Ryan Nielsen is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has experience working at Wells Fargo Bank and in marketing and management roles prior to joining Equitable Advisors. Nielsen has been with Equitable Advisors since 2026. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that includes LPL-sponsored programs and endorsed third-party managers.

Kelvin An is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2018, progressing through roles including Financial Consultant and Investment Consultant. Prior to Fidelity, Kelvin worked as a Bilingual Financial Consultant at TD Ameritrade and as a Bilingual Investment Consultant at Scottrade. Kelvin holds a California Insurance License. His professional approach emphasizes process, dedication, and integrity, aligning with Fidelity's brand, ethics, and pricing. Outside of his professional work, Kelvin enjoys outdoor activities such as camping, hiking, skiing, cooking and baking, and spending time with his family.

Zach Goldberg is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, Goldberg operates a portrait and wedding photography business and serves on the board of a nonprofit theater company promoting improv in the Seattle area. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Euijun Lee is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and the University of Melbourne. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brendon Shirk is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to helping clients build long-lasting financial plans based on their individual and family needs. Brendon has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, High Net Worth Associate, Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects his experience in various aspects of financial consulting and client relationship management. No information regarding Brendon's education, credentials, personal interests, or community involvement has been provided.

Timothy Ibach is a financial advisor with Equitable Advisors in Edmonds, WA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Equitable Advisors since 2012 and was affiliated with Axa Advisors, LLC during part of that time. He is also associated with River Run Wealth Advisors DBA. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Charles Stanton is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, having also worked at AXA Advisors, LLC during a similar period. Outside of his advisory role, Stanton is the sole owner of Stanton Solar, LLC. 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/insurance channels to implement client recommendations.

Justin Lewis is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Lewis is involved with Lewis McWilliams LLC, a pass-through entity for client-generated commission income. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

Al Rajabi is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Pruco Securities LLC. Outside of his advisory role, he is co-owner of Meeberio Corporation, a business planned to sell products through online platforms and direct bulk sales to businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Ben Hengst is a Financial Consultant at Fidelity Investments, where he has been employed since 2019. In his current role, he collaborates with clients to understand their unique financial situations and goals, providing an in-depth analysis to identify strengths and weaknesses. He emphasizes education and transparency to co-create strategies that help clients work toward their financial objectives. Ben's experience at Fidelity includes roles as an Investment Consultant, Relationship Manager, and Financial Representative, providing him with a broad perspective on financial planning and client relationship management. His career progression reflects his commitment to supporting clients through various aspects of financial consulting. Outside of his professional work, Ben enjoys board games, golf, and scuba diving.

Cathy Schreier is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 63 designation and bringing 45 years of industry experience. She has been with LPL Financial since 2009 and has worked at Washington Financial Services since 1985. In addition to her advisory role, she has engaged in tax preparation and bookkeeping through a separate entity, dedicating a portion of her time to this activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and advanced technology to support its offerings.

Jason Pang is a financial advisor with LPL Financial in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Boeing Employee Credit Union since 2011 and concurrently with LPL Financial for the same period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Steven Rich is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked for 26 years at KMS Financial Services, Inc. He is also a notary public in Bellevue. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, leveraging model portfolios and research from multiple sources.

Krisha Sleister is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Sephora. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and order-routing services.

Gregory Knott is a financial advisor at Edward Jones in Snohomish, WA, with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Thrivent Financial and COUNTRY FINANCIAL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Anthony Brondello is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Stewart Title as a research specialist and has been involved with the University of Washington since 2020. Outside of his advisory role, he is a co-owner of a real estate company, ALB Properties, LLC. 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Thomas Kim is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with multiple affiliated firms, including Nye Financial, HK Financial Group, and Raymond James Financial Services Advisors Inc. Kim is involved in a support company role with Nye Financial and collaborates within a team at HK Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and specialized services such as municipal finance and SIMPLE IRA Employer Advisory.

Casey Sullivan is a financial advisor at Ameriprise in North Bend, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Ameriprise, Casey worked at Exos from 2015 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports that incorporate Social Security options, tax-smart withdrawal strategies, and asset bucketing. The firm combines algorithmic automation with research and advisory oversight to deliver non-discretionary, personalized retirement income recommendations.

Aiden Bocseri is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His recent work history includes roles at Mainsail Financial Group and University of Washington. Outside of advising, he is associated with Mainspring Wealth Advisors LLC in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Michael Bockner is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research from its Chief Investment Office and global teams to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering services such as futures commission merchant activities, principal trading, and market-making alongside fiduciary financial planning.