William Robbins is a Certified Financial Planner® with eight years of industry experience, currently serving as an advisor at Pacific Horizon Investment Management LLC since 2014. He holds the Series 65 designation and is based in Seattle, WA. Robbins assists on administrative and client service tasks for a separate entity, Creative Divorce Solutions, LLC, founded by his colleague Patricia Elmer, a Certified Divorce Financial Analyst®. Pacific Horizon Investment Management provides discretionary investment management to individuals, high-net-worth clients, charitable institutions, foundations, and endowments. The firm employs a global asset allocation strategy utilizing exchange-traded funds and no-load mutual funds and serves a client base that includes several institutional types uncommon for a firm of its size.

Michael Brown is a financial advisor at Foresee Wealth Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. His work history includes roles at Financial Advocates Investment Management, Compass Wealth Advisor, Kestra Financial, AJ Gallagher, LPL Financial, ClearPoint Financial, and Citigroup Global Markets. Foresee Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $146 million in assets. The firm provides portfolio management, financial planning, and pension consulting services, employing a range of investment strategies including ETFs, mutual funds, equities, fixed income, and options.

Mary Bold is a Series 65-licensed advisor with Abacus Financial Planning in Kirkland, WA, and has three years of industry experience. She also serves as an adjunct professor at National University’s JFK School of Psychology and Social Sciences. Abacus Financial Planning provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, with a specialized focus on divorce financial analysis. The firm emphasizes passive management grounded in Modern Portfolio Theory and offers tailored planning and portfolio services for a limited client roster.

Bruce Herbert is a financial advisor at Newground Social Investment with 25 years of industry experience. He has worked with Newground Investment Services since 1994. Herbert holds a Series 63 designation. Newground Social Investment provides values-aligned portfolio management and financial planning to individuals and institutions seeking to integrate environmental, social, and governance (ESG) factors into their investments. The firm serves investors with $1.5 million or more in investable assets, offering customized portfolios that emphasize sustainable, responsible, and impact investing.

Kristi Mandt is a Certified Financial Planner® with over 42 years of experience in the financial services industry. She has been with Lakeside Advisors, Inc. since 2005 and also co-owns Millikin Mandt Associates, Inc., where she provides investment advice and financial planning. Outside of her advisory roles, she serves as secretary for the Lenore Hanauer Foundation, a charitable organization. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans by providing discretionary portfolio management, ERISA 3(21) plan advice, financial planning, and consulting. The firm employs a combination of fundamental and technical analysis across multiple strategies, managing accounts on an individualized basis with a long-established advisory team overseeing several hundred million in assets.

William Ironmonger is a financial advisor with Intirety, LLC in Bellevue, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He worked at GWN Securities, Inc. from 2016 to 2020 before joining Intirety in 2020. Intirety primarily serves individual clients, offering ongoing asset management alongside financial planning and retirement rollover guidance. The firm uses a range of analytical approaches to manage portfolios consisting mainly of mutual funds, ETFs, and individual equities, and it sponsors a wrap fee program that integrates advisory, trading, and custody services.

Dan Uhm is a financial advisor at Seattle Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including American Institutional Assets, LLC, RCX Capital Group LLC, Ross Securities Corporation, and Commonwealth Financial Network. Outside of his advisory role, he is involved as a partner and manager in multiple non-investment related business ventures, including Zeolite Composites, LLC. Seattle Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term, disciplined, and broadly diversified investment approach and manages approximately $131 million in discretionary client assets.

Robert Davidson is a financial advisor at FinSym Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Amazon and Washington University in St. Louis. FinSym Partners is an independent SEC-registered wealth management firm serving individuals, trusts, estates, and employer retirement plan sponsors. The firm employs a research-based investment approach focused on efficient markets, combining passive strategies with systematic tilts and fundamental analysis, and manages client portfolios through individualized planning and periodic reviews.

Isaac Ansley is a financial advisor at Pacific Financial Advisors in Bellevue, WA, holding a Series 65 designation. He has seven years of experience with Pacific Insurance Advisors and previously worked at Mod Pizza. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations, employing a variety of investment strategies that include fundamental, technical, and cyclical analysis. The firm uses both passive and actively managed funds as well as alternative investment instruments, tailoring services to each client’s needs.

