Martin Bublitz is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Treeview Capital and has previously worked at Cornerstone Alternatives and operated an IT consultancy, Cascade Cloud Services LLC, where he serves as principal consultant. Outside of advising, he is managing member of Bublitz Holdings LLC, a holding company. Treeview Capital provides fee-based, non-discretionary investment advice to individuals, trusts, employer-sponsored plans, estates, charitable organizations, and other legal entities. The firm uses rules-based software to recommend institutional and private-market investment funds focused on alternative strategies, delivering advice through an interactive website with a client-driven, internet-first model.

George Sisti is a financial advisor at On Course Financial Planning with 22 years of industry experience and a Series 65 designation. He has worked as a pilot for United Airlines since 1978, currently based in Seattle, WA. On Course Financial Planning provides financial planning and investment advisory services primarily to individual clients, including high-net-worth individuals. The firm uses a passive, indexing approach with globally diversified portfolios, operates under a fee-only fiduciary model, and manages approximately $69 million in discretionary assets as a single-advisor practice.

Shan Kumar is the sole advisor at PI Square Capital, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has led PI Square Capital since 2010 and is also a licensed insurance agent, dedicating a significant portion of his time to insurance activities. The firm provides discretionary investment supervisory services to individuals, trusts, corporations, and pension plans, combining fundamental and technical analysis with modern portfolio theory and tactical asset allocation. It offers ongoing portfolio management and may include insurance advice upon client request.

Sanjay Parikh is the principal advisor at Lotusment Advisors, LLC, an independent firm based in Bothell, WA. He holds a Series 65 designation and has six years of experience in financial advising. Parikh also works as a Data Architect for Snohomish County, focusing on data analysis, management systems, and artificial intelligence. Lotusment Advisors provides discretionary and non-discretionary portfolio management primarily for individual clients, as well as retirement plan consulting and 1031 exchange advising. The firm offers model portfolios combining ETFs, mutual funds, and selected large-cap stocks, using a mix of fundamental, technical, and quantitative analysis while retaining ongoing portfolio monitoring responsibilities.

Franklin Hsu is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Nomad Capital Group, LLC in Kirkland, WA. His prior roles include positions at TransGlobal Advisory LLC and Nomad Global Capital, LLC. He is also an independent licensed insurance agent selling fixed insurance products. Nomad Capital Group provides portfolio management and comprehensive financial planning to individuals, corporations, charitable organizations, and pension or profit-sharing plans, including a notable portion of clients outside the United States. The firm employs a range of investment strategies such as long-short, trend-following, and options-based approaches, and offers performance-based fee arrangements and the use of derivatives and leveraged ETFs.

Ken Kamada is the principal advisor at Kamada Investment Management in Bellevue, WA, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citian and Harvey Partners prior to his current role. Outside of his advisory work, Kamada serves as CEO of AboutGOLF, a golf simulator technology company, and is co-founder of Investino, a fintech mobile app for investing on behalf of children. Kamada Investment Management provides discretionary investment supervisory services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, active investment approach focused on concentrated equity portfolios and uses strategies including short sales and derivatives that are uncommon among independent advisers.

Anthony Thome is the principal of Thome Financial Management in Bellevue, WA, with 29 years of industry experience. He has been leading Thome Financial Management since 2003 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Thome is the sole licensed insurance agent for the affiliated insurance agency, providing health, disability, long-term care, and life insurance services. Thome Financial Management is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm manages approximately $53.7 million in discretionary assets, following a long-term, asset-allocation strategy focused on diversified portfolios primarily using exchange-traded funds and no-load mutual funds.

Brian Gawthrop is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Five Cedars Financial, LLC since 2022. Prior to founding Five Cedars, he worked for six years at Robinswood Financial. Five Cedars Financial, LLC provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, emphasizing customized strategies documented in Investment Policy Statements and offering a range of investment approaches including fundamental, technical, and cyclical analysis.

Reid Kitagawa is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Kanso Capital. He has worked at firms including Morgan Stanley, Integrity Financial Corporation, and Saturna Trust Company. Outside of his advisory role, he serves as a general board member of the Juanita Woods Homeowners' Association. Kanso Capital provides financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, non-profit entities, and trusts. The firm combines Modern Portfolio Theory with fundamental analysis, using primarily low-cost passive funds alongside selective active managers, and incorporates clients’ broader financial interests into portfolio recommendations.

Kevin Patrick is the sole advisor at Objective Advisors LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has led Objective Advisors since 2012. Outside of advisory work, he is a managing member of Forensic Image and Data Analytics, LLC, a company involved in research-related litigation matters. Objective Advisors provides investment and wealth advisory services primarily to high net worth individuals, families, and related entities, focusing on asset-allocation-based portfolio management and financial planning for estate, succession, governance, family education, and philanthropic needs. The firm emphasizes diversification and due diligence in manager selection, generally operates non-discretionary accounts, and combines family governance services with a willingness to recommend alternative and illiquid investments.

Michael Policar is a financial advisor at NGP Financial Planning, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Hightower Advisors. He has also operated as a sole proprietor in financial services. NGP Financial Planning, LLC is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and financial planning, employing modern portfolio theory and a variety of investment instruments, including defensive option strategies and access to alternative securities.

