Michael Lizon is a CFP® professional with 18 years of industry experience, currently serving at Provident Living Advisors LLC since 2018. He previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2014 to 2017. In addition to his advisory role, he operates a tax preparation business. Provident Living Advisors LLC provides fee-based discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, focusing on long-term purchase strategies and ongoing portfolio monitoring.

Jeremy Despain is a financial advisor with Advent Capital Strategies, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Key Investment Services and Key Bank. In addition to his advisory role, he has served at Bible Baptist Church since 2016. Advent Capital Strategies is a single-advisor firm offering discretionary portfolio management and retirement-plan consulting for individuals, charitable organizations, and corporate clients. The firm employs a passive, asset-class approach using low-cost index funds and ETFs, supplemented by third-party model portfolios, with account supervision tailored to client objectives and risk tolerances.

Terry Bradford-Crane, MBA, CFP® is an investment adviser in the states of California and Washington. After graduating from the United States Naval Academy and an accomplished career as an EA-6B Prowler naval flight officer, she began her career as a financial adviser with Merrill Lynch in Oxnard, California. As a financial adviser and certified financial manager with Merrill Lynch, Mrs. Bradford-Crane managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning. In August 2004, Mrs. Bradford-Crane established BradfordCrane Company as a business platform to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the "art" of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals as a service to her community. Her commitment to financial literacy is evident in her community involvement over the years as a volunteer and guest speaker for several advisory boards and mentoring programs. She has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct faculty member for the California Lutheran University MBA in Financial Planning Program. Mrs. Bradford-Crane is a CFP® Certificant and a member of the Financial Planning Association of Puget Sound. She volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Mrs. Bradford-Crane also a co-owner and financial officer of Allied Approach Group, LLC, an aviation test and evaluation company.

Charles Johnson is a CFA® charterholder and Series 65 licensee with four years of industry experience. He is the sole advisor at Differential Planning LLC, where he has worked since 2021. Prior to that, he spent seven years at Great West Investments. Differential Planning LLC is a state-registered, single-advisor firm offering hourly financial planning and investment services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory, primarily using Vanguard mutual funds and ETFs, and links investment management access to an ongoing planning relationship rather than asset-based fees.

Ivan Jevremovic is a financial advisor at Illumine Investment Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Illumine Investment Management since 2016, including its current iteration since 2021, as well as prior roles at CS Planning Corp. and Beverly Hills Wealth Management, LLC. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management combined with integrated financial planning. The firm uses a quantitatively driven investment approach with proprietary multi-factor models and a disciplined asset-allocation framework across multiple sleeves, customizing allocations based on client objectives and risk tolerances.

Jason Parker is a financial advisor at Parker Financial LLC in Silverdale, WA, holding a Series 65 designation with 18 years of industry experience. He has been with Parker Financial LLC since 2007. Outside of his advisory role, he is the owner of Retirement Budget Calculator LLC, an online subscription service for retirement planning software, and serves as president of the Gateway Christian Schools Foundation, where he oversees committees and participates in speaking engagements. Parker Financial LLC provides investment supervisory services, financial planning, and consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party tactical programs, and maintains public educational offerings including newsletters and seminars.

Heather Hughes Henrichsen is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 65 credential and 13 years of industry experience. She has been with Parker Financial since 2009. Outside of her advisory role, she operates Heather Dawn Design, a sole proprietorship offering graphic design, bookkeeping, and administrative assistance. Parker Financial LLC provides investment supervisory services, financial planning, and investment consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party money managers, and is known for its public educational activities including e-newsletters and seminars.

Matthew Hawkins is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Hawkins Investment Counsel, LLC since 2006, where he serves as one of three advisors. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process that combines quantitative screening with fundamental analysis to construct diversified, customized portfolios.

Timothy Tenbrink is a financial advisor at Parker Financial LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Eiler Wealth Management and Baptist International Missions, Inc. He also served for six years at Northwest Baptist Church. Parker Financial LLC provides investment supervisory services, financial planning, and investment consulting to individual and high-net-worth clients. The firm uses fundamental analysis and asset allocation in its investment approach and incorporates third-party programs and supervised AI tools in portfolio management.

Kyle Lunde is a financial advisor at Smartharvest Portfolios with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Catalina Capital Group LLC and Eaton Vance Management. He has also operated as a consultant on multiple occasions throughout his career. Smartharvest Portfolios provides discretionary sub-advisory investment management to other registered advisors serving high-net-worth individuals, families, trusts, estates, and businesses. The firm’s investment process is based on modern portfolio theory and quantitative analysis, employing a mix of equities, ETFs, mutual funds, and fixed income through portfolio optimization and security-by-security selection.

Susan Risner is a financial advisor at Sound Financial Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sound Financial Advisors since 1996 and Kms Financial Services, Inc. since 1999. She is also licensed as an insurance agent, providing long-term care, disability, and other insurance product sales and service. Sound Financial Advisors serves individuals, trusts, estates, and charitable organizations, offering investment advisory services primarily through the AssetMark platform’s model allocations. The firm focuses on portfolio management via third-party platforms while delivering financial planning and consulting directly to clients.

Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.

Dexter Wadsworth is a Series 65-licensed advisor at West Ridge Advisors with one year of industry experience. He previously worked at GDM Private Financial Solutions and PWS, and he also teaches CPA prep courses and tutors students through Universal CPA Review. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and manages approximately $268 million in assets for nearly 400 clients.

Matthew Augspurger is a financial advisor at Strong Retirement Solutions with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Grounded Oaks Capital Management Inc and Nepsis, Inc. Outside of his advisory roles, he is a minority owner of Grounded Oaks Capital Management and a co-owner of Five Musketeers LLC, a real estate management entity. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team-based approach. The firm tailors investment strategies to client objectives and risk tolerance, often integrating third-party sub-advisors under discretionary authority.

Lindsey Hadfield is a financial advisor at Verus Financial Partners with three years of industry experience. She holds a Series 65 designation and has worked at Verus Financial Partners since 2021. Prior to her advisory career, she spent time at James Madison University and Veritas School. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm focuses on mutual funds and exchange-traded funds, using fundamental analysis and actively managing cash positions, and is notable for its use of Dimensional Fund Advisors funds and independent proxy-voting services.

Jacob Nye is a financial advisor at Clear Creek Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Treasure Valley Financial Planning, Spire Outsourcing, and Evo Automation. Prior to his advisory career, he spent two years as a missionary. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithm-driven research, emphasizing individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.

Todd Hankins is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Nations Financial Group in 2021, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc., Summit Brokerage Services Inc., and Wells Fargo Advisors. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios and outside manager options, with strategies tailored to client objectives, risk tolerance, and liquidity needs.

Glen Thiessen is a CFP® and ChFC® with 41 years of industry experience. He is currently with Clear Creek Financial Management, LLC and has previously worked at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. In addition to his advisory role, he holds a licensed insurance agent position, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm provides asset management, financial planning, and consulting, utilizing a combination of fundamental, technical, and cyclical analysis alongside algorithm-driven research to support individualized portfolio construction and advisory services.

Matt Amick is a financial advisor with Clear Creek Financial Management, LLC in Seattle, WA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Clear Creek in 2025, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. from 2017 to 2025, and has experience at Evocalize, Inc and Annik, Inc. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction and a blend of fundamental, technical, and cyclical analysis.

Jason Skifstad is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers under W&R Insurance Agencies from 2012 to 2020. Outside of advising, he has been involved in managing rental properties since 2000. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing continuous, individualized portfolio construction and employing a mix of fundamental, technical, and cyclical analysis.