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.

Martin Lundgren is a CFP® and CFA® with 14 years of experience in the financial industry. He has been with Northern Lights Advisors, Inc. in Seattle, WA since 2013. Northern Lights Advisors serves both individual and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm combines traditional advisory relationships with a web-based automated portfolio program that uses proprietary model portfolios to provide investment recommendations.

Bryce James is a financial advisor at Smart Portfolios, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Smart Portfolios since 2005, following prior roles at Shield Investment Advisors, LLC and Morgan Stanley DW Inc. Smart Portfolios, LLC provides investment management and financial planning services to retail and high-net-worth clients using a model-driven approach centered on five core strategies powered by a proprietary Dynamic Portfolio Optimization engine. The firm employs ETFs for tactical exposure, integrates multi-source research, and maintains a structured sub-advisory relationship with O’Shaughnessy Asset Management.

Krystal Oien is a financial advisor at Rogowski Wealth Management LLC with four years of industry experience. She holds the Series 65 designation and has worked previously at Seattle Pacific University, Compass Group, FedEx, and other organizations. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, utilizing a fee-only structure and a globally diversified, evidence-based investment approach focused on low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency.

Charles Hamilton is a financial advisor with Senior Financial Advisors, Inc. in Bellevue, WA, holding the Series 63 and Series 66 designations and bringing 37 years of industry experience. His prior roles include long-term service at Fidelity Investments Institutional Services Company, Inc. and Cetera Advisor Networks LLC. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients, delivering detailed, non-discretionary recommendations primarily on an hourly billing basis. The firm does not offer discretionary portfolio management and does not custody client assets.

Mark Bergeron is a CFP® with 26 years of industry experience, currently serving at WLFB Inc. in Bellevue, WA. He has worked at WLFB since 1997 and has been involved with Smart Portfolios, LLC since 2019. Bergeron is also active as an insurance broker, focusing on life and disability insurance. WLFB Inc. is a small, supported registered investment adviser that serves individuals, trusts, closely held businesses, and pension plans. The firm provides financial and retirement planning and refers clients to third-party investment managers, operating on a non-discretionary basis with an emphasis on diversification and manager monitoring.

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.

Todd Schliiter is a CFP® with 22 years of industry experience, currently serving as President and Chief Compliance Officer at Sila Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. In addition to his advisory work, he is licensed for life insurance and fixed annuity sales. Sila Financial provides fee-based portfolio management and comprehensive wealth-management services to individuals, businesses, qualified retirement plans, trusts, estates, and nonprofits. The firm constructs custom portfolios combining mutual funds, ETFs, REITs, and individual securities, prioritizing low-cost index options and employing both long-term and shorter-term investment strategies.

Samuel Stanus Ghib is a financial advisor at Steward Capital LLC with six years of industry experience. He holds Series 65 and Series 66 designations and has worked at Steward Capital since 2016, with prior experience at Ameriprise and Equitable Advisors. Outside of advisory roles, he was associated with Lam's Seafood Market for several years. Steward Capital LLC provides portfolio management and financial planning services primarily to individual clients, including high-net-worth and accredited investors. The firm employs fundamental analysis and modern portfolio theory, offering discretionary management and strategies involving alternative investments and derivatives, with a focus on customized planning for complex financial situations.

Paul Horng is a CFA® charterholder with 12 years of industry experience. He currently works at MindState Capital LLC, where he has been since 2024. Prior to this, he spent eight years at Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers and three years at Badgley Phelps Wealth Managers, LLC. MindState Capital is a small registered investment adviser serving high-net-worth individuals, trusts, and other legal entities. The firm combines fundamental research with quantitative optimization and computer models to construct customized portfolios and offers discretionary portfolio management along with derivatives strategies such as options, covered calls, collars, and straddles.

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.

Jason Kunkel is a financial advisor with Agate Pass Investment, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Robert Baird & Co. from 2014 to 2020 and Agate Pass Investment since 2020. He also spent time as an MBA student in 2020. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on quality and growth-oriented investments with a long-term, low-turnover portfolio management approach and employs borrowing strategies in separately managed accounts as part of its investment process.

Michael Herr is a financial advisor at Summit Family Office Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Summit since 2014. Outside of his advisory role, Herr serves as President of Deskless Workers, Inc., a company that develops mobile applications and technology for businesses and government, where he focuses on partnerships and global sales strategy. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored advisory process that incorporates fundamental and cyclical analysis alongside modern portfolio theory, offering a range of investment strategies including alternative and sophisticated options.

Christopher Gemmill is a CFP® professional with 31 years of industry experience. He has worked at Westlake Wealth Management LLC since 2021 and previously spent 22 years with Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as President on the Board of Directors for the Alterra Condo Owners Association in Seattle. Westlake Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a range of investment strategies, including the use of derivatives, and offers tailored advice combining modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading approaches.

Matthew Wilkinson is a financial advisor at Clear Wealth Management with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Clear Wealth Management since 2017, following an 11-year tenure at Arbor Capital Management Corp. Clear Wealth Management serves individual clients, including high-net-worth households, and small businesses, providing discretionary investment management and business consulting for employer retirement plans. The firm employs a mix of investment strategies guided by fundamental analysis and offers educational seminars related to its retirement-plan consulting services.

Eric Johnson is a financial advisor with Seattle Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at American Institutional Assets, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as a business advisor to 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 diversified investment approach, managing approximately $131 million in discretionary client assets across about 100 clients.

Mollie Snorsky is a Series 65-licensed financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, with five years of industry experience. She has worked previously at Berntson Porter & Company, PLLC, and since 2019 has been a 50% partner and CPA at BMMS Partners, PLLC, an affiliated accounting firm where she spends the majority of her time. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers for portfolio management. The firm emphasizes due diligence and ongoing manager monitoring while integrating tax and accounting insights, leveraging its close affiliation with an accounting practice.

Hi, I’m Leslie. I co-founded Humanize Wealth out of my desire to create connections between clients and their communities that have a positive impact on social and economic equity, racial justice, and the environment. I have spent most of my 15+ year career in wealth management – from working with billionaires at a global Wall Street firm to tech entrepreneurs at an independent firm in Seattle. My work at Humanize Wealth combines my years of experience managing portfolios and building financial plans with my desire to help people realize the power of their wealth to make meaningful & systemic change. As a financial planner, I help people gain clarity around their situation, envision the life and impact they want to have, and serve as a guide to develop and implement solutions. Humanize Wealth's integrated offering combines detailed financial planning, thoughtful investment management and the opportunity to engage with community. Our clients are committed to using the power of their wealth to promote the well being of their families, communities and the planet. If this sounds like you, we'd love to connect!

Stuart Mcgehee is a financial advisor at PNW Asset Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Financial Strategy Group, LLC since 2012. Outside of advising, he owns a digital media and web design company and co-owns a luxury treehouse rental near Mt. Rainier. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a strategic asset allocation approach focusing on tax efficiency and employs a proprietary Cashflow Fingerprint model to help set portfolio risk exposures.

Douglas Springer is a financial advisor with Helmsman Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Partners Investment Network, Inc. and MRW Financial Services since the late 1990s. Outside of advising, he is a member of an LLC that owns a commercial building. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment strategy focused on current income, managing accounts on both discretionary and non-discretionary bases through multiple portfolio programs.