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.

Scott Hitchcock is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipalities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Sarah Hand is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial since 2021, following 16 years at Wells Fargo Advisors LLC. Outside of her advisory role, she is employed as a Senior Registered Client Associate at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal finance and SIMPLE IRA Employer Advisory programs.

Adam Harvey is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2004, having previously operated under Axa Advisors. Harvey also has an affiliation with Harvey Capital Group DBA. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a combination of proprietary and third-party investment solutions.

Kerry Zimm is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2012. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate agreements.

Theresa Newton is a financial advisor at Edward Jones in Bothell, WA, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior work experience at Costco Wholesale from 2013 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Miwa Leick is a CFP® and holds a Series 66 license, currently working as a financial advisor at Edward Jones in Bellevue, WA with three years of industry experience. Prior to joining Edward Jones in 2022, Leick worked at The Boeing Company for four years and held roles at Samena Swim and Recreation and LM IT, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Emily Brooks is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 license and one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including positions at Orangetheory Fitness and King Family Fun Center. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models through third-party sponsors, delivering services via a network of Investment Adviser Representatives.

Colin Kosco is a financial advisor with LPL Financial, holding a Series 66 designation and offering 13 years of industry experience. He previously worked at Cambridge Investment Research Advisors and currently owns Finity Group LLC, through which he operates as an insurance agent. 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, model portfolio programs, third-party asset management, and institutional platforms.

Pang Chi Fan is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and beginning their career in the industry in 2026. Prior to joining Merrill and Bank of America, Pang worked at Tzu Chi Academy in Seattle from 2025 to 2026. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Marshall Baker is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he assists multi-generational families in developing personalized wealth strategies focused on growth, preservation, and transfer of wealth. He coordinates a team of specialists including Investment Managers, Advanced Planners, and Trust Officers to implement comprehensive wealth management plans. Marshall has been with Fidelity Investments since 1993, holding various positions including Financial Planning Consultant, Private Access Account Executive, Regional Planning Consultant, and National Sales Manager for the Personal Investments Channel before assuming his current role in 2014. His extensive experience encompasses wealth management and financial planning. Outside of his professional responsibilities, Marshall engages in activities such as running steep trails, cycling, skiing, and surfing.

Kathryn Sciba is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She provides respite care for foster children through the Washington State Department of Children, Youth & Families. Kathryn is also preparing to publish a book under the pen name K.J. Waldron. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Kathleen Eggers is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

Tai Nguyen is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to their needs. Tai provides ongoing advice and adjusts financial plans as clients' circumstances evolve. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tai earned both his Bachelor's Degree and Master of Business Administration (MBA) from the University of Washington. He communicates with clients in English and Vietnamese.

Neil Lance is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fidelity Investments, U.S. Bancorp Investments, and Advanced Advisor Group. His current tenure at LPL Financial began in 2026, following an earlier nine-year period at the firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Yumi Summers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with various branches of JPMorgan Chase since 2011 and was involved with MyMarketplace.us from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, using a research-supported and forward-looking advisory process.

Shane Phillips is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, following roles at Bank of America and Merrill. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Forest Park Estates HOA in Auburn, Washington. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized recommendation reports through a centralized consulting team.

Forrest Piatt is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in education, including six years with the Selah School District and currently serves as a head coach at Selah Middle School District. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Sara Emru is a financial advisor with LPL Financial in Bellevue, WA, holding the Series 66 designation and two years of industry experience. Her prior work includes roles at Envestnet and Addepar, along with earlier positions at Whole Foods Market and the University of Washington. 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, model portfolio programs, and institutional platforms, with a focus on both customized and model-driven investment strategies.

Kimberly Tucker is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Morgan Stanley, and Prudential Equity Group. Prior to her financial services career, she spent nine years at Nordstrom. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.