David Osburn is a Senior Resident Director and Wealth Management Advisor with over 25 years of experience in the financial services industry. Since beginning his career in 1999, David has managed individual wealth through various market and life cycles, emphasizing a comprehensive and customized approach that prioritizes understanding each client's unique needs and goals. He focuses on areas including college education planning, executive compensation, family wealth management strategies, retirement income, and tax minimization, among others. David works closely with clients and trusted professionals to design, implement, and review tailored wealth management strategies aimed at managing investment risk and protecting clients' legacies. David holds a Bachelor's Degree from the University of Washington School of Business with a concentration in Finance. He has obtained professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Pacific Northwest, David is actively involved in his community through volunteering, including participation with the Mill Creek Little League. Outside of his professional commitments, he enjoys spending time with his wife and twin boys, sharing a passion for baseball and golf.

Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients and their families to build and maintain customized plans that address controllable financial and emotional risks. He has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience spans a variety of positions within the company, providing him with a broad understanding of financial advising. Cody holds a California Insurance License.

Rasmita Panigrahi is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she helps clients understand their financial situations and develop comprehensive plans tailored to their priorities and needs. Her approach involves working collaboratively with clients to create strategies aimed at achieving their financial goals. Before joining Fidelity Investments, Rasmita served as a Premier Banker at Wells Fargo from 2020 to 2021 and as a Wealth Advisor Associate at Morgan Stanley from 2018 to 2020. She holds a California Insurance License, which supports her work in financial planning and advising. Outside of her professional career, Rasmita enjoys cooking and baking, gardening, parenthood, and traveling.

Rodric Pence serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to identify their financial goals and develops portfolio strategies tailored to support those objectives. He provides ongoing advice and adjusts plans as clients' circumstances evolve. Rodric holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Biola University. His approach involves helping clients clarify their priorities to create financial strategies aligned with their personal and family goals.

William Norris is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he employs a goal-based wealth management approach to help clients achieve alignment with their financial objectives. He utilizes Merrill’s platform and resources to provide tailored strategies suited to clients’ unique circumstances. Mr. Norris has expertise in areas including estate planning services, investments, tax minimization strategies, wealth transfer, retirement income, and retirement benefits consulting. He holds professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also registered with the Nationwide Mortgage Licensing System (NMLS) and licensed with the State of Georgia Department of Insurance. He earned both a bachelor’s degree and a master’s degree in accounting from the University of Florida. Beyond his advisory duties, Mr. Norris spends time working with companies to implement and manage their retirement benefits. He and his wife, Amy, live in Marietta, Georgia, and volunteer as scuba divers at the Georgia Aquarium.