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.

William Beezley is the sole advisor at Olympic Financial Advisors, LLC in Port Townsend, Washington. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to founding his firm, he worked nine years with East Jefferson Fire Rescue. Olympic Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, foundations, nonprofits, and business entities. The firm employs a passive, asset-allocation focused approach combined with fundamental analysis, emphasizing long-term allocation, tax efficiency, and limited trading.

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.

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 20 years of industry experience. He has been with Sound Investment Strategies since 2007. Sound Investment Strategies provides discretionary portfolio management and related financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a combined fundamental and quantitative investment process, focusing on valuation-driven equity analysis and a quality-oriented fixed income approach, and offers option-income services such as covered-call writing.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Anchor Financial since 2020, with prior roles at Gradient Securities, Covenant Senior Life, and Packerland Brokerage Services. Reed is also the owner of The Medicare Exchange, an insurance sales organization specializing in Medicare products. Anchor Financial serves primarily individual, non-high-net-worth clients through discretionary asset management focused on mutual funds and ETFs. The firm offers retirement plan services and third-party manager referrals, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances.

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.

Candace Swayne is a financial advisor at WMS Wealth Management LLC with nine 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 her advisory role, Candace supports operations at Chelan Ridge Winery, assisting with wine sales, staff management, and customer service. WMS Wealth Management LLC provides investment management, supervisory services, and occasional financial planning for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-high-net-worth clients, managing portfolios with a combination of active and passive strategies tailored to client objectives and risk tolerance.

Tom Puentes is a financial advisor with PeachCap Tax & Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with PeachCap since 2018 and previously spent four years with Kestra Private Wealth Services, LLC. Puentes serves on the boards of the Pacific Northwest Ballet and Seattle Opera, both nonprofit organizations. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm provides discretionary portfolio management, third-party adviser recommendations, and financial planning, utilizing diversified, model-based portfolios and a range of investment strategies tailored to client needs.

Sean Bolen is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Leverage Planners Wealth Management and Edelman Financial Engines. Outside of his advisory role, Bolen is an owner and insurance agent for Harbourview Advisors, specializing in primary principal protected insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers through its managed account platform.

Richard Keppler is a financial advisor at First Advisors National, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Alliance Fund Distributors, Inc. since 1995. In addition to his advisory role, Keppler is an independent insurance agent servicing clients in Coupeville, WA. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, overseeing approximately $506.8 million in discretionary assets. The firm focuses on selecting and monitoring third-party money managers and integrates tactical and strategic asset allocation methodologies with fundamental analysis.

Thomas Buckingham Jr. is a financial advisor at Wedbush Securities Inc. with 57 years of industry experience. He has been with Wedbush Morgan Securities since 2009. He also publishes a quarterly investment newsletter through 401K Planning Group, LLC, a business he owns. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering both brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions alongside commission-based brokerage and clearing services.

Michael Carter is a CFP® with 42 years of experience in financial advising. He has been with Money Concepts Capital Corp since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs and account structures, employing model portfolios, third-party sub-advisers, and both fundamental and technical analysis.

James Forsyth is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He holds Series 63 and Series 66 licenses. Forsyth is also the owner and president of James Forsyth, Inc., a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Stephanie Gale is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is affiliated with Commonwealth Financial Network and Gale Investment Management, where she serves as Proprietor and President. Her career includes long-term roles at Commonwealth Financial Network since 2005 and managing her own investment advisory firm. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Blaine Shira is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and having 12 years of industry experience. He has worked at several firms including Raymond James Financial Services and LPL Financial. Shira is also the owner of Shira Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Randall Robichaud is a CFP®-certified financial advisor with six years of industry experience. He is currently with Equitable Advisors and previously worked at Edward Jones, ZeOmega Inc, and Healthwise Inc. Randall serves as a board member of the Mukilteo Chamber of Commerce, a nonprofit community business organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michelle Padilla is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America NA, and Opus Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jason Wright is a CFP® with nine years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Olympic Cascade Services Inc. Wright operates Wright Wealth Partners, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Charles Hoover Jr. is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1991 and holds Series 63 and Series 66 designations. Outside of advisory work, he owns several rental properties and a family-owned mobile home park. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.