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.

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.

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 designations and has been with Smart Portfolios since 2005. Smart Portfolios, LLC provides investment management and financial planning to retail and high-net-worth clients through discretionary portfolio management, signal subscription services, and consulting. The firm uses a model-driven approach based on proprietary Dynamic Portfolio Optimization and incorporates multiple research sources, favoring ETFs for tactical exposure.

Evan Schmidt is a Certified Financial Planner™ (CFP®) with 16 years of industry experience. He has been with Schmidt Financial Management since 2019 and previously worked at Schmidt Financial Group, Inc. from 2009 to 2024. Schmidt Financial Management provides discretionary investment management and financial planning services to individual and high-net-worth households, including trusts, estates, and retirement accounts. The firm uses a customized, non-model portfolio approach combining fundamental and technical analysis, delegating manager due diligence to an external provider while conducting regular account reviews and financial planning updates.

Jason Sikma is a financial advisor at Lake Avenue Financial LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity and its affiliated entities for over a decade before joining Lake Avenue Financial. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and other financial institutions. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting services, emphasizing customized asset allocation and model-based portfolio construction.

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.

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.

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.

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.

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.

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 Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He has worked at Westlake Wealth Management LLC since 2021 and previously spent 22 years with Ameriprise Financial Services, Inc. Gemmill serves as President of the Alterra Condo Owners Association in Seattle. Westlake Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, offering tailored investment strategies that include equities, mutual funds, ETFs, and options. The firm employs both technical and fundamental analysis along with modern portfolio theory, managing approximately $61.7 million for about 97 clients.