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.

Ronald Chan is a CFA® charterholder and the sole advisor at Lakeside Financial Inc. in Kirkland, WA, with 13 years of industry experience. He has been with Lakeside Financial since 2015. Outside of investment advisory, he spends significant time providing management consulting services, including financial analysis and strategic recommendations, notably for a corporate client in the furniture industry. Lakeside Financial is an independent, state-registered firm managing approximately $35 million for around 34 clients. The firm serves individuals, including high-net-worth clients, and business entities, offering investment management, financial planning, and management consulting. Its investment approach incorporates intrinsic-value, quantitative, and qualitative analysis across multiple asset classes and geographies, with features such as the use of margin, securities lending, and performance-based fee arrangements.

Nathan Frerichs is a financial advisor at Blue Mountain Wealth Management with a Series 65 designation and one year of industry experience. Prior to his advisory career, he served 20 years in the United States Coast Guard. Blue Mountain Wealth Management is a registered investment adviser providing wealth management and financial planning services primarily for individuals and high-net-worth clients. The firm employs a fee-only, discretionary management approach that integrates Modern Portfolio Theory, fundamental analysis, and both passive and active investment vehicles, offering tailored portfolios and project-based financial planning.

Dwayne Reinike is a financial advisor at Valiant Financial Planning, LLC in Kirkland, WA, holding CFP® and ChFC® designations with five years of industry experience. His prior work includes roles at Edward Jones and First Command Brokerage Services Inc, as well as service in the United States Navy. Valiant Financial Planning, LLC is an independent, fee-only firm serving individual clients, including high-net-worth households, with comprehensive financial planning and discretionary investment management. The firm employs customized asset allocation strategies combining passive and active investments, guided by Modern Portfolio Theory and client-specific goals, and uses a tiered, fixed annual fee structure based on asset thresholds.

Justin Rolfe is a CFA® charterholder and financial advisor with six years of industry experience. He is the sole advisor at Rare Wolf Capital LLC, an independent registered investment adviser based in Bellevue, WA. Prior to founding Rare Wolf Capital in 2025, Rolfe worked at Bristlecone Advisors, LLC and Bank of America. Rare Wolf Capital manages approximately $186.5 million for 33 clients, primarily high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, employing a blend of fundamental, technical, and quantitative analysis with various implementation strategies tailored to client objectives.

Janice Brady is a financial advisor at Concepts Financial Services, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Avantax Investment Services and Gibson, Woodruff & Brady, where she also owns a tax preparation and small business consulting business. Concepts Financial Services provides investment advisory and financial planning services to individual clients, combining non-discretionary portfolio management with comprehensive planning in areas such as retirement, tax, succession, business, and insurance. The firm also offers business planning services for small businesses and uses a range of analytical methods to construct and review client portfolios regularly.

Kent Maclachlan Jr. is the principal advisor at MacLachlan Wealth Management in Bellevue, WA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Allied Advisory Services and First Allied Securities. MacLachlan Wealth Management serves a diverse client base including individuals, families, business owners, trusts, estates, corporations, associations, and charitable organizations, providing discretionary asset management alongside financial planning and estate analysis. The firm employs both quantitative and qualitative approaches informed by modern portfolio theory and offers coordinated planning and portfolio management across a broad range of securities.

Bentley Makkar is a ChFC® credentialed financial advisor with two years of experience, currently serving as the sole advisor at Get Rich Slowly LLC in Bellevue, WA. His professional background includes roles at Washington Permanente P.C. and Presbyterian Healthcare Services, along with involvement in The Makkar Group of Companies. Get Rich Slowly LLC provides portfolio management and investment advisory services, combining personal financial planning with U.S. federal tax planning for a diverse clientele, including individuals, professionals, business owners, charitable organizations, and trusts. The firm employs a long-term, passive investment approach focused on low turnover and tax efficiency, offering discretionary managed accounts with an emphasis on tailored advisory subscriptions.

Gregory Arquette is a CFA® charterholder and the sole advisor at Tiger Mountain Capital in Sammamish, WA, with four years of industry experience. He previously worked at MIG Capital LLC and spent four years as a self-employed investor before joining Tiger Mountain Capital in 2021. Tiger Mountain Capital provides discretionary portfolio management to individuals, high-net-worth clients, and other investment managers and private funds, employing a concentrated long/short equity strategy alongside a non-levered long-only option for tax-sensitive accounts. The firm utilizes fundamental analysis, investigatory research, expert networks, and proprietary data tools to manage a focused portfolio, often incorporating margin and options, and offers performance-based compensation and sub-advisory services uncommon among similarly sized independent advisers.

Chris Folgmann is the sole advisor at Folgmann Financial Group LLC in Woodinville, WA, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior work includes seven years at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., and ongoing experience since 2009 with Financial Advisers Of America, LLC. Folgmann Financial Group serves individual investors, company retirement plans, trusts, and estates by providing financial planning, non-discretionary portfolio management, and retirement-plan consulting. The firm employs model-based allocations using mutual funds, ETFs, and individual equities guided by investment policy statements and a proprietary fund-ranking methodology, and offers specialized services such as ERISA 3(21) advisory work, vendor search and cost assessment, and participant education for plan sponsors.

