Joseph Ostrom is a financial advisor at Robert Baird & Co. in Bellevue, WA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Pacific Portfolio Consulting, LLC for five years before joining Baird in 2021. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and tax-management strategies, supported by internal research and advisory tools.

Stephen Scheer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial sector, including positions at Carpet Liquidators and Humble Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advise multiple registered investment companies.

Anthony Manzanares is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior experience includes 15 years at Invesco Advisers, Inc. Outside of finance, he is an investor in a movie production company, Worry Dolls Productions LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports its clients through various advisory programs and institutional consulting services.

Joshua Swayne is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Securities America Advisors, Inc., and KMS Financial Services, Inc. He also operates Crossroads Capital Management through an LLC structure. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of advisory and brokerage services supported by advanced portfolio construction tools and multiple third-party platforms.

Priti Mendonca is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2019, she held positions at UCIC, Costco Wholesale, and AT&T. Merrill, together with 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack Harmeyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, his work history includes roles at MBI Seattle and Washington State University. Outside of his advisory role, he is co-owner of Rinky Dink LLC, a company established to manage a vacation property shared with his sister. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Louis Feinberg is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to design comprehensive financial strategies that align with their personal goals and risk tolerance, supporting a variety of needs including retirement income planning, educational funding, philanthropic planning, and investment strategies. He holds a Bachelor's Degree from the University of Arizona and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Louis focuses on understanding individual clients through thoughtful questions and listening, addressing areas such as portfolio management, tax minimization, family wealth management, and managing new wealth. Outside of his professional role, Louis is actively involved in his church and a national men's ministry. He resides in Juanita Beach, Kirkland, Washington with his two dogs and enjoys basketball, volleyball, hiking, cooking, music, and spending time with his family.

Joseph Chiocca III is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TransWest and RTC Delivery, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs and platforms. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Anthony Gressick is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he partners with clients to address their financial planning needs and helps them access Fidelity's extensive resources. He engages with clients to understand their unique situations and goals, providing tailored financial advice. Anthony's approach involves working closely with clients to navigate complex financial scenarios. Outside of his professional role, Anthony has interests in baseball, pets, and running.

Sukwoo Lee is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, New York Life, Homestreet Bank, and Whitworth University. Outside of finance, he was involved with Sol Boba, a business he participated in for five years. Merrill, together with 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, and institutional investors.

Joel Bakker is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has previously worked with Raymond James Financial Services in various capacities and owns two support businesses, Just in Kees LLC and Vertical Wealth, which serve as administrative entities related to his prior Raymond James business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Heather Odegaard is a financial advisor at LPL Financial with a Series 66 designation and over a decade of experience, including her current role since 2025 and prior work with BECU Investment Services since 2014. She operates from Tukwila, Washington. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to model portfolios and research.

Nicole Felix is a financial advisor with UBS Financial Services in North Bend, WA, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2010. Outside of her advisory role, she is associated with Ocean Enterprised Inc., a privately held company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

Amyna Karmali is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she serves as an executor of an estate, managing trust affairs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jennifer Sik is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. She works with a diverse portfolio of high-net-worth clients including families, individuals, and business owners. Jennifer joined Merrill as a financial advisor in 2007 and focuses on providing personalized wealth management strategies to help clients pursue their long-term financial goals. Her expertise includes areas such as college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, socially responsible and ESG investing, and women and wealth. Jennifer holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has over 20 years of experience across banking and finance, internet technologies, and public relations internationally. Jennifer earned a Bachelor's degree in Fine Arts and English Linguistics from the University of Hong Kong and a Master's degree in Applied Finance from Macquarie University, Australia. In addition to her professional work, Jennifer is active in the community and serves as a board member of the Washington Women Foundation. She integrates global perspectives and collaborates closely with clients to achieve their financial objectives.

Chris Billingsley is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2004. Outside of his advisory work, Billingsley serves as a board member and volunteer for Snoqualmie Valley Little League, a youth baseball charity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Weijing Zhang is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2017, Zhang worked at Wealthlink from 2014 to 2017. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephen Brown is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been associated with The Lincoln National Life Insurance Company and Green Financial Corp since 1995. Outside of his advisory work, he serves as treasurer for the nonprofit Concerned Neighbors of Wellington. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with a wide range of investment solutions and program structures.

Zheren Chen is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Chen held positions at Cathay Bank and worked in roles outside the financial industry, including at Haidilao Hotpot Seattle Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sebastian Kanczugowski is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2020, following five years with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory role, he is involved with SEBI's Bistro, a business active since 2013. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.