Andrew Stolz is a CFA® charterholder with over 10 years of industry experience. He has worked at Stolz & Associates, PS since 2012, with a five-year tenure at BNY Mellon between 2013 and 2018. Stolz holds Series 65 and Series 66 licenses. Stolz & Associates, PS is a three-advisor firm based in Tacoma, WA, advising individuals, families, and retirement plans with approximately $282 million in assets under management. The firm focuses on long-term investing through diversified, lower-cost portfolios and offers a wide range of financial planning and retirement consulting services.

Li Tang is a CFA® charterholder with 12 years of industry experience. He worked for nine years at Radnorwood Capital before joining BBJS Financial Advisors, LLC in Seattle, WA. BBJS Financial Advisors provides investment management, financial planning, and investment consultation to individuals, families, trusts, retirement plans, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm integrates tax planning and compliance through an affiliated CPA firm and uses a proprietary three-factor model to guide portfolio management.

Brett Anderson is a CFA® charterholder based in Seattle, WA, with four years of industry experience. He has worked at Lesa Sroufe & Company, Inc. since 2021, following prior roles at Aristotle Capital Management and Rimrock Capital Management. Lesa Sroufe & Company, Inc. provides portfolio management and investment research to individuals, corporate pension plans, and charitable institutions. The firm employs a research-driven, value-oriented investment approach with focused, diversified portfolios and offers sub-advisory services alongside direct account management.

Michael Coe is a financial advisor with Senior Financial Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Raymond James Financial Services and Cetera, where he worked extensively from 2007 to 2025. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients, delivering detailed, non-discretionary recommendations primarily on an hourly billing basis. The firm does not offer discretionary portfolio management and generally concludes planning relationships upon delivery of the written plan.

Benjamin Koval is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Soundpath Retirement Strategies, LLC and has previously worked at Decker Retirement Planning, Inc. and Mindray NA. Koval serves as a chapter president for the American Financial Education Alliance, focusing on public education regarding investment topics. Soundpath Retirement Strategies, LLC provides financial consulting and planning to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside retirement-focused services. The firm uses an annual flat fee structure based on engagement complexity and provides ongoing services such as portfolio monitoring, tax-efficiency analysis, and income planning.

Spencer Reppond is a financial advisor at Reppond Investments, Inc. with a Series 65 designation and four years of industry experience. His prior work includes positions at Amazon.com, Inc. as an M&A Analyst in Corporate Development and at Ernst & Young. Reppond Investments, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a quantitative, rules-based investment process driven by proprietary mathematical algorithms. The firm offers diversified strategies including trend-following, sector rotation, and AI-enhanced approaches, and also licenses its proprietary signals to third-party adviser platforms.

John Gould is a financial advisor at Gould Capital, LLC with 29 years of industry experience. He has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. He holds Series 63 and Series 65 designations. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and asset-allocation guidelines, and it provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Danielle Moody is a financial advisor at Meridian Wealth Management in Gig Harbor, WA. She holds a Series 65 designation and has one year of industry experience. Moody has been with Meridian Wealth Management since 2022. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, and consulting services. The firm focuses on diversified asset allocation across traditional and alternative investments, with a client-servicing model tailored to a small number of clients.

Richard Mellor is a financial advisor at Mellor & Associates LLC in Bellevue, WA, holding a Series 65 designation with 13 years of industry experience. Prior to his advisory role, he worked at United Parcel Service from 2012 to 2017. Mellor & Associates provides discretionary investment management services to individuals, trusts, and businesses, focusing on retirement planning, wealth maintenance, and intergenerational transfers. The firm employs a fundamental, long-term investment approach, utilizing equities, fixed income, ETFs, and selected non-traded REITs to align portfolios with clients’ liquidity needs and risk tolerance.

Bethany Steinhaus is a CFP® professional with 11 years of experience, currently serving as the sole advisor at Breakwater Investment Management in Seattle, WA. She has been with Breakwater since 2009. Breakwater Investment Management oversees approximately $250.8 million in discretionary assets for about 150 clients, including individuals, high-net-worth clients, qualified retirement plans, trusts, businesses, and non-profit organizations. The firm employs model portfolios that emphasize low-cost, primarily passive ETFs alongside some actively managed funds, focusing on globally diversified portfolios with exposure to international and emerging markets.

