George Sisti is a financial advisor at On Course Financial Planning with 21 years of industry experience. He holds a Series 65 designation and has worked as a pilot for United Airlines since 1978. On Course Financial Planning serves primarily individual clients, including high-net-worth individuals, by providing financial planning and investment advisory services. The firm uses a passive, indexing investment approach with globally diversified portfolios and operates as a single-advisor practice managing discretionary assets.

Christopher Files is a financial advisor at Van Ray Wealth Management in Edmonds, WA, holding Series 65 and Series 66 credentials with seven years of industry experience. He has been with Van Ray Wealth Management since 2019 and also manages the Van Winkle Agency, an insurance brokerage, where he has worked for over 15 years. Van Ray Wealth Management serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable entities, providing portfolio management, comprehensive financial planning, ongoing advising, and retirement-plan consulting. The firm emphasizes strategic asset allocation with periodic rebalancing and blends financial planning, retirement-plan education, and insurance distribution within a boutique advisory structure.

Gary Harris is the sole advisor at Bedfield Asset Management, LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 designation and has 18 years of industry experience, with over 20 years managing the firm since its founding in 2006. Harris has a background in aviation and technology entrepreneurship. Bedfield Asset Management provides discretionary portfolio management to individuals, trusts, businesses, and corporate pension and profit-sharing plans. The firm employs a blended active/passive investment approach across six asset classes, using fundamental and technical analysis methods focused on index and sector rotation for capital appreciation.

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.

Kiran Gadepalli is a financial advisor at Wyoming Systems Group of Businesses with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked since 2017 at Wyoming Systems Inc. In addition to his advisory role, Mr. Gadepalli serves as President and CEO of several small businesses offering financial online services, accounting, and small farm products. He also has a long tenure as a Senior Programmer Analyst for the City of Redmond. Wyoming Systems Group of Businesses provides comprehensive financial planning and investment advice to individuals, trustees, and businesses. The firm emphasizes a fundamental, long-term investment approach focused on asset allocation, low-cost investments, and tax considerations, and combines investment advice with accounting, tax preparation, bookkeeping, and other business services.

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.

Robyn Meyer is a financial advisor at PathMont Investment Management in Seattle, WA, holding Series 63 and Series 66 designations with 23 years of industry experience. She has worked at PathMont since 2018 and previously spent three years at Kms Financial Services, Inc. PathMont provides discretionary investment supervisory services and individual portfolio management primarily to high-net-worth individuals, charitable organizations, and corporations. The firm focuses on client-specific planning and employs an investment process centered on asset allocation and long-term holdings, occasionally using options strategies for income or risk management.

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.

Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.

Thomas Gerson is a financial advisor at Blair Hall Advisors, LLC in Seattle, WA, holding a Series 66 designation with 16 years of industry experience. He has been with Blair Hall Advisors since 2014. Blair Hall Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, with a focus on comprehensive portfolio management that incorporates quantitative, fundamental, and technical analysis. The firm offers customized strategies including tax management and ESG investing, and maintains a regular review process tailored to clients' needs.

Edward Labanara Jr. is the sole advisor at Seattle Asset Management, Inc., where he has worked since 1993, bringing 32 years of industry experience. He holds a Series 63 designation. Seattle Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities, managing approximately $25.9 million. The firm employs a proprietary seven-principle fundamental analysis model and maintains a long-established, solo practice with a very small client base and regular portfolio reviews.

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.

Keyi Zhang is a financial advisor at Fempire Mindset LLC with a Series 65 designation and five years of industry experience. Prior to founding Fempire Mindset, Zhang worked at Liu Holdings LLC and Deep Blue AI. Fempire Mindset LLC provides personalized financial planning and consulting services to individuals and high-net-worth clients, focusing on comprehensive written plans and one-time consultations. The firm emphasizes fundamental analysis in its recommendations and operates under a fee-only model without managing client assets or executing transactions.

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.

Mark Kruse is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Brackenwood Capital Management, LLC since 2005. He holds Series 63 and Series 65 licenses and operates from Bainbridge Island, WA. In addition to his advisory role, he is a licensed insurance producer in Washington State, offering life and disability insurance. Brackenwood Capital Management, LLC is a small, supported firm with two advisors.

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 Martin is a financial advisor at Capital Investment Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2002, he has been with CIM Financial Group, Inc., now operating as Capital Investment Management in Edmonds, WA. Capital Investment Management is a small, state-registered adviser serving primarily individual clients who are retired or preparing for retirement. The firm offers continuous investment advice and discretionary portfolio management alongside retirement-focused financial planning, employing a value-oriented approach with fundamental analysis across various asset classes.