Stephen Long is the sole advisor at HL Wealth Management, LLC in Bellevue, WA, with 16 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Hauser Long, P.S. since 2007, where he serves as Vice President in a certified public accounting firm specializing in business and individual tax consulting and management. HL Wealth Management, LLC works with individuals, small businesses, trusts, estates, and retirement plans by referring them to third-party investment advisors for financial, estate, education, retirement, and insurance planning services. The firm does not provide direct portfolio management but conducts periodic client reviews and matches clients to suitable advisers, operating primarily as a referral firm.

Douglas Eickerman is the sole advisor at Kairos Capital Management, LLC, an independent firm based in Bellevue, WA. He holds a Series 65 designation and has 16 years of industry experience, leading Kairos Capital since 2009. Outside his advisory role, he serves as co-managing member and CFO of Kairos Real Estate Holdings, LLC, which owns the office location of his firm. Kairos Capital Management provides discretionary investment advisory and portfolio management services to individuals and pension and profit-sharing plans. The firm employs an investment approach focused on asset allocation, diversification, and a combination of modern portfolio theory with fundamental analysis, managing approximately $106 million for about 84 clients.

Daniel Adams is a CFP® professional with four years of industry experience, currently serving as the sole advisor at CEG Life Financial Services. He previously worked at Capital Enhancement Group for twelve years. Adams is also involved in insurance agency operations, owning and managing CEG Life Insurance Services. CEG Life Financial Services provides financial planning to individuals and families, offering comprehensive or segmented plans that address investments, insurance, taxes, and estate issues. The firm emphasizes written recommendations and referrals based on detailed client analysis and operates on an hourly billing model without managing client assets directly.

Hieu Nguyen is a financial advisor at XSTAR Fund Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Alphabet Inc and Dropbox Inc before joining XSTAR Fund Management in 2017. XSTAR Fund Management LLC serves accredited and high-net-worth investors through a privately offered pooled investment vehicle and separately managed accounts. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, focusing on U.S. publicly traded equities with an emphasis on undervalued and special-situation opportunities.

S Yeyni is a Certified Financial Planner® with 24 years of experience in the financial services industry. He has been the principal advisor at Wealth Builders, Inc. since 2000 and also serves as president of an affiliated accounting firm, Josh Yeyni, CPA, PS, where he spends part of his time on tax and accounting activities. Wealth Builders, Inc. is an independent, fee-only investment adviser managing over $100 million in client assets. The firm provides personalized financial planning and investment management services, employing a passive, index-based approach with global diversification and offering both discretionary and non-discretionary arrangements.

Christine Maggio is a financial advisor at Retirement Planning Partner LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Unify Consulting and VMG Studios. Retirement Planning Partner LLC provides retirement-focused financial planning to individuals and couples, offering hourly engagements, comprehensive written plans, and ongoing membership options. The firm emphasizes strategic asset allocation using primarily passive investment vehicles and provides advice on a non-discretionary basis without managing or custodying client assets.

Ranjan Upendra is a Series 65 credentialed advisor with seven years of industry experience. He is currently affiliated with Starklogic LLC and has prior work experience at Microsoft and Adobe, where he serves as a Senior Finance Manager focusing on financial planning analysis and reporting. Starklogic LLC, established in 2018, provides discretionary portfolio management and wealth management services for pooled and institutional accounts, as well as financial planning for individual clients. The firm emphasizes asset allocation using strategic and tactical methods supported by computer models and third-party research, managing portfolios primarily through no-load mutual funds and ETFs.

Martin Bublitz is a financial advisor with Treeview Capital, holding a Series 65 credential and four years of industry experience. Before joining Treeview Capital, he worked at Cornerstone Alternatives and operates Cascade Cloud Services LLC, an IT consultancy where he serves as principal consultant. He is also the managing member of Bublitz Holdings LLC, a holding company. Treeview Capital provides fee-based investment advisory services primarily through an interactive online platform, offering fund-only advice to individuals, trusts, employer-sponsored plans, estates, charitable organizations, and corporate entities. The firm uses a software-based algorithm to tailor recommendations and focuses on lowering entry barriers to funds with high minimum investments.

George Sisti is a financial advisor at On Course Financial Planning with 21 years of industry experience. He holds a Series 65 designation and has worked as a pilot for United Airlines since 1978. On Course Financial Planning serves primarily individual clients, including high-net-worth individuals, by providing financial planning and investment advisory services. The firm uses a passive, indexing investment approach with globally diversified portfolios and operates as a single-advisor practice managing discretionary assets.

Shan Kumar is the sole advisor at PI Square Capital, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has led PI Square Capital since 2010 and is also a licensed insurance agent, dedicating a significant portion of his time to insurance activities. The firm provides discretionary investment supervisory services to individuals, trusts, corporations, and pension plans, combining fundamental and technical analysis with modern portfolio theory and tactical asset allocation. It offers ongoing portfolio management and may include insurance advice upon client request.