Weijing Zhang is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2017, Zhang worked at Wealthlink from 2014 to 2017. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephen Brown is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been associated with The Lincoln National Life Insurance Company and Green Financial Corp since 1995. Outside of his advisory work, he serves as treasurer for the nonprofit Concerned Neighbors of Wellington. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with a wide range of investment solutions and program structures.

Zheren Chen is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Chen held positions at Cathay Bank and worked in roles outside the financial industry, including at Haidilao Hotpot Seattle Inc. 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.

Sebastian Kanczugowski is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Osaic since 2020 and previously was affiliated with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory role, he is a member of Grass Wealth Management LLC, a wealth management division connected to a CPA firm, where he is listed as an advisor. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various advisory and management programs.

Maxwell Winter is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2018. He has eight years of industry experience, including prior roles at ERA Helicopters LLC and Western Washington University. Outside of advising, he is involved in tax preparation through a separate tax advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security strategies.

Blake Loen is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at PitchBook Data from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Sara Mitchell is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and has prior work experience that includes roles at Ameriprise and entrepreneurial involvement with Huxdotter Coffee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, focusing on tax-smart withdrawal strategies, Social Security options, and income source analysis. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

Dorian Hardin is a financial advisor at Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Hardin worked at Washington Wolfpack and Walmart, among other positions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives and third-party managers.

Robin Tan is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at KMS Financial Services, Inc. for 23 years. Outside of his advisory role, he acts as a non-variable insurance agent, selling disability, long-term care, and term life insurance. 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, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Peloquin is a Series 66 credentialed financial advisor with Equitable Advisors in Bellevue, WA. He joined the firm in 2026 and has prior work experience in healthcare and education-related roles, including positions with Lifestream Blood Bank and South Sound STEM Fair Alliance. Equitable Advisors serves a broad range of clients, including individuals, pension 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 a variety of proprietary and third-party investment solutions.

Anna Pridey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at USI Insurance Services and had several self-employed roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated or unaffiliated sub-advisers.

Chandler Edlin is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he held roles in the wine and spirits industry and various positions unrelated to financial services. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs, leveraging third-party asset managers and advisory platforms for investment solutions.

Casey Haldis is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized wealth management strategies tailored to clients' financial goals and changing market conditions. Casey's approach emphasizes developing flexible strategies based on a comprehensive understanding of each client's unique financial picture. Casey has expertise in areas including college education planning, equity compensation services, managing new wealth, personal retirement planning, and retirement income. As a Merrill Advisor, Casey prioritizes understanding clients' risk tolerance, time horizon, liquidity needs, and what is most important to them to help create suitable financial plans. Casey holds a Bachelor's Degree from Concordia College - Moorhead and has earned the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Casey enjoys camping, fishing, football, golfing, and skiing.

Leo Hirsch is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Dudek, Paleo West, and Historical Research Associates. Outside of finance, he owns Leo Hirsch Photography, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Cho is Vice President and Financial Consultant at Fidelity Investments. In this role, he leads a wealth management team that assists clients with financial planning, retirement planning, and investment planning. His professional objective is to help clients develop customized financial plans tailored to navigate various stages of their lives. David has been with Fidelity Investments since 2008, progressing through several positions including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant since 2015. He holds a California Insurance License.

Anna Kaczmarek is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Prudential Financial and Seattle Textile. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research tools, including artificial intelligence.

Lindsay Cleal Jr. is a financial advisor with Ameriprise in Fall City, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Cleal serves as Treasurer on the Board of Directors for the Wild Steelhead Coalition. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Barrett Henry is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. In addition to his advisory work, Henry operates independent practices focused on financial planning and insurance, including fixed life, disability, and long-term care coverage. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering comprehensive financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Christine Philipps is a Wealth Management Advisor specializing in developing customized wealth management strategies tailored to her clients' goals. She works closely with private investors and family offices, applying disciplined planning and investment processes. Her experience includes roles with the U.S. Senate Judiciary Committee and on Wall Street, which influenced her career direction. She holds a Bachelor's Degree from Carroll College, an MBA in Finance, and a Master's Degree in International Management from the University of Texas at Dallas. Christine carries professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christine is involved with the Seattle Girls School and a Tennis Outreach Program. Her personal interests include hiking, skiing, table tennis, tennis, and traveling.

Josh Tenzler is an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2026. His professional experience also includes positions as a Private Client Banker at J.P. Morgan Chase from 2019 to 2022 and as a Financial Advisor at Pacific Capital Resource Group from 2018 to 2019. In his current role, Josh collaborates with clients to develop customized financial plans aimed at helping them work toward their financial goals. He emphasizes forming strong relationships with clients and their families to maintain a high level of trust, reliability, and competency. Outside of his professional work, Josh has interests in fitness, football, social events with friends, horseback riding, traveling, and volunteering.