Cesar Castaneda is a Series 65-licensed financial advisor with AA Financial Services in Kirkland, WA, bringing 14 years of industry experience. He has been a CPA since 2003 and operates a sole proprietorship providing public accounting services, including audit, review, and tax services. His financial advisory practice is integrated with his accounting work but does not include audit services for advisory clients to avoid conflicts of interest. AA Financial Services is a state-registered, single-advisor firm offering financial and retirement planning and consultative investment advice to individuals, nonprofits, and small businesses. The firm emphasizes a passive, long-term equity approach with asset allocation supported by fundamental and technical analysis, providing non-discretionary advisory consultations and periodic portfolio reviews.

Frank Childress is a financial advisor at Childress Investment Management in Bellevue, WA, holding a Series 65 designation and 33 years of industry experience. He has led Childress Investment Management since 1992 and has been involved with Asn Natural Stone for 25 years. Childress Investment Management offers discretionary portfolio management for individuals, trusts, and small businesses, tailoring portfolios based on client-specific factors. The firm uses analysis of economic indicators to inform incremental portfolio adjustments and primarily invests in no-load mutual funds, ETFs, and individual securities.

Steven Baldwin is a Series 65-licensed financial advisor with The Road Ahead Wealth Management LLC in Woodinville, WA, bringing two years of industry experience. Prior to founding his firm, he worked at Honeywell International, Inc. for 18 years and has held roles at Live Nation Worldwide, Inc. Outside of advising, he serves as a trustee for a friend's account. The Road Ahead Wealth Management LLC is an independent registered investment adviser serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs fundamental and technical analysis to create customized investment programs across various asset classes, including options strategies, and manages approximately $11.2 million for a small client base.

Jeffrey Walters is a CFP® professional with 21 years of experience in financial planning. He is the sole advisor at Advisia Financial Planning, an independent firm based in Bellevue, WA. His prior experience includes roles at Badgley Phelps Wealth Managers and a period of retirement from 2022 to 2026. Advisia Financial Planning provides fee-only financial planning services to individuals, high-net-worth clients, and businesses, focusing on comprehensive and ongoing hourly-based planning engagements. The firm operates on a non-custodial model, offering investment recommendations based on fundamental analysis and modern portfolio theory, with an emphasis on standalone financial planning and flexible client-driven investment strategies.

Vinod Anantharaman is a financial advisor at Triangulum Wealth Management with six years of industry experience. He holds a Series 65 designation and has previously worked at Microsoft Corp., Cloudmoyo Inc., and Viddl Inc. Anantharaman is also a passive investor in privately held funds managed by Columbia Pacific. Triangulum Wealth Management offers discretionary separately managed accounts and project-based financial planning to individuals, couples, and legal entities. The firm’s investment approach focuses on long-term equity and ETF positions across various strategies, with tailored portfolios supported by proprietary analytics and software.

Onward Financial Advising LLC is a fee-only, fiduciary financial advising firm dedicated to helping individuals and families build wealth and achieve financial security. Onward believes that financial advising is for everyone and that everyone can benefit from expert financial advice, regardless of how many investable assets they have. With this belief, the mission of Onward Financial Advising is to empower clients to improve their financial futures by creating personalized plans that build wealth. Key Services: • Comprehensive Financial Planning • Ongoing Financial Advice • Investment Management • Retirement Planning • Tax Strategies and Planning • RSU Planning and Employer Retirement Plans To accomplish this mission Onward specializes in creating personalized financial plans that address the unique needs of mid-career professionals, first-generation wealth creators, and families. The founder, Brian Blakeman, brings over 15 years of combined experience in aerospace engineering and financial services to create a unique blend of technical expertise and personal financial advice. Onward Financial Advising understands the complexities of financial decision-making, especially when it comes to managing restricted stock units (RSUs), employer retirement plans, and crafting efficient tax strategies. As a fiduciary, Onward is committed to acting in your best interest, offering clear, transparent advice without conflicts of interest.

Bryan Langley is a financial advisor with Waltium Investment Advisors in Kirkland, WA. He holds a Series 65 designation and has three years of experience in the financial industry. Langley is also employed at Microsoft Corporation as a Partner Group Program Manager for Graphics and AI, a role unrelated to investments or finance. Waltium Investment Advisors offers comprehensive financial planning and portfolio management services to individuals, trusts, estates, non-profits, and foundations, with a particular focus on clients with quantitative backgrounds such as engineers and scientists. The firm employs a goal-based, risk-managed investment approach incorporating modern portfolio theory, risk-parity, and market-cycle analysis, and provides both discretionary and non-discretionary asset management.

Robert Bergstrom is the sole advisor at his independent firm in Bothell, WA, holding a Series 63 designation with 38 years of industry experience. He has operated his advisory practice since 1988, following a prior legal career that informs his compliance-focused approach. His firm provides discretionary portfolio management and investment consulting primarily for individual clients and trusts. It emphasizes a long-term global perspective and multi-asset diversification, combining fundamental, technical, and charting analysis to guide investment decisions while generally avoiding market timing.

Thomas Bailey is a financial advisor at Broadview Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Broadview since 2014. Prior to his advisory role, he has worked at Microsoft Corporation since 1996. Broadview Wealth Management serves individuals, high-net-worth clients, families, small businesses, and retirement plans, providing financial planning, non-discretionary portfolio management, and retirement plan advisory services. The firm emphasizes low-cost, tax-efficient portfolios based on modern portfolio theory and fundamental analysis, manages assets in-house, and actively supports institutional retirement plans and small business clients.