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 a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Seattle Hebrew Academy for 18 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a large nationwide network of financial advisors and branch offices.

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.

Susan Chandler is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Seattle, WA, with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with firms including Steward Partners Investment Solutions and Cetera. Chandler also works as a private banker with Umpqua Bank and is associated with Columbia Wealth Advisors in a referral capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports municipal and public finance services through its unique affiliations.

Janelle Lorenz is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. She has worked within various Wells Fargo entities since 2006, including Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Subeer Manhas is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with UBS since 2009 and previously worked at Morgan Stanley from 1999 to 2009. Outside of advising, he holds a 50% ownership interest in a rental real estate business with his wife. 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 and provides a range of capital markets and research resources to support its advisors.

Patrick Burke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at BNY Wealth, Wells Fargo Private Bank, and KeyBank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Andrew Glockenmeier is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. He has worked at Morgan Stanley since 2018 and has prior experience at Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Nicole Christian is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2008 to 2016. Outside of her advisory role, she is a distributor for health care products through AdvoCare and serves as a notary public in the state of Washington. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.