Ronald Peck II is a CFP® professional with 19 years of industry experience, currently operating as the sole advisor at Fearless Wealth, LLC since 2004. He is also the owner of an investment education company that publishes a monthly research letter. Fearless Wealth provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, including certain retirement and employee benefit plans. The firm emphasizes individualized portfolios with ongoing supervision, employing economic, technical, and cyclical analysis to implement diverse investment strategies tailored to client goals.

Kara Branson is a financial advisor at Singer Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and UBS Financial Services. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term investing through diversified, low-cost mutual funds and ETFs, offering discretionary portfolio management and tailored financial planning delivered via independent custodians.

Daniel Rutter is a CFA® charterholder with 22 years of industry experience. He has been with Agate Pass Investment Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC from 2012 to 2018. He is based in Bainbridge Island, WA. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 discretionary client accounts. The firm focuses on quality and growth at a reasonable price through fundamental research and builds diversified portfolios primarily composed of individual stocks and investment-grade short-to-intermediate bonds, with a long-term, low-turnover investment approach.

Matthew Lybarger is a Series 65-credentialed financial advisor at Soundpath Retirement Strategies, LLC with three years of industry experience. His prior work includes roles at Brainsway, KMBS, PBS, and Copiers NW. In addition to advisory duties, he is also licensed as an insurance agent and involved in insurance sales and services. Soundpath Retirement Strategies serves individual and high-net-worth clients, providing both discretionary and non-discretionary portfolio management along with retirement-focused financial planning. The firm offers an annual flat fee structure based on engagement scope and conducts educational seminars and workshops.

Tiffany Cote is a financial advisor at B3 Wealth Strategies in Bellevue, WA, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Financial Advocates Investment Management. She also serves as a notary in Bellevue. B3 Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and supports clients through discretionary management, fiduciary consulting, and educational seminars.

Janice Hammond is a financial advisor at Sunrise Financial Services LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Madison Avenue Securities LLC and Questar Asset Management. Outside of her advisory role, she owns JJH Business Development Corp, a marketing company. Sunrise Financial Services LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm applies Modern Portfolio Theory through risk-adjusted model portfolios and uses quantitative tools for asset allocation and monitoring.

Matthew Linker is a financial advisor at Arta Finance with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley. Outside of his advisory role, he serves as President of the Board of Directors for Hawaii Pacific Model United Nations and is a remote course facilitator for a Stanford University professional development course on artificial intelligence. Arta Finance provides investment services primarily to accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodologies, complemented by human oversight, to manage public and private market strategies, structured products, and alternative investments.

Huey Luu is a CFP® with 26 years of industry experience, currently serving as an advisor at Westlake Wealth Management LLC since 2020. Prior to this, he worked for Ameriprise Financial Services, LLC for 20 years. In addition to his advisory role, he is a licensed independent insurance agent. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and fiduciary retirement rollover advice. The firm employs investment strategies based on technical and fundamental analysis as well as modern portfolio theory, and it is notable for its explicit disclosure and use of options and derivatives in client accounts.

Elizabeth Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding a Series 65 designation and 33 years of industry experience. She has been with Runde & Co Incorporated since 1992 and also owns and operates R B Hooper & Co Incorporated, another investment management company where she serves as president. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other investment advisers. The firm employs a fundamentally based, process-driven approach using proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocation and investment restrictions.

Robert Sander is the principal of Sander Capital Advisors, Inc. in Seattle, WA, with 39 years of industry experience. He has led Sander Capital Advisors since 1986. Outside of his advisory role, he maintains a part-time family real estate business. Sander Capital Advisors manages discretionary, individually tailored large-cap equity portfolios primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combined top-down macro and industry analysis with bottom-up fundamental research, focusing on widely followed companies with above-market growth prospects and reasonable valuations.

Paul Pineda is a financial advisor at Asymmetric Advantage Capital Management, LLC in Bellevue, WA, with 23 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of his advisory role, Pineda serves on the boards of several nonprofit organizations focused on youth services and philanthropy, including Youth Eastside Services, ScoutReach Foundation, and SeeYourImpact.org. Asymmetric Advantage Capital Management is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and nonprofits. The firm employs a blend of fundamental and technical analysis alongside a proprietary quantitative risk-management system to manage diversified portfolios and focused active strategies.

