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 worked at several firms including LPL Financial, Wells Fargo Advisors, Northwestern Mutual Investment Management, and Morgan Stanley. Raboin is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Aubrey Wilkinson IV is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds the Series 66 designation and previously operated Wilkinson Financial Group, LLC as a sole proprietor. His background includes various roles in finance and hospitality prior to joining Valic Financial Advisors. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides optional tax-aware and impact/ESG overlay services.

Thomas Jaffe is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at HSBC Securities since 2012 and HSBC Bank USA, N.A. since 2016, and previously spent five years at Citigroup Global Markets. Jaffe also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm’s investment process incorporates multiple risk profiles and collaborates with HSBC Global Asset Management and other affiliated providers for asset allocation and fund selection.

James Ragan is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. He holds the Series 63 license. Outside of his advisory role, he is a partner in an investment-related family trust. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Noah Schwartz is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds a Series 65 designation and operates his investment advisory services under the business name Stonebridge Wealth Management. His prior work includes roles in various customer service and operations positions, as well as a four-year period at Tufts University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

Robert Haynie is a CFP® with 27 years of industry experience. He has worked at Oppenheimer since 2008, following periods at Merrill and Ernst & Young Investment Advisers LLP. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients, including high net worth individuals, corporations, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both strategic and tactical asset allocation approaches.

Matthew Moser is a financial advisor at Beacon Pointe Advisors, LLC with 27 years of industry experience and holds the PFS™ designation. He was previously president of Moser & Company, CPAs, where he managed financial planning and tax operations, and led Moser Wealth Advisors, PLLC for 19 years. Moser is also a certified public accountant and continues to be involved in public accounting activities related to financial planning. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Valerie Laroque is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill and The Ascent Group, LLC. Laroque is also a licensed independent insurance agent selling fixed insurance products and serves as trustee for the Griffiths Family Trust. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and fee-based management of variable products, supported by an Investment Committee and integration with multiple custodial platforms.

Craig Tasa is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He collaborates with clients to leverage Fidelity's resources and assist them in building strong financial plans that adapt to changes in life or goals. Craig's professional experience spans over a decade in the financial services industry. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2013 to 2018, and as an Investment Consultant there from 2012 to 2013. He has also held roles as a Licensed Banker II at Key Investment Services (2010-2012), a Financial Advisor at Chase Investment Services (2009-2010), and a Financial Advisor at Ameriprise Financial (2006-2009).

Adrian Garcia is a financial advisor at Allworth Financial, L.P. in Seattle, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Allworth Financial in 2024, he worked in financial wellness and education roles at California State University Sacramento and related organizations. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporate clients. The firm employs customized portfolio strategies ranging from core-satellite allocations to specialized options-based approaches and integrates technology to manage held-away employer retirement accounts without accessing client login credentials.

Warren Stickney is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Lion Street Advisors and Colorado Financial Group, as well as ownership of Stickney Research. Outside of advising, he is active in music promotion management and is the author of a book focused on charitable giving through financial planning. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a variety of investment management and financial planning services, employing multiple portfolio strategies and leveraging custodial platforms to support discretionary and model-based client engagements.

Christopher Bentley is a Certified Financial Planner® with 15 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, and has previously worked at Charles Schwab & Co., Beacon Pointe Advisors, Joslin Capital Advisors, TD Ameritrade, Bank of America, and Waddell & Reed. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations while allowing clients to make final trading decisions. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by its fee arrangement and limited discretionary management role.

Dhanise Pagulayan is a CFP® professional with four years of industry experience, currently advising at Creative Planning. Prior to joining Creative Planning in 2022, she worked at Allworth Financial and has background experience outside the financial industry, including roles at Starbucks. Creative Planning serves a diverse client base, including individuals, corporations, foundations, and retirement plans, providing investment advisory and financial planning services. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Matthew Burklund is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Union Central Life Insurance since 2008 and Cornerstone Financial Services LLC since 2007, and he is also involved with Burklund Inc. Outside of his advisory role, he is a partner at Basin Insurance Associates, focusing on property and casualty insurance, and at CoveredNow.com, which provides health insurance services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles alongside proprietary funds and sub-advisors to implement client portfolios.

Megan Mora is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. She has industry experience beginning in 2026 and previously worked at Jane Street Capital from 2022 to 2024. Her background includes a variety of roles across different sectors prior to her advisory career. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning and retirement consulting, utilizing both proprietary and third-party investment models.

Kevin Mccandlish is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bristlecone Advisors for 10 years. He has been with Corient since 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Johnathan Greene is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at D.A. Davidson & Co. since 2017 and previously was employed by Ing Direct Investing, Inc. from 2012 to 2016. Greene also owns rental property in Seattle, which he manages outside of business hours. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers a range of services including ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning.

Dylan Mc Kee is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation. He began his advisory career in 2026 after previous work experience that includes five years at Grand Central Bakery and a year at Rosauers Supermarkets. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.