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.

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.

Spencer Hill is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. He has worked at Cetera since 2021 and previously at Voya Financial Advisors from 2017 to 2021. In addition to his advisory role, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

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.

Adam Harvey is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2004, having previously operated under Axa Advisors. Harvey also has an affiliation with Harvey Capital Group DBA. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a combination of proprietary and third-party investment solutions.

Kerry Zimm is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2012. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate agreements.

Miwa Leick is a CFP® and holds a Series 66 license, currently working as a financial advisor at Edward Jones in Bellevue, WA with three years of industry experience. Prior to joining Edward Jones in 2022, Leick worked at The Boeing Company for four years and held roles at Samena Swim and Recreation and LM IT, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Emily Brooks is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 license and one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including positions at Orangetheory Fitness and King Family Fun Center. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models through third-party sponsors, delivering services via a network of Investment Adviser Representatives.

Marlon DeLeon is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build and implement personalized financial plans aimed at helping them work towards their financial goals. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Prior to joining Fidelity Investments, Marlon worked at J.P. Morgan Chase from 2019 to 2022, where he served as a Relationship Banker and later as a Private Client Banker. His experience spans financial consulting, investment advising, and client banking, providing a broad foundation in financial services.

Colin Kosco is a financial advisor with LPL Financial, holding a Series 66 designation and offering 13 years of industry experience. He previously worked at Cambridge Investment Research Advisors and currently owns Finity Group LLC, through which he operates as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Pang Chi Fan is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and beginning their career in the industry in 2026. Prior to joining Merrill and Bank of America, Pang worked at Tzu Chi Academy in Seattle from 2025 to 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tinh Vu is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 12 years of industry experience. He previously worked at Woodbury Financial Services Inc., Hornor Townsend & Kent Inc., Penn Mutual Life Insurance Co., and Principal Financial Services. Outside of advising, Vu is a Master Tax Advisor at H&R Block and operates an insurance brokerage, Cascadia Capital Management LLC, providing life, disability, and long-term care insurance solutions. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization with various investment options, supported by a complex affiliate network and private-equity ownership.

Marshall Baker is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he assists multi-generational families in developing personalized wealth strategies focused on growth, preservation, and transfer of wealth. He coordinates a team of specialists including Investment Managers, Advanced Planners, and Trust Officers to implement comprehensive wealth management plans. Marshall has been with Fidelity Investments since 1993, holding various positions including Financial Planning Consultant, Private Access Account Executive, Regional Planning Consultant, and National Sales Manager for the Personal Investments Channel before assuming his current role in 2014. His extensive experience encompasses wealth management and financial planning. Outside of his professional responsibilities, Marshall engages in activities such as running steep trails, cycling, skiing, and surfing.

Kathryn Sciba is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She provides respite care for foster children through the Washington State Department of Children, Youth & Families. Kathryn is also preparing to publish a book under the pen name K.J. Waldron. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Rakesh Chopra is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Charles Schwab, TD Ameritrade, Merrill, and J.P. Morgan Securities. He serves as an advisory board member for the Salvation Army Tacoma and works as a casual longshore worker at the Port of Tacoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of investment strategies supported by research and technology.