Paul Adams is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2025 and spent 16 years at UBS Financial Services prior to that. Adams holds a Series 66 registration. 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 offers a range of brokerage and advisory solutions.

Stacy Oster is a financial advisor at UBS Financial Services in Bellevue, WA, with 26 years of industry experience. She has been with UBS and its predecessor Paine Webber since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services to meet diverse client needs.

Benjamin Duenwald is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is the founder of the Exit Planning Institute's Washington chapter and works closely with business owners to assist in planning and executing business sales. Benjamin graduated from the University of Washington Business School with a focus on Finance. His expertise includes college education planning, executive compensation, family wealth management strategies, personal retirement planning, philanthropic planning, small business strategies, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, and retirement income. He approaches client relationships through listening, understanding, and collaboration. Outside of his professional work, Benjamin and his wife, Sarah, a couple with two young children, enjoy traveling the Northwest and engaging in outdoor activities such as fishing, golf, skiing, and river rafting. He is also involved in professional organizations such as Girls Inc. PNW and the Washington Exit Planning Chapter.

Danny Chi is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his career in financial advising, Danny worked for ride-sharing companies Uber and Lyft and was involved with Renovation Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Waldebert Raquel is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., EP Wealth Advisors, LLC, and TD AMERITRADE. Outside of his advisory work, he is involved in managing rental real estate properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of wrap advisory, brokerage, custody, and financial planning services. The firm emphasizes a non-discretionary client relationship model alongside access to discretionary separately managed accounts and integrates multi-asset model portfolios with research-driven investment guidance.

Daniel Sawyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003, including its predecessor AXA Advisors. Sawyer serves as a trustee to the Sawyer Family estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Brett Costanzo is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joy Lee is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at the Gates Foundation, University of Washington, Nordstrom, and Public Health Seattle & King County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets.

Nahid Fatima is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 65 certifications and has been with Charles Schwab and Charles Schwab Bank since 2008. 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 offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Nicole Au-Yeung is a Vice President and Financial Consultant at Fidelity Investments. She works closely with clients to help identify and achieve their financial goals, including saving for children's futures, retirement planning, income creation, managing market volatility, and tax-efficient investing. Nicole has been with Fidelity Investments since 2015, progressing through roles such as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before becoming Vice President Financial Consultant in 2022. Prior to that, she gained experience as a Wealth Management Intern at Morgan Stanley from 2014 to 2015. She holds a California Insurance License. Outside of her professional work, Nicole enjoys biking, running, playing table tennis, exploring food interests, and spending time with her pets.

Erin Westphal is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith. She is based in Bellevue, WA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with services offered both directly and through employer-based corporate agreements.

Rob Brewer is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009 and also has affiliations with Bank of America and Banc of America Investment Services dating back to 2002. Brewer serves as manager of a mental health private practice entity supporting his wife’s psychiatric practice. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services primarily through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies developed by internal and third-party managers.

Matt Bridge is a Private Wealth Advisor with KBB Wealth Management within Merrill Private Wealth Management. He has been a financial advisor for more than 28 years, focusing on serving corporate executives and officers. Matt and his team work with families to address complex wealth management planning issues including designing tailored goal-based financial strategies, concentrated stock strategies, tax minimization, philanthropic planning, and personal banking and lending options from Bank of America. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and a Bachelor's degree from Washington State University. His areas of focus include cash flow planning, asset and liability management, global diversification strategy, financial risk control, charitable giving strategy, family legacy planning, pre-liquidity planning, and strategies for concentrated positions and stock options. In addition to his professional work, Matt has been involved in his community through roles such as president for McGilvra Soccer and coaching youth sports teams. He enjoys biking, music, running, skiing, and traveling.

Bijan Behboodi is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 credential and 12 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking products.

Jacob Klein is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Invest Financial Corp. and Key Investment Services LLC before joining LPL Financial in 2018. Outside of his advisory role, Klein has served as an assistant varsity football coach at Liberty High School. 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, utilizing both discretionary and non-discretionary strategies that incorporate LPL Research models and third-party subadvisors.

Robert Campbell is a financial advisor at UBS Financial Services in Bellevue, WA, with 19 years of industry experience. He holds a Series 66 designation and has been with UBS Painewebber since 2001. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking programs.

Aleksandr Petrik is a Financial Advisor with Merrill Lynch Wealth Management. He guides clients through their financial journeys by taking the time to understand what matters most to them and helping develop short-, mid-, and long-term goals. Aleksandr provides expertise in areas including college education planning, personal retirement planning, retirement income, and overall education planning. Aleksandr's experience encompasses a wide range of financial advisory services, from general investing to retirement planning and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions, offering ongoing advice and guidance tailored to clients' changing needs. He holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Market Technician (CMT), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Aleksandr earned a high school diploma from South Seattle College, a non-accredited certificate from Slavic Bible College, and a bachelor's degree from the University of Washington. Outside of his professional work, he enjoys adventure sports, biking, chess, fishing, hiking, photography, rock climbing, scuba diving, reading, and spending time with his family.

Subeer Manhas is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with UBS since 2009 and previously worked at Morgan Stanley from 1999 to 2009. Outside of advising, he holds a 50% ownership interest in a rental real estate business with his wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support its advisors.

Nicole Christian is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a distributor of health care products with AdvoCare and serves as a notary public in Washington state. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Heidi Schmitz is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2003 in various capacities. Outside of her advisory role, she is a licensed foster parent providing respite care through the Washington State Department of Children, Youth, and Families. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.