Daniela Swesey

Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Berknell Financial Group prior to joining Elderrock in 2018. Sean participates in community and networking groups, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial provides financial planning, consulting, and portfolio management to individuals and sponsors of employer-sponsored retirement plans. The firm offers ERISA-focused fiduciary and administrative services for retirement plans alongside individual wealth management, using a blend of fundamental and technical analysis as well as modern portfolio theory to tailor investment strategies.

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.

After spending 15 years in corporate finance as a CPA I felt the desire for a more fulfilling career path. I made the switch to personal financial planning in 2014, earned the CFP marks, and spent 9 years at an Advice-Only firm providing hourly, project-based advice. I launched Alta Via Financial Planning with the intent to have deeper relationships with fewer clients, and provide a more collaborative, ongoing service model where I can more effectively set clients up for success in achieving their financial goals by serving as their trusted partner. I strive to meet clients where they are at, with no judgment, in order to provide a comfortable and trusted environment. I often find that the “Less is More” approach to both life and financial planning helps clients to destress and simplify their financial lives so that they can focus on what is most important, like getting outside with their families. I also understand and promote the importance of experiencing your ideal life today rather than waiting until financial independence (aka retirement). The advice-only pricing model does not compensate me based on how much you have, and therefore I do not have an asset minimum. I only require that you be a nice human. As a fiduciary I will never sell products, and will always make recommendations that are solely in your best interest. I provide comprehensive financial planning and cover areas such as retirement, investing, college savings, insurance needs, cash flow, equity compensation and tax planning.

Janice Brady is a financial advisor with Concepts Financial Services, LLC in Kirkland, WA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has previously worked with Avantax Investment Services, Avantax Advisory Services, and operates Gipson, Woodruff & Brady, LLC, which provides tax preparation and small business consulting. Concepts Financial Services offers portfolio management and comprehensive financial and business planning to individuals and small businesses, managing client accounts primarily on a non-discretionary basis through a sponsored wrap fee program. The firm integrates investment strategies with tax and business-planning services, distinguishing its approach from many independent advisors.