Daniel Abbott

Peter Haglin is the sole advisor at Companion Portfolio Management, an independent registered investment adviser based in Sequim, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 16 years with his current firm. Companion Portfolio Management provides discretionary investment supervisory services to individuals, trusts, businesses, and their employees, tailoring portfolios to clients’ goals, time horizons, and risk tolerances. The firm applies a top-down approach combined with modern portfolio theory, utilizing a range of securities including stocks, bonds, mutual funds, ETFs, and alternative assets, and serves a mix of individual, institutional, and charitable organization clients.

Steven Mangiameli is a financial advisor at Sound Financial Center in Sequim, WA, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he worked in tax preparation and IRS representation at SFC Tax Service, where he serves as an Enrolled Agent and Senior Tax Preparer. He has also been involved with the Port Angeles Academy of Music and Olympic Peninsula Home and Land, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax preparation services with advisory offerings and employs a fee-only model with no commission or product-sales affiliations.

Joseph Mangiameli is a financial advisor with Sound Financial Center in Sequim, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Sound Financial Center since 2003 and also operates a tax preparation service primarily for his investment clients. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm uses a mix of investment vehicles and integrates tax preparation and advice into its services, operating on a strictly fee-only basis with a small team of three advisors.

John Mangiameli is a financial advisor at Sound Financial Center with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Guardian and as a self-employed consultant. Outside of finance, he teaches ukulele and guitar to children through the Sequim Academy of Music, which he operates under Northside Consulting, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax-preparation services with its advisory offerings and uses a fee-only model, employing a mix of investment instruments and a distinctive “Sig 3 Portfolio” approach for growth portfolios.

Julie Scott is a financial advisor at Martel Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Kms Financial Services, Inc. for 20 years before joining Martel Wealth Advisors. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations by providing wealth management, comprehensive wealth planning, and pension consulting services. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives, and manages approximately $1.25 billion in assets.

Michael Mckenzie is a financial advisor at Calton & Associates, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019, following a 12-year tenure at Capital Financial Services, Inc. In addition to his advisory role, he has been an agent for various life insurance companies since 1981. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and employs multiple analytic approaches, combining fee-based and commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.