Benjamin Englund is a financial advisor at Ceva Advisors with a Series 65 designation and three years of industry experience. Prior to joining Ceva Advisors, he worked at SLC Management for 16 years and held roles at several other firms including Aberdeen Capital LLC and NWAM, LLC. Ceva Advisors is a state-registered advisory firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory-based approach, using diversified, low-cost funds and bespoke portfolio adjustments, and offers private investment recommendations and direct digital-asset allocations as part of its services.

Tera Probst is a financial advisor at Sound Legacy Wealth Advisors, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses with five years of industry experience. She previously worked for Banc of America Investment Services, Inc. for 20 years and Seafirst National Bank for 27 years. Sound Legacy Wealth Advisors provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, qualified purchasers, and some institutional clients. The firm uses a combination of passive and active investment techniques tailored to client suitability, risk tolerance, and time horizon, and offers multi-generational legacy and family-office style services.

Steven Rosenthal is a financial advisor at Fulcrum Wealth Advisors, LLC in Bellevue, WA, with six years of industry experience. He holds a Series 66 designation and has worked in both financial advisory and tax-related roles, including serving as a CPA providing tax planning and preparation services through his own accounting practice and as a senior tax expert at Intuit Inc. Fulcrum Wealth Advisors serves individual and institutional clients, offering discretionary investment management, wealth management, financial planning, and ERISA plan consulting. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and third-party manager allocations to manage approximately $208 million in discretionary assets.

Neil Rose is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial services industry. He has been with Regency Capital Management Inc. since 2021 and previously worked at Cadinha & Co., LLC from 2007 to 2020. Regency Capital Management provides discretionary investment and wealth management services primarily to individuals, trusts, retirement plans, and institutions with approximately $1 million or more in investable assets. The firm combines fundamental analysis with quantitative tools to offer both model and bespoke portfolio strategies and serves a diverse client base that includes pooled investment vehicles and institutional entities.

Katy Cook is a Principal at Abacus Financial Planning and decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. Katy helps women and their families use money to live the life they want. She enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices. Prior to being a financial planner, Katy spent a decade in teaching and independent consulting focused on “data for do-gooders.” She completed a BS in Mathematics at the University of Texas at Austin and a financial planning certificate with Boston University. She holds a Ph.D. in Applied Mathematics from Princeton University, where she was a National Science Foundation Graduate Research Fellow.

Thai Duong Tran is the sole advisor at XSTAR Fund Management LLC in Redmond, WA. He holds a Series 65 credential and has five years of experience managing investments at XSTAR following roles at Neotech Ltd and Skyfarm JSC. XSTAR Fund Management LLC serves accredited and high-net-worth investors through a privately offered pooled investment vehicle and separately managed accounts. The firm employs a combined top-down macro and bottom-up fundamental research approach focused on undervalued U.S. publicly traded equities, using a concentrated and long-biased portfolio strategy with discretionary management.

Paul Henderson is a CFP® and holds a Series 65 license, with 15 years of industry experience. He has worked at Heritage Road Advisors since 2021, following roles at One Day Wealth and Laird Norton Wealth Management. Heritage Road Advisors serves individuals, high-net-worth clients, small business owners, trusts, estates, and institutional accounts such as charitable organizations, foundations, endowments, and municipalities. The firm provides independent financial planning and investment advisory services, emphasizing passive management with low-cost index funds and ETFs, as well as offering estate paraplanning, settlement support, and tax-related portfolio reviews for other advisors.

Danika Waddell is a CFP® credentialed financial advisor with seven years of industry experience, currently with Xena Financial Planning, LLC. Her prior roles include four years at Goddard Financial Planning and five years with the predecessor to her current firm. Outside of advisory work, she is CEO of Xena Rising LLC, where she speaks at events and leads retreats for financial advisors. Xena Financial Planning, LLC provides discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using low-cost index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis, and offers services including retirement planning, tax-aware strategies, and estate planning.

Li Tang is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at BBJS Financial Advisors, LLC. Li has been with Radnorwood Capital since 2013. BBJS Financial Advisors provides fee-only investment management, financial planning, and consultation services to individuals, families, trusts, pension and nonprofit plans, and business entities. The firm serves a client base that includes high-net-worth households and employs a proprietary three-factor model to inform tactical portfolio decisions.

