Zhao Liu is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to Merrill, Liu held roles at Bank of America, Wells Fargo Bank, and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nickolas Rubin is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work experience includes roles in education at Washington State University, Grays Harbor Community College, Southwestern Oregon Community College, and Bothell High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach centers on assessing client risk tolerance and matching clients to program models or discretionary managers, using both proprietary and third-party solutions.

Jeremy Riggs is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Amazon, Arizona Grand Resort, and Lake Wilderness Golf Course. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with investment models or discretionary managers, utilizing a range of proprietary and third-party programs.

Zachary De Boer is a financial advisor at Edward Jones in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at HomeSmart ION Realty Group and Luxoft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices.

Chad Parmenter is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously held roles at Securities America, Inc., APC Financial Services, LLC, 1st Global Advisors Inc., and Blue Vase Securities, LLC. Outside of his advisory work, he serves as a trustee for family-held portfolios focused on income and growth. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning and managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by technology and risk assessment tools.

Glen Ness is a CFP® professional with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he serves on the Board of Directors for Providence Classical Christian School and acts as an elder at Snohomish Community Church. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Adalia Bergeron is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to Merrill, she held positions at Bank of America, Westpac Bank, ANZ Bank, and has experience with Mission Farriery LTD and The Wooden Farmer. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Lee is currently a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she partners with clients to help them work towards financial independence by curating plans that empower them to make informed financial decisions. Her professional experience includes previous roles as a Financial Advisor at Edward Jones from 2017 to 2019, AVP of Business Development at Dawnay Day AV India Advisors P L from 2006 to 2008, AVP and Wealth Manager at Van Gogh Preferred Banking, ABN AMRO Bank N.V India from 2005 to 2006, and Branch Manager at HDFC Bank LTD India from 2002 to 2005. Karen holds a California Insurance License.

Michelle Sager is a financial advisor with Ameriprise in Redmond, WA, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she serves as a franchise advisor and lease signer, managing sublease arrangements for office space. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a non-discretionary implementation approach that integrates investment research and third-party data.

Brandon Jacobson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously held roles related to golf associations and clubs before joining Merrill and Bank of America in 2026. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Stanley is a financial advisor with Osaic, holding a Series 66 license and nine years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2016 and previously with Hornor Townsend & Kent Inc. Outside of his advisory role, Stanley is the founder of Momentum Wealth Advisors LLC and serves as president of a professional referral networking group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports comprehensive financial planning and multiple investment programs through a large multi-advisor platform.

Daniel Ghebremichael is an Investment Consultant at Fidelity Investments, where he partners with clients to develop personalized investment strategies that align with their financial goals. He focuses on delivering guidance tailored to each client's objectives, risk tolerance, and time horizon, aiming to build strong relationships and provide actionable insights for long-term financial success. Daniel has held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2021 to 2023, Financial Representative from 2021 to 2022, and Customer Experience Associate from 2020 to 2021. This progression reflects his experience in various aspects of financial services and client support. Outside of his professional responsibilities, Daniel enjoys family activities, social events with friends, golf, outdoor adventures, and reading.

Bas Van Diepen is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including roles in education and customer service. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Syndra Feng is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, HSBC Securities, and the University of Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, supported by a centralized manager solutions team.

Erik Naslund is a financial advisor with Cetera in Bellevue, WA, holding Series 63 and 65 licenses and with 14 years of industry experience. He previously worked at Wells Fargo Bank NA and Wells Fargo Clearing before joining Cetera and Heritage Bank in 2017. Outside of his advisory work, he volunteers as a head coach for a youth flag football team, an assistant baseball coach for a local little league, and is involved with the Rotary Club of Snoqualmie. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports over 10,000 advisors and manages over $256 billion in assets.

Tara Cancro is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and with 13 years of industry experience. She has worked at Merrill since 2014. Outside of her advisory role, she co-owns a family-held ski condo business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types including individuals and charitable organizations.

Shanessa Freshour is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, she spent eight years at Edward Jones and ten years in retail management at Signet/Kay Jewelers. She also sells excess energy generated from solar panels on her home to the electric company. 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 and model portfolio programs, supported by advanced operational and research tools.

Robert Taylor is a financial advisor at Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2025. Prior to joining Thrivent, Taylor worked in various roles including at Taylor Tech and Bridge Locations, and has experience with entrepreneurial ventures such as Elite Editing / Elite Authors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s services focus on planning without discretionary portfolio management, allowing clients to integrate planning with managed accounts under a consolidated billing option.

Xiuzhen Chen is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. Chen has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Scott Gilbert is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including Morgan Stanley Private Bank, National Association. Prior to that, he was employed at LoCorr Distributors and Clearbridge Investments, LLC. Outside of his advisory work, Gilbert serves as president of the board for the Mercer Island Beach Club and is involved in several business ventures related to lending, fisheries, agriculture, and building supply sales. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.