Jack Harmeyer is a financial advisor with Equitable Advisors in Redmond, WA, holding a Series 66 designation and four years of industry experience. His background includes roles at Equitable Advisors since 2022 and prior positions at MBI Seattle. Outside of his advisory work, he is co-owner of a vacation property LLC shared with his sister. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and uses a variety of advisory models and third-party asset managers to implement investment strategies.

Louis Feinberg is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to design comprehensive financial strategies that align with their personal goals and risk tolerance, supporting a variety of needs including retirement income planning, educational funding, philanthropic planning, and investment strategies. He holds a Bachelor's Degree from the University of Arizona and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Louis focuses on understanding individual clients through thoughtful questions and listening, addressing areas such as portfolio management, tax minimization, family wealth management, and managing new wealth. Outside of his professional role, Louis is actively involved in his church and a national men's ministry. He resides in Juanita Beach, Kirkland, Washington with his two dogs and enjoys basketball, volleyball, hiking, cooking, music, and spending time with his family.

Joseph Chiocca III is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at TransWest and RTC Delivery, Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Anthony Gressick is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he partners with clients to address their financial planning needs and helps them access Fidelity's extensive resources. He engages with clients to understand their unique situations and goals, providing tailored financial advice. Anthony's approach involves working closely with clients to navigate complex financial scenarios. Outside of his professional role, Anthony has interests in baseball, pets, and running.

Sukwoo Lee is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, New York Life, Homestreet Bank, and Whitworth University. Outside of finance, he was involved with Sol Boba, a business he participated in for five years. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joel Bakker is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has previously worked with Raymond James Financial Services in various capacities and owns two support businesses, Just in Kees LLC and Vertical Wealth, which serve as administrative entities related to his prior Raymond James business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Cynthia Schmiedeknecht is a financial advisor at Ameriprise with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership at Sequence, Inc., which focuses on life coaching and consulting. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

William Sherrell is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Enterprise Rent A Car. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, including the use of algorithmic methods and AI, to manage a range of investment products.

Amyna Karmali is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she serves as an executor of an estate, managing trust affairs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jennifer Sik is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. She works with a diverse portfolio of high-net-worth clients including families, individuals, and business owners. Jennifer joined Merrill as a financial advisor in 2007 and focuses on providing personalized wealth management strategies to help clients pursue their long-term financial goals. Her expertise includes areas such as college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, socially responsible and ESG investing, and women and wealth. Jennifer holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has over 20 years of experience across banking and finance, internet technologies, and public relations internationally. Jennifer earned a Bachelor's degree in Fine Arts and English Linguistics from the University of Hong Kong and a Master's degree in Applied Finance from Macquarie University, Australia. In addition to her professional work, Jennifer is active in the community and serves as a board member of the Washington Women Foundation. She integrates global perspectives and collaborates closely with clients to achieve their financial objectives.

Chris Billingsley is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2004. Outside of his advisory work, Billingsley serves as a board member and volunteer for Snoqualmie Valley Little League, a youth baseball charity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Weijing Zhang is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2017, Zhang worked at Wealthlink from 2014 to 2017. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephen Brown is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been associated with The Lincoln National Life Insurance Company and Green Financial Corp since 1995. Outside of his advisory work, he serves as treasurer for the nonprofit Concerned Neighbors of Wellington. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with a wide range of investment solutions and program structures.

Zheren Chen is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Chen held positions at Cathay Bank and worked in roles outside the financial industry, including at Haidilao Hotpot Seattle Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sebastian Kanczugowski is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic since 2020. Prior to that, he was with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He is also involved with SEBI's Bistro and has participated in insurance brokerage and wealth management activities outside his primary advisory role. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios for individual and institutional investors.

Maxwell Winter is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2018. He has eight years of industry experience, including prior roles at ERA Helicopters LLC and Western Washington University. Outside of advising, he is involved in tax preparation through a separate tax advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security strategies.

Kyle Gardner is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Cetera Advisor Networks for six years and was involved with Subculture Apparel for ten years. 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 wide range of advisory and brokerage services. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Blake Loen is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at PitchBook Data from 2015 to 2023. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Sara Mitchell is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and has prior work experience that includes roles at Ameriprise and entrepreneurial involvement with Huxdotter Coffee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, focusing on tax-smart withdrawal strategies, Social Security options, and income source analysis. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

Dorian Hardin is a financial advisor at Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Hardin worked at Washington Wolfpack and Walmart, among other positions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives and third-party managers.