Joy Lee is a financial advisor with Edward Jones in Bellevue, WA, holding a Series 66 designation. She has one year of industry experience and previously worked at the Gates Foundation, University of Washington, and Nordstrom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

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.

Joseph Smith Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Shari Jenkins is a CFP® with 42 years of experience in the financial services industry. She has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Inc. for 37 years. Her background also includes managing her own business entities and providing notary services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Hyeon Kang is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, Kang is involved in business ventures including partial ownership in a Tennessee football-related enterprise and a Seattle restaurant. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven approach based on modern portfolio theory and provides a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Nicole Christian is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2008 to 2016. Outside of her advisory role, she is a distributor for health care products through AdvoCare and serves as a notary public in the state of Washington. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

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.

David Holt is a financial advisor with Merrill, holding a Series 66 designation and possessing 13 years of industry experience. He has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Keanan Jacobson is a financial advisor at Edward Jones in Kirkland, WA, holding CFP®, ChFC®, and Series 66 credentials with six years of industry experience. Prior to joining Edward Jones in 2019, he spent eleven years working with Dr. Rossi & Dr. Freimanis DDS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Kagan Wolfe is a financial advisor with Edward Jones in Kirkland, WA, holding Series 63 and Series 66 credentials and 21 years of industry experience. Wolfe has been with Edward Jones since 2004. 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 advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013 in various roles including Financial Representative, Investment Consultant, and Financial Consultant. In his current role since 2020, he partners with clients and their families to develop and maintain customized plans that address controllable financial and emotional risks. Throughout his tenure at Fidelity Investments, Cody has gained extensive experience in financial consulting and investment advising. He holds a California insurance license, which supports his ability to provide comprehensive financial guidance. Outside of his professional work, Cody is interested in board games, boating, fishing, football, golf, and skiing.

Jennifer Bromberg is a CFP® professional with eight years of experience in financial advising. She has worked at Cambridge Investment Research Advisors since 2018 and previously held roles at U.S. Bank from 2015 to 2018. Bromberg serves as Vice President and Board Member of the Sammamish Chamber of Commerce and is involved in career and personal management coaching. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement-plan sponsors, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Jeffery Reese is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008. Reese also works with Washington State Employees Credit Union, where he has been involved since 2004 and participates in insurance services related to that organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary research and third-party resources.

Douglas St John is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and Panorama Advisors LLC. He has served on the Washington State Society of American Forests Foundation since 2014. 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 advisory programs, financial planning, and brokerage services, with investment options that include model portfolios, third-party subadvisors, and both discretionary and non-discretionary management.

Scott Hill is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies combining in-house and third-party managers, with options for tax management and responsible investing.

Camille Adair Hatch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firms since 2014. Outside of her advisory role, she and her husband occasionally sell a small number of sports event tickets at face value due to scheduling conflicts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s services focus on planning topics such as retirement, tax, estate, and special needs planning, delivered through a large network of Financial Advisors.

Spencer Daw is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at several notable firms including JPMorgan Chase Bank, Merrill, and TD Ameritrade. Daw’s background includes roles in both brokerage and investment advisory capacities. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm provides a blend of non-discretionary and discretionary investment management options supported by a multi-asset model portfolio approach and centralized custody and supervisory functions.

Jake Elfstrom is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, Jake was involved with the Liberty Select Basketball Association and worked in the food service industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating through a dual SEC-registered investment adviser and broker-dealer model.