Philip Winkel is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at UBS Financial Services and Metlife Securities before joining D.A. Davidson in 2019. 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 such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, applying fiduciary standards and a combination of qualitative and quantitative analysis in its investment recommendations.

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 previously worked at Wells Fargo Clearing Services LLC for nine years and Ameriprise Financial Services, Inc. for three years. Outside of his advisory role, he serves as a soccer coach for the Kent School District. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of proprietary and third-party portfolio management strategies with fundamental, technical, and quantitative analysis.

Kathleen Tran is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group capabilities to deliver tailored wealth management solutions.

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 credential and 27 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services, Inc. He is also the owner of an insurance agency offering long-term care, term life, health, Medicare supplement, and property and casualty insurance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, combining proprietary guidance with third-party platforms and managers.

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 worked at D.A. Davidson & Co. since 2001, totaling over two decades with the firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored 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 more than $20 million in stated net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

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 with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with D.A. Davidson & Co. since 2005. Outside of her advisory role, she operates a small business called Hooked and Lovely by Jules, through which 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 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.

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.

Thomas Jaffe is a financial advisor with HSBC Securities (USA) Inc. based in Seattle, WA. He holds Series 63 and Series 66 credentials and has 31 years of industry experience. Since 2012, he has worked at HSBC Securities (USA) Inc., and since 2016 he has also served as a Bank Officer for HSBC Bank USA, N.A., engaging in the sale of bank-related products and services 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 fully discretionary investment options. The firm employs a multi-profile investment process with support from HSBC Global Asset Management and third-party providers, serving a diverse client base through coordinated advisory and administrative services.

James Ragan is a CFA® charterholder with 34 years of industry experience, currently serving as an advisor at D.A. Davidson & Co. since 2013. He operates out of Seattle, WA. Outside of his advisory role, he is a partner in an investment-related trust in West Jordan, UT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers services under fiduciary standards and distinguishes itself through municipal advisory activities and affiliated custodial entities.

Noah Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Private Advisor Group, he held roles in various service and science-related businesses and attended Tufts University. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement consulting services to individuals, trusts, estates, and institutional clients. The firm employs a range of investment strategies and provides access to multiple third-party asset management programs and platforms.

Robert Haynie is a CFP® credentialed financial advisor with Oppenheimer in Seattle, WA, where he has worked since 2008. He has 26 years of industry experience and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and investment consulting.