James Roland Waldal

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.

William Beezley is a financial advisor at Olympic Financial Advisors, LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked with East Jefferson Fire Rescue for nine years. Olympic Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, foundations, nonprofits, and business entities. The firm follows a fundamental analysis and passive, asset-allocation focused approach using low-cost index funds and ETFs, emphasizing long-term allocation, tax efficiency, and limited trading.

Thomas Nowak is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Quantum Financial Planning LLC in Langley, WA. He has been with the firm since 2005. Nowak is also a published author on low-fee socially responsible and vegan investing, earning royalty income from his books. Quantum Financial Planning LLC provides financial planning and investment consultation to individuals, families, and small organizations, including retirement-plan advice and rollovers. The firm offers hourly, fee-for-service advice emphasizing long-term, diversified, tax-efficient, and low-cost investment strategies without ongoing discretionary management.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

Stephen Guss is a financial advisor at Sound Investment Strategies, Inc. in Langley, WA, with 20 years of industry experience. He has held his current position since 2007, following a year at Stifel Independent Advisors, LLC. Guss holds Series 63 and Series 65 designations. Sound Investment Strategies serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary portfolio management, ongoing advisory services, standalone financial planning, and an option-income service that writes covered calls for income generation and hedging.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his role at Anchor Financial, Mr. Reed owns and oversees an insurance sales organization focused on Medicare products, operating The Medicare Exchange since 2013. Anchor Financial primarily serves individual clients with discretionary asset management centered on mutual funds and ETFs, tailoring strategies to client goals and using a combination of fundamental, technical, and charting analysis. The firm, which manages approximately $5.7 million in assets, also provides retirement plan services and facilitates referrals to third-party managers.