Michael Copelan is a Financial Advisor at Merrill Lynch Wealth Management who works with high net worth individuals and families, particularly those with net worths between $3 million and $10 million. His practice focuses on comprehensive financial planning that includes wealth management strategy, tax efficiency, estate planning strategies, banking, lending, and legacy coordination. He collaborates with clients' CPAs, attorneys, and other advisors to provide a coordinated financial planning experience. With over nine years of experience in the financial services industry, Michael serves clients such as business owners, executives, and professionals managing retirement planning, real estate, equity compensation, and multigenerational wealth transfer. He emphasizes trust, simplicity, and long-term relationships, helping clients transition from reactive decisions to proactive, purpose-driven strategies that align with their values and long-term goals. Michael holds a Bachelor's Degree from Berry College and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He lives on the Olympic Peninsula with his wife and three children. Michael is involved in the community through organizations such as the Bainbridge Book Festival, Jefferson County Soccer Club, Port Townsend Film Festival, and Port Townsend Friends of the Library. Outside of work, he enjoys spending time with his family and supporting youth sports.

Sabrina Breda is Vice President Private Wealth Management Advisor at Fidelity Investments, where she has worked since 2007 in various roles including Wealth Management Advisor, Financial Consultant, Investment Consultant, and Client Service Specialist. She specializes in working with high net worth clients, focusing on comprehensive financial planning and facilitating family conversations to develop personalized financial plans. Her approach involves simplifying complex financial concepts to help clients organize their finances around understandable and tailored strategies. Sabrina believes that a well-structured financial plan is key to achieving financial goals and alleviating financial anxieties. Outside of her professional work, Sabrina enjoys hiking, parenthood, reading, and running.

Kimberly Rauch is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the financial industry. She specializes in income strategies, long-term investment guidance, retirement preparation, education planning, legacy planning, liquidity management, tax minimization, and personal retirement planning. Kimberly works closely with individuals and families to help them navigate financial decisions through various life transitions. Her approach focuses on building long-term relationships grounded in trust, transparency, and thoughtful planning. Kimberly takes the time to understand her clients' goals, values, and priorities to provide clarity and structure to complex financial matters. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kimberly earned her High School Diploma from Sorensons Private School. She is a member of Merrill Lynch Wealth Management.

Dawn Guzman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1987 and has nearly four decades of experience. Dawn takes a holistic, relationship-driven approach to managing wealth, focusing on understanding what matters most to her clients and helping them make confident decisions about their financial lives. She combines the strengths of Merrill Lynch Wealth Management and the banking resources of Bank of America to support clients across the full spectrum of their financial picture. Her expertise areas include managing new wealth, personal retirement planning, and women and wealth. Dawn holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Bremerton High School. Dawn recently relocated to Arizona to be closer to her grandsons. Outside of work, she enjoys golfing, boating, and spending time with her family and friends. She is also involved with the First Tee of Seattle community organization.