Jake Sasaki is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with two years of industry experience. His prior background includes positions at UBS and academic roles at the University of Washington and local schools. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating also as a futures commission merchant and providing a broad range of capital markets and advisory solutions.

Stephen Takemura is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been affiliated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

William Wilson II is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored using proprietary research and model-based asset allocations.

Jessica Liu is the Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she works closely with clients to understand their personal financial goals and develop plans aimed at pursuing financial wellness. Jessica focuses on helping clients create roadmaps that enable them to concentrate on the most important aspects of their lives. Jessica has extensive experience in the financial services industry, with roles spanning over a decade at Fidelity Investments, including positions as Workplace Planning and Guidance Consultant, Financial Consultant, Investment Consultant, and Relationship Manager. Prior to her current role, she was Vice President and Financial Consultant at Charles Schwab from 2016 to 2021. She holds a California Insurance License and brings a comprehensive background in financial consulting to her work. No additional information about her education or personal interests has been provided.

Kaki Chung is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC. Chung is based in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Felix Johnson is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at 3M and has a varied background including roles in retail and self-employment. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Marcus Sarzalejo is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2007 in various roles of increasing responsibility. In his current position since 2022, he advises clients and their families on financial matters by integrating investment planning, retirement planning, tax-efficient investing, and legacy considerations into individualized wealth strategies. Marcus leverages Fidelity's resources to provide clients with coordinated financial planning across generations. His professional experience includes roles such as Financial Consultant, Investments Consultant, Financial Representative, Retirement Relationship Manager, and Investment Solutions Representative within Fidelity Investments, spanning from 2007 to the present. Prior to joining Fidelity, he served as Client Service Supervisor at National Benefits Partner from 2003 to 2007. Outside of his professional work, Marcus has interests in fitness, movies, parenthood, reading, skiing, and snowboarding.

Cynthia Gammon is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at National Planning Corporation and with Helene Robertson, CFP National Planning Corporation. Outside of her advisory role, she is associated with a business entity for tax and investment purposes, Sanjay A. Das CFP LLC. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Darren Fox is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica and its affiliates since 1994. Outside of his advisory role, he is the owner of FUTD, Inc., a legal entity formed for Primerica business purposes, and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Donna Cuaresma is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining RBC in 2022. Outside of her advisory role, she serves as power of attorney for her father. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment resources.

John Arata is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he serves as president of a family tree farm and acts as trustee for family trusts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes on both discretionary and non-discretionary bases.

Priscilla Suhre is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and 25 years of industry experience. She has been associated with LPL Financial and Boeing Employee Credit Union Everett since 2009. Suhre is a licensed insurance agent providing fixed annuities, life insurance, and long-term care insurance as part of her investment and planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Shawn O'Neill is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Aidan Collins is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior experience at Paccar, Inc., McCaffery, Nolte & Associates, and the Snoqualmie Valley School District. Collins attended Gonzaga University from 2021 to 2025. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kenneth Butler is a financial advisor with LPL Financial in Auburn, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Verity Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Chaim Rosenbaum is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Outside of finance, he is involved in coaching and instructing crew and sailing and serves on the finance committee of the Hearing, Speech & Deaf Center in Seattle. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Ashley Cahill is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. She is a co-owner of Cahill CRE, LLC, a non-investment-related business based in Seattle. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jack Lee is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and Wells Fargo in various capacities since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary investment decisions.

Thomas West is a Financial Consultant currently working at Fidelity Investments. He has held various roles within the company since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. His approach to financial advising is influenced by his personal background and experiences, emphasizing the importance of understanding clients' values, goals, family, and circumstances to co-create and regularly revise financial plans that support their ambitions while mitigating risks. He holds himself to a high standard of integrity. Outside of his professional work, Thomas is interested in board games, outdoor adventures, parenthood, puzzles, traveling, and volunteering.

Alexandra Nelson is a financial advisor with Mass Mutual Investors Services in Bellevue, WA. She holds a Series 66 designation and has seven years of industry experience. Her work history includes roles at MML Investors Services, MassMutual Life Insurance, and Greystar, as well as experience at Washington State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative client relationships to develop tailored recommendations.