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.

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.

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.

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.

Amy Goan is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Prism Financial Planning, LLC since 2013. Prior to that, she worked at Ramsey & Associates Inc for four years. Prism Financial Planning, LLC provides fee-only financial planning to individuals, couples, and families, focusing on written financial plans and advice across retirement, tax-efficiency, estate review, insurance, college savings, and cash-flow. The firm delivers planning on an hourly basis, emphasizes asset allocation and diversification, and does not offer portfolio management or discretionary authority.

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® professional with one year of experience in financial advising, currently with Gates Pass Advisors, LLC. She previously worked at Merrill, Newground Social Investment, and O'Meara Financial Group, among others. Outside of her advisory role, she is involved in managing residential properties and serves as a co-trustee for a family trust. Gates Pass Advisors provides comprehensive financial planning and wealth management primarily for individual and high-net-worth clients. The firm focuses on financial-planning-driven asset allocation and tax-aware management, utilizing third-party independent managers via a turn-key platform to implement client strategies.

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.