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 at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2014. He is also involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

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 Series 66 licensed financial advisor with Charles Schwab in Bellevue, WA, and has one year of industry experience. Prior to joining Schwab, she worked at Boeing and Kaizen Financial Advisors, LLC. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

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 at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2016. Outside of his advisory role, he serves as the Director of Scouting for the Seattle Sounders soccer team. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions across a broad client base.

Archisha Gupta is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning her industry experience in 2026. Her prior background includes roles in technology, education, and retail, as well as time spent at the University of Washington Foster School of Business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services for qualified plans.

Steven Dowden is a financial advisor with Osaic, holding a Series 66 designation and nine years of industry experience. Before joining Osaic in 2020, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. He is also engaged in insurance brokerage through Pacific Capital Resource Group. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Shane Thomas is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked in various roles including in the United States Navy and in the food service industry. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Hanxu Qin is a financial advisor with Raymond James Financial in Kirkland, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Qin worked at Bank of America and Merrill, as well as 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 investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 2 years of industry experience. He holds the Series 66 designation and has prior experience at Merrill and Bank of America, N.A. Cao is based in Bellevue, WA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and financial planning services.

Thomas Ku is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Wells Fargo Investments and Wamu Investments. Outside of advising, he co-owns and manages several rental properties with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

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.

Matthew Arnold is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A., as well as positions outside the financial sector at Metrohm USA, Inc. and GERSTEL, Inc. He also has a long-term academic affiliation with the University of Southern California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory affiliations.