Yong Chang is a financial advisor with Independent Financial Group, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Independent Financial Group since 2008 and previously at PRUCO Securities, LLC from 2004 to 2008. Outside of his advisory role, Chang is involved in teaching business workshops for Korean small business owners in Pierce County and holds leadership positions in several insurance and real estate consulting businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering services through multiple platforms and third-party managers.

David Lee is a financial advisor at Oppenheimer with 18 years of industry experience. He has been with Oppenheimer since 2013 and previously worked at Cetera Wealth Services, LLC for two years. He holds Series 63, Series 65, and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary approaches.

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. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including 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, and a Private Wealth program for high-net-worth individuals, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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 Series 66-licensed financial advisor at Oppenheimer with 10 years of industry experience. He has worked at Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

Kirk Davis is a financial advisor with Oppenheimer in Seattle, WA, holding Series 65 and Series 66 credentials and two years of industry experience. He previously worked at Bank of America for 40 years before joining Oppenheimer. Outside of his advisory role, he serves as treasurer for the Bix Men Pedestrian Safety Foundation, a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

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.

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.

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).

Merissa Jackson is a Series 66-licensed financial advisor with one year of industry experience. She currently works at Farther and has held prior roles at Modern Woodmen of America, Mass Mutual, Northwestern Mutual, and in consulting and project management positions. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

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.