Thomas Specht is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2004, following prior service at Axa Advisors. Outside of his advisory role, he is involved with Expect Financial Services as a financial consultant. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

David Piscitelli is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Washington Energy Services for eleven years in sales. Outside of finance, he is a co-owner of Kinsey Meredith Photography, a photography business based in Woodinville, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, including managed accounts and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Daniel Nash is a financial advisor with Equitable Advisors in Mill Creek, WA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014 and was also associated with Axa Advisors, LLC during that time. Outside of his advisory role, he is involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and retirement plan support, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and programs.

Nathan Fosnick is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to define their financial goals, evaluate tradeoffs, and develop investment strategies that align with their broader financial situations. Nathan focuses on simplifying complex financial decisions to create plans that clients can confidently follow over time. His expertise covers areas such as corporate benefits, employee benefits planning, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Nathan holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nathan earned a Bachelor's Degree from Washington State University. Beyond his professional work, he is involved with the Merrill Disability Action Network. His personal interests include basketball, chess, football, music, reading, running, spending time with his family, and watching movies.

R Kevin Biasbas is a financial advisor at Merrill in Bellevue, WA with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2014, including a recent return in 2022, as well as a one-year tenure at UBS Financial Services. Outside of advisory work, he co-owns a family real estate holding company and serves as a trustee managing estate planning related to family real estate assets. He is also involved in Soul Space Farm, LLC, which focuses on organic vegetable and flower farming. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Viktoriya Snoz is a financial advisor at Charles Schwab in Bellevue, WA, holding a Series 66 designation. She has prior work experience at Boeing and Kaizen Financial Advisors, LLC, and has been with Charles Schwab since 2025. 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. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and an established alternative investment platform.

Suzanne Oman is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Sean Henderson is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as the Director of Scouting for the Seattle Sounders soccer team. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweeps, tailored to plan objectives and risk tolerances.

Archisha Gupta is a financial advisor with Equitable Advisors and holds the Series 66 designation. She has one year of industry experience and has held roles ranging from academic positions to technology and retail before joining Equitable Advisors. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing a delivery model focused on LPL-sponsored programs and endorsed third-party asset managers.

Steven Dowden is a financial advisor at Osaic Wealth, Inc. based in Bellevue, WA, with nine years of industry experience. He holds the Series 66 designation and has worked at Osaic since 2020. Prior to that, he was employed at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Dowden is also active as an insurance agent, providing brokerage services for multiple carriers. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing asset-allocation tools and automated rebalancing across various investment vehicles.

Shane Thomas is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles including service in the United States Navy and positions in the food and retail sectors. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary investment advisory services.

Hanxu Qin is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and in the hospitality sector with Hyatt Hotels Group and InterContinental Hotels Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Gabriel Cooper Feldt is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Commerce Bank of Washington and serves as an Infantry Officer in the Washington Army National Guard. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a range of retail and institutional investment solutions.

Huajun Cao is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, East West Bank, and Great American Gaming Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Thomas Ku is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.

Florencio Sandoval is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2017, following a four-year tenure at JPMorgan Securities LLC. 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 services. The firm’s process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Thompson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel since 2019. Prior to that, he was employed at Charles Schwab and Charles Schwab Bank from 1999 to 2019. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Junhong Li is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Li worked at Bank of America from 2022 to 2025. 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 using a mix of model-based and discretionary investment strategies.

Ruth Torres is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as an Investment Consultant from 2023 to 2025, and before that, she worked as an Investment Solutions Representative I & II from 2022 to 2023. Ruth began her career at Fidelity Investments as a Customer Relationship Advocate in 2021. In her current role, Ruth focuses on helping clients achieve their financial goals by developing personalized plans tailored to their unique aspirations, needs, and concerns. Her approach emphasizes collaboration and confidence in the financial planning process. Outside of her professional work, Ruth enjoys spending time at the beach, cooking and baking, exploring new foods, caring for her pets, playing soccer, and traveling.

Nirun Turner is a Series 66 licensed financial advisor at Morgan Stanley in Kirkland, WA, with one year of industry experience. Prior to joining Morgan Stanley, he was with Equitable Advisors, LLC for one year and has a background that includes roles in education and retail. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.