Paul Crane is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He previously served as a Financial Consultant at Fidelity Investments from 2019 to 2023 and as an Investment Consultant from 2018 to 2019. He holds a California Insurance License. Paul focuses on providing clients with dedicated time and attention to understand their needs and concerns, partnering with them to design and execute sustainable financial plans aimed at pursuing their lifetime goals.

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.

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.

Cynthia Lee is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 19 years and Wells Fargo Clearing for 10 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

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.

Sarah Del Degan is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in design-related roles at Nob Hill Style, Atwil Design, The Enhanced Home, and VIDA Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment options through a nationwide network of financial advisors.

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.

Thomas Kim is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with multiple affiliated firms, including Nye Financial, HK Financial Group, and Raymond James Financial Services Advisors Inc. Kim is involved in a support company role with Nye Financial and collaborates within a team at HK Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and specialized services such as municipal finance and SIMPLE IRA Employer Advisory.

Jeffrey Alewine is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Bellevue, WA. He has been with JPMorgan Chase Bank N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Robin Kagan is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 66 credentials and ten years of industry experience. Prior to joining LPL Financial in 2020, Kagan worked in various roles within real estate and insurance firms, including Berkshire Hathaway/Baside Realty and Bankers Life. Outside of advising, Kagan is involved with Northwest Home Solutions, Inc., a mortgage and real estate services company, and Dynama Pursuits LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options through a large network of advisors and supports these with advanced research tools and a broad platform of related financial services.

Alexander Ward is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Addison Avenue Investment Services and First Tech Federal Credit Union. Outside of his advisory role, he is also an associate at Addison Avenue Investment Services, providing investment advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions, using tailored, non-discretionary approaches supported by analytical and risk-profiling tools.

Russell Paris is a financial advisor with J.P. Morgan Securities in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with various JPMorgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Anthony Quail is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. before entering the financial services industry. 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 uses multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Angel Woo is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked at Ascent Capital Advisors Limited and spent several years at The Chinese University of Hong Kong. Outside of her advisory role, she has engaged in real estate ownership unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income recommendations.

David Metz is a financial advisor at Ameriprise in Bellevue, WA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2005. Metz serves as Board Chair of Congo Peace, a nonprofit organization. Ameriprise is an institutional firm offering retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Randy Ng is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic automation to support its advisory approach.

Maico Santos is a financial advisor at OSAIC with a Series 65 credential and three years of industry experience. Before joining OSAIC in 2025, he worked at Brighton Jones for two years and held various roles in education and banking, including positions at Washington State University and Wells Fargo Bank. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services alongside a model-based investment approach emphasizing asset allocation and portfolio optimization.

Bryan Pitman is a financial advisor at Edward Jones in Snoqualmie, WA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, he worked for the City of Fife for ten years. Outside of his advisory role, he owns a specialty grade coffee roasting business that donates its proceeds to local non-profits focused on nature and conservation efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the country.

Robert Ahrendt is a financial advisor with LPL Financial based in Redmond, WA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at MassMutual, MetLife Securities, and Edward Jones. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.