Dalton Saggau is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2021, he worked at Waco Hall and Baylor University and has experience with organizations including Lake Meridian Chiropractic and the South King County Referee Association. Outside of his advisory role, he is a partner in a rental business. Edward Jones is a full-service wealth management firm serving more than four million clients through a broad network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Stefan Papasoff is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of finance, he owns NashVegas Guitars, a retail and online guitar store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Trang Hoang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at JPMorgan Chase Bank, IFG-International Financial Group, Transamerica Financial Advisors, Amazon, World Financial Group, the University of Washington, Massachusetts Mutual Life Insurance, Merrill, and Bank of America Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Vick Agarwal is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding the unique financial needs, goals, and challenges of his clients and their families. He collaborates with them to analyze their financial situations, develop customized plans, and assist in implementing these strategies. Vick is committed to building long-term relationships with his clients, aiming to serve as a trusted advisor over the years. Outside of his professional work, he engages in a variety of personal interests including baseball, board games, football, social events with friends, movies, and table tennis.

Crystal St Germain is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked at Walmart and Montana Silversmiths and has experience in education through roles at Stevensville Public Schools and Montana State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michele Weiss is a Financial Consultant currently working with Fidelity Investments since 2023. She has accumulated extensive experience in financial consulting through her previous roles at Mass Mutual from 2020 to 2023 and Northwestern Mutual from 2018 to 2020. Michele has also held several positions as a Home Mortgage Consultant at various financial institutions between 2002 and 2013, and served as a Business Development Manager at Oak Leaf Funding from 2014 to 2017. Michele is licensed with the California Insurance License, enabling her to provide insurance-related financial services. Her approach to financial planning involves understanding clients' unique stories and aligning strategies with their goals, values, and vision for the future. She focuses on building lasting relationships where clients feel heard and confident in their financial decisions. Outside of her professional work, Michele has personal interests that include comedy, fitness, football, parenthood, and singing.

Heather Henderson is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with J.P. Morgan Securities in Bellevue, WA, having worked at various J.P. Morgan entities since 2019 and previously at KIS Investment Services, LLC. 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 a combination of advisory and brokerage capabilities.

Joey Oda is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His work history includes roles at Fidelity Investments and H&R Block. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage diverse investment strategies.

Jacob Elliott is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

Jeffrey Lavezzi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Robert Baird & Co. from 2014 to 2016. He is also affiliated with Boeing Employee Credit Union, where he has been involved since 2016. 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 provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Rachel Birrell is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation with eight years of industry experience. She previously worked at Caliber Home Loans for two years before joining Merrill in 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated within Bank of America’s broader platform, providing access to a wide range of products and services beyond traditional investment management.

Chase Skuza is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans and investment strategies aligned with their long-term goals. His professional approach emphasizes thoughtful planning, ongoing collaboration, and clear communication to assist clients in making informed decisions as markets and circumstances change. Chase has progressed through a series of roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, since joining the firm in 2022. Prior to that, he gained experience as an intern at Aletheian Wealth Advisors from 2020 to 2021. Outside of his professional work, Chase enjoys outdoor activities such as fishing, football, golf, outdoor adventures, and snowboarding.

Nicholas Persha is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Microsoft and SAP Concur before returning to UBS in 2025. 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 and provides proprietary research and capital markets solutions.

Michael Miller is a financial advisor at Morgan Stanley in Bellevue, WA, with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019. Prior to that, he was with Invesco Advisers, Inc. and Invesco Distributors, Inc. from 2014 to 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Yi Wu is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining UBS, Yi served in the United States Army for four years and held positions at IntelliPro and Eurest. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, focusing on tailored portfolio management and research-driven financial planning. The firm combines institutional trading capabilities with wealth management services and operates across multiple financial sectors including brokerage, advisory, and capital markets.

Sean O'Connor is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Kms Financial Services, Russell Investments, and The Bank of Nova Scotia. 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 research from internal and third-party sources.

Christopher Stacey is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he serves on the board of directors for Eastport Shores Condos and coaches pole vaulting for a local high school track team. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement, combining research-driven recommendations with a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Kevin Hansen is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its platform.

Morgan Elzey is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at USI Insurance Services and multiple small businesses in various roles. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities, with a focus on tailored, non-discretionary recommendations and comprehensive plan oversight.

Jay Lakhani is an Investment Consultant who is dedicated to helping clients feel confident in their financial decisions. He focuses on simplifying complex financial topics to ensure clear understanding and guidance. Jay prioritizes understanding each client's individual goals to provide tailored support aimed at achieving their long-term financial objectives. Outside of his professional work, Jay has interests in cars, social events with friends, and music.