Robin Tan is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at KMS Financial Services, Inc. for 23 years. Outside of his advisory role, he acts as a non-variable insurance agent, selling disability, long-term care, and term life insurance. 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, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Peloquin is a Series 66 credentialed financial advisor with Equitable Advisors in Bellevue, WA. He joined the firm in 2026 and has prior work experience in healthcare and education-related roles, including positions with Lifestream Blood Bank and South Sound STEM Fair Alliance. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a variety of proprietary and third-party investment solutions.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stephen Hirjak is a financial advisor with Charles Schwab, holding a Series 66 credential and one year of industry experience. Prior to joining Schwab, he worked at MML Investors Services and MassMutual Life Insurance, and he spent over three decades with the City of Seattle. Outside of advising, he owns Western Experts LLC, which provides public safety consulting and expert witness services related to policing. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary separate managed accounts.

Anna Pridey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at USI Insurance Services and had several self-employed roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated or unaffiliated sub-advisers.

Casey Haldis is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized wealth management strategies tailored to clients' financial goals and changing market conditions. Casey's approach emphasizes developing flexible strategies based on a comprehensive understanding of each client's unique financial picture. Casey has expertise in areas including college education planning, equity compensation services, managing new wealth, personal retirement planning, and retirement income. As a Merrill Advisor, Casey prioritizes understanding clients' risk tolerance, time horizon, liquidity needs, and what is most important to them to help create suitable financial plans. Casey holds a Bachelor's Degree from Concordia College - Moorhead and has earned the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Casey enjoys camping, fishing, football, golfing, and skiing.

Leo Hirsch is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Dudek, Paleo West, and Historical Research Associates. Outside of finance, he owns Leo Hirsch Photography, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Cho is Vice President and Financial Consultant at Fidelity Investments. In this role, he leads a wealth management team that assists clients with financial planning, retirement planning, and investment planning. His professional objective is to help clients develop customized financial plans tailored to navigate various stages of their lives. David has been with Fidelity Investments since 2008, progressing through several positions including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant since 2015. He holds a California Insurance License.

Susan Youngsman is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She previously worked at Banc Of America Investment Services, Inc. from 1998 to 2006 before joining Linsco Private Ledger in 2006. Outside of her advisory role, she serves as president of her own LPL business entity, Susan Youngsman & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning, asset management, and institutional platforms, utilizing various portfolio strategies and technology tools to support its advisors.

Anna Kaczmarek is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Prudential Financial and Seattle Textile. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research tools, including artificial intelligence.

Lindsay Cleal Jr. is a financial advisor with Ameriprise in Fall City, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Cleal serves as Treasurer on the Board of Directors for the Wild Steelhead Coalition. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Barrett Henry is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. In addition to his advisory work, Henry operates independent practices focused on financial planning and insurance, including fixed life, disability, and long-term care coverage. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering comprehensive financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Chun Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor entity since 2001. Outside of his advisory role, he sells long-term care insurance and provides notary services to clients on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christine Philipps is a Wealth Management Advisor specializing in developing customized wealth management strategies tailored to her clients' goals. She works closely with private investors and family offices, applying disciplined planning and investment processes. Her experience includes roles with the U.S. Senate Judiciary Committee and on Wall Street, which influenced her career direction. She holds a Bachelor's Degree from Carroll College, an MBA in Finance, and a Master's Degree in International Management from the University of Texas at Dallas. Christine carries professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christine is involved with the Seattle Girls School and a Tennis Outreach Program. Her personal interests include hiking, skiing, table tennis, tennis, and traveling.

Josh Tenzler is an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2026. His professional experience also includes positions as a Private Client Banker at J.P. Morgan Chase from 2019 to 2022 and as a Financial Advisor at Pacific Capital Resource Group from 2018 to 2019. In his current role, Josh collaborates with clients to develop customized financial plans aimed at helping them work toward their financial goals. He emphasizes forming strong relationships with clients and their families to maintain a high level of trust, reliability, and competency. Outside of his professional work, Josh has interests in fitness, football, social events with friends, horseback riding, traveling, and volunteering.

Kristina Hinz is a Financial Consultant currently working at Fidelity Investments. She has been with the company since 2017, with roles including Customer Relationship Advocate, Investment Solutions Representative, Investments Consultant, and currently Financial Consultant since 2020. Her professional experience encompasses various aspects of financial services and investment consulting. Kristina holds a California Insurance License, supporting her work in financial consulting. Outside of her professional role, Kristina's personal interests include golf, hiking, parenthood, pets, snowboarding, and traveling.

Scott Hitchcock is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipalities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Kelvin Herbruger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at Boston Consulting Group and D.A. Davidson & Co. RBC Wealth Management, part of RBC Capital Markets, LLC, serves individual and institutional clients through tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and offers customized strategies including tax management and responsible investing options.

Hannah Beierman is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at VALIC Financial Advisors Inc/AGIA. Outside of her advisory role, she is appointed as an agent to sell non-securities insurance products for AGIA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Sarah Hand is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial since 2021, following 16 years at Wells Fargo Advisors LLC. Outside of her advisory role, she is employed as a Senior Registered Client Associate at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal finance and SIMPLE IRA Employer Advisory programs.