Philip Ron Stark

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.

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.

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.

Michael Smith is a financial advisor at Focus Advisory, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Focus Advisory, an independent registered investment adviser, since 2008. Focus Advisory, LLC provides investment management services exclusively to individual private clients, managing approximately $38 million. The firm employs a global asset management approach using macroeconomic, fundamental, and technical analysis, with portfolios tailored to client suitability and risk tolerance.

Aaron Farrell is a financial advisor at Quantca Financial with a Series 65 designation and two years of industry experience. He previously worked at Comcast for nine years and has led Sapien LLC as CEO since 2021. Farrell also serves as CFO and volunteer board member for Volunteers for Ukraine Inc, a charity providing humanitarian aid. Quantca Financial offers discretionary portfolio management through an automated, algorithm-driven platform for retail, accredited, and institutional clients. The firm emphasizes quantitative models with market-timing and tactical allocation features, using a web-based interface for client engagement and offering both standard AUM fees and performance-based fee structures.

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.