Ryan Masterson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at NorthRock Partners since 2023 and previously held roles at Ameriprise and First Allied Advisory Services. Outside of his advisory work, he owns a non-investment-related business in Issaquah, WA. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach using broad asset allocation, diversification, periodic rebalancing, and integrates private market allocations, supported by AI tools and human oversight.

Michael Baer is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and Charles Schwab. Outside of his advisory role, Baer serves as a mascot for the Seattle Sounders Football Club and consults on RIA industry trends for Dialectica. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients nationally. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach combining centrally managed portfolios with advisor customization options.

Kelly Shelgren is a financial advisor with Capital Analysts, holding a Series 66 designation and 10 years of industry experience. She has worked with Lincoln Investment since 2015 and has also been involved with Shelgren Financial since 2010. Outside of her advisory roles, she serves as a registered agent and responsible party for RSA 405 LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary mutual-fund screening.

Alice Boytz is a financial advisor at Northwest Asset Management with 18 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at the University of Washington for eight years before joining Northwest Asset Management. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and institutional clients. The firm’s investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments with periodic rebalancing.

Gregory Headrick is a CFP® professional with 34 years of experience in financial advising. He has worked at Northwest Asset Management since 2008 and previously spent 17 years with Purshe Kaplan Sterling Investments. Outside of his advisory role, Headrick serves as treasurer, trustee, and finance and investment committee member for UCDS, a private school in Seattle. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory, using diversified ETFs, mutual funds, and selected individual securities, providing customized investment management and complementary financial planning and consulting services.

Robert Seibel Jr. is a Series 66-licensed financial advisor at Merit Financial Advisors with eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fidelity Investments, Edward Jones, and Pacific Life Insurance Company. Outside of his advisory work, he has experience in the food service industry, having worked at Taste of Belgium and Trio Bistro. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and nearly $24 billion in assets under management. The firm offers coordinated wealth-management services using a long-term, diversified investment approach with customizable models overseen by an internal Investment Management team and supports both discretionary and non-discretionary authority arrangements.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Elevated Capital Advisors, LLC and has operated Mark A. Stimpson and Associates since 1980. Outside of advisory services, he is also involved in insurance sales, specifically life insurance and fixed annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and engages a network of affiliated offices and sub-advisers to deliver tailored investment advice.

Rory Cannon is a financial advisor at Capital Analysts with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, Charles Schwab, and Morgan Stanley. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary approaches, supported by an in-house investment management and research team.

Akeem Davis is a financial advisor at Alera Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Davis & Associates LLC. Outside of his advisory role, he is involved in investment due diligence and research through entities such as Wilson Albers and Alera Group Wealth Services. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Zachary Abraham is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Trek Financial since 2022 and previously spent five years at Clear Creek Financial Management and four years at Abraham & Co., Inc. Abraham serves as a director on the board of Tectonic Audio Labs, Inc., a non-investment-related company. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical approaches, including AI tools, direct indexing with tax-loss harvesting, and a wide range of systematic strategies and hedge options.

Irene Lee Sluys is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. Her previous roles include positions at LPL Financial and Securities America Advisors. Outside of her advisory work, she is involved in real estate development through ownership of Portal 8 LLC and operates Studio B, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser that serves individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm utilizes a diversified investment approach, allocating assets among low-cost mutual funds, ETFs, individual securities, and independent managers.

Tyler Hjelseth is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He spent 14 years with Northwestern Mutual Investment Management prior to joining Composition Wealth. Hjelseth is a finance committee member for Life Christian Academy, where he serves in a fiduciary capacity for the school’s endowment fund. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and other instruments, and manages approximately $9.47 billion in discretionary assets.

Jessica Lane is a financial advisor at Trek Financial in Tacoma, WA, holding a Series 65 license with two years of industry experience. Prior to joining Trek Financial, she worked at Modus Title and Escrow, Zillow Group, and Healthways. She is also licensed as a Washington life insurance producer. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a combination of strategic and tactical portfolio approaches, integrating evidence-based models, fundamental and technical analysis, and artificial intelligence tools within a comprehensive investment framework.

Jaclyn Roof is a CFP® and Series 65-licensed advisor with six years of industry experience. She currently works at Fiduciary Counselling Inc. and previously held roles at Laird Norton Tyee Asset Strategies, LLC and Fisher Investments. Fiduciary Counselling Inc. provides investment advisory, accounting, tax, trust, estate planning, and administration services to individuals, trusts, charitable organizations, and corporations. The firm uses model portfolios based on asset allocation and capital market assumptions, incorporating registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Kurt Hilger is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corp from 2016 to 2022. He is also president of Hilger Financial PLLC, a non-investment-related entity established for accounting purposes. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Justin Fisher is a financial advisor at Moss Adams Wealth Advisors LLC in Tacoma, WA, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has been associated with Moss Adams entities since 2007, including Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Moss Adams Wealth Advisors serves individual and institutional clients such as high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, offering comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in client assets using a core-and-satellite approach with a range of investment vehicles and customized strategies, supported by ongoing portfolio monitoring.

Leonard Van Dorp is a financial advisor with Northwest Asset Management, holding a Series 66 designation and 17 years of industry experience. He previously worked at Garde Capital, Inc. from 2015 to 2019 before joining Northwest Asset Management in 2019. Outside of his advisory role, he serves as the Honorary Consul for the Netherlands, covering Washington, Idaho, and Montana. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation, utilizing fundamental and technical analysis to build diversified portfolios and provide ongoing monitoring.

Travis Off is a financial advisor at Trek Financial in Tacoma, WA, with 16 years of industry experience. He previously worked at COUNTRY FINANCIAL for 12 years before joining Trek Financial in 2022. Off holds Series 63 and Series 65 licenses. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical approaches using various quantitative and fundamental models, and it offers a broad range of investment strategies including alternative investments, direct indexing, and options-based overlays.

Matthew Loreen is a financial advisor at Northwest Asset Management with a Series 65 credential and four years of industry experience. His prior work includes roles at Mutual of Omaha, Foresters Financial, and the Carson Center for Student Success. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and Modern Portfolio Theory with diversified ETFs, mutual funds, and individual securities.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Wayfinding Financial, Goldbloom Wealth Management, and CUNA Brokerage Services. Roth is also the owner of CBR Investment Advisors, LLC, where he assists clients with life insurance and annuity needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analysis, offering a range of services through a large network of affiliated offices.