Stanley Schill is a financial advisor with S. R. Schill & Associates, Inc. in Mercer Island, WA, holding a Series 63 designation and over 60 years of industry experience. He has been with S.R. Schill & Associates since 1987. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach using a library of model portfolios across multiple sectors, combining fundamental, technical, charting, and cyclical analysis, with ongoing portfolio reviews and client-specific customization.

Hannah Ahmed is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with FAP, LLC and has previously worked at Commonwealth Financial Network, Stack Financial Management, and Merriman Wealth Management. Ahmed spends part of her time providing financial planning services through Financial Advisory Partners. FAP, LLC is a small advisory firm that offers customized financial planning in areas such as retirement, tax, estate, and business planning. The firm does not manage client assets directly and focuses on hourly planning engagements, with clients typically implementing recommendations through licensed representatives.

Robert Bjur is a CFP® with 33 years at Coast Capital Management and 20 years of industry experience. He operates an income tax preparation business outside of his advisory work. Coast Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses with personalized financial planning and investment management. The firm emphasizes strategic asset allocation using no-load, passively managed funds, global diversification, and written Investment Policy Statements, managing approximately $18 million for about 51 clients with a low client-to-advisor ratio.

Victoria Hockenbury is a financial advisor at Leverage Planners Wealth Management, LLC with one year of industry experience. She previously worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at Whole Foods Flagstaff and Benson City Grille. In addition to her advisory work, she serves as a weekend site sitter managing model homes for Trailside Homes. Leverage Planners Wealth Management, LLC serves primarily non-high-net-worth individual clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a documented investment process with quarterly account reviews and integrates fee-based annuity products, while providing educational seminars and newsletters.

Amy Mutal is the managing partner at Prevail Wealth Management in Kirkland, WA, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has led Prevail Wealth Management since 2012. Prevail Wealth Management provides personalized financial planning and advisory services to individuals, families, trusts, foundations, non-profits, and business entities. The firm operates as a fee-only fiduciary, managing approximately $260.8 million in assets for roughly 264 clients, using diversified, tax-aware portfolios primarily composed of ETFs, index, and mutual funds.

Timothy Khin is a CFP® with 33 years of industry experience currently serving at Westlake Wealth Management LLC. Prior to joining Westlake in 2026, he worked at Ameriprise Financial Services, Inc. for 33 years. In addition to his financial advisory role, he holds a real estate license and is an agent with Preview Properties. Westlake Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a combination of modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading strategies. The firm incorporates options and other derivatives in client accounts and offers tailored investment advice.

Jeffrey Kauffman is a financial advisor at Summit Family Office Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Snider Retirement Strategies, Inc., CrescitAl Capital LLC, and Le-Vel Brands, LLC. Summit Family Office Services provides portfolio management and financial planning to individual clients, including high-net-worth individuals. The firm uses a client-tailored approach with fundamental and cyclical analysis alongside modern portfolio theory, offering access to a broad range of investment types and both performance-based and asset-based fee arrangements.

Betty Hedrick is a CFP® with 34 years of experience in the financial industry. She has been with The Hedrick Co. since 1986 and currently works at The Capeloto & Hedrick Co in Seattle, WA. Hedrick volunteers as a team leader for WIFE.org, where she teaches the financial section of a monthly workshop on divorce. The Capeloto & Hedrick Co serves individual and high-net-worth clients, offering discretionary asset management and financial planning. The firm uses a combination of strategic and tactical allocation methods based on an Investor Risk Profile and employs fundamental, macroeconomic, quantitative, and technical analysis, with portfolio management typically conducted on a passive, discretionary basis.

Carlos Obando is a financial advisor with Mercer Island Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mercer Island Capital Management since 2014. Outside of advisory work, Obando is an adjunct professor at Seattle University and serves as CEO of an education technology company, 34PI.COM Corporation. Mercer Island Capital Management provides discretionary portfolio management, financial planning, and educational seminars for individuals, high-net-worth clients, trusts, retirement plans, and nonprofit entities. The firm employs asset allocation, Modern Portfolio Theory, and both fundamental and quantitative stock-selection methods, supplementing strategies with outside money managers and using derivatives and margin in certain client accounts.

Stephen Kriha is a financial advisor at Tenere Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tenere LLC since 2015 and previously at Trutina Financial from 2012 to 2021. Tenere Financial provides discretionary investment management and fee-only financial planning to individuals, business entities, trusts, estates, foundations, and charitable organizations. The firm manages approximately $70 million in assets and employs a committee-driven investment process that combines qualitative and quantitative research across a range of investment vehicles.

Robert Davidson Jr. is a financial advisor at FinSym Partners, LLC with 15 years of industry experience. He holds the Series 63 designation and has been with the firm since 2009. FinSym Partners is an independent, SEC-registered wealth management firm serving individuals, trusts, estates, and select employer retirement plans. The firm employs a research-driven, predominantly passive investment approach with systematic tilts and fundamental analysis, offering comprehensive financial planning and discretionary portfolio management.

Bryan Rogowski is the sole advisor at Rogowski Wealth Management LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 designation and has 13 years of industry experience. Prior government retirement-policy analysis experience is noted in the firm's leadership background. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, using a fee-only model focused on portfolio management with complementary planning advice. The firm employs an evidence-based, globally diversified approach that emphasizes low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency, with portfolios customized to client liquidity needs and risk tolerance.

Chris Wheeler is a financial advisor at Intirety, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWN Securities Inc. from 2014 to 2020. In addition to his advisory role, Wheeler is involved in the sale of fixed annuities and life insurance. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning services primarily to individual clients. The firm employs a variety of analytical approaches to portfolio construction and regularly reviews accounts to align with client objectives, managing approximately $73.6 million across several hundred households.

Scott Brueske is a CFP® with over 42 years of experience in the financial advisory industry. He is currently with B3 Wealth Strategies, where he has worked since 2019, and previously held roles at LPL Financial and Waddell & Reed, among others. He also provides limited services through Brueske Advisory Services, an independent investment advisory firm. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as trusts, estates, and business entities. The firm employs a customized asset-allocation approach with ongoing monitoring and uses LPL Financial’s platform for custody and execution.

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.

Candace Swayne is a financial advisor at WMS Wealth Management LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at SANDLAPPER Wealth Management, LLC and Pacific West Securities, Inc. Outside of her advisory role, Candace supports operations at Chelan Ridge Winery, assisting with wine sales, staff management, and customer service. WMS Wealth Management LLC provides investment management, supervisory services, and occasional financial planning for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-high-net-worth clients, managing portfolios with a combination of active and passive strategies tailored to client objectives and risk tolerance.

James Furrow is a CFP® with 39 years of industry experience, currently serving at Senior Financial Advisors, Inc. in Bellevue, WA. His career includes long-standing roles at Senior Financial Advisors, Inc. and Cetera Wealth Services, LLC. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients, focusing on detailed, non-discretionary recommendations and primarily billing on an hourly basis.

Feifei Li is a financial advisor at Kavout Algo Financial LLC with a Series 65 designation and one year of industry experience. She previously worked at Research Affiliates LLC for 17 years and remains a passive shareholder there. Kavout Algo Financial provides continuous, primarily non-discretionary asset management services to individual and high-net-worth clients, combining quantitative and traditional investment methods with a value-oriented approach.

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.