Ryan Halleran is a financial advisor at GenSphere Private Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at D.A. Davidson & Co., Parcion Private Wealth Management, UBS Financial Services Inc, and Wells Fargo Advisors. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management, administrative services for private and alternative investments, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs fundamental and momentum analysis across various asset classes and utilizes option-writing strategies and derivatives in its investment approach.

Lesa Sroufe is a CFA® charterholder with 22 years of industry experience. She is the principal of Lesa Sroufe & Company, Inc., a Seattle-based firm she has led since 2004. Lesa holds a Series 63 license and manages a small team of three advisors. Lesa Sroufe & Company, Inc. provides portfolio management and investment research to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and trusts. The firm employs a research-driven, value-oriented investment approach with focused portfolios typically diversified across 25–35 stocks and may hold up to 50% cash at management discretion. It also acts as a sub-adviser and wrap program sponsor, offering trading, accounting, and performance reporting services in addition to direct portfolio management.

Louise Alexander is a CFP®-certified financial advisor at Gates Pass Advisors, LLC with one year of industry experience. Prior to joining Gates Pass Advisors, she held roles at Merrill, Newground Social Investment, and O'Meara Financial Group. Outside of finance, she is involved in property management and serves as a co-trustee in a fiduciary capacity for family trusts. Gates Pass Advisors offers comprehensive financial planning and wealth management primarily for individual and high-net-worth clients, managing approximately $207 million in discretionary assets. The firm emphasizes financial-planning-driven asset allocation, diversification, and tax-aware management, using a turn-key platform with third-party independent managers to implement client portfolios.

Ruchi Sengar is a financial advisor at Better Financial Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Better Financial Services, she spent six years at Life Point Law, PS. Better Financial Services provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $110.8 million in discretionary assets and offers services including portfolio construction, retirement planning, and estate and trust planning, using both quantitative and qualitative analysis alongside modern portfolio theory and charting techniques.

Spencer Brueske is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at B3 Wealth Strategies since 2019. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, Brueske Advisory Services, and Waddell & Reed, Inc. He temporarily provides limited services through Brueske Advisory Services to facilitate asset transitions 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, estates, and other business entities. The firm focuses on customized asset-allocation strategies with ongoing monitoring and rebalancing, utilizing LPL Financial’s Strategic Wealth Management platform for execution and custody.

Daniel Ervin is a financial advisor at Ervin Investment Management with seven years of industry experience. He holds a Series 65 designation and has worked at Ervin Investment Management since 2019, alongside roles at Reis Investment Management and as an Instructional Specialist for Highline Public Schools. Outside of advising, he serves as a successor trustee of a family trust. Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach combining individual equity selection with low-cost index ETFs, managing approximately $270 million across diverse client types including institutional entities.

Joseph Turley is a CFP® and CFA® with 22 years of industry experience. He has been with Breakwater Investment Management since 2009 and has held a role at IDS Life Insurance Company since 2003. Turley occasionally provides telephone consultations as an outside consultant and subject matter expert. Breakwater Investment Management oversees approximately $250.8 million in discretionary assets, serving 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, with global diversification and discretionary management tailored to client-specific needs.

Celeste Yu is a CFP® with 11 years of industry experience, currently serving as an advisor at Two Firs Financial. Her prior experience includes roles at Morgan Street Financial LLC, Kohtz & Co. LLC, Hd Vest Financial Services, and Starbucks. Outside of financial advising, she is involved with Thirty9 Twenty9 LLC, a real estate rental business. Two Firs Financial serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management along with financial planning and tax-related services. The firm’s investment approach emphasizes asset allocation based on Modern Portfolio Theory and incorporates options strategies such as covered calls to manage risk and generate income.

Jeffrey Ross is a CFP® and holds a Series 63 license with 14 years of industry experience. He has been with The Planner’s Edge LLC since 1998 and has worked as a financial advisor under his own name since 1983. Outside of his advisory work, he serves as the treasurer for the Islandaire HOA. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, providing customized financial planning and discretionary portfolio management through its Serious Money Approach™. The firm emphasizes asset allocation, diversification, and rebalancing, combining fundamental manager due diligence with technical analysis and guiding principles.

Lydja Williams is the principal advisor at Williams 360 Financial Advisory, LLC in Bellevue, WA. She holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding her firm, she worked at Microsoft for six years and at Rendition Software for fourteen years. Williams 360 Financial Advisory, LLC is a fee-only independent firm serving individuals, couples, and families with broad-based financial planning and discretionary investment management. The firm follows Modern Portfolio Theory, emphasizing diversified, low-cost, passively managed index funds and ETFs, and uses a flat-fee pricing model rather than fees based on assets under management.

