Brett Costanzo is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cesar Valdes Pineda is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Bank of The West, Amazon, and Banregio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joy Lee is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at the Gates Foundation, University of Washington, Nordstrom, and Public Health Seattle & King County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets.

Jacob Chavez is a CFP® and holds a Series 66 registration with RBC Capital Markets in Seattle, WA, where he has worked since 2022. He has two years of industry experience. Prior to his advisory role, he spent four years at Gonzaga University and has held various positions including work at Camp Burton and Vashon Island Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Nahid Fatima is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 65 certifications and has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Heedy Locke is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining RBC in 2022, Locke worked at Wells Fargo Clearing and Rainier Securities, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Nicole Au-Yeung is a Vice President and Financial Consultant at Fidelity Investments. She works closely with clients to help identify and achieve their financial goals, including saving for children's futures, retirement planning, income creation, managing market volatility, and tax-efficient investing. Nicole has been with Fidelity Investments since 2015, progressing through roles such as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before becoming Vice President Financial Consultant in 2022. Prior to that, she gained experience as a Wealth Management Intern at Morgan Stanley from 2014 to 2015. She holds a California Insurance License. Outside of her professional work, Nicole enjoys biking, running, playing table tennis, exploring food interests, and spending time with her pets.

Jeffrey Marinelli is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2018. In this role, he works closely with Fidelity's high net worth families, partnering with them to develop, implement, and maintain personalized wealth plans that address life's milestones and various market cycles. Prior to this position, he held roles as Financial Consultant from 2012 to 2018, Investment Consultant from 2011 to 2012, and Financial Representative from 2010 to 2011, all within Fidelity Investments. Jeffrey is a Certified Financial Planner and has over a decade of experience in financial planning and wealth management. He is dedicated to the planning process and building long-term relationships with clients. Outside of his professional work, Jeffrey enjoys biking, family activities, music, outdoor adventures, reading, and traveling.

Erin Westphal is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith. She is based in Bellevue, WA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with services offered both directly and through employer-based corporate agreements.

Rebecca Angel Feuer is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previously worked at Seattle Hebrew Academy for 18 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Joseph Smith Jr. is a financial advisor with Equitable Advisors in Shoreline, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Rob Brewer is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009 and also has affiliations with Bank of America and Banc of America Investment Services dating back to 2002. Brewer serves as manager of a mental health private practice entity supporting his wife’s psychiatric practice. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services primarily through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies developed by internal and third-party managers.

Stephen Vircks is a Certified Financial Planner (CFP®) with 15 years of experience at Edward Jones, where he has worked since 2011. In addition to his advisory role, he is a licensed pyrotechnic operator who volunteers at local professional fireworks shows, participating in setup, live firing, and safety management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and is notable for its large retail advisor and branch network alongside affiliated capabilities such as a trust company and proprietary mutual funds.

Lucas Cardon is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Baird since 2019 and previously worked at Wutke. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises a range of clients including high-net-worth individuals, families, and institutional clients. The team offers customized financial planning and portfolio management services using a variety of strategies and managers, along with municipal advisory and public finance services.

Matt Bridge is a Private Wealth Advisor with KBB Wealth Management within Merrill Private Wealth Management. He has been a financial advisor for more than 28 years, focusing on serving corporate executives and officers. Matt and his team work with families to address complex wealth management planning issues including designing tailored goal-based financial strategies, concentrated stock strategies, tax minimization, philanthropic planning, and personal banking and lending options from Bank of America. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and a Bachelor's degree from Washington State University. His areas of focus include cash flow planning, asset and liability management, global diversification strategy, financial risk control, charitable giving strategy, family legacy planning, pre-liquidity planning, and strategies for concentrated positions and stock options. In addition to his professional work, Matt has been involved in his community through roles such as president for McGilvra Soccer and coaching youth sports teams. He enjoys biking, music, running, skiing, and traveling.

Bijan Behboodi is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 credential and 12 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking products.

Zachary Zilke is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he collaborates directly with a Wealth Management Advisor to develop engagement strategies tailored to each client's financial planning requirements. Prior to his current position, Zachary gained experience at Fidelity Investments as a Relationship Manager from 2020 to 2022 and as a Financial Representative from 2018 to 2020. His professional background encompasses various aspects of wealth management and client relationship development. Outside of his professional work, Zachary has interests in camping, golf, hiking, running, and swimming.

Jacob Klein is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Invest Financial Corp. and Key Investment Services LLC before joining LPL Financial in 2018. Outside of his advisory role, Klein has served as an assistant varsity football coach at Liberty High School. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies that incorporate LPL Research models and third-party subadvisors.

Robert Campbell is a financial advisor at UBS Financial Services in Bellevue, WA, with 19 years of industry experience. He holds a Series 66 designation and has been with UBS Painewebber since 2001. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking programs.

Aleksandr Petrik is a Financial Advisor with Merrill Lynch Wealth Management. He guides clients through their financial journeys by taking the time to understand what matters most to them and helping develop short-, mid-, and long-term goals. Aleksandr provides expertise in areas including college education planning, personal retirement planning, retirement income, and overall education planning. Aleksandr's experience encompasses a wide range of financial advisory services, from general investing to retirement planning and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions, offering ongoing advice and guidance tailored to clients' changing needs. He holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Market Technician (CMT), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Aleksandr earned a high school diploma from South Seattle College, a non-accredited certificate from Slavic Bible College, and a bachelor's degree from the University of Washington. Outside of his professional work, he enjoys adventure sports, biking, chess, fishing, hiking, photography, rock climbing, scuba diving, reading, and spending time with his family.