Charles Cohen

Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 license and has worked previously at Berknell Financial Group, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Edward Jones. Sean is involved in community and professional organizations, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial LLC provides portfolio management, financial planning, and consulting services to individual investors and sponsors of employer-sponsored retirement plans. The firm combines investment management with comprehensive planning, offering discretionary and non-discretionary account management, and works actively with pension and profit-sharing plan clients on ERISA fiduciary and non-fiduciary consulting.

Huihwan Yu is the sole advisor at Waterhill Capital, LLC, an independent registered investment adviser based in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Mr. Yu has managed Waterhill Capital since 2014. Waterhill Capital provides discretionary portfolio management to individual investors, including IRAs and trusts, as well as limited partners in a private investment partnership. The firm focuses on long-term capital appreciation with an emphasis on capital preservation, employing a "go anywhere, buy anything" investment approach across publicly traded securities without using leverage or private securities.

Shai Weinbaum is the sole advisor at Shai Weinbaum Investment Management in Poulsbo, WA, holding a Series 65 designation with five years of industry experience. He has operated his independent firm since 2013. The firm provides discretionary investment management services primarily to individual clients, high-net-worth individuals, and small businesses. It customizes portfolios based on bottom-up fundamental analysis focused on intrinsic value and long-term outperformance, avoiding margin, debt, derivatives, and technical or cyclical analysis.

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.

Dwayne Reinike is a financial advisor at Valiant Financial Planning, LLC in Kirkland, WA, holding CFP® and ChFC® designations with five years of industry experience. His prior work includes roles at Edward Jones and First Command Brokerage Services Inc, as well as service in the United States Navy. Valiant Financial Planning, LLC is an independent, fee-only firm serving individual clients, including high-net-worth households, with comprehensive financial planning and discretionary investment management. The firm employs customized asset allocation strategies combining passive and active investments, guided by Modern Portfolio Theory and client-specific goals, and uses a tiered, fixed annual fee structure based on asset thresholds.

Janice Brady is a financial advisor at Concepts Financial Services, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Avantax Investment Services and Gibson, Woodruff & Brady, where she also owns a tax preparation and small business consulting business. Concepts Financial Services provides investment advisory and financial planning services to individual clients, combining non-discretionary portfolio management with comprehensive planning in areas such as retirement, tax, succession, business, and insurance. The firm also offers business planning services for small businesses and uses a range of analytical methods to construct and review client portfolios regularly.