James Buchmiller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach begins with understanding each client’s full financial picture and incorporates flexibility to adapt to changing market conditions. James provides access to the investment insights of Merrill as well as the banking and lending solutions of Bank of America. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. James holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. James follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, he enjoys reading, skiing, traveling, and spending time with his family.

Richard Nelson is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Boeing Employee Credit Union, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

David Thompson is a Series 66-registered financial advisor at Morgan Stanley in Bellevue, WA, with 12 years of industry experience. Before rejoining Morgan Stanley in 2019, he worked there initially from 2016 to 2017 and also spent two years at Merrill from 2014 to 2016. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individuals and institutions with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Nicholas Hemphill is a financial advisor with Ameriprise in Bellevue, WA, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ameriprise Financial Services. Outside of finance, he serves as a varsity pitching coach for the Issaquah School District. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through collaborative, research-based recommendations.

Kai Hapke is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Ameriprise since 2022 and previously held positions at Equitable Advisors, Amazon, and other firms. Hapke is also involved in managing an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that utilizes a centralized team to provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Emily Faust is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Paulo Lee is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles across multiple companies and volunteers weekly at the Church of the Beloved. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a combination of firm-offered and third-party programs.

Megan Lockhart is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 designations. She has 20 years of industry experience, including 15 years at RBC Capital Markets and seven years at City National Bank. Outside of her advisory work, she is the owner and active manager of a vineyard in Kirkland, Washington. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs with tailored investment strategies and access to in-house and third-party managers.

Helen Rouzanov is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Charles Schwab in Bellevue, WA. She has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and operational structures.

Jack Price is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and previously worked at Brighton Jones and Stifel. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs, supported by in-house research and a mix of manager-traded and model-traded strategies.

Kevin Kim is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Amplified Planning and Topsteptrader, LLC, among others. Outside of advising, he operates a sole proprietorship selling clothes and sneakers and works occasionally as a food delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with systematic methodologies and long-term asset allocation benchmarks.

Margaux Steele is a financial advisor with Charles Schwab holding a Series 66 license and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank, SSB since 2018. Steele serves on the Finance Committee of the Girl Scouts of Western Washington, where she reviews financial reports and budgets and provides guidance on the organization’s asset management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Zaky is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and KeyBank, among others. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, integrating institutional trading capabilities with wealth management services through proprietary research and model-based asset allocations.

Cora Chan is a Wealth Management Advisor with Merrill Lynch Wealth Management and founder of Chan Days Wealth Management, a mother-daughter team based in Bellevue, Washington. She leads the team’s investment philosophy, macro-economic analysis, portfolio design, and evaluation. Cora focuses on helping clients preserve, grow, and transfer wealth effectively, with particular expertise in fixed income investing, alternative investment selection, tax-sensitive investment management, and wealth transfer. Fluent in English, Mandarin, and Cantonese, her team serves executives, medical professionals, and privately-held business owners with tailored financial strategies and dedicated service. Cora began her financial services career in 1994 at Seafirst Bank, a predecessor of Bank of America, where she held roles including Personal Banker, Premier Banking Client Manager, and Business Banker. Before entering the financial industry, she was a small-business owner in wholesaling, importing, and retailing. She earned both her Bachelor of Arts and Master of Business Administration degrees in Business Administration from the University of Washington. Cora holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A resident of Bellevue, Cora balances her professional career with personal interests that include antiquing, cooking, dancing, golfing, reading, watching movies, and practicing yoga. She values learning about each client's unique priorities to provide thoughtful financial advice and guidance.

Braden Hammer is a Senior Financial Advisor at Merrill Lynch Wealth Management with 16 years of experience helping individuals and families invest and plan their financial future. He focuses on developing tailored financial strategies that address each client's unique needs and goals. Braden's approach is centered on working one-on-one with clients to create personalized financial plans designed to pursue their long-term objectives. His expertise includes areas such as education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Braden holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Braden earned his Bachelor's Degree from Oregon State University. Outside of his professional work, he enjoys hiking, reading, running, soccer, woodworking, and spending time with his family.

Jeff Moon is a Vice President and Financial Consultant at Fidelity Investments. He currently engages with clients to serve as their personal financial planning team, focusing on executing simple and comprehensive strategies collaboratively. Jeff has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Financial Consultant before his current position. His professional experience is centered on financial consulting and client relationship management within the investment sector. He holds a California Insurance License. Outside of work, Jeff enjoys biking, camping, fitness, and surfing.

Rebekah Boettcher is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked for five years at Russell Investments before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and access to various capital markets services.

Heather Henke is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2021, following six years at Wells Capital Management. In addition to her advisory role, she is involved with Mark Ryan Winery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment research.

Jason Rosser is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Ernst & Young, KPMG, and the University of Nevada Las Vegas Department of Accounting. Outside of his advisory role, he serves as an assistant coach for the University of Washington lacrosse team. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and due diligence on alternative investments.

Adnan Haq is a financial advisor with Ameriprise in Bellevue, WA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice through a centralized consulting team.