William Wilson II is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored using proprietary research and model-based asset allocations.

John Oman is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2018, and previously worked at Northwestern Mutual and Stubblefields. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Felix Johnson is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2023, he worked at 3M for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-planning advice focused on dependable income and tax-aware withdrawal strategies.

Marcus Sarzalejo is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2007 in various roles of increasing responsibility. In his current position since 2022, he advises clients and their families on financial matters by integrating investment planning, retirement planning, tax-efficient investing, and legacy considerations into individualized wealth strategies. Marcus leverages Fidelity's resources to provide clients with coordinated financial planning across generations. His professional experience includes roles such as Financial Consultant, Investments Consultant, Financial Representative, Retirement Relationship Manager, and Investment Solutions Representative within Fidelity Investments, spanning from 2007 to the present. Prior to joining Fidelity, he served as Client Service Supervisor at National Benefits Partner from 2003 to 2007. Outside of his professional work, Marcus has interests in fitness, movies, parenthood, reading, skiing, and snowboarding.

Nicholas Ruppe is a financial advisor with Ameriprise in Edmonds, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at KeyBank NA, NYLIFE Securities LLC, and New York Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and incorporates proprietary research and third-party data within a defined investment framework.

Stephanie Bauer is a Financial Advisor with Merrill Lynch Wealth Management based in Tacoma. She specializes in providing wealth management services that connect sophisticated investment strategies with clients' personal financial goals. Her work includes college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, focusing on women and wealth, tax minimization, and retirement income planning. With 14 years of experience, Stephanie draws on her expertise to support long-term financial success and transformative legacy planning. She holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from the Eller College of Management Business School at the University of Arizona. Stephanie lives in Gig Harbor with her husband, their daughter and son, and their Maine Coon cat. Outside of her professional role, she is involved in community organizations such as the Junior League and participates in groups like the Freedom Boat Club, Harbor Moms, and the USTA Tennis League.

Donna Cuaresma is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory role, she acts as power of attorney for her father. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment solutions.

Aidan Collins is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Paccar, Inc. and McCaffery, Nolte & Associates, as well as lengthy employment with the Snoqualmie Valley School District. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Kenneth Ballard is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His career includes roles at Fidelity Investments, Edward Jones, Fred Meyer Jewelers, and Alaska USA Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and systematic portfolio management.

Chaim Rosenbaum is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Outside of finance, he is involved in coaching and instructing crew and sailing and serves on the finance committee of the Hearing, Speech & Deaf Center in Seattle. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Skyler Dompier is a financial advisor at LPL Financial in Lynnwood, WA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has worked at LPL Financial and BECU since 2016 and previously spent one year with Wells Fargo Clearing. Dompier is also a commissioned Notary Public. 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 financial planning and investment management solutions, leveraging both proprietary and third-party strategies with access to institutional platforms and extensive non-advisory financial services.

Thomas West is a Financial Consultant currently working at Fidelity Investments. He has held various roles within the company since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. His approach to financial advising is influenced by his personal background and experiences, emphasizing the importance of understanding clients' values, goals, family, and circumstances to co-create and regularly revise financial plans that support their ambitions while mitigating risks. He holds himself to a high standard of integrity. Outside of his professional work, Thomas is interested in board games, outdoor adventures, parenthood, puzzles, traveling, and volunteering.

Alexandra Nelson is a financial advisor with Mass Mutual Investors Services in Bellevue, WA. She holds a Series 66 designation and has seven years of industry experience. Her work history includes roles at MML Investors Services, MassMutual Life Insurance, and Greystar, as well as experience at Washington State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative client relationships to develop tailored recommendations.

Anagha Mhatre is a financial advisor with Charles Schwab in Redmond, WA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for seven years and has founded and partnered in staffing and recruiting businesses. At Charles Schwab, she is associated with Premier Bank, Schwab Bank, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Andres Pena Ross is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and one year of industry experience. He previously worked at Prudential/LPL and EFG Bank, and has also been affiliated with JPMorgan Chase Bank, N.A. His background includes a brief period at Seattle University. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Margaret Warner is a financial advisor with Primerica Advisors in Snohomish, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she is the owner and president of Irishlass, LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated model portfolios rather than institutional or pension plan management.

Benjamin Eickhoff is a financial advisor with Wells Fargo Clearing in Edmonds, WA. He holds a Series 66 designation and has 18 years of industry experience, including a decade at Wells Fargo Clearing and ongoing service with Wells Fargo Bank, N.A. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

Jason Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates closely with clients to develop personalized financial plans tailored to their specific goals. He emphasizes building trust and dependability as the foundation of his client relationships. Jason holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, he has interests in concerts, cooking and baking, golf, parenthood, snowboarding, and traveling.

James Oneil is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with RBC Capital Markets since 2008. In addition to his advisory work, he writes a biweekly investment article for The Hearld, a small private daily newspaper, a role he has held since 1996. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Nicole Ovstedal is a financial advisor with Fidelity, holding a Series 66 designation and 12 years of industry experience. She previously worked at Berthel Fisher & Company Planning Inc. and Berthel Fisher & Company Financial Services, Inc. Prior to joining Fidelity in 2022, she accumulated seven years of experience at Berthel Fisher. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage a broad range of investment portfolios and model strategies.