Zhao Liu is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to Merrill, Liu held roles at Bank of America, Wells Fargo Bank, and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nickolas Rubin is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, his work history includes several educational positions and periods of unemployment. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing 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 both proprietary and third-party investment solutions.

Jeremy Riggs is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Amazon, Arizona Grand Resort, and Lake Wilderness Golf Course. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with investment models or discretionary managers, utilizing a range of proprietary and third-party programs.

Zachary De Boer is a financial advisor at Edward Jones in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at HomeSmart ION Realty Group and Luxoft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices.

Chad Parmenter is a financial advisor at OSAIC with 34 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Securities America, Inc. for 17 years. Outside of advising, he serves as a trustee for family portfolios focused on income and growth. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Glen Ness is a CFP® professional with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he serves on the Board of Directors for Providence Classical Christian School and acts as an elder at Snohomish Community Church. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Hansen is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and KMS Financial Services Inc. He also operates a side business under the name Ravenna Capital Management. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers and employs various tools and third-party platforms to construct and manage client portfolios.

Michael Flewelling is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and previously held positions at BECU and Vantiv. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing various portfolio programs and institutional platforms.

Karen Lee is currently a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she partners with clients to help them work towards financial independence by curating plans that empower them to make informed financial decisions. Her professional experience includes previous roles as a Financial Advisor at Edward Jones from 2017 to 2019, AVP of Business Development at Dawnay Day AV India Advisors P L from 2006 to 2008, AVP and Wealth Manager at Van Gogh Preferred Banking, ABN AMRO Bank N.V India from 2005 to 2006, and Branch Manager at HDFC Bank LTD India from 2002 to 2005. Karen holds a California Insurance License.

Haley Davis is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. Her prior work includes roles at Merrill, U.S. Bancorp Investments, Inc., and JPMorgan Securities LLC. Outside of her advisory work, she co-owns a rental property with her spouse. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include retirement, education, business-owner transition, and special-needs planning. The firm uses proprietary research and planning tools to create tailored recommendations, with clients deciding how to implement these through brokerage or advisory programs.

Michelle Sager is a financial advisor at Ameriprise in Redmond, WA, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she operates as a franchise advisor and lease signer, managing office subleases to non-investment professionals. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Meleena Bryan is a Series 66–licensed financial advisor with Edward Jones in Kent, WA, and has 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brandon Jacobson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously held roles related to golf associations and clubs before joining Merrill and Bank of America in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Stanley is a financial advisor with OSAIC based in Kirkland, WA, holding a Series 66 designation and nine years of industry experience. He has worked with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company since 2016. Outside his advisory role, he is the founder of Momentum Wealth Advisors LLC and serves as president of a professional referral networking group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. Its advisers use firm-provided tools to construct diversified portfolios managed on discretionary or non-discretionary bases.

Daniel Ghebremichael is an Investment Consultant at Fidelity Investments, where he partners with clients to develop personalized investment strategies that align with their financial goals. He focuses on delivering guidance tailored to each client's objectives, risk tolerance, and time horizon, aiming to build strong relationships and provide actionable insights for long-term financial success. Daniel has held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2021 to 2023, Financial Representative from 2021 to 2022, and Customer Experience Associate from 2020 to 2021. This progression reflects his experience in various aspects of financial services and client support. Outside of his professional responsibilities, Daniel enjoys family activities, social events with friends, golf, outdoor adventures, and reading.

Bas Van Diepen is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Prior to his current role, his experience includes positions in education and customer service. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models and third-party asset managers to deliver customized investment solutions.

Syndra Feng is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and HSBC Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Andrew Wilson is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Schwab, he worked at Island Research for one year and spent nine years at Amazon.com. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, supported by a large-scale, integrated operational structure.

Erik Naslund is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Heritage Bank. Outside of his advisory role, Naslund volunteers as a head coach for youth flag football and as an assistant coach for little league baseball, and he is involved with the Rotary Club of Snoqualmie. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with access to affiliated and third-party managers, accommodating various program structures and investment strategies.

Tara Cancro is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and with 13 years of industry experience. She has worked at Merrill since 2014. Outside of her advisory role, she co-owns a family-held ski condo business. 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, offering model-based and discretionary investment strategies for a range of client types including individuals and charitable organizations.