Candace Duecker is a CFP® professional with eight years of experience currently serving at Seneschal Family Office. She previously worked at Threshold Group, LLC for nine years before joining Seneschal Advisors, LLC in 2018. Outside of her advisory role, she owns Soul Financial LLC, which provides consulting services focused on divorce financial planning and analysis. Seneschal Family Office serves individual and high-net-worth clients, offering financial planning, investment management, and comprehensive family office services. The firm employs a structured financial planning process and diversified asset allocation, combining mutual funds, ETFs, and third-party managers to align portfolios with client objectives.

Andrew Stolz is a CFA® charterholder with 10 years of industry experience. He has worked at Stolz & Associates, PS since 2018 and previously at BNY Mellon from 2013 to 2018. Stolz & Associates, PS serves individuals, families, and retirement plans, offering wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in client assets, emphasizing long-term investing and diversified, lower-cost portfolios using fundamental and technical analysis.

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.

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.

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.

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.

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.

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.

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 with Dixie's Tax & Financial Services, L.L.C. in Des Moines, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Dixie's Tax & Financial Services, he worked at Cetera Wealth Services and Avantax Advisory Services. He manages DMM Senior Insurance LLC, assisting seniors with Medicare-related enrollments. 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 separate tax and accounting services. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs and accesses unaffiliated Independent Managers through institutional relationships, while also offering tax preparation and insurance consulting services.

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 serving as an advisor at GenSphere Private Wealth, LLC. His prior roles include positions 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 individuals, business owners, corporate executives, and charitable organizations. The firm employs both fundamental and momentum analysis and offers portfolio management strategies that include the use of borrowing and derivatives, serving a broad range of wealth levels.

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.