Maranda Blackwell is a Series 65 licensed financial advisor with six years of industry experience. She has been with Sound Financial, LLC since 2016. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach, relying on model allocations and third-party money managers, and provides tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.

Michael Gill More is a CFA® charterholder with two years of industry experience. He is currently an advisor at Harbour Investment Management L.L.C., where he has worked since 2023. Prior to joining Harbour, he was with PaxJor Investments from 2020 to 2023 and Edge Asset Management from 2005 to 2020. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and continuous supervision to build diversified portfolios tailored to longer-term objectives, managing approximately $470 million in assets for about 195 clients.

Adam Powell is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Private Advisory, he worked at The Retirement Solution Inc. from 2020 to 2025. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with equity, fixed income, and alternative exposures, offering tailored allocations and performance-based fee options for qualified clients.

Matthew Perrone is a financial advisor with The Retirement Solution LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with The Retirement Solution since 2015, including its predecessor entities. Outside of his advisory role, Perrone co-owns Change Brothers LLC, a business developing online courses and podcasts aimed at supporting young fathers. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes model-based portfolio allocations with mutual funds and ETFs, focusing on both fundamental and technical analysis to balance growth potential and risk.

Brian Dawson is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience at Bear Mountain. He is also a shareholder and CPA at The Dawson Group, PS, a CPA firm he has been involved with since 2013, focusing on tax return compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily constructed from index ETFs, mutual funds, equities, and fixed-income securities.

Mark Weatherly is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Kingsview Partners LLC, Kingsview Wealth Management LLC, and Edward Jones. Outside of advising, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial and benefits consulting.

Sean Bolen is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Simplicity Wealth and Harbourview Advisors, where he is also an owner and insurance agent selling primary principal protected products. His prior experience includes roles at Leverage Planners Wealth Management, Financial Engines Advisors L.L.C., and Edelman Financial Engines. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and optional overlays such as tax optimization and customized screening.

Christopher Reedy is a CFP® professional with 18 years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Personal Investment Management Inc., FAC Wealth Management, Charles Schwab, and Securian Financial Services. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning processes.

Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Christopher Simon Wallace is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Forefront Wealth Partners, LLC and previously worked at Robinswood Financial among other firms. Wallace operates a personal holding company, Fridley LLC, through which he provides independent advisory services. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, including estate and business planning, using customized portfolios and third-party managers.

Todd Mccaffray is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2022. He has previously worked at Kestra Advisory Services, Kestra Investment Services, Equity Services, Inc., and other firms. In addition to his advisory role, he is an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Rodney Coyan is a financial advisor at Pure Financial Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Personal Investment Management, Inc. for 14 years, where he served as Board Secretary. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers a range of services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Eric Cumley is a financial advisor at Merit Financial Advisors with 20 years of industry experience. His prior roles include 15 years at Olympic Wealth Management LLC and four years at Edward Jones. He holds the Series 63 and Series 65 designations. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and offers both discretionary and non-discretionary account arrangements.

Jeffrey Bogdanovich is a financial advisor at Forum Financial Management, LP with over 27 years of industry experience. He holds the PFS™ designation and previously operated Bogdanovich Wealth Management, PLLC, where he provided tax preparation services alongside his advisory work. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA mutual funds and ETFs, and manages approximately $9 billion in assets.

Amanda Klug is a financial advisor at Integrated Advisors Network LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Candid Financial, LLC and Katz Family Financial Advisors, LLC. Prior to her advisory career, she worked at Arizona State University. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, using a range of investment approaches and third-party manager platforms to implement client plans.

Daron Estrada is a CFP® professional at Pure Financial Advisors, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2026. He holds Series 63 and Series 66 licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management using academic investment frameworks and provides services including pension consulting, variable annuity management, and donor-advised fund solutions.

Kyle Trautmann is a financial advisor with Diversify Advisory Services, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Luke Madsen. Diversify Advisory Services, LLC provides investment advisory and financial planning to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Meris Collier is a CFP® professional with 20 years of experience in financial advising. She is currently with Axxcess Wealth Management, LLC and has previously worked at firms including Arete Wealth Management LLC and Tessera Capital Partners, LLC. Collier also provides pro-bono money coaching through her side activity focused on personal finance. Axxcess Wealth Management delivers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and offers a TAMP platform that consolidates multiple managers and provides middle- and back-office support to other registered investment advisers.

Lauren Michael is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. She has been with Sequent Planning and UAG LLC since 2026 and has additional experience at United Life and Casualty beginning in 2021. Lauren’s prior background includes roles at the University of Washington and in the automotive licensing sector. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a structured risk framework and diversified investment approach.

Logan Olsen is a CFP® and Series 65-licensed financial advisor with eight years of experience at Plante Moran Financial Advisors. He has been with the firm since 2013, working in their Monroe, Washington office. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to both private and institutional clients, including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models, using both discretionary and non-discretionary portfolio management strategies.