Rizwan Rizwi is a financial advisor at SAR Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SAR Wealth Management since 2010. Outside of advisory work, he owns businesses in business consulting and rug import and distribution. SAR Wealth Management serves individual and high-net-worth clients, trusts, foundations, and other entities, including international clients and occasionally Royal Families and sovereign wealth funds. The firm emphasizes Sharia-compliant and socially responsible investment approaches and provides discretionary portfolio management alongside financial planning and consulting.

Scott Minnig is a financial advisor at Capital Investment Services, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Capital Investment Services since 2002 and at Vine Dahlen PLLC since 1999. Capital Investment Services, LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach emphasizing passive index and ETF core holdings alongside selective active funds, delivering advice primarily on a non-discretionary basis.

Darron Kuehn is a financial advisor at Pacific Crest Financial Advisors, LLC in Everett, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Crest Financial Advisors since 2010. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach emphasizing passive index and ETF core holdings combined with selective active funds, providing discretionary portfolio management, comprehensive financial planning, and project-based advisory services.

Christopher Teofilak is a CFP® professional with 16 years of industry experience. He has worked at Clear Wealth Management, LLC since 2017, following roles at Index Fund Wealth Management, LLC and Northwest Asset Management. He holds Series 63 and Series 66 licenses. Clear Wealth Management provides discretionary investment management and retirement plan consulting to individuals, high-net-worth clients, and small businesses. The firm utilizes a globally diversified, tax-efficient investment approach combining active management and modern portfolio theory, with ongoing portfolio oversight and educational seminars.

Perry Sikes Jr. is a financial advisor with Investor Resources Inc. in Bothell, WA, holding the CFP® designation and Series 63 and 65 licenses, with 19 years of industry experience. He has been with Investor Resources Inc. since 2007. Investor Resources Inc. provides discretionary investment advisory services to individuals, high-net-worth clients, related trusts, and retirement plans, focusing on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also offers Qualified Retirement Plan Trustee support and manages portfolios ranging from concentrated to sector-focused strategies.

William Culbertson is a financial advisor at MindState Capital LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked for Bastiât Capital, LLC for 15 years before joining MindState Capital in 2022. MindState Capital is a small advisory firm managing approximately $52 million for about 16 clients, primarily high-net-worth individuals, trusts, and other legal entities. The firm employs a combination of fundamental analysis, quantitative optimization, and third-party research to deliver customized portfolio management, including the use of options and derivatives for authorized clients.

John Carruthers is a financial advisor at A5 Financial LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Personal and Workplace Advisors and Wells Fargo Clearing Services. Carruthers is also involved in affiliated businesses, serving as an insurance agent with A5 Assurance LLC and an accountant with A5 Accounting LLC. A5 Financial provides discretionary asset management and portfolio oversight primarily for individual and high-net-worth clients, employing a combination of fundamental, technical, charting, and cyclical analysis. The firm also offers financial planning and consulting services, with a notable integration of affiliated accounting and insurance businesses and public educational seminars.

Cathie Arthurs is a financial advisor at Wayfinding Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors, Edelman Financial Engines, and Conover Capital Management. Arthurs has been with Wayfinding Financial since 2021. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a planning-driven consultative process combined with disciplined asset allocation and a range of investment options.

Elissa Nelson is a financial advisor at The Goodland Group with a Series 65 designation and two years of industry experience. Prior to joining The Goodland Group, she worked at Brighton Jones and has a varied background including multiple roles at Washington State University and Nordstrom. The Goodland Group provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $46 million across about 91 clients. The firm uses a passive, asset-allocation approach with diversified portfolios and incorporates third-party platforms and sub-advisors, alongside a public education program offering seminars and workshops.

Erin Eddins is a CFP® with 18 years of industry experience, currently serving as an advisor at Pacific Crest Financial Advisors, LLC. She has worked with United Capital Financial Advisers and is involved in merchandise sales at Climate Pledge Arena and volunteers at the Cascadia Art Museum. Pacific Crest Financial Advisors, LLC provides fee-based financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation using a core-and-satellite approach and focuses on comprehensive planning including cash flow, tax, estate, and retirement planning.

