Nickolas Reilly is a CFP® and Series 66-registered financial advisor at One Day Wealth with 11 years of industry experience. His prior roles include positions at Savvy, Amazon Web Services, Tableau Software, Cornerstone Advisors, and Wells Fargo Clearing. He owns One Day LLC, a financial planning and wealth management business based in Seattle. One Day Wealth offers investment management and financial planning services to individuals, charitable organizations, and businesses. The firm focuses on passive portfolio construction using index funds and ETFs, incorporates fundamental and technical analyses as needed, and provides educational seminars and retirement-plan consulting.

Thomas Over is a CFP® professional with 24 years of experience, currently serving at Capital Investment Services, LLC since 2002. He also has a longstanding affiliation with Vine Dahlen, PLLC, where he has been involved since 1991. Capital Investment Services, LLC provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and focuses on delivering non-discretionary advice complemented by comprehensive financial planning and tax-preparation services through affiliated CPA professionals.

Adam Droker is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Waterrock Global Asset Management since 2011. Outside of advisory work, he is active as president of the Bellevue Kiwanis Club and is involved in local youth sports as a softball and little league umpire and as a fundraising director. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including passive, tactical, and actively traded models, utilizing fundamental, technical, quantitative, and qualitative analysis, with discretionary authority commonly granted by clients.

Alicia Singer is a ChFC® and Series 66 holder with 12 years of experience in the financial services industry. She has worked at Singer Wealth Management since 2018 and previously spent two years at Badgley Phelps Wealth Managers. Alicia is based in Seattle, WA. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses, including retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified, low-cost mutual funds and ETFs, and operates with a boutique advisory model managing approximately $119 million in discretionary assets.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

Laurie Klein is a CFP® and holds a Series 66 license with 18 years of experience in financial advising. She has been with Kaizen Financial Advisors, LLC since 2010. Kaizen Financial Advisors serves primarily high-net-worth and individual clients, as well as qualified retirement plans, nonprofit organizations, and business entities. The firm employs a long-term, diversified investment approach based on modern portfolio theory, providing discretionary portfolio management and comprehensive financial planning services.

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.

Neil Fenning is a CFP® with 10 years of industry experience, currently serving as a financial advisor at A5 Financial LLC in Bothell, WA. His prior roles include positions at Charles Schwab, Ameriprise Financial Services, and Decker Retirement Planning. In addition to his advisory work, he is also an insurance agent affiliated with A5 Assurance LLC. A5 Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis. The firm conducts public seminars and workshops and maintains close business ties with insurance and accounting affiliates.

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.

Keith Campbell is a financial advisor at Smart Portfolios, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Smart Portfolios since 2012. Smart Portfolios serves retail clients, including high-net-worth individuals, by providing model-based portfolio management, signal subscription services, and standalone financial planning and consulting. The firm uses a proprietary Dynamic Portfolio Optimization engine informed by Dynamic Risk Theory to adjust asset allocations and offers both discretionary management and non-discretionary signal services.

Jedediah Sires is a Series 65 licensed financial advisor with 25 years of industry experience. He has worked at Sound Investment Strategies, Inc. since 2006 and previously spent six years at Guardian Capital Inc. Sound Investment Strategies, Inc. provides discretionary portfolio management and ongoing advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm combines fundamental and quantitative analysis with documented investment policies and continuous portfolio monitoring, offering both asset-based and negotiated flat fees, along with a distinct covered-call income program.

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.

Trent O'neal is a financial advisor at Wayfinding Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors Financial Network LLC and Merrill. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan advisory and consulting services. The firm manages over $350 million in assets across about 361 accounts and utilizes a planning-driven consultative approach combined with disciplined asset allocation and a variety of investment implementation strategies.

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.

Brian McAuley is a financial advisor at Eagle Harbor Asset Management, Inc. with 21 years of industry experience. He holds a Series 65 designation and has worked at Sitka Pacific Capital Management, LLC since 2005. He currently 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 selection of equity and fixed-income securities. The firm combines fundamental and technical analysis to manage portfolios primarily with individual stocks and bonds, employing a formal affiliation with another RIA and a CPA-affiliated financial practice to enhance 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.