Crystal St Germain is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. She has been with Equitable Advisors since 2025 and has diverse prior experience including roles at Walmart and Montana Silversmiths. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver advice and manage client portfolios across various investment programs.

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.

Kessanee Johnson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at Guild Mortgage and Alaska USA Federal Credit Union, along with periods as a stay-at-home mother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Joey Oda is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work includes roles at H&R Block and Sentry Credit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

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 licenses and bringing 29 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Robert Baird & Co., McAdams Wright Ragen, and Banc of America Investment Services. In addition to his advisory work, he is involved with Mutual of Omaha offering life, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad suite of non-advisory financial offerings.

Rachel Birrell is a financial advisor with Merrill in Bellevue, WA, holding the Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, she worked for Caliber Home Loans from 2016 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Brian Herc is a financial advisor with Edward Jones in Bothell, WA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a single residence townhome rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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 seven 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 broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by quantitative tools and oversight of over $819 billion in discretionary assets.

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.

Riley Neal is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held positions at Pfizer, Inc. and was involved with ventures such as Rora Venture Design and The Lead Lab. He also has an academic background from the University of Washington. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, underwriting, and securities-backed lending programs.

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 a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Elzey worked at USI Insurance Services and held various roles in photography, restaurant, and post-production businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors.

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.

Brendan Smith is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Wells Fargo Bank, Liberty Mutual, and International Fidelity Insurance Company. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions to its clients.