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.

William Gevers is a financial advisor with Gevers Wealth Management in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Cetera and Cetera Wealth Services. Outside of his advisory role, he is active as a fly fishing guide, often taking clients on unpaid trips and donating fishing packages to charity auctions, and serves on several volunteer boards including a church finance board and organizations supporting wildlife and family services. Gevers Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, nonprofits, and business entities. The firm offers discretionary investment management and stand-alone financial consulting, employing a range of securities and strategies with regular portfolio monitoring and rebalancing.

Kyle Lunde is a financial advisor at Smartharvest Portfolios with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Catalina Capital Group LLC, Eaton Vance Management, and Parametric Portfolio Associates. Smartharvest Portfolios provides discretionary sub-advisory investment management to financial advisors serving high-net-worth individuals, families, trusts, estates, and businesses. The firm uses a combination of modern portfolio theory and quantitative analysis to construct primarily long-term, customized portfolios across various account types.

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.

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.

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.

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.

Arijeet Singh is a financial advisor with Leverage Planners Wealth Management, LLC in Bellevue, WA, holding a Series 65 credential. He has one year of industry experience, including prior roles at Willow Grove Advisors, LLC and No Bull Financial, LLC dba Leverage Planners. Outside of advising, he is registered as an insurance agent. Leverage Planners Wealth Management, LLC serves primarily non–high-net-worth individual clients, providing discretionary asset management, comprehensive financial planning, and consulting. The firm employs fundamental, technical, and cyclical analysis within documented investment policies, and offers educational seminars and newsletters alongside a broader scope of planning services than typical for its size.

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.

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 at Agate Pass Investment, LLC with 11 years of industry experience. He previously worked at Robert Baird & Co. from 2014 to 2020 and has held Series 63 and Series 65 licenses. 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 a long-term, low-turnover investment approach emphasizing quality and growth at a reasonable price through fundamental research, primarily using individual stocks and investment-grade bonds.

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.

Jason Houghton is a financial advisor at Sunrise Financial Services LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sunrun Inc. and Fortune Poker. Outside of advising, he is a licensed insurance agent, dedicating part of his time to that activity. Sunrise Financial Services LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm uses a risk-adjusted investment approach based on Modern Portfolio Theory, leveraging advanced modeling tools and offers portfolio oversight with periodic reviews and rebalancing.

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.

Jarah Macfarlane is a financial advisor at Macfarlane Investors with a Series 65 license and four years of industry experience. She has held prior roles at WaFd Bank and has also worked in academic and service industry positions. In addition to her advisory work, she is the owner and managing member of Macfarlane Tax LLC, which provides tax preparation and compliance services. Macfarlane Investors offers investment advisory and portfolio management, financial planning, and access to alternative investments for a diverse client base. The firm emphasizes fundamental research and long-term investing with concentrated equity portfolios and integrates financial planning into its portfolio process.

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.

Jose Barbosa is a financial advisor at Singer Wealth Management with 20 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at LPL Financial, self-employment, and Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers. Singer Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach using diversified, low-cost mutual funds and ETFs while offering tailored financial plans and discretionary portfolio management.

Edmund Van Winkle is a financial advisor at DLK Investment Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Empyrean Capital Partners and DLK Investment Management. Van Winkle is also a professor at the Foster School of Business at the University of Washington and has a general partner ownership in Human Intelligence Technologies Corp. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small institutional clients. The firm employs a fundamental relative-value approach to asset allocation and offers retirement plan consulting, operating as a fee-only advisor with a concentrated client base.