 corporations. The firm offers services under fiduciary standards, using qualitative and quantitative tools to advise on investments and financial planning, and operates unique municipal advisory and custodial functions within the enterprise space.

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 a financial advisor with D.A. Davidson & Co. in Seattle, WA. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining D.A. Davidson, he held roles at 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 retirement plans, individual 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 high-net-worth clients, operating under the Advisers Act fiduciary standard.

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.

Allison Sweeney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 11 years of industry experience. Her prior roles include positions at AMS Financial Network, Elliott Cove Capital Management, Coastal Community Bank, Wells Fargo, and J.P. Morgan Securities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by a comprehensive operations and technology platform.

Alyssa Sanders is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 license with 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with over $20 million in net worth, and operates under fiduciary standards with an emphasis on both qualitative and quantitative analysis.