Sean Bolen is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Leverage Planners Wealth Management and Edelman Financial Engines. Outside of his advisory role, Bolen is an owner and insurance agent for Harbourview Advisors, specializing in primary principal protected insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers through its managed account platform.

Christopher Reedy is a CFP® professional with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has been with Personal Investment Management Inc. since 2012. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and specialized sub-advisers.

Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Todd Mccaffray is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2022. He has previously worked at Kestra Advisory Services, Kestra Investment Services, Equity Services, Inc., and other firms. In addition to his advisory role, he is an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Julia Steppan is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Kirkland, WA, with seven years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Becker Retirement Group, AE Wealth Management, Bank of America, and Merrill. Outside of her advisory work, she teaches fitness and yoga classes through TRUFUSION. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional accounts. The firm primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified model portfolios and outsourced management.

Rodney Coyan is a financial advisor with Pure Financial Advisors, LLC in Redmond, WA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He also serves as Board Secretary for Personal Investment Management, Inc., where he is involved in financial planning. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and retirement plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing tax-aware techniques and diversified asset management across a multi-advisor platform.

Eric Cumley is a financial advisor at Merit Financial Advisors with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 15 years at Olympic Wealth Management LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach through model portfolios and customizable strategies, supported by an Investment Management team and committee.

Jeffrey Bogdanovich is a financial advisor at Forum Financial Management, LP with over 27 years of industry experience. He holds the PFS™ designation and previously operated Bogdanovich Wealth Management, PLLC, where he provided tax preparation services alongside his advisory work. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA mutual funds and ETFs, and manages approximately $9 billion in assets.

Amanda Klug is a financial advisor at Integrated Advisors Network LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Candid Financial, LLC and Katz Family Financial Advisors, LLC. Prior to her advisory career, she worked at Arizona State University. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, using a range of investment approaches and third-party manager platforms to implement client plans.

Aliina Anton Erik is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation and seven years of industry experience. She has worked at Avantax Planning Partners since 2022 and has been involved with Anton-Erik & Co., PLLC, a tax, accounting, and business consulting firm in which she manages firm operations and client services. Prior to that, she worked at Werner, O'Meara, & Co., PLLC from 2012 to 2020. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm delivers discretionary portfolio management through model-based style allocation strategies and offers tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.

Daron Estrada is a CFP® professional at Pure Financial Advisors, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2011 to 2026. He holds Series 63 and Series 66 licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management using academic investment frameworks and provides services including pension consulting, variable annuity management, and donor-advised fund solutions.

Lyle Terry is a financial advisor with Principal Advised Services based in Bothell, WA. He holds the Series 66 designation and has three years of industry experience, including roles at Morgan Stanley, Fidelity Investments, and Ameriprise. His other business activities include serving as an Assistant Vice President at Principal Bank focused on sales of bank deposit products and working as a retirement consultant providing individualized investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients. The firm employs a blend of third-party methodologies and proprietary models to deliver both non-discretionary and discretionary investment recommendations, leveraging its integration with Principal Financial Group affiliates to provide access to proprietary products and a governance structure to manage conflicts of interest.

Kyle Trautmann is a financial advisor with Diversify Advisory Services, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Luke Madsen. Diversify Advisory Services, LLC provides investment advisory and financial planning to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Taylor Armstrong is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding a Series 66 designation and seven years of industry experience. His prior firms include Concorde Asset Management, LLC, Concorde Investment Services, LLC, and Voya Financial Advisors. Armstrong is also the owner of Armstrong Capital LLC, an entity used for business expenses. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate client relationships.

Meris Collier is a CFP® professional with 20 years of experience in financial advising. She is currently with Axxcess Wealth Management, LLC and has previously worked at firms including Arete Wealth Management LLC and Tessera Capital Partners, LLC. Collier also provides pro-bono money coaching through her side activity focused on personal finance. Axxcess Wealth Management delivers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and offers a TAMP platform that consolidates multiple managers and provides middle- and back-office support to other registered investment advisers.

Lauren Michael is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. She has been with Sequent Planning and UAG LLC since 2026 and has additional experience at United Life and Casualty beginning in 2021. Lauren’s prior background includes roles at the University of Washington and in the automotive licensing sector. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a structured risk framework and diversified investment approach.

Roger Bowlin is a financial advisor at Secure Asset Management, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Secure Asset Management since 2021, following prior roles at Concorde Asset Management and Aurora Securities. Bowlin serves on the advisor board of the Washington Policy Center, a nonprofit providing non-partisan studies on state policy. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on individual and plan-level consulting rather than corporate clients.

Zachary Kocurek is a financial advisor at Secure Asset Management, L.L.C. with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is co-owner of Fisher Family Farms, a dog boarding, daycare, walking, drop-in, and training service, and is involved with Real Estate Transition Solutions. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management. The firm employs a range of analytical approaches and often utilizes third-party money managers and held-away account management to support its clients’ investment needs.

Paul Doak is a CFP® with 29 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior roles include positions at Cambridge Investment Research Advisors and KMS Financial Services. In addition to his advisory work, he serves as a board member of a homeowners association. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based advising approach incorporating proprietary software and behavioral economics, using both passive and active investment strategies alongside dynamic rebalancing.

Wade Smith is a financial advisor at Cooper McManus with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cooper McManus Wealth Management since 2023. Prior to this, he spent over two decades at KMS Financial Services and held roles at Securities America Advisors and Cambridge Investment Research. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process that includes individual securities, pooled products, and various instruments tailored to client objectives, alongside model asset-allocation portfolios implemented via sub-advisors and co-advisory platforms.