William Gevers is a financial advisor with Gevers Wealth Management in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Cetera and Cetera Wealth Services. Outside of his advisory role, he is active as a fly fishing guide, often taking clients on unpaid trips and donating fishing packages to charity auctions, and serves on several volunteer boards including a church finance board and organizations supporting wildlife and family services. Gevers Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, nonprofits, and business entities. The firm offers discretionary investment management and stand-alone financial consulting, employing a range of securities and strategies with regular portfolio monitoring and rebalancing.

Kyle Lunde is a financial advisor at SmartHarvest Portfolios with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Eaton Vance Management, Parametric Portfolio Associates, and Catalina Capital Group LLC. SmartHarvest Portfolios provides discretionary sub‑advisory investment management to financial advisors who serve high‑net‑worth individuals, families, trusts, estates, and businesses. The firm applies modern portfolio theory and quantitative analysis to construct primarily long‑term, customized portfolios using equities, ETFs, mutual funds, and fixed-income instruments.

Charles Hamilton is a financial advisor with Senior Financial Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior work includes roles at Fidelity Investments Institutional Services Company and Cetera Advisor Networks. He is also the owner of Hamilton Financial Services LLC, a support company used for tax purposes. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients. The firm delivers detailed, non-discretionary recommendations, typically billing planning work on an hourly basis, and does not offer discretionary portfolio management.

Trevor Cobb is a financial advisor at Avantia Investment Services, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Goldman Sachs for five years before joining Avantia in 2020. Cobb serves on the Finance Committee for Americas Automotive Trust, a nonprofit organization, where he oversees financial matters. Avantia Investment Services provides tailored wealth management and financial consulting to individuals, trusts, nonprofit organizations, and private entities, typically serving clients at or above its stated account minimum. The firm combines discretionary portfolio management, third-party money manager selection, and coordination with clients’ legal, tax, and insurance advisors as part of comprehensive wealth plans.

Arijeet Singh is a financial advisor with Leverage Planners Wealth Management, LLC in Bellevue, WA. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he was associated with Willow Grove Advisors, LLC and No Bull Financial, LLC dba Leverage Planners. Outside of advising, he is involved as an insurance agent through No Bull Financial. Leverage Planners Wealth Management serves primarily individual clients who are not high-net-worth households, providing discretionary asset management, comprehensive financial planning, and consulting. The firm employs a disciplined investment approach supported by client-specific policy statements and risk tolerance profiles, and offers educational programs and client communications that are uncommon among similarly sized firms.

Eldon Harsin is a CFP® with 39 years of industry experience, currently serving at Pacific Financial Advisors in Bellevue, WA. He has been involved with Harsin Wealth since 2018 and Commonwealth Financial Network since 2014, and has worked under the name Dick Harsin since 1996. Outside of advisory work, he co-owns Harsin Tax Planning, Inc., a firm that offers tax preparation services. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies, including active and passive funds, illiquid alternatives, and structured notes.

Samuel Stanus Ghib is a financial advisor at Steward Capital LLC with six years of industry experience. He has held roles at Steward Capital since 2016 and has prior work experience at Lam's Seafood Market. Steward Capital LLC provides ongoing portfolio management and financial planning for individual clients, including high-net-worth and accredited investors, using fundamental analysis and modern portfolio theory. The firm offers discretionary portfolio management with access to a broad range of investment options and employs strategies such as margin borrowing, short sales, and derivatives.

Paul Hegdahl is a CFA® charterholder and the principal of Hegdahl Investment Management, LLC with 12 years of industry experience. He has worked at Amazon from 2016 to 2024 and has been with his own firm since 2014. Based in Seattle, WA, he leads the investment and compliance oversight at his firm. Hegdahl Investment Management is a state-registered advisory firm that serves individuals, retirement plans, private foundations, and nonprofit organizations. The firm employs a macroeconomic and modern portfolio theory-based approach, utilizing ETFs, mutual funds, and separately managed accounts, and offers tactical overlays and customized third-party UMA/SMA solutions.

Benjamin Farrow is a financial advisor at Soundpath Retirement Strategies, LLC in Bellevue, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Soundpath, he worked at Carta, King County, Microsoft, and Amazon. Soundpath Retirement Strategies serves individual and high-net-worth clients with financial consulting, planning, and both discretionary and non-discretionary portfolio management. The firm focuses on retirement-related services and offers comprehensive advice on a range of common liquid securities.

Michael Vila is a CFP® with 27 years of industry experience and has been with Bellevue Asset Management, LLC since 2004. He holds a Series 66 credential and serves as a volunteer member of the board of directors for Family Law CASA of King County, a nonprofit organization where he contributes to strategic planning and marketing advice. Bellevue Asset Management provides discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm uses a cycle-aware investment approach focusing on diversification, tax efficiency, and lower-cost instruments, supplemented by option-writing strategies and educational guidance on plan rollovers.