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.

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.

Nicole Felix is a Series 66-registered financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she has involvement with Ocean Enterprised Inc. 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, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Amyna Karmali is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as an executor of an estate. 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 manages substantial assets and combines research-driven investment strategies with a broad range of financial products distributed through affiliated entities.

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 at UBS Financial Services with 29 years of industry experience. He has worked at UBS since 2004 and previously spent seven years at Merrill. Billingsley serves as a board member and volunteer coach for the Snoqualmie Valley Little League, a youth baseball charity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs model-based asset allocations and research-driven strategies tailored to client goals and risk tolerances.

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.

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 with Osaic Wealth, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Osaic since 2020 and previously was affiliated with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory role, he is a member of Grass Wealth Management LLC, a wealth management division connected to a CPA firm, where he is listed as an advisor. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various advisory and management programs.

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.

Robin Tan is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at KMS Financial Services, Inc. for 23 years. Outside of his advisory role, he acts as a non-variable insurance agent, selling disability, long-term care, and term life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Peloquin is a Series 66 credentialed financial advisor with Equitable Advisors in Bellevue, WA. He joined the firm in 2026 and has prior work experience in healthcare and education-related roles, including positions with Lifestream Blood Bank and South Sound STEM Fair Alliance. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a variety of proprietary and third-party investment solutions.

Anna Pridey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at USI Insurance Services and had several self-employed roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated or unaffiliated sub-advisers.

Chandler Edlin is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he held roles in the wine and spirits industry and various positions unrelated to financial services. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs, leveraging third-party asset managers and advisory platforms for investment solutions.

Casey Haldis is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized wealth management strategies tailored to clients' financial goals and changing market conditions. Casey's approach emphasizes developing flexible strategies based on a comprehensive understanding of each client's unique financial picture. Casey has expertise in areas including college education planning, equity compensation services, managing new wealth, personal retirement planning, and retirement income. As a Merrill Advisor, Casey prioritizes understanding clients' risk tolerance, time horizon, liquidity needs, and what is most important to them to help create suitable financial plans. Casey holds a Bachelor's Degree from Concordia College - Moorhead and has earned the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Casey enjoys camping, fishing, football, golfing, and skiing.

Leo Hirsch is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Dudek, Paleo West, and Historical Research Associates. Outside of finance, he owns Leo Hirsch Photography, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.