Glenn Gregory is the managing member of Obsidian Investment Advisers, LLC, an independent firm based in Redmond, WA. He holds 27 years of industry experience and has led Obsidian since its founding in 1998. In addition to his advisory role, Mr. Gregory serves as president and managing member of Green Book Ventures LLC, a venture capital firm where he participates in investment selection and operations. Obsidian Investment Advisers is a fee-only registered investment adviser serving individuals, charitable organizations, foundations, and corporate clients. The firm focuses on discretionary portfolio management guided by written investment policy statements and provides financial planning and consulting services with an emphasis on investment risk assessment and institutional-style practices.

S Yeyni is a Certified Financial Planner® with 24 years of experience in the financial services industry. He has been the principal advisor at Wealth Builders, Inc. since 2000 and also serves as president of an affiliated accounting firm, Josh Yeyni, CPA, PS, where he spends part of his time on tax and accounting activities. Wealth Builders, Inc. is an independent, fee-only investment adviser managing over $100 million in client assets. The firm provides personalized financial planning and investment management services, employing a passive, index-based approach with global diversification and offering both discretionary and non-discretionary arrangements.

Christine Maggio is a financial advisor at Retirement Planning Partner LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Unify Consulting and VMG Studios. Retirement Planning Partner LLC provides retirement-focused financial planning to individuals and couples, offering hourly engagements, comprehensive written plans, and ongoing membership options. The firm emphasizes strategic asset allocation using primarily passive investment vehicles and provides advice on a non-discretionary basis without managing or custodying client assets.

Ranjan Upendra is a financial advisor at Starklogic LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Microsoft and Adobe in financial planning and analysis roles. Starklogic LLC, established in 2018, provides discretionary portfolio and wealth management services for pooled and institutional accounts as well as financial planning for individual clients. The firm focuses on asset allocation using strategic and tactical methods and manages portfolios primarily through no-load mutual funds and ETFs.

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.

Eugene Slutsky is the principal of Sound Investment Advice, LLC, an independent advisory firm based in Issaquah, WA. He holds a Series 65 designation and has five years of experience in investment advising, alongside over 20 years operating a full-time CPA practice. His accounting business is separate from his investment advisory services. Sound Investment Advice provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm combines individual stock selection, fundamental and technical analysis with passive asset-class exposures using ETFs and mutual funds, managing portfolios tailored to client goals and risk tolerance.

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.

Robert Wright is a CFP® professional with 27 years of industry experience. He has led Wright Wealth Management, LLC, an independent registered investment adviser based in Issaquah, WA, since 2012. In addition to his advisory role, he serves as an adjunct faculty instructor at the University of Washington’s School of Business. Wright Wealth Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and institutional entities. The firm employs a customized investment approach focused on diversified allocations, long-term strategies, and tailored portfolio management aligned with client objectives.

Jonas Means is a financial advisor at Mariposa Wealth Solutions LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Cutler Investment Counsel, LLC and Laird Norton Wealth Management before joining Mariposa Wealth Solutions in 2019. Mariposa Wealth Solutions provides discretionary asset management and comprehensive financial planning services to individuals and high-net-worth clients. The firm emphasizes philanthropy-related planning and public education, offering charitable gift planning and no-fee seminars, while tailoring investment strategies to client objectives and risk tolerance.

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.

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.

Anita Gray is a CFP® professional with 16 years of industry experience. She is the sole advisor at Promenade Wealth, an independent firm she has led since 2020. Prior to founding Promenade Wealth, she worked at Northwest Asset Management and Vestory LLC, with a year spent traveling between those roles. Promenade Wealth serves individuals, trusts, estates, charitable organizations, and corporate clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a fiduciary, customized approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, with a distinctive focus on non-individual institutional clients and business-planning services.

Tyler Linsten is the sole advisor at Alder Cove Capital, LLC, an independent registered investment adviser based in Tukwila, WA. He holds the CFA® designation and Series 65 license, with 12 years of industry experience. Prior to founding Alder Cove Capital in 2014, he has worked with the Pacific Maritime Association since 2007 and served a brief term at ILWU Local 19. Linsten also serves as an unpaid board member of Waterfront Federal Credit Union in Seattle. Alder Cove Capital serves individuals and high-net-worth clients through portfolio management, financial planning, and hourly consultations. The firm emphasizes a fiduciary, long-term, low-cost, and diversified investment approach and is noted for incorporating tax-aware separately managed accounts and sophisticated model allocations tailored to clients’ specific goals and tax considerations.

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.