Timothy Lewis

Kathleen Gallagher is the sole advisor at Gallagher Capital Corp., an independent firm based in Bainbridge Island, WA. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, having led Gallagher Capital Corp. since 2004. Gallagher Capital Corp. specializes in discretionary fixed-income portfolio management for high-net-worth individuals, trusts, and retirement accounts, focusing on income generation and capital preservation. The firm employs an active, risk-aware investment approach with an emphasis on holding bonds to maturity and uses independent credit research to guide investment selection.

William Hicks is a financial advisor at Sapling Wealth Management with 15 years of industry experience. He holds a Series 65 designation and has been with Sapling Wealth Management since 2010. Sapling Wealth Management provides fee-based investment advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management, incorporating strategic and tactical asset allocation alongside fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerances.

Jesse Dungan is a financial advisor with Fangorn Wealth Management in Vashon, WA. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Fangorn Financial Services, he worked at Amazon Corporate LLC for ten years. Outside of his advisory role, he works as a compensated soccer referee. Fangorn Wealth Management provides investment advisory, portfolio management, financial planning, and educational workshops to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm combines passive core allocations with targeted active strategies and employs Modern Portfolio Theory alongside scenario analysis and stress testing to manage risk, while also offering financial education and planning services.

Gary Harris is the sole advisor at Bedfield Asset Management, LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 credential and has 18 years of industry experience, having led Bedfield Asset Management since 2006. Prior to founding the firm, Harris had a career in aviation and data/engineering entrepreneurship. Bedfield Asset Management provides discretionary investment management to individuals, trusts, business entities, and corporate pension and profit-sharing plans. The firm employs a blend of active and passive management using fundamental macroeconomic analysis and technical tools across multiple asset classes, with a focus on sector and index rotation and tactical positioning.

Victor Jones is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 34 years of industry experience. He is the principal of Victor Jones CPA, PC, an independent firm based in Seattle, WA. His prior experience includes roles at Infinity Financial Services and Jones Financial Advisors, among others. Jones is also a licensed insurance agent in Washington, California, and Texas. Victor Jones CPA, PC offers personal financial planning, portfolio management, tax and accounting, pension plan consulting, educational seminars, and insurance advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm integrates tax, accounting, and insurance services with investment management on a non-discretionary basis, managing roughly $2.8 million in assets for a small client base.

Edward Labanara is a financial advisor at Seattle Asset Management, Inc. with 31 years of industry experience. He has been with the firm since 1993 and holds a Series 63 designation. Seattle Asset Management is an independent investment adviser serving a small client base that includes high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses fundamental analysis and a proprietary model focused on long-term equity, fixed-income, and balanced portfolio management, emphasizing asset allocation as the primary risk-management tool.