Colby Goodner is a financial advisor at Dixie's Tax & Financial Services, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Avantax Advisory Services, and Currie & Brown. In addition to advisory work, he manages DMM Senior Insurance LLC, assisting seniors with Medicare enrollment and related education. Dixie's Tax & Financial Services provides wealth management to individuals, high-net-worth clients, trusts, and estates, combining discretionary portfolio management with comprehensive financial planning and tax preparation services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs and integrates independent managers via an institutional platform for portfolio implementation and ongoing oversight.

Saket Sengar is a CFP® professional at Better Financial Services, LLC with 13 years of industry experience. He previously worked at Ameriprise and UBS Financial Services, along with Aging Options. Better Financial Services, LLC provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios on a discretionary basis using quantitative and qualitative analysis alongside modern portfolio theory, and offers specialty planning services including retirement, estate, and elder-care planning.

Eli Mizrahi is a financial advisor at Pacific Financial Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at firms including Brookstone Wealth Advisors and Retirement Wealth Advisors. Mizrahi is co-owner of NW Senior Resources and serves as chapter president for the American Financial Education Alliance, a nonprofit focused on providing unbiased financial education. Pacific Financial Advisors offers discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a range of investment strategies incorporating fundamental, technical, and cyclical analysis, and manages portfolios that may include passively and actively managed funds, illiquid alternatives, buffered ETFs, and structured notes.

Patrick Fletcher is a CFP® with five years of industry experience, currently advising at GenSphere Private Wealth, LLC. His prior experience includes roles at D.A. Davidson & Co., Parcion Private Wealth, and Russell Investments. GenSphere Private Wealth provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals across wealth levels, business owners, and charitable organizations. The firm employs a range of investment strategies including fundamental and momentum analysis, option writing, and derivatives within separately managed accounts, with distinctive features such as the use of margin and private-market administration.

Deanna Nowadnick is a financial advisor at The Planner's Edge LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Planner's Edge since 1990. Outside of advising, she is involved in self-publishing her own writing. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, offering customized financial planning and discretionary portfolio management through its Serious Money Approach™, which emphasizes asset allocation, diversification, and disciplined investment principles.

Stanley Schill is a financial advisor with S. R. Schill & Associates, Inc. in Mercer Island, WA, holding a Series 63 designation and over 60 years of industry experience. He has been with S.R. Schill & Associates since 1987. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach using a library of model portfolios across multiple sectors, combining fundamental, technical, charting, and cyclical analysis, with ongoing portfolio reviews and client-specific customization.

Victoria Hockenbury is a financial advisor at Leverage Planners Wealth Management, LLC with one year of industry experience. She previously worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at Whole Foods Flagstaff and Benson City Grille. In addition to her advisory work, she serves as a weekend site sitter managing model homes for Trailside Homes. Leverage Planners Wealth Management, LLC serves primarily non-high-net-worth individual clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a documented investment process with quarterly account reviews and integrates fee-based annuity products, while providing educational seminars and newsletters.

Timothy Khin is a CFP® with 33 years of industry experience currently serving at Westlake Wealth Management LLC. Prior to joining Westlake in 2026, he worked at Ameriprise Financial Services, Inc. for 33 years. In addition to his financial advisory role, he holds a real estate license and is an agent with Preview Properties. Westlake Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a combination of modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading strategies. The firm incorporates options and other derivatives in client accounts and offers tailored investment advice.

Christopher Julien is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA. He holds a Series 65 designation and has five years of industry experience. Julien has worked in various roles including accounting and tax preparation, and he owns Julien CPA PLLC, where he provides income tax planning and preparation services. He also serves as Financial Controller for CloudFit Software LLC, an IT service provider. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers. The firm emphasizes due diligence and ongoing monitoring of recommended managers while integrating tax and accounting perspectives into client planning.

Betty Hedrick is a CFP® with 34 years of industry experience and is a principal at The Capeloto & Hedrick Co. She worked previously at The Hedrick Co. for 39 years. Hedrick volunteers as a team leader for WIFE.org Second Saturday, where she teaches the financial section of a workshop on divorce. The Capeloto & Hedrick Co provides discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and entities such as trusts and family offices. The firm employs a blend of strategic allocation and tactical adjustments, generally managing portfolios passively while also utilizing defensive option strategies, short selling, and structured instruments.