Richard Egan is a CFP® professional with 23 years of experience in the financial industry. He has been with Cadence Wealth Management, LLC since 2011. Outside of his advisory role, he is the lead guitarist and singer for a rock band called Goldbar. Cadence Wealth Management serves individual clients, including both high-net-worth and non-HNW households, offering portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a combination of modern portfolio theory, tactical asset allocation, and fundamental analysis, managing most accounts on a non-discretionary basis.

Hyun Park is the sole advisor at Park Wealth Management in Federal Way, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He is also the owner of Park & Associates PS CPA, where he has worked since 1995. Outside financial advising, he devotes part of his time to his accounting practice and is a member of a small commercial real estate investment venture. Park Wealth Management provides investment management and financial planning services primarily to individuals and small businesses. The firm employs model-driven portfolio construction focusing on mutual funds, ETFs, and selected individual securities, with ongoing monitoring supported by third-party performance data.

Andrew Barfoot is a CFP® with 11 years of industry experience, currently serving at Madison Park Capital Advisors, LLC since 2015. Located in Seattle, WA, he holds a Series 65 license. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses, managing approximately $295 million across several hundred client relationships. The firm employs a two-level asset allocation process combining strategic and tactical approaches and invests in mutual funds, ETFs, individual securities, and, where appropriate, privately placed securities and limited digital asset exposure.

Alexander Brueske is a CFP® professional affiliated with B3 Wealth Strategies in Bellevue, WA, with 14 years of industry experience. His career includes roles at LPL Financial and Financial Advocates Investment Management. He also temporarily provided limited advisory services through Brueske Advisory Services during the transition of assets to LPL Financial. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, utilizing LPL Financial’s platform for custody and execution.

Justin Vestman is a financial advisor with Lake Avenue Financial LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Golden State Equity Partners, LPL Financial, LLC, and Golden State Wealth Management, LLC. Outside of his advisory work, he serves as a basketball coach at Bellevue High School. Lake Avenue Financial provides financial planning, discretionary portfolio management, and referrals to third-party advisers for individuals, trusts, estates, charitable organizations, and brokerage clients. The firm offers a subscription education and coaching product and employs a multi-method research approach with a range of strategies implemented through both traditional discretionary management and a web-based platform.

Kevin De Angelis is a CFP® certificant with nine years of industry experience. He currently serves as an advisor at Breakwater Investment Management, where he has worked since 2026. His prior experience includes roles at Stifel Nicolaus & Co Inc and Thrivent Financial. Breakwater Investment Management is a registered investment adviser managing over $300 million in discretionary assets for individual, high-net-worth, and institutional clients. The firm focuses on broadly diversified, primarily ETF-based portfolios and utilizes model strategies with automated rebalancing and tax-loss harvesting, while also providing financial planning and corporate trustee services.

Lincoln Granberg is a financial advisor at Avantia Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Khagos, Fehu Mining, King’s College London, Fera at Claridges, and the University of Washington Tacoma. Outside of his advisory role, he is the founder of Fehu Mining, a cryptocurrency mining business. Avantia Investment Services provides wealth management and financial consulting to individuals, high-net-worth clients, trusts, non-profit organizations, and business entities. The firm uses a custom, discretionary approach with ongoing monitoring and incorporates options and derivative strategies within separately managed accounts, supported by its affiliation with related family-office entities.

Dixie Kendrick is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, Washington, holding Series 63 and Series 65 designations and 14 years of industry experience. Her background includes roles at Avantax Advisory Services and Cetera Wealth Services, and she is involved in providing Medicare-related insurance services through DMM Senior Insurance LLC. Dixie's Tax & Financial Services offers wealth management to individuals, high-net-worth clients, trusts, and estates, integrating discretionary portfolio management with financial planning and tax services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, and incorporates Independent Managers through an institutional relationship with Altruist’s Model Marketplace.

