Jessica Liu is the Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she works closely with clients to understand their personal financial goals and develop plans aimed at pursuing financial wellness. Jessica focuses on helping clients create roadmaps that enable them to concentrate on the most important aspects of their lives. Jessica has extensive experience in the financial services industry, with roles spanning over a decade at Fidelity Investments, including positions as Workplace Planning and Guidance Consultant, Financial Consultant, Investment Consultant, and Relationship Manager. Prior to her current role, she was Vice President and Financial Consultant at Charles Schwab from 2016 to 2021. She holds a California Insurance License and brings a comprehensive background in financial consulting to her work. No additional information about her education or personal interests has been provided.

Kaki Chung is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC. Chung is based in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Cynthia Gammon is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at National Planning Corporation and with Helene Robertson, CFP National Planning Corporation. Outside of her advisory role, she is associated with a business entity for tax and investment purposes, Sanjay A. Das CFP LLC. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Darren Fox is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica and its affiliates since 1994. Outside of his advisory role, he is the owner of FUTD, Inc., a legal entity formed for Primerica business purposes, and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Donna Cuaresma is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining RBC in 2022. Outside of her advisory role, she serves as power of attorney for her father. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment resources.

Priscilla Suhre is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and 25 years of industry experience. She has been associated with LPL Financial and Boeing Employee Credit Union Everett since 2009. Suhre is a licensed insurance agent providing fixed annuities, life insurance, and long-term care insurance as part of her investment and planning services. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Shawn O'Neill is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2012. 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. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Chaim Rosenbaum is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Outside of finance, he is involved in coaching and instructing crew and sailing and serves on the finance committee of the Hearing, Speech & Deaf Center in Seattle. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, 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.

Ashley Cahill is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. She is a co-owner of Cahill CRE, LLC, a non-investment-related business based in Seattle. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jack Lee is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and Wells Fargo in various capacities since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary investment decisions.

Thomas West is a Financial Consultant currently working at Fidelity Investments. He has held various roles within the company since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. His approach to financial advising is influenced by his personal background and experiences, emphasizing the importance of understanding clients' values, goals, family, and circumstances to co-create and regularly revise financial plans that support their ambitions while mitigating risks. He holds himself to a high standard of integrity. Outside of his professional work, Thomas is interested in board games, outdoor adventures, parenthood, puzzles, traveling, and volunteering.

Benjamin Eickhoff is a financial advisor with Wells Fargo Clearing in Edmonds, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2008, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Sean Whitsitt is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2017, following a two-year tenure at Merus Global Investments. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by a centralized due-diligence framework.

Eveline Tien is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as a primary point of contact for Private Wealth Management clients and their families. She focuses on delivering personalized service and support, facilitating conversations around wealth planning, and building strong client relationships to ensure a seamless experience. Eveline has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she held positions such as Portfolio Administrator at Pacific Portfolio Consulting and Customer Service Coordinator at Capital One Investing and ING Direct Investing. Outside of her professional work, Eveline has interests in art, board games, camping, family activities, parenthood, and puzzles.

Bradley Knuffke is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Noah Hsue is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He previously worked at the Washington Baseball School and attended the University of Washington. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models without offering individual security recommendations as part of its standalone planning service.

Samuel Aldrich is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at Waddell & Reed Inc and various insurance carriers with W & R Insurance Agencies. Outside of his advisory role, Aldrich has been involved in insurance sales as an agent since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Caleb Hasslinger is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at Country Financial and has held various roles in education and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a centralized operational structure.

Casi Jones is a CFP® and holds a Series 66 license, with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Richard Nelson is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.