Denton Olde is a CFP® professional at Olde Wealth Management, LLC with 31 years of industry experience. He has worked at multiple firms including Financial Network Wealth Management, LLC and Cetera Advisor Networks LLC, and operated as a sole proprietor for over two decades. Outside of advisory services, he has experience as a licensed insurance agent selling life, disability, annuities, and long-term care products. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach, utilizing a broad array of securities and option strategies, supported by third-party research and Schwab’s institutional custody and trading services.

Nathan Ricks is a CFP® professional with 24 years of industry experience. He has served as an advisor at Financial Freedom for Dentists LLC since 2019 and previously worked at Dental Wealth Advisors, LLC from 2013 to 2019. Financial Freedom for Dentists LLC advises dentists, other individual and high-net-worth clients, as well as corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management, retirement-plan support, and tailored financial planning, employing Modern Portfolio Theory with regular monitoring, rebalancing, and tax-loss harvesting. Additionally, the firm provides public educational seminars and retirement-plan education for plan participants.

Rachel Sehayek is a financial advisor at Prism Financial Planning, LLC in Issaquah, WA. She holds a Series 65 designation and began her advisory career in 2024. Prior to joining Prism, she worked at Beacon Hill Staffing Group, Washington State University, and the Issaquah School District. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics including retirement planning, college savings, and tax efficiency. The firm emphasizes client needs and risk tolerance to recommend asset allocations and investment options, typically favoring no-load mutual funds and index-based ETFs, and operates on a fee-only basis without managing client assets directly.

Loyd Burleson III is a CFP® professional with five years of industry experience, currently serving at Financial Freedom for Dentists LLC. His work history includes roles at Advanced Planning Educational Group, Inc. and BANDER Investments. Financial Freedom for Dentists LLC advises dentists and other high-net-worth individuals, as well as corporations and employer-sponsored retirement plans. The firm employs Modern Portfolio Theory in portfolio construction and offers discretionary management, comprehensive financial planning, public educational seminars, and retirement-plan support services.

Robert Myrick is a Certified Financial Planner® with 24 years of experience and is a principal at NWT Advisors, LLC. He has worked at NWT Advisors since 2011 and also operates a separate income tax preparation practice. In addition to his advisory role, he holds a license as an insurance producer, marketing life insurance and annuity products. NWT Advisors provides money management and investment advisory services to individual and institutional clients, including banks, trusts, charitable organizations, and corporate entities. The firm combines top-down fundamental analysis with technical indicators in its investment process and offers both discretionary portfolio management and strategic advisory services.

Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Beehive Federal Credit Union and a missionary from 2016 to 2018. Financial Freedom for Dentists LLC serves dentists, high-net-worth individuals, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management and tailored financial planning. The firm uses Modern Portfolio Theory in portfolio construction and provides educational seminars on investments and retirement topics.

Ian Hobson is a financial advisor at NWT Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NWT Advisors since 2009. In addition to his advisory role, he is a licensed insurance producer who markets and services life insurance and annuity products. NWT Advisors, LLC provides portfolio management, investment advisory, and financial planning services primarily to individual clients, trusts, and estates. The firm employs a combined top-down fundamental and technical analysis approach to construct tailored portfolios that may include a variety of securities and insurance products.

Garrett Grigas is a financial advisor at Gevers Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Cetera Wealth Services. Grigas serves as vice-president of the CFA Society of Seattle. Gevers Wealth Management offers discretionary wealth management and financial consulting services primarily to business owners, trusts, estates, charitable organizations, corporations, associations, and broker-dealer customers. The firm utilizes a blend of quantitative and qualitative analysis to construct portfolios and may recommend third-party independent managers.

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.

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.

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.

William Gevers is a financial advisor at Gevers Wealth Management with 33 years of industry experience. He previously worked at Cetera and Capital Planning Corp. Outside of his advisory role, Gevers participates as a volunteer board member for several organizations and is involved as a fly fishing guide, often taking clients on outings or donating packages to charity auctions. Gevers Wealth Management serves business owners, trusts, estates, charitable organizations, corporations, associations, and certain broker-dealer customers by providing discretionary wealth management and separate financial consulting services. The firm employs a blend of quantitative and qualitative analysis to construct portfolios and may incorporate third-party managers, focusing on entity clients rather than individual retail or high-net-worth clients.

April Kriha is a CFP® professional affiliated with Tenere Financial in Sammamish, WA, with 11 years of industry experience. She has been with Tenere Financial since 2015, working as part of a two-advisor team. Tenere Financial advises individual clients, including both high-net-worth and non-HNW households, providing portfolio management and financial planning services. The firm emphasizes an individualized approach to portfolio construction and client objectives, supported by a small-team model and regular educational seminars for clients and prospective clients.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

Douglas Bean is a CFP® with 23 years of industry experience. He is currently with Private Advisory and has previously worked at Private Advisory Group LLC, Snider Financial Group, Kms Financial Services, Inc., and Pacific West Financial Consultants Inc. Private Advisory provides personalized financial planning and ongoing investment management to individual and institutional clients, including trusts, estates, charitable organizations, and small businesses. The firm uses a discretionary implementation model with diversified portfolios across equities, fixed income, and alternative exposures, employing instruments such as structured notes, options, and private placements.

William Small is a Series 66 credentialed advisor with 16 years of industry experience. He has worked at Highland Capital Advisors, LLC since 2006 and spent a year at Merrill prior to that. He is also a member of Rainier Set Sail, LLC, which owns the office building occupied by Highland Capital Advisors. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting and optional implementation services. The firm uses institutional analytic techniques to develop investment policies and focuses on ERISA fiduciary consulting for plan sponsors.

Jared Black is a financial advisor at The Retirement Solution LLC with three years of industry experience. He holds a Series 65 designation and has worked in various roles since 2012, including positions at Pacific Ag and Brigham Young University before joining The Retirement Solution. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations incorporating mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Heather Carlson is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at LPL Financial, Financial Advocates Investment Management, B3 Wealth Strategies, and Waddell & Reed. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, estates, pension plans, and charitable organizations. The firm employs model portfolio allocations based on client objectives and risk tolerance, integrates tax-aware strategies, and provides estate-planning coordination through third-party platforms.

Tenzin Zingkha is a financial advisor at The Retirement Solution LLC in Redmond, WA, holding a Series 65 credential with three years of industry experience. Prior to joining The Retirement Solution, Zingkha worked at the US Department of Labor and Seattle Approves. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm employs model-based portfolio allocations tailored to client objectives and risk tolerance, incorporating tax-aware strategies and third-party options-based programs.

Ngoc Thuy Vy Nguyen is a financial advisor at Private Advisory with a Series 65 designation and three years of industry experience. Prior to joining Private Advisory Group LLC in 2022, Nguyen worked at GSLabs and Emirate. Private Advisory provides personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model using firm-generated model portfolios that combine equities, fixed income, and alternative exposures, and incorporates strategies such as structured notes, options, and private placements.