Nien Hoang is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been practicing as a financial advisor since 2010, working directly with technology and healthcare professionals, as well as small business owners and entrepreneurs. His approach is focused on a streamlined, goals-based wealth management process driven by accountability, exceptional service, and results. His areas of expertise include college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Nien holds certifications including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), and maintains FINRA Series 7, 9, 10, and 66 registrations along with insurance licenses. He earned a bachelor's degree from Seattle University. Based in Seattle, Nien enjoys spending time with his wife and two sons exploring the outdoors, traveling, and supporting local sports teams. He is involved in community work through organizations such as Helping Link, reflecting his commitment to supporting others beyond his professional role.

Alex Masaki is a Planning Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex worked as a Relationship Manager at Fidelity Investments during 2025 and served as a Marketing Specialist focused on Prospect Management and Operations at Heritage Wealth Advisors from 2023 to 2025. Alex's professional approach centers on developing personalized financial plans that consider clients' priorities and long-term visions, adapting these plans as circumstances change to provide clarity and confidence throughout the financial planning process. Outside of work, Alex is engaged in family activities, fitness, golf, outdoor adventures, parenthood, and traveling.

Ryan Gleeson is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Shoreline, WA. He has 10 years of industry experience, all with Edward Jones since 2016. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Valdez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill and VOYA Financial Advisors, Inc. Valdez is also the owner of RCF Ventures, where he manages rental properties. 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 through a non-discretionary program supported by centralized due diligence.

Taylor May is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Guy Carpenter, Symetra, Armancas Financial - Equitable Advisors, Liberty Mutual, and the University of Washington. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Judith Salas is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by account administration and custody services.

Robert Kovich is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sarah Frauenholtz is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, services for endowments, foundations, and nonprofits, legacy planning, personal retirement planning, philanthropic planning, and retirement income. She helps clients transform complex financial decisions into cohesive plans that integrate banking, lending, trust and estate planning, investing, and philanthropy. With a focus on understanding each client's story and goals, Sarah utilizes her expertise as a CERTIFIED FINANCIAL PLANNER® professional, Chartered Advisor in Philanthropy, and Personal Investment Advisor to provide education and actionable guidance. She assists clients with wealth transfer across generations, retirement timing and income strategies, and balancing cash needs with long-term objectives for nonprofit organizations. Sarah earned her bachelor's degree from Carroll College. She is actively involved in her community, contributing to organizations such as the March of Dimes, Financial Beginnings, the Downtown Everett Association, and the Better Money Habits Champions network. Outside of work, she enjoys cooking, golfing, listening to music, playing volleyball, and spending time with her family in Everett, Washington.

Monica Lorimor is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing. Outside of finance, she is the owner of Scott's Cutting Edge Lawn Care, Inc., a business she has operated since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports clients through advisory programs and institutional consulting.

Daniel Gregory is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he held positions as an Investment Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022 at the same firm. In his current capacity, Daniel collaborates with clients to develop financial plans that align their wealth with their personal values and help them make informed financial decisions. Daniel's approach centers on understanding each client's unique story and working together to build tailored financial strategies. His experience spans various aspects of financial consulting, reflecting a commitment to client-focused service. Outside of his professional work, Daniel enjoys fitness, hiking, outdoor adventures, snowboarding, and spending time with his pets.

Evelin Pillaca is a financial advisor with J.P. Morgan Securities in Edmonds, WA. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior roles include positions at Edward Jones and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and offers access to derivatives and commodities capabilities.

Steven Foster is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and its affiliates since 2001, including eight years with Foster Financial Group Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor non-discretionary planning and consulting to client goals and supports these through advisory programs and institutional portfolio management.

Aaron Wartes is a financial advisor with Raymond James Financial, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. In addition to his advisory role, he operates Constellation Wealth Services in affiliation with Raymond James. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Emily Faust is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Robert Tiegs is a financial advisor with Edward Jones in Mountlake Terrace, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Nicole Murray is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She collaborates with clients and a team of specialists to assess situations, prioritize goals, and develop personalized investment and service strategies. Nicole is committed to exceeding client expectations through thoughtful relationships. She has been with Fidelity Investments since 2019, progressing through several roles including Financial Consultant, Wealth Management Planning Consultant, and various workplace planning consultant positions. Her experience spans comprehensive wealth planning and client relationship management. Outside of her professional role, Nicole enjoys camping, cooking and baking, gardening, hiking, outdoor adventures, and reading.

Aaron Wolfe is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010, based in Mukilteo, WA. 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 and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Tracie Paige serves as the Vice President and Branch Leader at Fidelity Investments, overseeing the Lynnwood Investor Center. In this role, she leads a team of investment professionals committed to prioritizing client needs and enhancing their professional skills. She has held several positions within Fidelity Investments, advancing from Financial Representative in 2014 to her current role as Vice President and Branch Leader since 2026. Her experience spans wealth management planning, relationship management, and branch leadership. Throughout her career, Paige has focused on client service and team development within the investment industry.

Stacy Gilbert is a CFP® and Series 66 licensed financial advisor with Edward Jones in Seattle, WA, where she has worked since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Brandon Trout is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Canteen OCS/Compass Group for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.