Vick Agarwal is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding the unique financial needs, goals, and challenges of his clients and their families. He collaborates with them to analyze their financial situations, develop customized plans, and assist in implementing these strategies. Vick is committed to building long-term relationships with his clients, aiming to serve as a trusted advisor over the years. Outside of his professional work, he engages in a variety of personal interests including baseball, board games, football, social events with friends, movies, and table tennis.

Kevin Cahoon is a financial advisor at Morgan Stanley with 45 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Morgan Stanley in 2022. Cahoon serves as a board member of the Bishop Fleet Foundation, where he advises on the selection of charities and scholarship applicants. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on structured financial planning and diverse investment solutions.

Keith Sheridan is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities in Seattle, WA. His prior roles include positions at Scottrade Investment Management and Scottrade, Inc. He has been with J.P. Morgan since 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Crystal St Germain is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked at Walmart and Montana Silversmiths and has experience in education through roles at Stevensville Public Schools and Montana State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Lynn Howard is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning, portfolio management, and consulting services, utilizing a range of investment strategies and manager options.

Michele Weiss is a Financial Consultant currently working with Fidelity Investments since 2023. She has accumulated extensive experience in financial consulting through her previous roles at Mass Mutual from 2020 to 2023 and Northwestern Mutual from 2018 to 2020. Michele has also held several positions as a Home Mortgage Consultant at various financial institutions between 2002 and 2013, and served as a Business Development Manager at Oak Leaf Funding from 2014 to 2017. Michele is licensed with the California Insurance License, enabling her to provide insurance-related financial services. Her approach to financial planning involves understanding clients' unique stories and aligning strategies with their goals, values, and vision for the future. She focuses on building lasting relationships where clients feel heard and confident in their financial decisions. Outside of her professional work, Michele has personal interests that include comedy, fitness, football, parenthood, and singing.

Louis Stephenson is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he is involved in property management. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria in its investment process.

Stewart Sanders is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Sanders is based in Seattle, WA. 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 and discretionary investment management, utilizing multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

Heather Henderson is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with J.P. Morgan Securities in Bellevue, WA, having worked at various J.P. Morgan entities since 2019 and previously at KIS Investment Services, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Katy Seo is currently serving as a Branch Leader at Fidelity Investments, a position she has held since 2023. In her role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assisting clients in planning for their long-term financial well-being. Katy's professional experience is centered around leadership within the financial services industry. She actively promotes a collaborative environment aimed at supporting both employee development and client financial planning. Outside of her professional responsibilities, Katy has interests in fitness, culinary experiences, outdoor adventures, and softball.

Doan Nguyen is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. His prior work includes roles at Edward Jones and Alaska USA Federal Credit Union. Outside of his advisory role, he is co-owner of a family rental property. 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 a range of clients including individuals, high-net-worth investors, and institutions.

John Reed is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors, Inc. since 2011. Outside of his advisory role, he is president of Reed Financial Services Inc., a support company based in Mill Creek, WA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, and offers tailored, non-discretionary planning using advanced risk and outcome analysis tools.

Kessanee Johnson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at Guild Mortgage and Alaska USA Federal Credit Union, along with periods as a stay-at-home mother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Joey Oda is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. His work history includes roles at Fidelity Investments and H&R Block. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage diverse investment strategies.

Harrison Ambrose is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Charles Schwab. Ambrose also spent time at EDHEC Business School and The Citadel before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Cody Chen is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, he worked at Jamba Juice for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct and employer-based financial planning agreements.

Rachel Birrell is a financial advisor with Merrill in Bellevue, WA, holding the Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, she worked for Caliber Home Loans from 2016 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Rauch is a Financial Advisor at Merrill Lynch Wealth Management, specializing in income strategies, long-term investment guidance, and retirement preparation. With over nine years of experience in the financial industry, she focuses on building long-term relationships founded on trust and transparency to support individuals and families through various life transitions. Her expertise encompasses education planning, legacy planning, liquidity management, personal retirement planning, tax minimization, retirement income, and advising women on wealth matters. Kimberly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her High School Diploma from Sorensons Private School. Kimberly takes a relationship-focused approach by working closely with clients to understand their goals, values, and priorities. Her goal is to help clients move toward their financial objectives with confidence by providing a clear and supportive planning experience.

Chase Skuza is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans and investment strategies aligned with their long-term goals. His professional approach emphasizes thoughtful planning, ongoing collaboration, and clear communication to assist clients in making informed decisions as markets and circumstances change. Chase has progressed through a series of roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, since joining the firm in 2022. Prior to that, he gained experience as an intern at Aletheian Wealth Advisors from 2020 to 2021. Outside of his professional work, Chase enjoys outdoor activities such as fishing, football, golf, outdoor adventures, and snowboarding.

Nicholas Persha is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Microsoft and SAP Concur before returning to UBS in 2025. 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 and provides proprietary research and capital markets solutions.