Safa Obaid is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation. Safa has experience in the financial services industry dating back to 2016, with previous roles at Wells Fargo Bank and AWEJ Academic Magazine. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes collaboration between a centralized Service team and the client’s advisor, employing proprietary research and tools to guide recommendations within a defined investment universe.

Barrie Culver is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He previously worked at Citigroup Global Markets for 18 years before joining LPL Financial in 2009. In addition to his advisory role, Culver is involved with StatusPro, providing radio broadcast statistics for the Seattle Seahawks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.

Brian Carlin is a CFP® professional with 18 years of industry experience, currently affiliated with Fidelity. His previous roles include positions at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade, and Waddell & Reed. Outside of finance, he is a co-founder of Cascadia Dread, where he contributes to film production, social media, and writing, and he also works part-time as an actor. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Ryan Nielsen is a financial advisor with Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has recently started his advisory career, having joined Equitable Advisors in 2026. Prior to his current role, he worked at Wells Fargo Bank and spent several years in marketing and management positions. Equitable Advisors serves a diverse client base 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 a combination of firm-offered programs and third-party asset managers.

Kelvin An is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2018, progressing through roles including Financial Consultant and Investment Consultant. Prior to Fidelity, Kelvin worked as a Bilingual Financial Consultant at TD Ameritrade and as a Bilingual Investment Consultant at Scottrade. Kelvin holds a California Insurance License. His professional approach emphasizes process, dedication, and integrity, aligning with Fidelity's brand, ethics, and pricing. Outside of his professional work, Kelvin enjoys outdoor activities such as camping, hiking, skiing, cooking and baking, and spending time with his family.

Zach Goldberg is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, Goldberg operates a portrait and wedding photography business and serves on the board of a nonprofit theater company promoting improv in the Seattle area. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Euijun Lee is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and the University of Melbourne. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brendon Shirk is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to helping clients build long-lasting financial plans based on their individual and family needs. Brendon has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, High Net Worth Associate, Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects his experience in various aspects of financial consulting and client relationship management. No information regarding Brendon's education, credentials, personal interests, or community involvement has been provided.

Debbie Huang is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and six years of industry experience. Her career includes roles at Morgan Stanley and New York Life, with her current tenure at JPMorgan Chase Bank and J.P. Morgan Securities beginning in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and employs a framework that may include ESG considerations and broader derivatives capabilities.

Timothy Ibach is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012, having previously worked at Axa Advisors, LLC. Equitable Advisors serves individual and institutional clients including pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models and third-party asset managers, offering diverse investment options without sponsoring its own wrap fee program.

Charles Stanton is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Equitable Advisors and AXA Advisors, LLC since 1999. Outside of his advisory role, Stanton is the sole owner of Stanton Solar, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

Justin Lewis is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Lewis is involved with Lewis McWilliams LLC, a pass-through entity for client-generated commission income. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

Al Rajabi is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Pruco Securities LLC. Outside of his advisory role, he is co-owner of Meeberio Corporation, a business planned to sell products through online platforms and direct bulk sales to businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Ben Hengst is a Financial Consultant at Fidelity Investments, where he has been employed since 2019. In his current role, he collaborates with clients to understand their unique financial situations and goals, providing an in-depth analysis to identify strengths and weaknesses. He emphasizes education and transparency to co-create strategies that help clients work toward their financial objectives. Ben's experience at Fidelity includes roles as an Investment Consultant, Relationship Manager, and Financial Representative, providing him with a broad perspective on financial planning and client relationship management. His career progression reflects his commitment to supporting clients through various aspects of financial consulting. Outside of his professional work, Ben enjoys board games, golf, and scuba diving.

Cathy Schreier is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 63 license and bringing 45 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Washington Financial Services since 1985. In addition to her advisory role, she is involved in tax preparation and accounting services through WA First Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jason Pang is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes prior roles at U.S. Bancorp Investments, Inc. and Key Investment Services LLC. He also serves as a financial advisor for Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports a broad range of investment strategies, including model portfolios and third-party asset management, and is notable for its scale and integration of non-advisory financial services alongside its advisory platform.

Steven Rich is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he spent 26 years at KMS Financial Services. He is also a notary public in Bellevue. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Krisha Sleister is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Sephora. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and order-routing services.

Gregory Knott is a financial advisor at Edward Jones in Snohomish, WA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and COUNTRY FINANCIAL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Anthony Brondello is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2024. Outside of financial advising, he is a research specialist at Stewart Title and a co-owner of a real estate business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of representatives and third-party providers.