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 the sole advisor at Olympic Financial Advisors, LLC in Port Townsend, Washington. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to founding his firm, he worked nine years with East Jefferson Fire Rescue. Olympic Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, foundations, nonprofits, and business entities. The firm employs a passive, asset-allocation focused approach combined with fundamental analysis, 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, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Sound Investment Strategies since 2007. Sound Investment Strategies provides discretionary portfolio management and related financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a combined fundamental and quantitative investment process, focusing on valuation-driven equity analysis and a quality-oriented fixed income approach, and offers option-income services such as covered-call writing.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Anchor Financial since 2020, with prior roles at Gradient Securities, Covenant Senior Life, and Packerland Brokerage Services. Reed is also the owner of The Medicare Exchange, an insurance sales organization specializing in Medicare products. Anchor Financial serves primarily individual, non-high-net-worth clients through discretionary asset management focused on mutual funds and ETFs. The firm offers retirement plan services and third-party manager referrals, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances.