Amy Mutal is the managing partner at Prevail Wealth Management in Kirkland, WA, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has led Prevail Wealth Management since 2012. Prevail Wealth Management provides personalized financial planning and advisory services to individuals, families, trusts, foundations, non-profits, and business entities. The firm operates as a fee-only fiduciary, managing approximately $260.8 million in assets for roughly 264 clients, using diversified, tax-aware portfolios primarily composed of ETFs, index, and mutual funds.

Jeffrey Kauffman is a financial advisor at Summit Family Office Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Snider Retirement Strategies, Inc., CrescitAl Capital LLC, and Le-Vel Brands, LLC. Summit Family Office Services provides portfolio management and financial planning to individual clients, including high-net-worth individuals. The firm uses a client-tailored approach with fundamental and cyclical analysis alongside modern portfolio theory, offering access to a broad range of investment types and both performance-based and asset-based fee arrangements.

Carlos Obando is a financial advisor with Mercer Island Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mercer Island Capital Management since 2014. Outside of advisory work, Obando is an adjunct professor at Seattle University and serves as CEO of an education technology company, 34PI.COM Corporation. Mercer Island Capital Management provides discretionary portfolio management, financial planning, and educational seminars for individuals, high-net-worth clients, trusts, retirement plans, and nonprofit entities. The firm employs asset allocation, Modern Portfolio Theory, and both fundamental and quantitative stock-selection methods, supplementing strategies with outside money managers and using derivatives and margin in certain client accounts.

Stephen Kriha is a financial advisor at Tenere Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tenere LLC since 2015 and previously at Trutina Financial from 2012 to 2021. Tenere Financial provides discretionary investment management and fee-only financial planning to individuals, business entities, trusts, estates, foundations, and charitable organizations. The firm manages approximately $70 million in assets and employs a committee-driven investment process that combines qualitative and quantitative research across a range of investment vehicles.

Chris Wheeler is a financial advisor at Intirety, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWN Securities Inc. from 2014 to 2020. In addition to his advisory role, Wheeler is involved in the sale of fixed annuities and life insurance. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning services primarily to individual clients. The firm employs a variety of analytical approaches to portfolio construction and regularly reviews accounts to align with client objectives, managing approximately $73.6 million across several hundred households.

Scott Brueske is a CFP® with over 42 years of experience in the financial advisory industry. He is currently with B3 Wealth Strategies, where he has worked since 2019, and previously held roles at LPL Financial and Waddell & Reed, among others. He also provides limited services through Brueske Advisory Services, an independent investment advisory firm. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as trusts, estates, and business entities. The firm employs a customized asset-allocation approach with ongoing monitoring and uses LPL Financial’s platform for custody and execution.

Amy Goan is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Prism Financial Planning, LLC since 2013. She holds the Series 63 designation and is based in Issaquah, Washington. Prior to founding Prism, her background includes institutional portfolio management. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics such as retirement, college savings, estate planning, tax efficiency, insurance, and long-term care. The firm focuses on client needs and risk tolerance to recommend asset allocations, typically advising no-load mutual funds and index-based ETFs, without offering portfolio management or discretionary authority.

James Furrow is a CFP® with 39 years of industry experience, currently serving at Senior Financial Advisors, Inc. in Bellevue, WA. His career includes long-standing roles at Senior Financial Advisors, Inc. and Cetera Wealth Services, LLC. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients, focusing on detailed, non-discretionary recommendations and primarily billing on an hourly basis.

Ryan Halleran is a financial advisor at GenSphere Private Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at D.A. Davidson & Co., Parcion Private Wealth Management, UBS Financial Services Inc, and Wells Fargo Advisors. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management, administrative services for private and alternative investments, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs fundamental and momentum analysis across various asset classes and utilizes option-writing strategies and derivatives in its investment approach.

Dipit Gupta is a financial advisor at Finomenon Investments LLC in Kirkland, WA, holding a Series 65 designation. He began his advisory career in 2025 after completing his education at the University of California at Berkeley. Finomenon Investments LLC provides investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm offers tailored portfolios combining passive and active strategies, with a focus on asset allocation, risk tolerance, and tax considerations, and also delivers educational seminars and speaking engagements alongside personalized advisory services.

Spencer Brueske is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at B3 Wealth Strategies since 2019. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, Brueske Advisory Services, and Waddell & Reed, Inc. He temporarily provides limited services through Brueske Advisory Services to facilitate asset transitions to LPL Financial. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as pension plans, trusts, estates, and other business entities. The firm focuses on customized asset-allocation strategies with ongoing monitoring and rebalancing, utilizing LPL Financial’s Strategic Wealth Management platform for execution and custody.

Jeffrey Ross is a CFP® and holds a Series 63 license with 14 years of industry experience. He has been with The Planner’s Edge LLC since 1998 and has worked as a financial advisor under his own name since 1983. Outside of his advisory work, he serves as the treasurer for the Islandaire HOA. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, providing customized financial planning and discretionary portfolio management through its Serious Money Approach™. The firm emphasizes asset allocation, diversification, and rebalancing, combining fundamental manager due diligence with technical analysis and guiding principles.

Lydja Williams is the principal advisor at Williams 360 Financial Advisory, LLC in Bellevue, WA. She holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding her firm, she worked at Microsoft for six years and at Rendition Software for fourteen years. Williams 360 Financial Advisory, LLC is a fee-only independent firm serving individuals, couples, and families with broad-based financial planning and discretionary investment management. The firm follows Modern Portfolio Theory, emphasizing diversified, low-cost, passively managed index funds and ETFs, and uses a flat-fee pricing model rather than fees based on assets under management.

William Gevers is a financial advisor with Gevers Wealth Management in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Cetera and Cetera Wealth Services. Outside of his advisory role, he is active as a fly fishing guide, often taking clients on unpaid trips and donating fishing packages to charity auctions, and serves on several volunteer boards including a church finance board and organizations supporting wildlife and family services. Gevers Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, nonprofits, and business entities. The firm offers discretionary investment management and stand-alone financial consulting, employing a range of securities and strategies with regular portfolio monitoring and rebalancing.

Bryce James is a financial advisor at Smart Portfolios, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Smart Portfolios since 2005. Smart Portfolios, LLC provides investment management and financial planning to retail and high-net-worth clients through discretionary portfolio management, signal subscription services, and consulting. The firm uses a model-driven approach based on proprietary Dynamic Portfolio Optimization and incorporates multiple research sources, favoring ETFs for tactical exposure.

Evan Schmidt is a Certified Financial Planner™ (CFP®) with 16 years of industry experience. He has been with Schmidt Financial Management since 2019 and previously worked at Schmidt Financial Group, Inc. from 2009 to 2024. Schmidt Financial Management provides discretionary investment management and financial planning services to individual and high-net-worth households, including trusts, estates, and retirement accounts. The firm uses a customized, non-model portfolio approach combining fundamental and technical analysis, delegating manager due diligence to an external provider while conducting regular account reviews and financial planning updates.

Charles Hamilton is a financial advisor with Senior Financial Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior work includes roles at Fidelity Investments Institutional Services Company and Cetera Advisor Networks. He is also the owner of Hamilton Financial Services LLC, a support company used for tax purposes. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients. The firm delivers detailed, non-discretionary recommendations, typically billing planning work on an hourly basis, and does not offer discretionary portfolio management.

Mark Bergeron is a CFP® with 26 years of industry experience, currently serving at WLFB Inc. in Bellevue, WA. He has worked at WLFB since 1997 and has been involved with Smart Portfolios, LLC since 2019. Bergeron is also active as an insurance broker, focusing on life and disability insurance. WLFB Inc. is a small, supported registered investment adviser that serves individuals, trusts, closely held businesses, and pension plans. The firm provides financial and retirement planning and refers clients to third-party investment managers, operating on a non-discretionary basis with an emphasis on diversification and manager monitoring.

Arijeet Singh is a financial advisor with Leverage Planners Wealth Management, LLC in Bellevue, WA. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he was associated with Willow Grove Advisors, LLC and No Bull Financial, LLC dba Leverage Planners. Outside of advising, he is involved as an insurance agent through No Bull Financial. Leverage Planners Wealth Management serves primarily individual clients who are not high-net-worth households, providing discretionary asset management, comprehensive financial planning, and consulting. The firm employs a disciplined investment approach supported by client-specific policy statements and risk tolerance profiles, and offers educational programs and client communications that are uncommon among similarly sized firms.

Eldon Harsin is a CFP® with 39 years of industry experience, currently serving at Pacific Financial Advisors in Bellevue, WA. He has been involved with Harsin Wealth since 2018 and Commonwealth Financial Network since 2014, and has worked under the name Dick Harsin since 1996. Outside of advisory work, he co-owns Harsin Tax Planning, Inc., a firm that offers tax preparation services. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies, including active and passive funds, illiquid alternatives, and structured notes.