Alvin Wolcott is a CFP® with 11 years of industry experience, currently serving as the sole advisor at APEX Tax & Financial Planning in Kent, WA. He previously worked at Pacific Portfolio Consulting, LLC and Synergy Asset Management LLC. Alvin is also the owner of a CPA firm, Apex Tax & Financial Solutions, which he manages alongside his advisory work. APEX Tax & Financial Planning provides personalized financial planning and investment advisory services to individuals, business owners, and trusts. The firm employs a written Investment Policy Statement, combining active and passive strategies with a tax-aware planning process, and offers both discretionary and non-discretionary management options.

Robin Naylor is the principal of Sprylen Wealth Management, LLC in Kent, WA, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sandlapper Wealth Management and Sandlapper Securities. Naylor also operates Naylor Insurance & Financial Services, Inc., where he sells non-variable insurance products. Sprylen Wealth Management serves individuals, pension and profit-sharing plans, trusts, and small businesses by providing financial planning, retirement plan consulting, and investment advisory services. The firm primarily allocates client assets to third-party money managers and offers ongoing portfolio monitoring, client education, and a range of investment management styles.

Joseph Dostal is the principal of J Dostal Investments and has 23 years of industry experience. He has operated his independent investment advisory firm since 2001. The firm provides discretionary portfolio management and financial advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. J Dostal Investments combines fundamental research with technical metrics to select individual securities, focusing on U.S. companies with global operations, durable business models, and histories of returning value to shareholders.

Justus Rainwater is a financial advisor at Firewall Capital Management in Enumclaw, WA, holding a Series 65 designation with three years of industry experience. He has been with Firewall Capital Management since 2021. Firewall Capital Management is a discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm manages approximately $56 million across about 184 clients with a team of four advisors, offering integrated financial planning and portfolio management based on modern portfolio theory and tactical asset allocation.

Heath Rainwater is a financial advisor at Firewall Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Firewall since 2006. Outside of his financial advisory role, he serves as a firefighter with the Seattle Fire Department and has been the head pastor at Grace Point Northwest Community Church since 2013, where he also volunteers mentoring and teaching through the Full Gospel Church of Jesus Christ. Firewall Capital Management is a small discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm manages approximately $56 million across about 184 clients, offering integrated financial planning and using a modern portfolio theory and tactical asset allocation approach tailored to clients’ goals and risk tolerances.

Virginia Bruce is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Firewall Capital Management since 2011. She holds Series 63 and Series 65 licenses and is based in Enumclaw, WA. Firewall Capital Management is a discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm integrates financial planning with portfolio management and employs modern portfolio theory and tactical asset allocation tailored to client goals and risk tolerances.

King Rainwater is a financial advisor at Firewall Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Firewall in 2022, his work history includes roles at Convoy and A.C. Moate, among others. Outside of his advisory work, he owns Glass Capture, a business consulting service for entrepreneurs and small businesses based in Enumclaw, WA. Firewall Capital Management is a discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm employs modern portfolio theory and tactical asset allocation, integrating financial planning at no separate charge and providing specialized services to firefighters and their families.

Jason Dray is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, PepsiCo, and Fisher Investments. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates both as an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

Kimberly Ten Pas Bell is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and two years of industry experience. She is also the owner and president of Navigating Financial Solutions, LLC. Prior to her advisory career, she worked for the Federal Aviation Administration for nine years and owns a personal property management business. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies.

Stephen Swadley is a financial advisor at Vanderbilt Advisory Services with 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, Red Canoe Credit Union, and NY Life. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment process that integrates strategic asset allocation and various analytical approaches.

Jason Totedo is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Mutual Advisors, LLC since 2019 and previously worked at Ameriprise Financial Service, Inc. from 2012 to 2019. Outside of advising, he serves as a ski instructor for the Mohan Ski School, a nonprofit organization. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, and ERISA plan advisory services using a combination of passive and active investment strategies tailored to client objectives.

Quy Nguyen is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Sagepoint Financial, Inc., KMS Financial Services, Inc., and Mass Mutual. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates and multiple program platforms.

Matthew Bumstead is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at LPL Financial from 2018 to the present and Invest Financial Corporation from 2009 to 2018. Bumstead serves as a fiduciary trustee for several family irrevocable trusts and is president of Clarity Tax Management, a tax preparation and accounting business. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management and retirement plan services. The firm uses a mix of technical, fundamental, and qualitative analysis to tailor portfolios, managing most client assets on a non-discretionary basis.

Julie Price is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked with Advisory Services Network, LLC and Juniper Investments & Retirement Planning, LLC since 2013. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Sonia Rogers is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She has held the Series 63 and Series 65 credentials and has worked at ICMA-RC Services, LLC since 1999. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Joshua Bauer is a financial advisor with Eagle Strategies (NY Life) based in Enumclaw, WA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Bauer has been with New York Life Insurance Company since 2009. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Charles Hudelot is a CFP® professional with 10 years of industry experience, currently affiliated with D.A. Davidson & Co. He has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Equitable Advisors, and Key Investment Services LLC. Hudelot serves as vice president of the board of directors for the Seattle Koyasan Buddhist Temple, where he contributes to website maintenance and building upkeep. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Ashley Drogon is a financial advisor at Key Investment Services LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

Jack Melikyan is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Fidelity Investments and Fidelity Brokerage Services before joining Schwab in 2026. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, utilizing proprietary asset-allocation models and research tools. The firm operates within The Charles Schwab Corporation’s integrated ecosystem, offering clients access to a broad range of financial planning, trade execution, and custody services.

Zaire Keyes is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Banc of America Merchant Services. Outside of advisory work, he is the managing member of ZI Realty LLC, a real estate venture focused on fix-and-flip projects. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and collaborates with third-party managers such as BNY Mellon Advisors, Inc. to implement investment strategies.