Kathryn Henningsen is a CFP® professional with 29 years of industry experience, currently serving at Osaic Wealth, Inc. She previously worked at Securities America Advisors, Inc. and founded KSH Advisors, LLC, a boutique financial services firm focused on financial planning and investment management. Outside her advisory work, she volunteers with Soulumination, assisting with their annual fundraiser. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to manage a wide range of investment portfolios.

James Buchmiller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach begins with understanding each client’s full financial picture and incorporates flexibility to adapt to changing market conditions. James provides access to the investment insights of Merrill as well as the banking and lending solutions of Bank of America. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. James holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. James follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, he enjoys reading, skiing, traveling, and spending time with his family.

Richard Nelson is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 designations and with 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Merrill, and Banc of America Investment Services. Nelson also serves with the Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

David Thompson is a financial advisor at Morgan Stanley in Bellevue, WA, with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016, with a brief period of unemployment from 2017 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to model potential outcomes.

Nicholas Hemphill is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2019, previously spending five years with Bank of America and Merrill. Outside of his advisory role, Hemphill serves as a varsity pitching coach for the Issaquah School District. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kai Hapke is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Ameriprise since 2022 and previously held positions at Equitable Advisors, Amazon, and other firms. Hapke is also involved in managing an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that utilizes a centralized team to provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Emily Faust is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Paulo Lee is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles across multiple companies and volunteers weekly at the Church of the Beloved. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a combination of firm-offered and third-party programs.

Megan Lockhart is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 designations. She has 20 years of industry experience, including 15 years at RBC Capital Markets and seven years at City National Bank. Outside of her advisory work, she is the owner and active manager of a vineyard in Kirkland, Washington. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs with tailored investment strategies and access to in-house and third-party managers.

Helen Rouzanov is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Charles Schwab in Bellevue, WA. She has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and operational structures.

Jack Price is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and previously worked at Brighton Jones and Stifel. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs, supported by in-house research and a mix of manager-traded and model-traded strategies.

Kevin Kim is a financial advisor at Fidelity with Series 63 and Series 65 credentials. He has been in the industry since 2025 and previously worked at Amplified Planning and Topsteptrader, LLC. Outside of his advisory role, he operates a sole proprietorship selling clothes and sneakers and has worked as a food delivery driver. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

Margaux Steele is a financial advisor with Charles Schwab holding a Series 66 license and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank, SSB since 2018. Steele serves on the Finance Committee of the Girl Scouts of Western Washington, where she reviews financial reports and budgets and provides guidance on the organization’s asset management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Zaky is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and KeyBank, among others. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, integrating institutional trading capabilities with wealth management services through proprietary research and model-based asset allocations.

Cora Chan is a Wealth Management Advisor with Merrill Lynch Wealth Management and founder of Chan Days Wealth Management, a mother-daughter team based in Bellevue, Washington. She leads the team’s investment philosophy, macro-economic analysis, portfolio design, and evaluation. Cora focuses on helping clients preserve, grow, and transfer wealth effectively, with particular expertise in fixed income investing, alternative investment selection, tax-sensitive investment management, and wealth transfer. Fluent in English, Mandarin, and Cantonese, her team serves executives, medical professionals, and privately-held business owners with tailored financial strategies and dedicated service. Cora began her financial services career in 1994 at Seafirst Bank, a predecessor of Bank of America, where she held roles including Personal Banker, Premier Banking Client Manager, and Business Banker. Before entering the financial industry, she was a small-business owner in wholesaling, importing, and retailing. She earned both her Bachelor of Arts and Master of Business Administration degrees in Business Administration from the University of Washington. Cora holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A resident of Bellevue, Cora balances her professional career with personal interests that include antiquing, cooking, dancing, golfing, reading, watching movies, and practicing yoga. She values learning about each client's unique priorities to provide thoughtful financial advice and guidance.

Jackson Gibbs is a financial advisor at LPL Enterprise with two years of industry experience and holds a Series 66 designation. His prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, and Washington State University UREC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and insurance products through affiliated entities.

Braden Hammer is a Senior Financial Advisor at Merrill Lynch Wealth Management with 16 years of experience helping individuals and families invest and plan their financial future. He focuses on developing tailored financial strategies that address each client's unique needs and goals. Braden's approach is centered on working one-on-one with clients to create personalized financial plans designed to pursue their long-term objectives. His expertise includes areas such as education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Braden holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Braden earned his Bachelor's Degree from Oregon State University. Outside of his professional work, he enjoys hiking, reading, running, soccer, woodworking, and spending time with his family.

Jeff Moon is a Vice President and Financial Consultant at Fidelity Investments. He currently engages with clients to serve as their personal financial planning team, focusing on executing simple and comprehensive strategies collaboratively. Jeff has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Financial Consultant before his current position. His professional experience is centered on financial consulting and client relationship management within the investment sector. He holds a California Insurance License. Outside of work, Jeff enjoys biking, camping, fitness, and surfing.

Rebekah Boettcher is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Russell Investments for 5 years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based investment strategies.

Heather Henke is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2021, following six years at Wells Capital Management. In addition to her advisory role, she is involved with Mark Ryan Winery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment research.