Haris Ansari is a financial advisor at Osaic with 13 years of industry experience and holds a Series 66 designation. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company before joining Osaic in 2020. Ansari is involved in community networking as president of the Woodinville Power Partners BNI Chapter. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, retirement plan consulting, managed accounts, and access to third-party money managers, utilizing a variety of asset-allocation tools and investment options.

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 at RBC Capital Markets in Seattle, WA, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets platform.

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.

John Oman is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2018, and previously worked at Northwestern Mutual and Stubblefields. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Felix Johnson is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2023, he worked at 3M for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

Nicholas Ruppe is a financial advisor with Ameriprise in Edmonds, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at KeyBank NA, NYLIFE Securities LLC, and New York Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and incorporates proprietary research and third-party data within a defined investment framework.

Stephanie Bauer is a Financial Advisor with Merrill Lynch Wealth Management based in Tacoma. She specializes in providing wealth management services that connect sophisticated investment strategies with clients' personal financial goals. Her work includes college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, focusing on women and wealth, tax minimization, and retirement income planning. With 14 years of experience, Stephanie draws on her expertise to support long-term financial success and transformative legacy planning. She holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from the Eller College of Management Business School at the University of Arizona. Stephanie lives in Gig Harbor with her husband, their daughter and son, and their Maine Coon cat. Outside of her professional role, she is involved in community organizations such as the Junior League and participates in groups like the Freedom Boat Club, Harbor Moms, and the USTA Tennis League.

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.

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 at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Paccar, Inc. and McCaffery, Nolte & Associates, as well as lengthy employment with the Snoqualmie Valley School District. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Kenneth Ballard is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His career includes roles at Fidelity Investments, Edward Jones, Fred Meyer Jewelers, and Alaska USA Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and systematic portfolio management.

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® with 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is co-owner of a non-investment-related business, Cahill CRE, LLC, based in Seattle. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm operates at scale with over $671 billion in assets under management and provides a range of brokerage and advisory solutions.

Skyler Dompier is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Wells Fargo Clearing. Dompier is also a Notary Public. 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 a range of advisory and brokerage services including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.

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.