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.

Matthew Hawkins is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Hawkins Investment Counsel, LLC since 2006, where he serves as one of three advisors. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process that combines quantitative screening with fundamental analysis to construct diversified, customized portfolios.

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.

Hannah Ahmed is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with FAP, LLC and has previously worked at Commonwealth Financial Network, Stack Financial Management, and Merriman Wealth Management. Ahmed spends part of her time providing financial planning services through Financial Advisory Partners. FAP, LLC is a small advisory firm that offers customized financial planning in areas such as retirement, tax, estate, and business planning. The firm does not manage client assets directly and focuses on hourly planning engagements, with clients typically implementing recommendations through licensed representatives.

Robert Bjur is a CFP® with 33 years at Coast Capital Management and 20 years of industry experience. He operates an income tax preparation business outside of his advisory work. Coast Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses with personalized financial planning and investment management. The firm emphasizes strategic asset allocation using no-load, passively managed funds, global diversification, and written Investment Policy Statements, managing approximately $18 million for about 51 clients with a low client-to-advisor ratio.

Timothy Khin is a CFP® with 33 years of industry experience currently serving at Westlake Wealth Management LLC. Prior to joining Westlake in 2026, he worked at Ameriprise Financial Services, Inc. for 33 years. In addition to his financial advisory role, he holds a real estate license and is an agent with Preview Properties. Westlake Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a combination of modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading strategies. The firm incorporates options and other derivatives in client accounts and offers tailored investment advice.

Betty Hedrick is a CFP® with 34 years of experience in the financial industry. She has been with The Hedrick Co. since 1986 and currently works at The Capeloto & Hedrick Co in Seattle, WA. Hedrick volunteers as a team leader for WIFE.org, where she teaches the financial section of a monthly workshop on divorce. The Capeloto & Hedrick Co serves individual and high-net-worth clients, offering discretionary asset management and financial planning. The firm uses a combination of strategic and tactical allocation methods based on an Investor Risk Profile and employs fundamental, macroeconomic, quantitative, and technical analysis, with portfolio management typically conducted on a passive, discretionary basis.

Carlos Obando is a financial advisor with Mercer Island Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mercer Island Capital Management since 2014. Outside of advisory work, Obando is an adjunct professor at Seattle University and serves as CEO of an education technology company, 34PI.COM Corporation. Mercer Island Capital Management provides discretionary portfolio management, financial planning, and educational seminars for individuals, high-net-worth clients, trusts, retirement plans, and nonprofit entities. The firm employs asset allocation, Modern Portfolio Theory, and both fundamental and quantitative stock-selection methods, supplementing strategies with outside money managers and using derivatives and margin in certain client accounts.

Robert Davidson Jr. is a financial advisor at FinSym Partners, LLC with 15 years of industry experience. He holds the Series 63 designation and has been with the firm since 2009. FinSym Partners is an independent, SEC-registered wealth management firm serving individuals, trusts, estates, and select employer retirement plans. The firm employs a research-driven, predominantly passive investment approach with systematic tilts and fundamental analysis, offering comprehensive financial planning and discretionary portfolio management.

Bryan Rogowski is the sole advisor at Rogowski Wealth Management LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 designation and has 13 years of industry experience. Prior government retirement-policy analysis experience is noted in the firm's leadership background. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, using a fee-only model focused on portfolio management with complementary planning advice. The firm employs an evidence-based, globally diversified approach that emphasizes low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency, with portfolios customized to client liquidity needs and risk tolerance.

Chris Wheeler is a financial advisor at Intirety, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWN Securities Inc. from 2014 to 2020. In addition to his advisory role, Wheeler is involved in the sale of fixed annuities and life insurance. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning services primarily to individual clients. The firm employs a variety of analytical approaches to portfolio construction and regularly reviews accounts to align with client objectives, managing approximately $73.6 million across several hundred households.

Scott Brueske is a CFP® with over 42 years of experience in the financial advisory industry. He is currently with B3 Wealth Strategies, where he has worked since 2019, and previously held roles at LPL Financial and Waddell & Reed, among others. He also provides limited services through Brueske Advisory Services, an independent investment advisory firm. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as trusts, estates, and business entities. The firm employs a customized asset-allocation approach with ongoing monitoring and uses LPL Financial’s platform for custody and execution.

Garrett Dastrup is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Opportunus Wealth Management, LLC. His prior work includes roles at Principal Securities, INC and Waterfront Financial Management LLC. In addition to his advisory work, he gathers pricing data for the U.S. Bureau of Labor Statistics related to the Consumer Price Index. Opportunus Wealth Management provides personalized financial planning and discretionary portfolio management to individuals, professionals, business owners, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fiduciary responsibility, diversified model portfolios often utilizing low-cost ETFs, and offers both standard and performance-based fee arrangements.

Gary Gould is a financial advisor with Gould Capital, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Gould Capital in 2019, where he continues to serve clients. Gould Capital advises individuals, institutions, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and Game Theory, and provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Feifei Li is a financial advisor at Kavout Algo Financial LLC with a Series 65 designation and one year of industry experience. She previously worked at Research Affiliates LLC for 17 years and remains a passive shareholder there. Kavout Algo Financial provides continuous, primarily non-discretionary asset management services to individual and high-net-worth clients, combining quantitative and traditional investment methods with a value-oriented approach.