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.

Richard Aylen is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2006, including time at Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Jace Kasteler is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2023 and spent six years at Sundance Catalog before entering the financial sector. Kasteler is also a co-owner of CBLK LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Erica Bearer is a financial advisor with Ameriprise in Tacoma, WA, holding Series 63 and Series 65 licenses and one year of industry experience. Her previous roles include positions at Tahoma Advisory Group, Franklin Pierce School District, and Kimball Creek Partners. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Abigail Damoiseaux is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and previously held roles at Club Wealth, Victoria Secret, and Cardinal Financial Company. In addition to her advisory work, she prepares tax returns for a longstanding client base unrelated to her Edward Jones clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mohammad Zuberi is a CFP®-designated financial advisor with Edward Jones in Seattle, WA, and has 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a governor for Friends of Ferdinand Festival Street LLC, a volunteer organization focused on creating and maintaining a public gathering space in his neighborhood. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

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 Merrill and Bank of America since 2012. Outside of her advisory role, she serves as a trustee for The Aspen Trust, a for-profit organization. Merrill, together with 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 individual, high-net-worth, and institutional clients, with portfolio implementation tailored to different investor needs.

Christopher Bell is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Washington State Employee Credit Union, Edward Jones, Bank of America, and Merrill. Outside of his financial advisory work, he operates a home-based battery refurbishing business. 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, supported by extensive advisor networks and technology tools.

Bryan Gormley is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and worked at Shelgren Financial Group, Inc. from 1998 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to institutional platforms, utilizing both proprietary and third-party strategies across diverse asset classes.

Joseph Curiel is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 63 designation and having 47 years of industry experience. He has been with Raymond James Financial since 2003, currently serving in his role for over 17 years. Outside of his advisory work, he is an associate employee at The Commerce Company. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Lon Ledvina is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1993. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a model-driven approach, supported by third-party asset managers and custodians, with approximately $15.5 billion in assets under management.

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 in Tacoma, WA, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Financial Advocates Investment Management and Kimball Creek Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

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.

Pamela Malcolm is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Early Bird Retirement from 2020 to 2023 and spent 24 years at The Boeing Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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 with LPL Financial in Federal Way, WA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones, Multicare, Tuality Healthcare, Orthopedic and Fracture Specialists, and George Fox University, where he continues slight employment on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad array of financial products and tools.