Winston Chen is a financial advisor at Westlake Wealth Management LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Westlake Wealth Management since 2020, following eight years at Apic. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, employing a range of investment approaches including options and derivatives, supported by a documented risk framework.

Chris Featherstone is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Madison Park Capital Advisors, LLC since 2014. Located in Seattle, WA, Featherstone holds a Series 66 registration. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million across several hundred client relationships and employs a two-level asset allocation process combining strategic and tactical approaches.

Bryan Knutson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with South Cove Financial, LLC, having joined the firm in 2025 following seven years at Cutler Investment Counsel, LLC and seven years at Pacific Portfolio Consulting, LLC. 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 offers comprehensive financial planning and portfolio management using fundamental and technical analysis, employing a range of investment vehicles including equities, fixed income, ETFs, and alternatives to meet client goals and risk tolerance.

John Ervin is a financial advisor with Ervin Investment Management in Seattle, WA, holding a Series 65 designation and seven years of industry experience. He has been with Ervin Investment Management and Reis Investment Management, Inc. since 2018. Outside of finance, he works as a part-time elementary school teacher at University Cooperative School, where he teaches science and social studies. Ervin Investment Management is a small advisory firm managing approximately $243 million for about 102 clients through a three-advisor team. The firm provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds, using a long-term, value-oriented approach that emphasizes fundamental analysis, low turnover, and diversified low-cost index ETFs.

Scott Schill is a financial advisor at S. R. Schill & Associates, Inc. with eight years of industry experience. He holds a Series 65 designation and has previously worked at Yarmuth Wilsdon Calfo and Aging Options. Outside of advising, he is the founder of Thrive Longevity Law and serves as Of Counsel at Life Point Law. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a model-based investment approach combining fundamental, technical, and cyclical analysis, with a focus on ETFs and publicly traded stocks across multiple sectors.

Anthony Rossi is a financial advisor at Integrated Wealth Advisors, LLC in Bellevue, WA, with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Commonwealth Financial Network, and Tax Alpha Group LLC. Integrated Wealth Advisors serves individual and high-net-worth clients by providing financial planning, retirement-plan consulting, and discretionary portfolio management. The firm combines in-house management with third-party platform programs and utilizes a quantitative adviser’s actively managed ETF as a core equity vehicle for many clients.

James Falcone is a financial advisor at Fulcrum Wealth Advisors, LLC in Bellevue, WA, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fulcrum Wealth Advisors since 2013, with prior experience at Cetera and Cetera Wealth Services. He is also a licensed fixed insurance producer, selling life, disability, annuities, and long-term care insurance. Fulcrum Wealth Advisors serves individual and institutional clients, offering discretionary investment management, ongoing wealth management, financial planning, and consulting. The firm employs a blend of quantitative and qualitative analysis and may use independent third-party managers, with client portfolios reviewed at least quarterly.

As a college student, I witnessed my mother, who was widowed, place her trust and life insurance money with a friend at a reputable investment firm. Her money was grossly mismanaged, and she was devastated. I am fiercely passionate about protecting my clients and their wealth as a trusted partner throughout their lives, operating with honesty and transparency in all our work together. I launched Firebrand Wealth as an independent, fee-only firm so that I could fully live and breathe these values every day, and lead my team to do the same. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents. Planning and investment services include: -Tax Planning and Strategies -Savings Strategies -Socially-Responsible Investment Management -Early Retirement Planning -Education Planning Having spent 20 years in financial services, from Wall Street to the San Francisco Bay, I now call the greater Seattle area home. I paid my dues working at traditional brokerage firms and the world's largest asset manager, and I believe there is no better way to serve clients than as an independent fiduciary, putting their needs first. In my spare time, when not busy chasing the kids around in matching super-hero capes, I enjoy writing and learning tennis. I graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters and hold the Certified Investment Management Analyst designation from the Wharton School of Business. I am Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional.

Nickolas Reilly is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He is currently with One Day Wealth in Seattle, where he has worked since 2018. His prior experience includes roles at Amazon Web Services and Tableau Software. One Day Wealth serves individual clients, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a primarily passive investment approach and provides educational seminars and workplace presentations on personal finance and related topics.