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 Series 66-registered advisor at Guardian Life with one year of industry experience. Prior to joining Guardian Life and its subsidiary Park Avenue Securities, she worked at Jane Street Capital and held various roles across several industries, including political campaigns and hospitality. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a combination of proprietary and third-party platforms.

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 Series 66 licensed financial advisor with 13 years of industry experience, currently with D.A. Davidson & Co. since 2017. Prior to joining D.A. Davidson, he worked at Capital One Advisors, LLC from 2012 to 2016. 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 operates under the Advisers Act fiduciary standard and provides specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

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® professional with six years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Snider Retirement Strategies, Coldstream Wealth Management, LPL Financial, Equitable Advisors, Chase, and Wells Fargo. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm focuses on asset allocation and investment selection guided by internal research tools and standard models, with client authorization required for trades and annual reviews tailored to individual goals and risk tolerance.

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 with TIAA-CREF, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, Bank of America, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm uses a fiduciary advisory model that separates planning services from ongoing portfolio management through customized and model-based strategies.

Carolyn Ngo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 18 years of industry experience. She is currently with Schwab Wealth Advisory and has prior experience at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, delivering customized recommendations without exercising discretionary trading authority.

Paige Romney is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2017. Prior to that, she worked at UCSD from 2013 to 2017. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm emphasizes fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Ying Yin is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica since 2014. Outside of her advisory role, she owns Breakthrough Service LLC, which provides tax preparation services. Ying has also been involved with Fincoach Services LLC and the Interlake High School PTSA. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs designed to accommodate discretionary and non-discretionary management.

Jon Vinge is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked at Intervest International Equities Corp and Centara Capital, among other firms. Outside of his advisory work, he participates in an indoor cycling and fitness studio project in Seattle, which is managed by his wife. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

Lauren Ma is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab & Co., The Vanguard Group, Morgan Stanley, and UBS Wealth Management. She has also spent time as a homemaker and operated Money Morphic, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with investment decisions requiring client authorization.

Pranam Tamrakar is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by both internal and third-party managers.

Ligaya Choo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 63 and Series 66 designations. Choo has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, following a 29-year tenure at JPMorgan Chase Bank, N.A. from 1992 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Noah Eidsness is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has worked at LPL Financial and Wyman Financial Solutions. Outside of finance, he has worked for Securitas Security Services USA since 2022. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Clayton Larsen is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacom Schallenkamp is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 credential and six years of industry experience. He has worked with Soundview Financial Group and The Bay Club Company and has held roles at various other organizations including Uber and Utah Valley University. Outside of his advising role, he is also an associate financial advisor at Soundview Financial Group, where he is involved in advisory services and trade desk management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s investment approach combines internal research, third-party data, and algorithmic tools within a managed account framework.