Steven Poirier is a financial advisor at Greenrock Asset Management LLC with nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc., The Prudential Insurance Company of America, and Pruco Securities, LLC. Poirier holds Series 63 and Series 65 licenses. Greenrock Asset Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, companies, and institutional clients. The firm employs active, tactical portfolio management with continuous oversight and uses derivatives and performance-based fee arrangements, which are uncommon among similar independent advisers.

Tyson Farmer is a financial advisor at Vega Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Vega Financial in 2020. Vega Financial serves individual, high-net-worth, and corporate clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, using primarily passive portfolio construction complemented by tactical analysis and options strategies tailored to client-specific investment policies.

Roy Hamrick is a CFA® charterholder with 13 years of industry experience. He has been with Hamrick Investment Counsel, LLC since 2004, where he is one of two advisors at the firm based in Seattle, WA. Hamrick Investment Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as foundations and nonprofit organizations. The firm employs a conservative, long-term investment approach emphasizing asset allocation and uses low-cost index funds alongside selected active funds and a model stock portfolio.

Clarissa Candelario is a financial advisor with Private Asset Management Inc in Kirkland, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her prior roles include positions at Fidelity Investments, The Retirement Solution Inc., HighTower Advisors LLC, Coldstream Wealth Management, and Ameriprise Financial Services, Inc. Private Asset Management Inc provides wealth management and investment consulting to individuals, high-net-worth families, and charitable foundations, offering customized portfolio construction across multiple asset classes and regular, bound quarterly reporting with market-overview letters. The firm also facilitates direct and pooled real estate investments and supports clients with educational resources, hourly advisory engagements, and specialized services such as retirement-plan rollovers and tax-report preparation.

Steven Rosenthal is a financial advisor with Fulcrum Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 designation and six years of industry experience. He also operates an accounting business, Steven Rosenthal, CPA, providing tax planning and preparation services. Rosenthal has worked with firms including Cetera Advisor Networks and Intuit Inc. Fulcrum Wealth Advisors serves individual and institutional clients with discretionary investment management, wealth management, financial planning, and consulting. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and a range of investment vehicles, with portfolios reviewed at least quarterly.

Paul Henderson is a CFP® and holds a Series 65 license with 16 years of experience in the financial industry. He has worked at Heritage Road Advisors since 2021 and previously spent six years at Laird Norton Wealth Management and one year at One Day Wealth. Heritage Road Advisors serves individuals, high-net-worth clients, small business owners, trusts, estates, and institutional accounts including charitable organizations and municipalities. The firm focuses on independent financial planning and investment advisory services using a passive, low-cost asset allocation approach and offers additional services such as estate paraplanning and tax-related portfolio reviews.

Li Tang is a CFA® charterholder with 12 years of industry experience. Based in Seattle, WA, Li currently works with Radnorwood Capital and is affiliated with BBJS Financial Advisors, LLC. BBJS Financial Advisors, LLC provides investment management, financial planning, and consultation services to individuals, families, trusts, retirement plans, charitable organizations, and business entities. The firm offers tailored investment solutions that integrate fundamental and technical analysis with economic indicators and is notable for its affiliation with a full-service CPA firm, enabling coordinated tax and financial planning.

Gregory Radovich is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 29 years of industry experience. He holds a Series 65 designation and has worked at Johnson & Shute Investment Advisors since 1997. Additionally, he is employed as a manager at Johnson & Shute, P.S., a CPA firm, where he prepares financial statements, tax returns, and provides business consulting. Johnson & Shute Investment Advisors offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm employs a non-discretionary, long-term buy-and-hold approach using client-selected model portfolios composed of low-cost, passively managed mutual funds.

Dominic Hubert is a financial advisor at Schmidt Financial Management with four years of industry experience. He holds the Series 65 designation and previously worked for Deloitte & Touche LLP for 15 years. Hubert joined Schmidt Financial Group in 2021 before continuing with Schmidt Financial Management. Schmidt Financial Management provides discretionary investment management and financial planning services to individual and high-net-worth households, including trusts, estates, and retirement accounts. The firm utilizes a customized, non-model portfolio construction approach, blending fundamental and technical analysis and leveraging third-party research, while delegating manager due diligence to an external provider.

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.