Danxia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies, drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, to help clients pursue their long-term financial goals. Her client focus areas include college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among others. Danxia holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she follows the Merrill tradition of community involvement through volunteer work. Outside of her professional activities, Danxia enjoys boating, cooking, hiking, traveling, and practicing yoga.

Jace Kasteler is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of America and Merrill from 2019 to 2023 and was involved with Sundance Catalog from 2013 to 2019. He is a co-owner of CBLK LLC, a business entity used for tax and investment purposes. 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 offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, leveraging model portfolios, research, and technology-driven solutions.

Erica Bearer is a financial advisor at Ameriprise in Tacoma, WA, holding Series 63 and Series 65 licenses. She has held various roles across financial and healthcare organizations since 2010, including positions at Cornerstone Financial Strategies and Kimball Creek Partners. Erica has been with Ameriprise since 2026. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Abigail Damoiseaux is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 credential with two years of industry experience. She has worked with Edward Jones since 2022 and previously held roles at Club Wealth, Victoria Secret, and Cardinal Financial Company. Outside of advising, she prepares taxes for clients originally served by her mother. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jared O'neal is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is a 50% owner of Pendell Ranch in Grand Coulee, WA, where he is involved in pasture cattle operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a broad range of retail and institutional offerings.

Brennan Hartley is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked at Cetera Advisors since 2022 and founded Hartley Financial LLC, where he manages office expenses. Prior to his advisory career, he was employed at NanoString Technologies Inc. for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Ian Southall is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, AXA Advisors, Puget Sound Financial Strategies, and other firms. Outside of financial advising, Ian works as a delivery driver for multiple services including Uber, Lyft, DoorDash, and Amazon. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Maria Sanmartin is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2012. Outside of her advisory role, she serves as a trustee for The Aspen Trust, a for-profit organization, where she manages administrative and bookkeeping duties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Bell is a financial advisor with LPL Financial in Federal Way, Washington, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Washington State Employee Credit Union, Edward Jones, Bank of America, and Merrill. Outside of his advisory work, he owns and operates a home-based battery refurbishing business. 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 offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various managed account options.

Bryan Gormley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Emily Grandon is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at Thornapple River Capital, LPL Financial, Cetera Advisors, and in personal financial planning roles. Her earlier career includes positions at the Community Health Association of Spokane and Eastern Washington University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brock Bennion is a financial advisor with LPL Financial based in Tacoma, WA, holding a Series 66 designation and five years of industry experience. He has worked at Financial Advocates Investment Management since 2020 and at LPL Financial since 2020, with additional experience at Kimball Creek Partners and Washington University School of Medicine. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Joseph Diller is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as an executor for a friend’s estate, which involves managing investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Diane La Marr is a financial advisor at Edward Jones with 38 years of industry experience. She holds the CFP® and Series 63 designations and has been with Edward Jones since 1996. Outside of her advisory role, she is involved as a partner and member in several rental property LLCs in different states. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Belinda Brill is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at RBC Capital Markets since 2018, following a 17-year tenure at Cosse International Securities, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Tristan Fujita is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones, Multicare, Tuality Healthcare, Orthopedic and Fracture Specialists, and George Fox University, where he continues a part-time engagement. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various portfolio management options.

Sandi Martin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she is developing a small weekend business selling exotic plants under the name Leaf Culture. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Victor Beling is a Financial Advisor with Merrill Lynch Wealth Management. He provides investment advice and access to banking and lending services through Bank of America. Victor focuses on developing personalized investment strategies that align with clients' financial goals. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Victor combines financial experience with a relationship-first approach, serving as a trusted resource and advocate for clients throughout their financial journey. Victor holds a Bachelor's Degree from Washington State University and a High School Diploma from Gov John R Rogers High School. He maintains involvement with the professional organization Cougs First and participates in its community initiatives. Outside of work, Victor enjoys basketball, cooking, football, golfing, hiking, reading, running, spending time with his family, and watching movies.

Renee Harris Christian is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. The firm is a full-service wealth management company serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Steven Rapp is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and operates an executive recruiting business, which he manages on a limited basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.