Robin Tan is a CFP® professional with 30 years of industry experience, currently serving as an advisor at LPL Financial since 2020. Prior to joining LPL, Tan spent 23 years with Kms Financial Services, Inc. He is also an agent for non-variable insurance products, including disability, long-term care, and term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with research from internal and third-party sources.

Gregory Peloquin is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, his experience includes roles at Lifestream Blood Bank and Cascade Regional Blood Services. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored platforms and other endorsed managers.

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, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Southern Glazer's Wine and Spirits, Precept Wine, and Builders Interiors, as well as a period at Washington State University. 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 both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide a range of advisory and brokerage solutions.

Casey Haldis is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Casey works closely with clients to develop personalized financial strategies that consider their risk tolerance, time horizon, and liquidity needs. Casey focuses on helping clients achieve their goals through wealth management strategies tailored to today’s changing market conditions. Casey's areas of expertise include college education planning, equity compensation services, managing new wealth, personal retirement planning, and retirement income. As a Merrill Advisor, Casey takes the time to understand what is important to each client to provide advice and guidance that aligns with their unique financial situation. Casey holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from Concordia College - Moorhead. Outside of professional responsibilities, 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. Prior to joining Equitable Advisors in 2023, he worked at Dudek and Paleo West, among other roles. Outside of finance, Hirsch owns Leo Hirsch Photography, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

David Cho is Vice President and Financial Consultant at Fidelity Investments. In this role, he leads a wealth management team that assists clients with financial planning, retirement planning, and investment planning. His professional objective is to help clients develop customized financial plans tailored to navigate various stages of their lives. David has been with Fidelity Investments since 2008, progressing through several positions including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant since 2015. He holds a California Insurance License.

Anna Kaczmarek is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Prudential Financial and Seattle Textile. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Lindsay Cleal Jr. is a financial advisor with Ameriprise in Fall City, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Cleal serves as Treasurer on the Board of Directors for the Wild Steelhead Coalition. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Barrett Henry is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. In addition to his advisory work, Henry operates independent practices focused on financial planning and insurance, including fixed life, disability, and long-term care coverage. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering comprehensive financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Spencer Hill is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. He has worked at Cetera since 2021 and previously at Voya Financial Advisors from 2017 to 2021. In addition to his advisory role, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Christine Philipps is a Wealth Management Advisor specializing in developing customized wealth management strategies tailored to her clients' goals. She works closely with private investors and family offices, applying disciplined planning and investment processes. Her experience includes roles with the U.S. Senate Judiciary Committee and on Wall Street, which influenced her career direction. She holds a Bachelor's Degree from Carroll College, an MBA in Finance, and a Master's Degree in International Management from the University of Texas at Dallas. Christine carries professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christine is involved with the Seattle Girls School and a Tennis Outreach Program. Her personal interests include hiking, skiing, table tennis, tennis, and traveling.

Margaret Liu is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at First Republic Bank and Wells Fargo Bank NA. Outside of her advisory role, she serves as a board member and shareholder for health and fitness companies Industrious Holdings, LLC and Industrious Franchisor, LLC, and is an owner and investor in a nuclear energy company, Terrestrial Energy. J.P. Morgan Securities 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 with broker-dealer and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Josh Tenzler is an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2026. His professional experience also includes positions as a Private Client Banker at J.P. Morgan Chase from 2019 to 2022 and as a Financial Advisor at Pacific Capital Resource Group from 2018 to 2019. In his current role, Josh collaborates with clients to develop customized financial plans aimed at helping them work toward their financial goals. He emphasizes forming strong relationships with clients and their families to maintain a high level of trust, reliability, and competency. Outside of his professional work, Josh has interests in fitness, football, social events with friends, horseback riding, traveling, and volunteering.

Kristina Hinz is a Financial Consultant currently working at Fidelity Investments. She has been with the company since 2017, with roles including Customer Relationship Advocate, Investment Solutions Representative, Investments Consultant, and currently Financial Consultant since 2020. Her professional experience encompasses various aspects of financial services and investment consulting. Kristina holds a California Insurance License, supporting her work in financial consulting. Outside of her professional role, Kristina's personal interests include golf, hiking, parenthood, pets, snowboarding, and traveling.

Scott Hitchcock is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipalities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Adam Harvey is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with Harvey Capital Group, a separate business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Kerry Zimm is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2012. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate agreements.

Miwa Leick is a CFP® and holds a Series 66 license, currently working as a financial advisor at Edward Jones in Bellevue, WA with three years of industry experience. Prior to joining Edward Jones in 2022, Leick worked at The Boeing Company for four years and held roles at Samena Swim and Recreation and LM IT, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Emily Brooks is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and previously worked in roles outside finance, including positions at Orangetheory Fitness and King Family Fun Center. 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 operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.