Felix Johnson is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at 3M and has a varied background including roles in retail and self-employment. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Marcus Sarzalejo is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2007 in various roles of increasing responsibility. In his current position since 2022, he advises clients and their families on financial matters by integrating investment planning, retirement planning, tax-efficient investing, and legacy considerations into individualized wealth strategies. Marcus leverages Fidelity's resources to provide clients with coordinated financial planning across generations. His professional experience includes roles such as Financial Consultant, Investments Consultant, Financial Representative, Retirement Relationship Manager, and Investment Solutions Representative within Fidelity Investments, spanning from 2007 to the present. Prior to joining Fidelity, he served as Client Service Supervisor at National Benefits Partner from 2003 to 2007. Outside of his professional work, Marcus has interests in fitness, movies, parenthood, reading, skiing, and snowboarding.

Cynthia Gammon is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at National Planning Corporation and its affiliate Helene Robertson, CFP National Planning Corporation, where she spent over a decade. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Priscilla Suhre is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked with Boeing Employee Credit Union Everett since 2009. Suhre is also a licensed insurance agent providing fixed annuities, life insurance, and long-term care insurance as part of her practice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Aidan Collins is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Paccar, Inc. and McCaffery, Nolte & Associates, as well as lengthy employment with the Snoqualmie Valley School District. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Alexandra Nelson is a financial advisor with Mass Mutual Investors Services in Bellevue, WA. She holds a Series 66 designation and has seven years of industry experience. Her work history includes roles at MML Investors Services, MassMutual Life Insurance, and Greystar, as well as experience at Washington State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative client relationships to develop tailored recommendations.

Anagha Mhatre is a financial advisor with Charles Schwab in Redmond, WA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for seven years and has founded and partnered in staffing and recruiting businesses. At Charles Schwab, she is associated with Premier Bank, Schwab Bank, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Jason Hewett is a financial advisor with Cetera and holds the Series 66 designation. He has seven years of industry experience, including prior roles at Voya Financial Advisors and Cetera Wealth Services. Hewett is also an independent insurance agent and owns an expense management business, PlanningPoint, LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Jason Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates closely with clients to develop personalized financial plans tailored to their specific goals. He emphasizes building trust and dependability as the foundation of his client relationships. Jason holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, he has interests in concerts, cooking and baking, golf, parenthood, snowboarding, and traveling.

James Oneil is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with RBC Capital Markets since 2008. In addition to his advisory work, he writes a biweekly investment article for The Hearld, a small private daily newspaper, a role he has held since 1996. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Christopher Johnson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Equitable Advisors in Bellevue, WA. His work history includes positions at Seattle Public Schools, Oregon State University, and FirePro LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs and managers.

Laura Jones is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 66 licenses and 39 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2010 and has been with Key Investment Services since 2009. Outside of her advisory role, she is involved in managing a private beach property rental jointly owned with her husband. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicole Hansen is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2013. Outside of her advisory role, she serves as a board member of the Falcon Athletic Booster Club, supporting fundraising efforts for the Boys Golf Program at Woodinville High School. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Adam Bishop is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor, Axa Advisors. Outside of finance, he is involved in music as a band member, manager, promoter, and songwriter. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

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.

Clement Chiang is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long tenures at MetLife Securities and Metropolitan Life Insurance Company before joining Ameriprise in 2017. Outside of his advisory role, he manages family-related real estate investment entities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations typically for individuals with significant investable assets. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Franklin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the Federal Emergency Management Agency for one year. 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 and offers a range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.

Aidan Smith is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he has worked since 2019 at Quality Food Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach involves matching clients to program models or discretionary managers, offering a range of investment options through third-party asset managers and its network of Investment Adviser Representatives.

Shea Sullivan is a financial advisor at Morgan Stanley in Kirkland, WA, with three years of industry experience. He holds a Series 66 designation and has previously worked at Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Bradley Knuffke is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and having 25 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment implementation and offers financial planning, third-party asset manager access, and participation in wrap programs.