Christina Day is the Vice President and Branch Leader at Fidelity Investments, overseeing the operations of the Redmond Investor Center. In her role, she manages day-to-day responsibilities and supports branch associates through accountability and coaching to enhance client experiences. Christina's focus is on building strong relationships with clients and associates, aiming to maintain trust and loyalty while positioning the firm as a leading provider of financial planning guidance. Christina has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Investments Representative, Financial Consultant, and currently, Vice President Branch Leader. Her extensive experience within the firm reflects a deep understanding of financial advisory services and client relationship management. Outside of her professional responsibilities, Christina's personal interests include art, boating, hiking, running, and skiing.

Zi Wang is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2019, Wang worked at BNP Paribas and HSBC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Toraj Nowkhasteh is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2013. Outside of his advisory role, he works part-time as a food delivery driver. 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 integrates research and analytics with a broad range of brokerage and advisory solutions.

John Arrasmith is a Financial Consultant currently working at Fidelity Investments since 2022. He has developed his expertise through various roles in the financial services industry, including serving as an Investment Consultant at Fidelity Investments from 2019 to 2022, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2019, and a Relationship Manager at Bank of America from 2016 to 2018. In his role, John prioritizes building strong relationships with his clients and their families, focusing on trust, reliability, and competency. He advocates for customized financial plans tailored to meet individual family needs, identifies strategies to improve these plans, and maintains open lines of communication throughout the process.

Amy Kerr is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2010 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Mason Lawrence is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at firms including D.A. Davidson & Co., Pacific Capital Resource Group, and E.K. Riley Investments. His career also includes several years dedicated to full-time education between 2011 and 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and global research to tailor plans to clients’ goals and risk tolerances.

Ella Apalisok is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with 21 years of industry experience. She has worked at UBS since 2009, following prior roles at Merrill and Ameriprise. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

James Toepel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in a variety of client focus areas including college education planning, institutional investment consulting, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. James holds a Bachelor's Degree from the University of Washington and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in basketball, tennis, and traveling.

James Rice is a financial advisor at Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 designations with 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

John Thackray is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Equitable Advisors since 2020. Outside of his advisory work, he is associated with Retirement Path Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and uses both firm-offered and third-party advisory programs.

Lori Wiegand is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 credentials and has 32 years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. Wiegand serves as a board member for a local homeowners association, contributing to community asset and financial management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lawrence Rude is a financial advisor with Edward Jones in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he teaches emergency management courses for the Department of Homeland Security and serves on the Board of Trustees for Valley Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, operating under a fiduciary standard with over $1 trillion in assets under management.

Arris Magtibay is a financial advisor at Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise, Arris worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has experience in the hospitality and service industries with Cafe Bento and The Emirates Group. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income plans through a centralized consulting team.

Justin Ball is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. He has worked at Fidelity since 2022 and previously held roles at Magnolia Audio Video and Best Buy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, delegation of management to sub-advisers, and advisory roles to multiple registered investment companies.

Richard Lawrence is a financial advisor at LPL Financial with 27 years of industry experience. He has held positions at Ek Riley Investments, LLC, First Allied Securities, Inc., and Ragen Mackenzie Investment Services, LLC prior to joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Zachary Gil is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing two years of industry experience. Before joining Equitable Advisors in 2023, his work history includes roles at Lowe's Home Improvement, 1 Block Bros, and the University of Washington. He is a beneficiary on his parents' insurance policies. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Zachary Tuss is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to his current role at Equitable Advisors, he has been involved as a baseball coach with EL1 Sports since 2022 and has experience with the City of Bellevue Parks Department. He also has an ongoing affiliation with Carroll University dating back eight years. 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 approach involves assessing client information and risk tolerance to match clients with appropriate advisory programs, utilizing both proprietary and third-party investment solutions.

Ha Nguyen is a CFP® certificant with 13 years of industry experience, currently advising clients at LPL Financial since 2025. Prior to joining LPL, Ha worked at Cadaret, Grant & Co., Inc., Rockefeller Financial LLC, and several other firms. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, and institutional platforms, with a broad range of advisory strategies and support tools.

Grant Ostrom is a financial advisor with OSAIC, holding a Series 66 license and 24 years of industry experience. He previously worked at Royal Alliance for six years and spent eighteen years with both Penn Mutual Life Insurance Company and Hornor Townsend and D Kent, Inc. Ostrom is also involved in an insurance brokerage business offering life, health, disability, long-term care, and annuity products. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and various managed account strategies.

Craig Foreman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients for over 35 years. He is a member of The Foreman Rial Group, which focuses on delivering institutional research, scale, and pricing to a select clientele including serial entrepreneurs, affluent owners of private and pre-IPO businesses, C-suite executives, and families. Craig oversees the team’s equity management, portfolio design, alternative investments, and philanthropic strategies. Their approach emphasizes customized, goals-based wealth management strategies with an emphasis on asset allocation, liability management, and legacy planning developed in collaboration with clients and specialists. Craig’s expertise lies in wealth planning, investment services, portfolio management, and strategies tailored to high-net-worth individuals. He works closely with a demanding clientele to reduce financial life risk and support clients before, during, and after liquidity events. His team provides a boutique level of service, employing a dynamic investment philosophy that balances growth with risk. He is qualified as a Portfolio Manager and holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Craig earned a Bachelor of Science in Industrial Engineering from Stanford University and an associate degree in aviation from Big Bend Community College. He was a varsity basketball player at Stanford. A lifelong resident of the Bellevue area, Craig is active in the community and supports organizations such as the Bellevue Chamber, Eastside Business Roundtable, and Inspire Youth Project. His personal interests include hiking, climbing, playing guitar, traveling, golfing, music, and following Stanford basketball and football. He lives in Bellevue with his two sons.