Alexander Williamson is a CFP® professional with 20 years of industry experience. He has been with Pacific Crest Financial Advisors, LLC since 2010 and serves as president and board member of Avenal Land & Oil Company. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach with globally diversified portfolios, combining passive index and ETF core holdings with selective active funds.

Paul Szilassy is a financial advisor at Cornerstone Alternatives with one year of industry experience. He holds a Series 65 credential and also serves as a senior manager in sales and market support at Philips Healthcare, where he has worked for over 25 years. Cornerstone Alternatives primarily serves individual and high-net-worth accredited investors, focusing on private market offerings such as private placements, closed-end funds, structured notes, and special-purpose vehicle private funds. The firm emphasizes tactical allocation using fundamental, technical, and cyclical analysis and provides a mix of trade execution, non-discretionary recommendations, and discretionary management services.

Henry Schliiter is a Series 65-licensed financial advisor at Sila Financial, LLC with one year of industry experience. Prior to joining Sila Financial, he worked as a real estate broker at Metropolitan Park, where he held open houses and represented clients. Sila Financial provides fee-based portfolio management and wealth-management services to individuals, businesses, retirement plans, trusts, estates, and nonprofit organizations. The firm builds custom portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, favoring low-cost index options and actively managing portfolios without relying on technical security analysis.

Aaron Terwedo is a financial advisor with TFS Advisors, LLC, holding the ChFC® designation and Series 65 and 63 licenses, with 11 years of industry experience. He has been with TFS Advisors since 2014 and also serves as a board member for the Foundation for Edmonds School District. Additionally, he is an editorial board member for the peer-reviewed journal of the Society of Certified Senior Advisors. TFS Advisors, LLC serves individuals, high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and tax preparation services. The firm employs a long-term, risk-based approach with diversified portfolios and offers a mix of discretionary and non-discretionary account management, along with in-house tax preparation performed by qualified Enrolled Agents.

Thomas Over is a CFP® professional with 24 years of experience, currently serving at Capital Investment Services, LLC since 2002. He also has a longstanding affiliation with Vine Dahlen, PLLC, where he has been involved since 1991. Capital Investment Services, LLC provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and focuses on delivering non-discretionary advice complemented by comprehensive financial planning and tax-preparation services through affiliated CPA professionals.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

Neil Fenning is a CFP® with 10 years of industry experience, currently serving as a financial advisor at A5 Financial LLC in Bothell, WA. His prior roles include positions at Charles Schwab, Ameriprise Financial Services, and Decker Retirement Planning. In addition to his advisory work, he is also an insurance agent affiliated with A5 Assurance LLC. A5 Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis. The firm conducts public seminars and workshops and maintains close business ties with insurance and accounting affiliates.

Jedediah Sires is a financial advisor at Sound Investment Strategies, Inc. in Bothell, WA, holding a Series 65 designation with 25 years of industry experience. He has been with Sound Investment Strategies since 2006. Sound Investment Strategies provides discretionary portfolio management and integrated financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a combined fundamental and quantitative investment process, focusing on valuation-driven equity analysis and quality-fixed income, and offers specialized services such as option-income strategies.

Trent O'neal is a financial advisor at Wayfinding Financial, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors Financial Network LLC since 2013. O'neal is based in Lynnwood, WA, and has been with Wayfinding Financial since 2020. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, managing over $350 million in client assets with a planning-driven, consultative approach that incorporates disciplined asset allocation and a range of investment options.

Donald Creech is a CFP® with 35 years of industry experience, currently serving at Investor Resources Inc. since 1990. He is also the President and Owner of Donald Creech Consulting, providing investment consulting and pre-market analysis to advisors nationwide. Investor Resources Inc. offers discretionary investment advisory services to individuals, high-net-worth clients, trusts, and pension plans, with a focus on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also provides qualified retirement plan trustee support and manages small, concentrated portfolios alongside formal retirement plan services.