Bellevue, WA Office

Claude Nesis is a CFP® with 39 years of industry experience, currently serving at LPL Financial since 2020. He previously worked at KMS Financial Services, Inc. for 16 years and Cincinnati Analysts, Inc. for 14 years. Outside of advising, he is involved with The Nesis Group, which includes activities related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisers through model portfolios, third-party subadvisors, and customized investment strategies, and is notable for its scale and integration of non-advisory financial services alongside its advisory platform.

Ronald Gascoyne III is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Omni-Fund, Inc., Haselwood Auto Group, American Pacific Mortgage, Blackpoint IT Services, and Denali Advanced Integration. 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.

Ross Gooding 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 since 2006 and previously worked at Wells Fargo Clearing for five years. Outside of his advisory role, Gooding is the founder and president of Resilient Leader and is involved with Next Level Academy, a basketball training camp. 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, supported by a large network of advisors and various technological tools.

Charlotte Riviera is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Her prior work includes seven years at KeyBanc Capital Markets Inc. and 20 years at Linsco Private Ledger. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Chun Mei Zhu is a CFP® credentialed financial advisor with 22 years of industry experience, currently with LPL Financial since 2020. Prior to joining LPL, she spent 16 years with Waddell & Reed, Inc. and various insurance carriers. In addition to her advisory work, she works as a ski instructor on weekends. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment offerings and operational tools while maintaining significant scale across advisory and non-advisory financial activities.

Richard Nelson is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 designations and with 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Merrill, and Banc of America Investment Services. Nelson also serves with the Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Peter Hamilton is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2022. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Matthew Wahlman is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Robert Baird & Co., McAdams Wright Ragen, Inc., and Banc of America Investment Services, Inc. Wahlman has also worked with the Boeing Employee Credit Union since 2016. 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 financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Reza Dekhani is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, Merrill, and Banc of America Investment Services. Outside of advisory work, he is involved in property management through a real estate rental business. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Barrie Culver is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He previously worked at Citigroup Global Markets for 18 years before joining LPL Financial in 2009. In addition to his advisory role, Culver is involved with StatusPro, providing radio broadcast statistics for the Seattle Seahawks. 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 financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.

Cathy Schreier is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 63 license and bringing 45 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Washington Financial Services since 1985. In addition to her advisory role, she is involved in tax preparation and accounting services through WA First Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.