Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 license and has worked previously at Berknell Financial Group, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Edward Jones. Sean is involved in community and professional organizations, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial LLC provides portfolio management, financial planning, and consulting services to individual investors and sponsors of employer-sponsored retirement plans. The firm combines investment management with comprehensive planning, offering discretionary and non-discretionary account management, and works actively with pension and profit-sharing plan clients on ERISA fiduciary and non-fiduciary consulting.

Michael Smith is the sole advisor at Focus Advisory, LLC in Everett, WA, with 21 years of industry experience. He holds a Series 66 designation and has led Focus Advisory since 2008. Focus Advisory, LLC provides discretionary and non-discretionary investment management services to individual private clients, managing approximately $32.6 million for about 22 clients. The firm employs a global asset management approach based on macroeconomic analysis and implements asset allocation primarily through mutual funds, supplemented by fundamental and technical analysis.

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes service in the U.S. Navy from 1994 to 2017 and roles at Axa Advisors, LLC and Anchored Risk Management, LLC. He is also involved in licensed insurance activities through an affiliated entity, recommending commissionable life, disability, and long-term care insurance products. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating investment management through third-party advisers. The firm operates a non-discretionary, manager-of-managers model, focusing on building manager allocation plans and monitoring alignment with client objectives without taking custody of assets.

Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.

Jason Nelson is a CFP® and CFA® with 21 years of industry experience. He has been the principal of Viceroy Investment Advisors LLC since 2009. Outside of his advisory role, he manages a part-time commercial real estate business as the managing member of BlueSteal LLC. Viceroy Investment Advisors provides investment advisory and financial planning services primarily to individuals and their related entities. The firm focuses on U.S. exchange-traded securities and employs a risk framework that considers multiple layers of potential loss exposure while offering both discretionary portfolio management and project-based financial advisory.

David Harry is the sole advisor at Dtm3 Corporation, an independent firm based in Snohomish, WA. He holds a Series 65 designation and has 15 years of industry experience, having led Dtm3 Corporation since 2009. Dtm3 Corporation offers investment advisory and financial planning services to individuals, trustees, charitable organizations, and business entities. The firm combines investment advice with non-securities services such as insurance evaluations, estate and trust consultation, and business consulting, often utilizing third-party managers and custodial platforms in its portfolio management.

Thomas Nowak is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Quantum Financial Planning LLC in Langley, WA. He has been with the firm since 2005. Nowak is also a published author on low-fee socially responsible and vegan investing, earning royalty income from his books. Quantum Financial Planning LLC provides financial planning and investment consultation to individuals, families, and small organizations, including retirement-plan advice and rollovers. The firm offers hourly, fee-for-service advice emphasizing long-term, diversified, tax-efficient, and low-cost investment strategies without ongoing discretionary management.

Jesse Deason is a CFP® and holds a Series 65 license with nine years of industry experience. She is the principal of Serene Wealth Planning, LLC in Everett, Washington, and also owns Serene Divorce Planning LLC, a divorce financial consulting firm. Her work history includes roles at HDR Engineering Inc., Madrona Financial Services, LLC, McDevitt & Duffy CPAs, and Finn Street Financial, LLC. Serene Wealth Planning LLC is a fee-only advisory firm serving individual clients with comprehensive financial planning and discretionary investment management. The firm creates personalized Investment Policy Statements and manages portfolios considering goals, risk tolerance, and tax factors, offering defined services such as divorce retirement projections and hourly engagements.

Robert Toyer is the principal of Toyer Investment Advisors LLC in Arlington, WA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC. Outside of financial advising, he serves as a city councilman for Arlington and operates affiliated businesses providing tax preparation and insurance services. Toyer Investment Advisors LLC serves individual clients, including high-net-worth individuals, offering financial planning, portfolio management, and investment consultation without minimum asset requirements. The firm employs a blend of fundamental and technical analysis to construct portfolios using ETFs, equities, and fixed-income securities, utilizing both passive and active strategies aligned with clients' objectives and risk tolerances.

