Brian A. Carlin

Christopher (Chris) Pfau, CPA, CFP®, is the co-founder of Lakemont Financial Group and founder of Lakemont Wealth Management, with more than 15 years of experience in accounting, tax, and financial advisory services. Chris founded Lakemont Wealth Management to integrate tax strategy, investment management, retirement planning, and estate planning into a comprehensive approach that helps clients protect what they've built and work toward their long-term financial goals. The firm serves business owners, high-net-worth individuals, and attorneys, with a focus on personal injury and other contingency-fee attorneys.

Evan Schmidt is a Certified Financial Planner™ (CFP®) with 16 years of industry experience. He has been with Schmidt Financial Management since 2019 and previously worked at Schmidt Financial Group, Inc. from 2009 to 2024. Schmidt Financial Management provides discretionary investment management and financial planning services to individual and high-net-worth households, including trusts, estates, and retirement accounts. The firm uses a customized, non-model portfolio approach combining fundamental and technical analysis, delegating manager due diligence to an external provider while conducting regular account reviews and financial planning updates.

Ronald Chan is a CFA® charterholder and the sole advisor at Lakeside Financial Inc. in Kirkland, WA, with 13 years of industry experience. He has been with Lakeside Financial since 2015. Outside of investment advisory, he spends significant time providing management consulting services, including financial analysis and strategic recommendations, notably for a corporate client in the furniture industry. Lakeside Financial is an independent, state-registered firm managing approximately $35 million for around 34 clients. The firm serves individuals, including high-net-worth clients, and business entities, offering investment management, financial planning, and management consulting. Its investment approach incorporates intrinsic-value, quantitative, and qualitative analysis across multiple asset classes and geographies, with features such as the use of margin, securities lending, and performance-based fee arrangements.

Nathan Frerichs is a financial advisor at Blue Mountain Wealth Management with a Series 65 credential and two years of industry experience. He previously served 20 years in the United States Coast Guard and has held roles at Baobab Wealth Management, Baobab Wealth Abroad, and Golden State Equity Partners. Blue Mountain Wealth Management is an independent, fee-only advisory firm serving individuals and high-net-worth clients with discretionary wealth management and financial planning. The firm employs a modern portfolio theory approach combining passive and active strategies, fundamental analysis, and focuses on asset allocation, tax efficiency, and long-term holding periods.

Dwayne Reinike is a CFP® and ChFC® credentialed financial advisor at Valiant Financial Planning, LLC with six years of industry experience. His background includes roles at Edward Jones and prior service in the United States Navy. Valiant Financial Planning, LLC is a fee-only, independent firm that provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs customized asset allocation strategies combining passive and active investments and uses a tiered, fixed annual fee structure rather than a percentage of assets.

Justin Rolfe is a CFA® charterholder and the sole advisor at Rare Wolf Capital LLC in Bellevue, WA, with seven years of industry experience. He worked at Bank of America for nine years before spending six years at Bristlecone Advisors, LLC. Rare Wolf Capital LLC serves high-net-worth individuals, trusts and estates, pension and profit-sharing plans, and corporate entities with discretionary portfolio management and financial planning. The firm employs a multi-strategy investment approach combining fundamental, technical, quantitative, and sector/cyclical analysis, managing a variety of asset classes while offering limited bill-pay administrative services.