Jeffrey Anderson is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently affiliated with Raymond James Financial and has held roles at Legacy Wealth Partners and Wells Fargo Advisors. He is the owner and manager of Legacy Wealth Partners, a support business based in Bothell, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports its recommendations through multiple advisory programs.

Sean Breen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Cetera, Ameriprise Financial Services, and New York Life Insurance Company. He is also an associate at Columbia Wealth Advisors in Bellevue, WA. 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 planning using risk profiling and modeling tools and supports municipal and public finance advisory services.

Logan Ingle is a Financial Consultant with experience at Fidelity Investments, where he served as a Relationship Manager starting in 2024 and previously worked as a Financial Representative from 2023 to 2024. In his role, he focuses on empowering individuals and families to achieve financial success and confidence through thoughtful and personalized financial planning. Logan's professional background includes client relationship management and financial advisory services. Outside of his professional duties, Logan enjoys attending concerts, socializing with friends, watching movies, spending time with pets, playing soccer, and traveling.

Dshane Tremblay is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in a business ownership venture managing a limited liability company that oversees maintenance and rental operations for a recreational property. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Thomas Specht is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Equitable Advisors since 2004 and was previously associated with Axa Advisors, LLC. He also operates Expect Financial Services as a financial consultant. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, using both proprietary and third-party advisory models.

David Piscitelli is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Washington Energy Services for eleven years in sales. Outside of finance, he is a co-owner of Kinsey Meredith Photography, a photography business based in Woodinville, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, including managed accounts and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Stein is a CFP® with 27 years of experience in financial services. He is currently with Cetera and has previously worked at VOYA Financial Advisors and operated Stein Financial Services since 1998. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary options.

Daniel Nash is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2014. He is also involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Nathan Fosnick is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to define their financial goals, evaluate tradeoffs, and develop investment strategies that align with their broader financial situations. Nathan focuses on simplifying complex financial decisions to create plans that clients can confidently follow over time. His expertise covers areas such as corporate benefits, employee benefits planning, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Nathan holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nathan earned a Bachelor's Degree from Washington State University. Beyond his professional work, he is involved with the Merrill Disability Action Network. His personal interests include basketball, chess, football, music, reading, running, spending time with his family, and watching movies.

R Kevin Biasbas is a financial advisor at Merrill in Bellevue, WA with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2014, including a recent return in 2022, as well as a one-year tenure at UBS Financial Services. Outside of advisory work, he co-owns a family real estate holding company and serves as a trustee managing estate planning related to family real estate assets. He is also involved in Soul Space Farm, LLC, which focuses on organic vegetable and flower farming. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Viktoriya Snoz is a financial advisor at Charles Schwab in Bellevue, WA, holding a Series 66 designation. She has prior work experience at Boeing and Kaizen Financial Advisors, LLC, and has been with Charles Schwab since 2025. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and an established alternative investment platform.

Suzanne Oman is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Sean Henderson is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as the Director of Scouting for the Seattle Sounders soccer team. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweeps, tailored to plan objectives and risk tolerances.

Archisha Gupta is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning her industry experience in 2026. Her prior background includes roles in technology, education, and retail, as well as time spent at the University of Washington Foster School of Business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services for qualified plans.

Steven Dowden is a financial advisor with OSAIC in Kirkland, WA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Hornor, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Washington State University. In addition to his advisory work, he is involved in insurance brokerage through Pacific Capital Resource Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple platforms, employing asset-allocation tools and third-party solutions to construct portfolios across a broad range of investment types.

Shane Thomas is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked in various roles including in the United States Navy and in the food service industry. 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 a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Hanxu Qin is a financial advisor with Raymond James Financial in Kirkland, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Qin worked at Bank of America and Merrill, as well as in the hospitality sector with Hyatt Hotels Group and InterContinental Hotels Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gabriel Cooper Feldt is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Commerce Bank of Washington and serves as an Infantry Officer in the Washington Army National Guard. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a range of retail and institutional investment solutions.

Tyler Hogan is a financial advisor with Ameriprise in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Hogan is also involved in a business venture, Brick Top Ventures, LLC, which focuses on real estate investment and income-producing assets. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports delivered through a centralized consulting team.

Huajun Cao is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, East West Bank, and Great American Gaming Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.