Ha Nguyen is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL, Ha worked at Cadaret, Grant & Co., Inc., Rockefeller Financial LLC, Moser Wealth Advisors, and Columbia Pacific Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and consulting services supported by proprietary and third-party research and employs both discretionary and non-discretionary investment management strategies.

Chantal Balcom is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Cadaret, Grant & Co., Inc. and Royal Alliance, in addition to operating Balcom Investments, Inc. since 2008. Outside of her advisory work, she serves as secretary on the board of the Breakers Association, a nonprofit organization, and also manages Balcom Farm in Newman Lake, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research and portfolio options.