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.

Sebastian Kanczugowski is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic since 2020. Prior to that, he was with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He is also involved with SEBI's Bistro and has participated in insurance brokerage and wealth management activities outside his primary advisory role. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios for individual and institutional investors.

Maxwell Winter is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Outside of his advisory role, he provides tax preparation services through a separate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that delivers customized retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Gardner is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to this, he spent six years at Cetera Advisor Networks and was involved with Subculture Apparel for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various financial planning and advisory programs, leveraging both discretionary and non-discretionary management along with model portfolios, research, and technology-driven portfolio solutions.

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 with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Washington Wolfpack, Walmart, and other organizations across various sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Robin Tan is a CFP® professional with 30 years of industry experience, currently serving as an advisor at LPL Financial since 2020. Prior to joining LPL, Tan spent 23 years with Kms Financial Services, Inc. He is also an agent for non-variable insurance products, including disability, long-term care, and term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with research from internal and third-party sources.

Gregory Peloquin is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, his experience includes roles at Lifestream Blood Bank and Cascade Regional Blood Services. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored platforms and other endorsed managers.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

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. Prior to joining Equitable Advisors in 2023, he worked at Dudek and Paleo West, among other roles. Outside of finance, Hirsch owns Leo Hirsch Photography, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

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.

Susan Youngsman is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been associated with Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Anna Kaczmarek is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Prudential Financial and Seattle Textile. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

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.

Chun Lee is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger) since 2001. Outside of his advisory role, he is a notary providing free signature notarizations for clients and prospect and also sells long-term care insurance through GE. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

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.

Kristina Hinz is a Financial Consultant currently working at Fidelity Investments. She has been with the company since 2017, with roles including Customer Relationship Advocate, Investment Solutions Representative, Investments Consultant, and currently Financial Consultant since 2020. Her professional experience encompasses various aspects of financial services and investment consulting. Kristina holds a California Insurance License, supporting her work in financial consulting. Outside of her professional role, Kristina's personal interests include golf, hiking, parenthood, pets, snowboarding, and traveling.