Tyrel Tait is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Financial Consultant at Fidelity from 2013 to 2017 and as an Investment Consultant from 2012 to 2013. His previous experience also includes financial advisory positions at U.S. Bancorp Investments, Chase Investment Services, and Wells Fargo Investments dating back to 2004. In his professional capacity, Tyrel collaborates with clients to develop and implement retirement and investment plans tailored to their goals, priorities, and time frames. He focuses on diagnosing the current state of clients' plans, identifying areas for improvement, and establishing sustainable and flexible strategies that adapt to changing circumstances. Tyrel holds a California Insurance License. Outside of his professional work, Tyrel has interests in art, family activities, fitness, hiking, music, and traveling.

Michael Flewelling is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and previously held positions at BECU and Vantiv. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing various portfolio programs and institutional platforms.

Adalia Bergeron is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to Merrill, she held positions at Bank of America, Westpac Bank, ANZ Bank, and has experience with Mission Farriery LTD and The Wooden Farmer. 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.

Karen Lee is currently a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she partners with clients to help them work towards financial independence by curating plans that empower them to make informed financial decisions. Her professional experience includes previous roles as a Financial Advisor at Edward Jones from 2017 to 2019, AVP of Business Development at Dawnay Day AV India Advisors P L from 2006 to 2008, AVP and Wealth Manager at Van Gogh Preferred Banking, ABN AMRO Bank N.V India from 2005 to 2006, and Branch Manager at HDFC Bank LTD India from 2002 to 2005. Karen holds a California Insurance License.

Haley Davis is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. Her prior work includes roles at Merrill, U.S. Bancorp Investments, Inc., and JPMorgan Securities LLC. Outside of her advisory work, she co-owns a rental property with her spouse. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include retirement, education, business-owner transition, and special-needs planning. The firm uses proprietary research and planning tools to create tailored recommendations, with clients deciding how to implement these through brokerage or advisory programs.

Michelle Sager is a financial advisor with Ameriprise in Redmond, WA, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she serves as a franchise advisor and lease signer, managing sublease arrangements for office space. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a non-discretionary implementation approach that integrates investment research and third-party data.

Brandon Jacobson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously held roles related to golf associations and clubs before joining Merrill and Bank of America in 2026. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Stanley is a financial advisor with Osaic, holding a Series 66 license and nine years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2016 and previously with Hornor Townsend & Kent Inc. Outside of his advisory role, Stanley is the founder of Momentum Wealth Advisors LLC and serves as president of a professional referral networking group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports comprehensive financial planning and multiple investment programs through a large multi-advisor platform.

Daniel Ghebremichael is an Investment Consultant at Fidelity Investments, where he partners with clients to develop personalized investment strategies that align with their financial goals. He focuses on delivering guidance tailored to each client's objectives, risk tolerance, and time horizon, aiming to build strong relationships and provide actionable insights for long-term financial success. Daniel has held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2021 to 2023, Financial Representative from 2021 to 2022, and Customer Experience Associate from 2020 to 2021. This progression reflects his experience in various aspects of financial services and client support. Outside of his professional responsibilities, Daniel enjoys family activities, social events with friends, golf, outdoor adventures, and reading.

Bas Van Diepen is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including roles in education and customer service. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Syndra Feng is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, HSBC Securities, and the University of Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, supported by a centralized manager solutions team.

Erik Naslund is a financial advisor with Cetera in Bellevue, WA, holding Series 63 and 65 licenses and with 14 years of industry experience. He previously worked at Wells Fargo Bank NA and Wells Fargo Clearing before joining Cetera and Heritage Bank in 2017. Outside of his advisory work, he volunteers as a head coach for a youth flag football team, an assistant baseball coach for a local little league, and is involved with the Rotary Club of Snoqualmie. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports over 10,000 advisors and manages over $256 billion in assets.

Tara Cancro is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and with 13 years of industry experience. She has worked at Merrill since 2014. Outside of her advisory role, she co-owns a family-held ski condo business. 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 client types including individuals and charitable organizations.

Eric Sandstrom is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Shari and James Jenkins Inc. and Waddell & Reed, Inc. His other business activities include operating DBAs affiliated with his advisory work. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Shanessa Freshour is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, she spent eight years at Edward Jones and ten years in retail management at Signet/Kay Jewelers. She also sells excess energy generated from solar panels on her home to the electric company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational and research tools.

Robert Taylor is a financial advisor at Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2025. Prior to joining Thrivent, Taylor worked in various roles including at Taylor Tech and Bridge Locations, and has experience with entrepreneurial ventures such as Elite Editing / Elite Authors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s services focus on planning without discretionary portfolio management, allowing clients to integrate planning with managed accounts under a consolidated billing option.

Jeremy Rainwater is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He worked at Metlife Securities from 2015 to 2017 before joining Mass Mutual Investors Services and MassMutual Life Insurance Co, where he has been since 2016 and 2017 respectively. He serves on the finance committee of a nonprofit focused on empowering young girls. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including investment management and educational seminars.

Alexander Kye is a financial advisor with Raymond James Financial in Issaquah, WA, holding a Series 66 designation and having two years of industry experience. Prior to joining Raymond James, he worked at Equitable Advisors and has experience in various roles including at Beacon Hill Staffing and in the hospitality sector. Outside of his advisory work, he is employed as an associate at Hall & Dornan Capital Partners, supporting financial advisors with client communications and trade processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual, institutional, and nonprofit clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary investment consulting and supports a broad network of advisors with various specialized programs.

Xiuzhen Chen is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. Chen has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Scott Gilbert is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including Morgan Stanley Private Bank, National Association. Prior to that, he was employed at LoCorr Distributors and Clearbridge Investments, LLC. Outside of his advisory work, Gilbert serves as president of the board for the Mercer Island Beach Club and is involved in several business ventures related to lending, fisheries, agriculture, and building supply sales. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.