Chia Wei Liu is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His career includes roles at various Wells Fargo entities since 2017 and a prior position at Safeway. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through more than 14,000 advisors.

Benjamin Bringolf is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Advisors, LLC since 2015 and has worked at Wells Fargo Bank since 2003. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Cesar Valdes Pineda is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Bank of The West, Amazon, and Banregio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Chavez is a CFP® and holds a Series 66 registration with RBC Capital Markets in Seattle, WA, where he has worked since 2022. He has two years of industry experience. Prior to his advisory role, he spent four years at Gonzaga University and has held various positions including work at Camp Burton and Vashon Island Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Heedy Locke is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining RBC in 2022, Locke worked at Wells Fargo Clearing and Rainier Securities, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Jeffrey Marinelli is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2018. In this role, he works closely with Fidelity's high net worth families, partnering with them to develop, implement, and maintain personalized wealth plans that address life's milestones and various market cycles. Prior to this position, he held roles as Financial Consultant from 2012 to 2018, Investment Consultant from 2011 to 2012, and Financial Representative from 2010 to 2011, all within Fidelity Investments. Jeffrey is a Certified Financial Planner and has over a decade of experience in financial planning and wealth management. He is dedicated to the planning process and building long-term relationships with clients. Outside of his professional work, Jeffrey enjoys biking, family activities, music, outdoor adventures, reading, and traveling.

Rebecca Angel Feuer is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Seattle Hebrew Academy for 18 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a large nationwide network of financial advisors and branch offices.

Lucas Cardon is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Baird since 2019 and previously worked at Wutke. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises a range of clients including high-net-worth individuals, families, and institutional clients. The team offers customized financial planning and portfolio management services using a variety of strategies and managers, along with municipal advisory and public finance services.

Zachary Zilke is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he collaborates directly with a Wealth Management Advisor to develop engagement strategies tailored to each client's financial planning requirements. Prior to his current position, Zachary gained experience at Fidelity Investments as a Relationship Manager from 2020 to 2022 and as a Financial Representative from 2018 to 2020. His professional background encompasses various aspects of wealth management and client relationship development. Outside of his professional work, Zachary has interests in camping, golf, hiking, running, and swimming.

Susan Chandler is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Seattle, WA, with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with firms including Steward Partners Investment Solutions and Cetera. Chandler also works as a private banker with Umpqua Bank and is associated with Columbia Wealth Advisors in a referral capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports municipal and public finance services through its unique affiliations.

Janelle Lorenz is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. She has worked within various Wells Fargo entities since 2006, including Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Patrick Burke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at BNY Wealth, Wells Fargo Private Bank, and KeyBank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Andrew Glockenmeier is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. He has worked at Morgan Stanley since 2018 and has prior experience at Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

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.

John Hulbert is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he worked at Clear Direction Investments and has held roles outside finance, including landscaping and positions at Bellingham Golf and Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Allison Meza is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at several mortgage and financial services firms. The DDK Group at Robert W. Baird & Co., where she is based, serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and brokerage services, supported by internal research and advanced investment tools.

Devin Blanchard is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Bank of America and Merrill since 1995. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 15 years of experience in the financial services industry, having worked in various advisory roles including Investment Consultant at Fidelity Investments, Private Client Advisor at JPMorgan Securities, and Financial Advisor positions at Chase Investment Services Corp and Securian Financial Services. Throughout his career, Gregory has focused on building relationships with clients and their families to help them work toward their financial goals. He holds a California Insurance License. Outside of his professional life, Gregory's interests include baseball, football, soccer, movies, social events with friends, and parenthood.

Barry Diedericks is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to develop tailored financial plans that align with their individual goals and aspirations. He emphasizes understanding each client's unique circumstances and priorities to co-create strategies that build confidence and empower clients to manage their financial futures. Barry has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming an Investment Consultant. His experience encompasses client relationship management and financial planning within the investment sector. Outside of his professional responsibilities, Barry enjoys biking, camping, football, golf, running, and swimming.

Helen Lee is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and with 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using firm-approved tools and serves clients through both direct and corporate financial planning arrangements.