David Thompson is a financial advisor at Morgan Stanley in Bellevue, WA, with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016, with a brief period of unemployment from 2017 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to model potential outcomes.

Nicholas Hemphill is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2019, previously spending five years with Bank of America and Merrill. Outside of his advisory role, Hemphill serves as a varsity pitching coach for the Issaquah School District. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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 21 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 by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research and capital markets services through a broad platform.

Robert Tiegs is a financial advisor with Edward Jones in Mountlake Terrace, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Paulo Lee is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience working at companies such as PayScale and Botify. Outside of his advisory role, he volunteers with the Church of the Beloved. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement-plan support. The firm employs a hybrid referral and implementation model, partnering with LPL and third-party asset managers to provide tailored advisory and brokerage services.

Nicole Murray is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She collaborates with clients and a team of specialists to assess situations, prioritize goals, and develop personalized investment and service strategies. Nicole is committed to exceeding client expectations through thoughtful relationships. She has been with Fidelity Investments since 2019, progressing through several roles including Financial Consultant, Wealth Management Planning Consultant, and various workplace planning consultant positions. Her experience spans comprehensive wealth planning and client relationship management. Outside of her professional role, Nicole enjoys camping, cooking and baking, gardening, hiking, outdoor adventures, and reading.

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.

Michael Brunelle is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America Corporation and First Financial Northwest Bank. Outside of his advisory work, he is a self-published author of a novel available on Amazon. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management, financial planning, and custody services.

Aaron Wolfe is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010, based in Mukilteo, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Kevin Kim is a financial advisor at Fidelity with Series 63 and Series 65 credentials. He has been in the industry since 2025 and previously worked at Amplified Planning and Topsteptrader, LLC. Outside of his advisory role, he operates a sole proprietorship selling clothes and sneakers and has worked as a food delivery driver. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

Tracie Paige serves as the Vice President and Branch Leader at Fidelity Investments, overseeing the Lynnwood Investor Center. In this role, she leads a team of investment professionals committed to prioritizing client needs and enhancing their professional skills. She has held several positions within Fidelity Investments, advancing from Financial Representative in 2014 to her current role as Vice President and Branch Leader since 2026. Her experience spans wealth management planning, relationship management, and branch leadership. Throughout her career, Paige has focused on client service and team development within the investment industry.

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.

Stacy Gilbert is a CFP® and Series 66 licensed financial advisor with Edward Jones in Seattle, WA, where she has worked since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Gwynn is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He previously worked at Commonwealth Financial Network and Northstar Realty Securities. Gwynn is registered with the Series 63 and Series 65 credentials. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, using a range of portfolio management approaches and platform arrangements tailored to client objectives.

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.

Stanley Tse is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages expenses for another Ameriprise practice through his business, STM Enterprises Inc. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight to provide tailored, algorithm-assisted advice, with a focus on assets held in Ameriprise Managed Accounts.

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.