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.

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.

Isaac Ansley is a financial advisor at Pacific Financial Advisors in Bellevue, WA, holding a Series 65 designation. He has seven years of experience with Pacific Insurance Advisors and previously worked at Mod Pizza. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations, employing a variety of investment strategies that include fundamental, technical, and cyclical analysis. The firm uses both passive and actively managed funds as well as alternative investment instruments, tailoring services to each client’s needs.

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.

Michael Bowers is a CFA® charterholder with 14 years of industry experience. He has been with PNW Asset Management since 2015 and also worked at FSG Wealth Advisors, LLC. Based in Seattle, WA, he holds a Series 63 license. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a strategic asset allocation approach using mutual funds and ETFs, emphasizing tax efficiency and a proprietary Cashflow Fingerprint model to guide portfolio risk.

Ian Hobson is a financial advisor at NWT Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NWT Advisors since 2009. In addition to his advisory role, he is a licensed insurance producer who markets and services life insurance and annuity products. NWT Advisors, LLC provides portfolio management, investment advisory, and financial planning services primarily to individual clients, trusts, and estates. The firm employs a combined top-down fundamental and technical analysis approach to construct tailored portfolios that may include a variety of securities and insurance products.

Kevin Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Runde & Co. Incorporated since 1992. In addition to his advisory role, he is vice president of R B Hooper & Co. Incorporated, another investment management company operated concurrently. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other advisers, managing approximately $185 million in assets. The firm employs a fundamentally based, process-driven approach with proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocations and restrictions.

Wendy Britton is a CFP® professional with 25 years of experience in financial advising. She has worked at Charles Schwab and Northwest Asset Management before joining Adair Wealth Management in 2016. In addition to her advisory role, she is a licensed real estate broker in Washington, handling residential property transactions. Adair Wealth Management offers investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on asset allocation and periodic rebalancing, utilizing ETFs, mutual funds, and individual securities to meet client goals while acting as a fiduciary for retirement accounts.

Shabrish Menon is a financial advisor at Finomenon Investments LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Amazon. Outside of his advisory role, he serves as Chief Investment Officer of Panum Capital, a private family office in India, and is the Founder and Fundraising Chair of Thrivehub Foundation, a nonprofit supporting small businesses. Finomenon Investments provides fee-only investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, ongoing and project-based financial planning, and public educational seminars, using a tailored asset allocation approach that blends fundamental analysis with passive and active strategies, including ESG options upon client request.

Shelby Miller is a financial advisor at Helmsman Financial Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Helmsman Financial Group since 2004. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other non-individual entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment approach focused on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

Garrett Grigas is a financial advisor at Gevers Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Cetera Wealth Services. Grigas serves as vice-president of the CFA Society of Seattle. Gevers Wealth Management offers discretionary wealth management and financial consulting services primarily to business owners, trusts, estates, charitable organizations, corporations, associations, and broker-dealer customers. The firm utilizes a blend of quantitative and qualitative analysis to construct portfolios and may recommend third-party independent managers.

William Serres II is a CFP® professional with 26 years of experience in financial advisory services. He has been with BBJS Financial Advisors, LLC since 2001 and is also a partner at Bancroft Buckley Johnston & Serres LLP, a certified public accounting firm. Serres dedicates significant time to the accounting practice alongside his advisory work. BBJS Financial Advisors, LLC provides investment management, financial planning, and consultation to individuals, families, trusts, retirement plans, charitable organizations, and businesses. The firm serves both high-net-worth and non-high-net-worth clients, offering integrated tax and financial planning through its affiliation with a CPA firm and managing portfolios using a proprietary model that incorporates fundamental and technical analysis as well as economic indicators.

Miki Okamoto Swanson is a CFA® charterholder with 13 years of industry experience. She has been with Lakeside Advisors Inc in Seattle, WA since 2006. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans, offering discretionary portfolio management, ERISA 3(21) plan advice, and financial planning. The firm uses a combination of fundamental and technical analysis with active management strategies tailored to client objectives.

James Ridgeway is a financial advisor at Leeward Financial Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Manning & Napier Associates. Outside of his advisory role, Ridgeway serves as chair of the finance committee for a boat and RV storage business in Boise, Idaho. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm employs a long-term, asset-allocation-driven investment approach focused on risk management, cost control, and transparency.

Sally Mccray is a CFP® with 40 years of experience in the financial services industry. She is associated with FAP, LLC and has worked at Commonwealth Financial Network since 2020. Prior to that, she spent nearly two decades with KMS Financial Services and has been involved with Financial Advisory Partners since 2001. FAP, LLC is a small advisory firm that provides financial planning services to a limited number of clients, focusing on areas such as retirement, tax, estate, and business planning. The firm emphasizes hourly planning engagements and client-directed implementation, without discretionary portfolio management or custody of client assets.

Donald Dempster is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at DLK Investment Advisors, LLC. His prior experience includes roles at Alpha Cubed Investments, LLC and DLK Investment Management. Outside of finance, he is a partner and CFO of Adaptive Motion Group LLC, a software robotics firm, where he contributes to accounting and strategy. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm employs a fundamental relative-value investment approach emphasizing strategic asset allocation and operates on a fee-only basis with a focus on discretionary management and tailored client relationships.

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.

Brandon Springer is a financial advisor with Helmsman Financial Group, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Helmsman Financial Group since 2012. Helmsman Financial Group provides portfolio management and financial planning services primarily for individual clients, as well as trusts, estates, and other entities. The firm emphasizes an asset-allocation approach with a value-oriented, longer-term focus on current income, utilizing a mix of discretionary and non-discretionary investment management programs.

Austin Dean is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Waystone Advisors LLC, having joined in 2024, and previously held roles at Lion Street Financial and Guide Advisors. Outside of advising, he owns Dean Family Real Estate LLC, which focuses on personal real estate investing and private lending. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary, customized approach with portfolios commonly constructed from ETFs, mutual funds, individual securities, and alternative investments.