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.

Tyler Linsten is a CFA® charterholder and Series 65 licensed financial advisor with 11 years of industry experience. He is the principal of Alder Cove Capital, LLC, an independent registered investment adviser based in Tukwila, WA, where he has worked since 2014. Linsten also serves as a board member of Waterfront Federal Credit Union in Seattle and has worked as a longshoreman at the Port of Seattle since 2007. Alder Cove Capital provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers portfolio management, comprehensive financial planning, and hourly consultations, focusing on minimizing fees, diversification, and long-term strategies with tailored Investment Policy Statements.

Kevin Estes, CFP®, MBA is the Founder and Financial Planner of Scaled Finance, LLC. He helps tech professionals and their families live their best lives. His definition of family is broad! Your family is whoever matters most to you. His specialties include equity compensation, financial independence, real estate, and education. Kevin works with a wide age range of clients. Kevin is located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing him to serve clients nationwide.

Richard Hopkins is a financial advisor at Financial LifeMaps in Renton, WA, with 20 years of experience at the firm and a Series 65 designation. He has worked exclusively with Financial LifeMaps since 2006. Financial LifeMaps serves individuals and trustees, typically those with net worths between $500,000 and $2,000,000, providing comprehensive financial planning and investment advice through hourly consulting or fixed-fee multi-year engagements. The firm emphasizes long-term, fundamentals-based investment strategies focusing on asset allocation and low-cost mutual funds and ETFs, while clients retain custody and execute trades independently.

Carlton Ellis is a financial advisor at Chimera Wealth with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nobles and Richards, Inc., Landolt Securities, Inc., and operated In House Hemp LLC. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a combination of discretionary and non-discretionary management using model allocations and integrates both traditional and digital asset analysis in its investment approach.

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.

Li Guay is a financial advisor at Strait & Sound with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gps Capital Management, LLC and PG Global Wealth Management, Inc. since 2011. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios emphasizing diversification and capital preservation.

Martha Mc Neely is a financial advisor at Creative Money LLC with one year of industry experience. She holds a Series 65 designation and has a background that includes ownership of Buoy Financial Services, which provides bookkeeping services for therapists and helping professionals, and Martha McNeely Psychotherapy, PLLC, offering individual therapy in Washington state. Creative Money LLC provides fee-only financial planning focused on retirement, cash flow, tax and estate planning, business planning, and insurance review. The firm delivers written or electronic financial plans without managing client assets, typically recommending passive, low-cost investment strategies.

William Romig is a CFA® charterholder with 27 years of industry experience. He is currently with Strait & Sound Wealth Management LLC and previously worked at JPMorgan Securities LLC and Scottrade. Outside of his advisory role, he is a co-owner of Katz View, LLC, a private entity involved in vacation rental ownership. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach combining secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios focused on diversification and capital preservation.

Michael Schwartz is a financial advisor at Decker Retirement Planning Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Centaurus Financial Inc. Decker Retirement Planning offers personalized retirement and financial planning along with discretionary investment management to a diverse client base, including individuals, high-net-worth clients, and business entities. The firm employs a model-driven investment approach using quantitative strategies and a range of financial products, serving approximately 900 clients with about $285 million in assets under management.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been with Horter Investment Management since 2017 and also serves as a broker for Roadmap4Retirement, an insurance business focused on providing solutions for pre-retirees and retirees since 1986. Additionally, he is involved with New Life Church in Renton as a service director, managing video image magnification and volunteer coordination. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a platform for independent advisers and employs quantitative and qualitative criteria to select and monitor third-party sub-advisers and model portfolios tailored to client risk profiles.

Steve O'Flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Energos Investment Advisors LLC, and Edward Jones. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities advice and meets with clients. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm employs model allocations and third-party sub-advisers, delivering portfolio management through a large network of affiliated offices and licensed representatives.

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.