Robert Lockyer is a financial advisor at Business Wise Insurance, PLLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Business Wise Insurance entities since 2004. Outside of advising, he serves as a board member of the Navy League of the U.S., a nonprofit naval service organization. Business Wise Insurance, PLLC offers investment management, financial planning, and employee benefits brokerage services to individuals and businesses. The firm works with employer-sponsored retirement plans and provides tailored portfolio construction using third-party investment platforms, combining advisory services with insurance products and business exit planning.

Jamie Low is a financial advisor at Palouse Capital Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has worked with Palouse Capital since 2025. In addition to his advisory role, he serves as a QuickBase Administrator for American Power Systems, LLC, a company specializing in DC power solutions. Palouse Capital Management provides discretionary investment management to individuals, corporations, pension plans, endowments, and foundations, as well as model-portfolio recommendations to other financial firms. The firm combines macro and cyclical analysis with fundamental research to create customized portfolios and offers a range of named strategies while managing both discretionary and model assets.

Darron Kuehn is a financial advisor at Pacific Crest Financial Advisors, LLC in Everett, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Crest Financial Advisors since 2010. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach emphasizing passive index and ETF core holdings combined with selective active funds, providing discretionary portfolio management, comprehensive financial planning, and project-based advisory services.

Elissa Nelson is a financial advisor at The Goodland Group with a Series 65 designation and two years of industry experience. Prior to joining The Goodland Group, she worked at Brighton Jones and has a varied background including multiple roles at Washington State University and Nordstrom. The Goodland Group provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $46 million across about 91 clients. The firm uses a passive, asset-allocation approach with diversified portfolios and incorporates third-party platforms and sub-advisors, alongside a public education program offering seminars and workshops.

Erin Eddins is a CFP® with 17 years of industry experience and is currently affiliated with Pacific Crest Financial Advisors, LLC. She has prior experience with United Capital Financial Advisers, LLC and is involved in merchandise sales at Climate Pledge Arena in Seattle. Eddins also volunteers at the Cascadia Art Museum in Edmonds. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite investment approach emphasizing passive index and ETF core holdings combined with selective active funds, and provides comprehensive financial planning and discretionary portfolio management.

Alexander Williamson is a CFP® professional with 20 years of industry experience. He has been with Pacific Crest Financial Advisors, LLC since 2010 and serves as president and board member of Avenal Land & Oil Company. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach with globally diversified portfolios, combining passive index and ETF core holdings with selective active funds.

Henry Schliiter is a financial advisor at Sila Financial, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience as a real estate broker with Metropolitan Park LLC. Sila Financial provides fee-based portfolio management and wealth-management services to individuals, businesses, retirement plans, trusts, estates, and non-profits, focusing on custom client-specific portfolios that typically include mutual funds, ETFs, REITs, and individual securities. The firm emphasizes low-cost index options, active monitoring, and rebalancing, with distinctive operational policies regarding custodians and fee arrangements.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

Stephen Guss is a financial advisor at Sound Investment Strategies, Inc. in Langley, WA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Sound Investment Strategies since 2007. Sound Investment Strategies provides discretionary portfolio management and investment supervisory services to individuals, retirement and profit-sharing plans, trusts, estates, and corporations. The firm uses a combination of fundamental and quantitative analysis to tailor asset allocation and security selection according to each client’s risk tolerance, managing approximately $52.1 million in assets for around 97 clients.

Candace Swayne is a financial advisor at WMS Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at SANDLAPPER Wealth Management, LLC and Pacific West Securities, Inc. Outside of financial advising, Candace is involved with Chelan Ridge Winery, where she supports the tasting room operations. WMS Wealth Management LLC provides discretionary investment management and supervisory services, along with hourly financial planning for individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients with a fee-only asset-under-management model.

Todd Schliiter is a CFP® with 22 years of industry experience, currently serving as President and Chief Compliance Officer at Sila Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. In addition to his advisory work, he is licensed for life insurance and fixed annuity sales. Sila Financial provides fee-based portfolio management and comprehensive wealth-management services to individuals, businesses, qualified retirement plans, trusts, estates, and nonprofits. The firm constructs custom portfolios combining mutual funds, ETFs, REITs, and individual securities, prioritizing low-cost index options and employing both long-term and shorter-term investment strategies.