Mark Stanley is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, he is the founder of Momentum Wealth Advisors LLC and serves as president of a professional referral networking group. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and multiple advisory platforms to manage portfolios using various investment vehicles and options for discretionary or non-discretionary account management.

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 at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles in education and hospitality. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing 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 offers both advisory and brokerage channels to meet client needs.

Syndra Feng is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and HSBC Securities. 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 with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Erik Naslund is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Heritage Bank. Outside of his advisory role, Naslund volunteers as a head coach for youth flag football and as an assistant coach for little league baseball, and he is involved with the Rotary Club of Snoqualmie. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with access to affiliated and third-party managers, accommodating various program structures and investment strategies.

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 at LPL Financial with nine years of industry experience. He holds the Series 66 credential and has worked with firms including Shari and James Jenkins Inc. and Waddell & Reed, Inc. since 2016. He maintains involvement in investment-related activities through DBAs connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Shanessa Freshour is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for eight years and spent ten years with Signet/Kay Jewelers prior to entering the financial services field. Outside of advising, she sells excess energy generated from solar panels on her home. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from LPL Research and third-party subadvisors.

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 with Morgan Stanley in Kirkland, Washington, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017 and previously worked at LoCorr Distributors. Outside of advising, he serves as president of the board for a recreational club in Mercer Island, Washington. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment options.

Tanya Anderson is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and 25 years of industry experience. Her career includes long tenures at Merrill Lynch and First Republic Investment Management prior to her current role. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with final investment decisions retained by clients.

Smaly Khong is a Series 66-registered financial advisor with Morgan Stanley in Kirkland, WA, where he has worked since 2015. He has eight years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside research from its Global Investment Committee.

Chun Mei Zhu is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2020. Prior to joining LPL, she worked for Waddell & Reed, Inc. and various insurance carriers for 16 years. Outside of her advisory role, Zhu works as a ski instructor on weekends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house research and third-party models.

Thomas Fowler is a financial advisor with OSAIC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His prior roles include 15 years at Woodbury Financial Services and ongoing involvement with Rainier Brokerage Group and Fowler Financial Group, where he serves as president. Outside of advisory work, Fowler is active as an elder committee member at Crossroads Bible Church and engages in public speaking and authoring financial articles. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to offer tailored portfolio management and third-party solutions.

Paul Carlson is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Securities America Advisors and Princor Financial Services Corporation. Carlson is also a licensed agent for term life, fixed and indexed universal life, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rachel Torres is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative models with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Peter Kline is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, with a 43-year history in wealth management services. He provides guidance to a diverse client base including business owners, executives, entrepreneurs, professionals, and multigenerational families. His areas of expertise include wealth planning, investment management, trust and estate planning services through Bank of America Private Bank, family wealth dynamics, executive compensation, access to credit through Bank of America, college education planning, divorce transition planning, legacy planning, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income strategies. Peter began his career in wealth management in 1988 with Merrill and has developed a significant tenure and continuity at the firm. Prior to joining Merrill, he spent seven years as a Financial Advisor and Manager with an advisory firm in Bellevue. He holds a Bachelor of Science degree from the University of Wyoming with an emphasis in Investment Analysis and Portfolio Management. Peter maintains professional credentials including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter is actively involved in community initiatives such as Marathons with Meaning, where he combines his passion for endurance running and support for athletes with disabilities. Outside of his professional work, his personal interests include adventure sports, horseback riding, running marathons, scuba diving, and skiing.