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.

Christopher Bentley is a CFP® professional with 14 years of industry experience. He is currently with Schwab Wealth Advisory in Bellevue, WA, having previously worked at Beacon Pointe Advisors, Joslin Capital Advisors, TD Ameritrade, and Bank of America. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services that include annual financial reviews, retirement planning, and investment recommendations through Schwab’s asset allocation models and research tools.

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.

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 at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with 12 years of industry experience. He has worked at D.A. Davidson since 2017 and previously with ING Direct Investing, Inc. from 2012 to 2016. Outside of his advisory role, he owns rental property in Seattle. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing quantitative and qualitative investment analysis.

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.

Lisa Graham is a CFP® and Series 66-licensed financial advisor at Wealthspire Advisors with seven years of industry experience. She previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is involved in leasing farm land in Montana. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach, utilizing mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment-committee oversight.

Wesley Burroughs is a CFP® with six years of industry experience, currently affiliated with Schwab Wealth Advisory in Bellevue, WA. His prior roles include positions at Charles Schwab & Co., Snider Retirement Strategies, Coldstream Wealth Management, LPL Financial LLC, Equitable Advisors, Chase, and Wells Fargo. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm serves individual clients with comprehensive financial reviews and investment recommendations while operating as an internal advisory unit within the Schwab ecosystem.

John Christianson is a CFA® charterholder with 25 years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent 23 years at Highland Capital Management. He is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.

Quentin Hubbard is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at firms including Russell Investments and Columbia Pacific Wealth Management. Prior to his advisory roles, he held positions at the University of Puget Sound and Nordstrom. Corient provides investment advisory and financial planning services to individual and 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 uses risk management tools to align portfolios with client objectives.

Yug Milinic is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, Bank of America, and Merrill. Milinic is based in Seattle, WA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, serving clients often connected through TIAA-administered employer retirement plans.

Carolyn Ngo is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2024. Her prior experience includes roles at Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. Ngo has also operated as a self-employed individual for several years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset allocation models and research tools, offering investment recommendations without exercising discretionary trading authority.

Paige Romney is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with nine years of industry experience. She has been with D.A. Davidson & Co. since 2017 and previously worked at UCSD from 2013 to 2017. 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 such as ERISA retirement plan advisory, wrap fee programs, equity research, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Ying Yin is a financial advisor with Transamerica Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Transamerica Financial Advisors since 2014 and is also involved in tax preparation services through her ownership of Breakthrough Service LLC. Additionally, she holds a position with Fincoach Services LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, high net worth clients, and institutional entities. The firm’s advisory approach relies on model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Jon Vinge is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Investment Services and Kestra Advisory since 2023. Prior to Kestra, he spent 16 years at Intervest International Equities Corp and has been affiliated with Centara Capital Management Group since 2006. Outside of his advisory role, Vinge is involved as a participant and in an informal capacity with an indoor cycling studio founded by his wife. Kestra Advisory provides investment advisory and retirement-plan consulting services to a range of institutional and individual clients, offering solutions that include fiduciary consulting, plan design, compliance testing, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party managed solutions within its supervisory framework.