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.

John Schork is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Merrill, Bank of America, and First Republic Investment Management. Outside of finance, he owns a family-run commercial writing business focused on novel writing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, integrating quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Amber Trader is a financial advisor at Edward Jones with seven years of industry experience and holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Vashon Natural Medicine PLLC for eleven years. She is involved in managing a family land business in Texas related to oil. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors.

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.

Mekenzie Jones is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to develop and implement financial plans aimed at helping them achieve their financial goals. Mekenzie joined Fidelity Investments in 2022 as a Planning Consultant and was promoted to Financial Consultant in 2023. Prior to that, she worked as a Financial Advisor at Edward Jones from 2019 to 2022. Her professional experience spans several years in financial advisory roles, focusing on client-centered financial planning and consultation. Mekenzie's approach involves collaborating closely with clients to support their financial objectives. Outside of her professional career, Mekenzie enjoys family activities, fitness, outdoor adventures, and parenthood.

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.

Nathan Day is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Financial Representative, and Retirement Services Specialist. Nathan partners with his clients to create and implement financial plans aimed at building and maintaining their wealth with confidence. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Nathan enjoys boating, family activities, fitness, motorcycles, movies, and snowboarding.

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 Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with OSAIC. He has held roles at Royal Alliance since 2020 and previously worked with Penn Mutual Life Insurance Company and Hornor Townsend and D Kent, Inc. from 2002 to 2020. In addition to his advisory work, he is involved in insurance brokerage, offering products including life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms and employs various asset-allocation tools and third-party resources to construct diversified portfolios tailored to client needs.

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.

Heather West is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA, where she has worked since 2004. She has 24 years of industry experience, including a prior position at Merrill from 2001 to 2002. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as 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 proprietary and third-party investment solutions.

Richard Gudaitis is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. He worked at RBC Capital Markets from 2000 to 2003 before joining LPL Financial in 2003. Outside of his advisory role, he serves as a registered agent for Camano Beach House, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Colby Gaston Cysewski is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm employs a primarily non-discretionary client relationship model, supplemented by discretionary separately managed accounts, and utilizes multi-asset model portfolios supported by in-depth research and periodic reviews.

Patrick Pardon is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. He is a partial owner of Cedar Creek Wealth Management LLC and NPPT Ventures LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking, lending, and other financial product offerings.

Roger Phelps is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its related entities since 2005. Outside of his advisory role, he is a co-owner and producer at Pacwest Affiliates LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and tax-aware withdrawal strategies. The firm’s approach includes specialized investment research and collaboration between a centralized service team and individual advisors.

Lindsay Jens Deklerk is a Series 66 licensed financial advisor with 11 years of industry experience, currently working at UBS Financial Services in Bellevue, WA since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including 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-based, model-driven investment strategies tailored to clients’ goals and risk tolerances.