Gregory Radovich is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 29 years of industry experience. He holds a Series 65 designation and has worked at Johnson & Shute Investment Advisors since 1997. Additionally, he is employed as a manager at Johnson & Shute, P.S., a CPA firm, where he prepares financial statements, tax returns, and provides business consulting. Johnson & Shute Investment Advisors offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm employs a non-discretionary, long-term buy-and-hold approach using client-selected model portfolios composed of low-cost, passively managed mutual funds.

Mark Kruse is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Brackenwood Capital Management, LLC since 2005. He holds Series 63 and Series 65 licenses and operates from Bainbridge Island, WA. In addition to his advisory role, he is a licensed insurance producer in Washington State, offering life and disability insurance. Brackenwood Capital Management, LLC is a small, supported firm with two advisors.

Dominic Hubert is a financial advisor at Schmidt Financial Management with four years of industry experience. He holds the Series 65 designation and previously worked for Deloitte & Touche LLP for 15 years. Hubert joined Schmidt Financial Group in 2021 before continuing with Schmidt Financial Management. 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 utilizes a customized, non-model portfolio construction approach, blending fundamental and technical analysis and leveraging third-party research, while delegating manager due diligence to an external provider.

Mark Lalich is a financial advisor at GreenRock Asset Management LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory role, Lalich is CEO and board chairman of Rust Gym Inc., an educational subscription service teaching computer programming, and he owns Lalich Principle Consortium, a holding company with interests including an optometry business. GreenRock Asset Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, companies, and institutional clients. The firm employs active, tactical portfolio management with the use of derivatives and may enter into performance-based fee arrangements, distinguishing itself among independent advisers.

Christopher Steward is a financial advisor at Steward Capital LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Legacy Group Capital LLC since 2017 alongside his role at Steward Capital, which he joined in 2015. Outside of his advisory work, he invests as a limited partner in various apartment buildings and developments. Steward Capital LLC provides portfolio management and financial planning services to individual clients, including high-net-worth and accredited investors. The firm employs fundamental analysis and modern portfolio theory, offering discretionary management and access to a range of investment vehicles, including alternatives and private placements.

Michael Coe is a financial advisor at Senior Financial Advisors, Inc. in Bellevue, WA, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James Financial Services Advisors, Inc. since 2025. Coe previously spent over a decade with Cetera and its affiliated firms. Outside of his advisory role, he is licensed as a nonvariable insurance agent through a sole proprietorship. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients. The firm focuses on delivering detailed, non-discretionary recommendations through hourly-billed planning engagements and does not offer discretionary portfolio management.

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.

Kyle Mylius is a CFA® charterholder with 13 years of industry experience. He has worked at Humanize Wealth Partners LLC since 2023 and previously held roles at Newground Social Investment, SPC, Braided Water, LLC, Green Canopy, Inc., and Threshold Group, LLC. Based in Seattle, WA, he holds Series 63 and Series 65 licenses. Humanize Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, foundations, endowments, and family-owned entities. The firm employs a fiduciary, tailored approach integrating asset allocation, tax-aware portfolio construction, and ESG considerations, often incorporating institutional sub-advisors and offering educational seminars alongside continuous portfolio oversight.

Bradley Van Aken is a financial advisor with Agate Pass Investment, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Agate Pass Investment Management since 2011. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on long-term, low-turnover portfolio management emphasizing quality and growth at a reasonable price, primarily through individual stocks and investment-grade bonds, and employs a borrowing strategy within separately managed accounts.

Michael Sondheim is a financial advisor at South Cove Financial, LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at firms including Pacific Financial Solutions and American Financial Education Alliance. He has also served as president of Northwest Senior Resources Corp., an insurance agency and investment advisory firm. Additionally, he volunteers as a presenter for financial education workshops with a nonprofit organization. South Cove Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, retirement and education accounts, and private entities. The firm provides comprehensive financial planning and portfolio management, employing fundamental and technical analysis and using a diverse range of investment vehicles aligned with clients’ goals and risk tolerance.

Cleona Hernandez is a financial advisor at Greystone Financial & Estate Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. prior to her current role. Hernandez has been associated with Greystone Financial & Estate Services, Inc. since 1997. Greystone Financial & Estate Services serves individual and high-net-worth clients and provides retirement plan consulting to plan sponsors and fiduciaries. The firm offers discretionary portfolio management and ad-hoc financial consulting, managing approximately $103.6 million across about 196 clients with two advisors.