Meleena Rae Bryan

Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.

Jacob Tally is a financial advisor at Prospero Wealth, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. He is the owner and founder of Tinegoba LLC, which provides contracting services to Prospero Wealth along with consulting advice to startups and small-to-medium sized businesses. Prior to his current role, he worked in various capacities at Cap Hill Brands, New Engen, Crowd Cow, and ZULILY. Prospero Wealth offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities, ETFs, derivatives, and long-short strategies, and provides assets-under-advisement consulting and held-away account monitoring through a seven-person advisory team.

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Alvin Wolcott II is a CFP® with 12 years of experience in financial advisory roles. He is the owner of Apex Tax & Financial Planning in Kent, WA, where he has worked since 2020. Alvin also owns Apex Tax & Financial Solutions, a CPA firm providing tax preparation and planning services. His prior experience includes roles at Synergy Asset Management, Pacific Portfolio Consulting, Moser Wealth Advisors, and Waddell & Reed. Apex Tax & Financial Planning offers personalized financial planning and wealth management to individuals, high-net-worth clients, business owners, trusts, and other financial professionals. The firm uses tax-aware planning and a total-return investment framework incorporating both active and passive strategies, with a focus on written Investment Policy Statements and comprehensive portfolio reviews.

Steven Koenig is a CFA® charterholder based in Seattle, WA, with five years of industry experience. He has been with Informed Investors Group since 1992. Informed Investors Group is an independent firm that provides discretionary investment management primarily for high-net-worth individuals and related family accounts. The firm employs a buy-and-hold, lower-turnover equity strategy with a co-advisory arrangement for selecting growth stocks, and it offers customized socially responsible investment screening alongside access to specialized fixed-income opportunities.

Shamus Mc Carthy is a CFA charterholder and principal of Red Haven Advisors, LLC, with six years of industry experience. He has held financial planning and analysis roles at companies including Nordstrom, Inc., where he is currently a Financial Planning & Analysis Manager, and has worked at firms such as Pathlabs Inc., Dutch Bros Coffee, Rad Power Bikes, Inc., Starbucks Coffee Company, and Vulcan, Inc. Red Haven Advisors serves individual and high-net-worth clients with fee-based investment advisory, discretionary portfolio management, and comprehensive financial planning. The firm combines fundamental and cyclical analysis with tactical allocation and option-writing strategies, tailoring portfolios to client objectives and offering a range of billing arrangements.