Brian McAuley is a financial advisor at Eagle Harbor Asset Management, Inc. with 21 years of industry experience. He holds a Series 65 credential and has been associated with Sitka Pacific Capital Management, LLC since 2005. McAuley serves on the Board of Directors of McAuley LCX Corporation, a private family-owned real estate holding company. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and selecting specific equity and fixed-income securities. The firm combines fundamental analysis with technical methods, emphasizing individual stocks and bonds, and maintains formal affiliations with other registered advisers and CPA-affiliated practices to support service capacity.

David Young is a CFA® charterholder and registered investment advisor with 17 years of industry experience. He is a managing director at Summit Family Office Services, LLC and has held leadership roles at several affiliated firms since 2009. Outside of his advisory work, he is CEO of Deskless Workers, Inc., a technology company, and is involved in multiple entrepreneurial and investment ventures including youth soccer camps and technology platforms. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored investment approach using fundamental and cyclical analysis alongside modern portfolio theory, offering access to a wide range of traditional and alternative investment strategies.

Michael Bowers is a CFA® charterholder with 14 years of industry experience. He has been with PNW Asset Management since 2015 and also worked at FSG Wealth Advisors, LLC. Based in Seattle, WA, he holds a Series 63 license. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a strategic asset allocation approach using mutual funds and ETFs, emphasizing tax efficiency and a proprietary Cashflow Fingerprint model to guide portfolio risk.

Kevin Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Runde & Co. Incorporated since 1992. In addition to his advisory role, he is vice president of R B Hooper & Co. Incorporated, another investment management company operated concurrently. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other advisers, managing approximately $185 million in assets. The firm employs a fundamentally based, process-driven approach with proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocations and restrictions.

Wendy Britton is a CFP® professional with 25 years of experience in financial advising. She has worked at Charles Schwab and Northwest Asset Management before joining Adair Wealth Management in 2016. In addition to her advisory role, she is a licensed real estate broker in Washington, handling residential property transactions. Adair Wealth Management offers investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on asset allocation and periodic rebalancing, utilizing ETFs, mutual funds, and individual securities to meet client goals while acting as a fiduciary for retirement accounts.

Shabrish Menon is a financial advisor at Finomenon Investments LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Amazon. Outside of his advisory role, he serves as Chief Investment Officer of Panum Capital, a private family office in India, and is the Founder and Fundraising Chair of Thrivehub Foundation, a nonprofit supporting small businesses. Finomenon Investments provides fee-only investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, ongoing and project-based financial planning, and public educational seminars, using a tailored asset allocation approach that blends fundamental analysis with passive and active strategies, including ESG options upon client request.

Shelby Miller is a financial advisor at Helmsman Financial Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Helmsman Financial Group since 2004. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other non-individual entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment approach focused on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

William Serres II is a CFP® professional with 26 years of experience in financial advisory services. He has been with BBJS Financial Advisors, LLC since 2001 and is also a partner at Bancroft Buckley Johnston & Serres LLP, a certified public accounting firm. Serres dedicates significant time to the accounting practice alongside his advisory work. BBJS Financial Advisors, LLC provides investment management, financial planning, and consultation to individuals, families, trusts, retirement plans, charitable organizations, and businesses. The firm serves both high-net-worth and non-high-net-worth clients, offering integrated tax and financial planning through its affiliation with a CPA firm and managing portfolios using a proprietary model that incorporates fundamental and technical analysis as well as economic indicators.

Miki Okamoto Swanson is a CFA® charterholder with 13 years of industry experience. She has been with Lakeside Advisors Inc in Seattle, WA since 2006. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans, offering discretionary portfolio management, ERISA 3(21) plan advice, and financial planning. The firm uses a combination of fundamental and technical analysis with active management strategies tailored to client objectives.

James Ridgeway is a financial advisor at Leeward Financial Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Manning & Napier Associates. Outside of his advisory role, Ridgeway serves as chair of the finance committee for a boat and RV storage business in Boise, Idaho. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm employs a long-term, asset-allocation-driven investment approach focused on risk management, cost control, and transparency.

Sally Mccray is a CFP® with 40 years of experience in the financial services industry. She is associated with FAP, LLC and has worked at Commonwealth Financial Network since 2020. Prior to that, she spent nearly two decades with KMS Financial Services and has been involved with Financial Advisory Partners since 2001. FAP, LLC is a small advisory firm that provides financial planning services to a limited number of clients, focusing on areas such as retirement, tax, estate, and business planning. The firm emphasizes hourly planning engagements and client-directed implementation, without discretionary portfolio management or custody of client assets.