Christopher Julien is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA. He holds a Series 65 designation and has five years of industry experience. Julien has worked in various roles including accounting and tax preparation, and he owns Julien CPA PLLC, where he provides income tax planning and preparation services. He also serves as Financial Controller for CloudFit Software LLC, an IT service provider. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers. The firm emphasizes due diligence and ongoing monitoring of recommended managers while integrating tax and accounting perspectives into client planning.

Betty Hedrick is a CFP® with 34 years of industry experience and is a principal at The Capeloto & Hedrick Co. She worked previously at The Hedrick Co. for 39 years. Hedrick volunteers as a team leader for WIFE.org Second Saturday, where she teaches the financial section of a workshop on divorce. The Capeloto & Hedrick Co provides discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and entities such as trusts and family offices. The firm employs a blend of strategic allocation and tactical adjustments, generally managing portfolios passively while also utilizing defensive option strategies, short selling, and structured instruments.

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® professional with 42 years of industry experience, currently serving at B3 Wealth Strategies in Bellevue, WA. His career includes long tenures at Waddell & Reed and LPL Financial, as well as operating Brueske Advisory Services since 2005. He maintains limited services through Brueske Advisory Services during a transition of assets to LPL Financial. B3 Wealth Strategies provides discretionary asset management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $35.8 million in discretionary assets and employs a strategic asset allocation approach using LPL Financial’s Strategic Wealth Management platform.

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 14 years of industry experience. He holds a Series 66 designation and has previously worked at D.A. Davidson & Co., Parcion Private Wealth Management, UBS Financial Services Inc, Wells Fargo Clearing, and Morgan Stanley. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, business owners, corporate executives, and charitable organizations. The firm employs fundamental and momentum analysis and incorporates strategies including options and derivatives while serving a broad range of wealth levels.

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.

Dipit Gupta is a financial advisor at Finomenon Investments LLC in Kirkland, WA, holding a Series 65 license with one year of industry experience. Prior to joining Finomenon, Dipit completed full-time education at the University of California at Berkeley. Finomenon Investments provides fee-only investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a tailored asset allocation approach combining fundamental analysis with both passive and active strategies, and offers ongoing portfolio management, project-based planning, and public educational seminars.

Louise Alexander is a CFP® with one year of experience, currently advising at Gates Pass Advisors, LLC. Her prior roles include positions at Merrill, Newground Social Investment, and O'Meara Financial Group. Outside of her advisory work, she co-manages a small residential property with her husband and serves as a co-trustee for family trusts. Gates Pass Advisors provides comprehensive financial planning and wealth management primarily for individual and high-net-worth clients, emphasizing financial-planning-driven asset allocation and tax-aware management. The firm utilizes third-party independent managers through a turn-key platform and typically manages discretionary portfolios based on client objectives.

Spencer Brueske is a CFP® professional with 14 years of experience in the financial services industry. He is currently with B3 Wealth Strategies in Bellevue, WA, where he has worked since 2019. His prior experience includes positions at Financial Advocates Investment Management and Waddell & Reed. He also provides limited advisory services through an independent registered investment advisor firm during asset transitions. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes customized asset allocation, long-term holdings, and uses LPL Financial’s Strategic Wealth Management platform for custody and execution.

Daniel Ervin is a financial advisor at Ervin Investment Management in Seattle, WA, holding a Series 65 designation with eight years of industry experience. Prior to joining Ervin Investment Management in 2019, he worked at Reis Investment Management, Inc. for one year. Outside of financial advising, he serves as an Instructional Specialist at Highline Public Schools, where he leads professional development and writes curriculum. Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach, blending fundamental equity selection with low-cost index ETFs, and manages approximately $270 million for around 98 clients.

Joseph Turley is a CFP® and CFA® with 22 years of industry experience. He has been with Breakwater Investment Management since 2009 and has held a role at IDS Life Insurance Company since 2003. Turley occasionally provides telephone consultations as an outside consultant and subject matter expert. Breakwater Investment Management oversees approximately $250.8 million in discretionary assets, serving individuals, high-net-worth clients, qualified retirement plans, trusts, businesses, and non-profit organizations. The firm employs model portfolios that emphasize low-cost, primarily passive ETFs, with global diversification and discretionary management tailored to client-specific needs.

Celeste Yu is a CFP® with 11 years of industry experience, currently serving as an advisor at Two Firs Financial. Her prior experience includes roles at Morgan Street Financial LLC, Kohtz & Co. LLC, Hd Vest Financial Services, and Starbucks. Outside of financial advising, she is involved with Thirty9 Twenty9 LLC, a real estate rental business. Two Firs Financial serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management along with financial planning and tax-related services. The firm’s investment approach emphasizes asset allocation based on Modern Portfolio Theory and incorporates options strategies such as covered calls to manage risk and generate income.

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.