Ben Hengst is a Financial Consultant at Fidelity Investments, where he has been employed since 2019. In his current role, he collaborates with clients to understand their unique financial situations and goals, providing an in-depth analysis to identify strengths and weaknesses. He emphasizes education and transparency to co-create strategies that help clients work toward their financial objectives. Ben's experience at Fidelity includes roles as an Investment Consultant, Relationship Manager, and Financial Representative, providing him with a broad perspective on financial planning and client relationship management. His career progression reflects his commitment to supporting clients through various aspects of financial consulting. Outside of his professional work, Ben enjoys board games, golf, and scuba diving.

Jason Pang is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes prior roles at U.S. Bancorp Investments, Inc. and Key Investment Services LLC. He also serves as a financial advisor for Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports a broad range of investment strategies, including model portfolios and third-party asset management, and is notable for its scale and integration of non-advisory financial services alongside its advisory platform.

David Van Deusen is a financial advisor with Thrivent Investment Management in Kirkland, WA. He holds a Series 66 designation and has 11 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he is involved in buying and selling sports and music memorabilia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without portfolio management for institutional clients. The firm offers these planning services through a network of financial advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

Jeffrey Alewine is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Bellevue, WA. He has been with JPMorgan Chase Bank N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Alexander Ward is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Addison Avenue Investment Services and First Tech Federal Credit Union. Outside of his advisory role, he is also an associate at Addison Avenue Investment Services, providing investment advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions, using tailored, non-discretionary approaches supported by analytical and risk-profiling tools.

Lawrence Mcausland is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. He serves as a trustee for the Lawrence Calvert Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced operational and research tools.

Erik Gaucher is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade, Mass Mutual, MetLife Securities, and Charles Schwab Bank. Outside of finance, he is the managing member and owner of Front Porch Hospitality LLC, a restaurant business, and 4 Paw Drive LLC, a management consulting company focused on helping small businesses with tax credits and cost savings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with an integrated platform of advisory, brokerage, custody, and financial planning services.

Russell Paris is a financial advisor with J.P. Morgan Securities in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with various JPMorgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Ian Wang is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career background includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Benjamin Goodman is a financial advisor with LPL Financial based in Everett, WA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 25 years with Linsco/Private Ledger. He also serves as successor trustee for the Ben M. & Shirley G. Goodman Estate Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Nini Wu is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Cetera, among other firms. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Anthony Quail is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. before entering the financial services industry. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Steven Muckley is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2010. In addition to his advisory role, he operates a CPA practice as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, using tailored non-discretionary planning and analytical tools.

David Fournier is a financial advisor with Equitable Advisors in Edmonds, WA, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2003, previously affiliated with Axa Advisors and UBS Financial Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory models.

Raiatea Convery is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2022, Raiatea worked at Fern Expo / Triumph Expo and CORT Party Rental. She serves as the vice president and fundraising committee chairperson on the board of the Frank Wagner Elementary PTO in Monroe, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Kaimanu Chin Hidano is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at WSECU Investment Management from 2020 to 2024. He also has a decade of experience with Washington State Employees Credit Union. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,900 investment adviser representatives.

Nanda Kishore is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Edward Jones in 2010. Kishore holds Series 63, Series 65, and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Denise Tanaka is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2017, she worked at Morgan Stanley Smith Barney for eight years. Outside of advising, she teaches piano to children ages 5 to 15. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Brandon Honcoop is a financial advisor with RBC Capital Markets in Kirkland, WA, holding a Series 66 designation and over 22 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of finance, he owns and operates a wine production business, DVH Wines, LLC dba Ambiance Cellars, and teaches children’s ski school at Summit at Snoqualmie. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies and a range of advisory programs that integrate discretionary portfolio management and financial planning.

Jackson Dinkel is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Commonwealth Financial Network and Conestoga Wealth Partners. Outside of his advisory roles, he has experience supporting senior advisors and assisting with client service and financial planning tasks. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advisory solutions, leveraging multi-asset model portfolios and a centralized operational structure.