Douglas Meck is a financial advisor at LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Waddell and Reed Inc and various insurance carriers. He also serves as Tax Director at Greenwood, Ohlund & Co, LLP, a tax preparation and accounting firm. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and advanced technologies.

Stacy Oster is a financial advisor at UBS Financial Services in Bellevue, WA, with 26 years of industry experience. She has been with UBS and its predecessor Paine Webber since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services to meet diverse client needs.

Chia Wei Liu is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His career includes roles at various Wells Fargo entities since 2017 and a prior position at Safeway. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through more than 14,000 advisors.

Benjamin Bringolf is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Advisors, LLC since 2015 and has worked at Wells Fargo Bank since 2003. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Benjamin Duenwald is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is the founder of the Exit Planning Institute's Washington chapter and works closely with business owners to assist in planning and executing business sales. Benjamin graduated from the University of Washington Business School with a focus on Finance. His expertise includes college education planning, executive compensation, family wealth management strategies, personal retirement planning, philanthropic planning, small business strategies, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, and retirement income. He approaches client relationships through listening, understanding, and collaboration. Outside of his professional work, Benjamin and his wife, Sarah, a couple with two young children, enjoy traveling the Northwest and engaging in outdoor activities such as fishing, golf, skiing, and river rafting. He is also involved in professional organizations such as Girls Inc. PNW and the Washington Exit Planning Chapter.

Waldebert Raquel is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., EP Wealth Advisors, LLC, and TD AMERITRADE. Outside of his advisory work, he is involved in managing rental real estate properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of wrap advisory, brokerage, custody, and financial planning services. The firm emphasizes a non-discretionary client relationship model alongside access to discretionary separately managed accounts and integrates multi-asset model portfolios with research-driven investment guidance.

Daniel Sawyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory role, he serves as a trustee to the Sawyer Family estate. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through third-party programs, employing a hybrid referral and implementation model that leverages multiple program sponsors and emphasizes individualized client planning.

Brett Costanzo is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cesar Valdes Pineda is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Bank of The West, Amazon, and Banregio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joy Lee is a financial advisor with Edward Jones in Bellevue, WA, holding a Series 66 designation. She has one year of industry experience and previously worked at the Gates Foundation, University of Washington, and Nordstrom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Ka Man Au is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation with six years of industry experience. They have been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Chavez is a CFP® and holds a Series 66 registration with RBC Capital Markets in Seattle, WA, where he has worked since 2022. He has two years of industry experience. Prior to his advisory role, he spent four years at Gonzaga University and has held various positions including work at Camp Burton and Vashon Island Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Nahid Fatima is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 65 certifications and has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Heedy Locke is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining RBC in 2022, Locke worked at Wells Fargo Clearing and Rainier Securities, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Nicole Au-Yeung is a Vice President and Financial Consultant at Fidelity Investments. She works closely with clients to help identify and achieve their financial goals, including saving for children's futures, retirement planning, income creation, managing market volatility, and tax-efficient investing. Nicole has been with Fidelity Investments since 2015, progressing through roles such as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before becoming Vice President Financial Consultant in 2022. Prior to that, she gained experience as a Wealth Management Intern at Morgan Stanley from 2014 to 2015. She holds a California Insurance License. Outside of her professional work, Nicole enjoys biking, running, playing table tennis, exploring food interests, and spending time with her pets.

Jeffrey Marinelli is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2018. In this role, he works closely with Fidelity's high net worth families, partnering with them to develop, implement, and maintain personalized wealth plans that address life's milestones and various market cycles. Prior to this position, he held roles as Financial Consultant from 2012 to 2018, Investment Consultant from 2011 to 2012, and Financial Representative from 2010 to 2011, all within Fidelity Investments. Jeffrey is a Certified Financial Planner and has over a decade of experience in financial planning and wealth management. He is dedicated to the planning process and building long-term relationships with clients. Outside of his professional work, Jeffrey enjoys biking, family activities, music, outdoor adventures, reading, and traveling.

Erin Westphal is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith. She is based in Bellevue, WA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with services offered both directly and through employer-based corporate agreements.

Rebecca Angel Feuer is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Seattle Hebrew Academy for 18 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a large nationwide network of financial advisors and branch offices.

Joseph Smith Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously associated with Axa Advisors, 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 various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Rob Brewer is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Merrill since 2009 and Bank of America since 2006. Outside of his advisory role, he manages a private entity established for his wife's psychiatric practice. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.