Candace Swayne is a financial advisor at WMS Wealth Management LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at SANDLAPPER Wealth Management, LLC and Pacific West Securities, Inc. Outside of her advisory role, Candace supports operations at Chelan Ridge Winery, assisting with wine sales, staff management, and customer service. WMS Wealth Management LLC provides investment management, supervisory services, and occasional financial planning for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-high-net-worth clients, managing portfolios with a combination of active and passive strategies tailored to client objectives and risk tolerance.

Todd Schliiter is a CFP® with 22 years of industry experience, currently serving as President and Chief Compliance Officer at Sila Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. In addition to his advisory work, he is licensed for life insurance and fixed annuity sales. Sila Financial provides fee-based portfolio management and comprehensive wealth-management services to individuals, businesses, qualified retirement plans, trusts, estates, and nonprofits. The firm constructs custom portfolios combining mutual funds, ETFs, REITs, and individual securities, prioritizing low-cost index options and employing both long-term and shorter-term investment strategies.

Kristi Henderson is a CFP® and PFS™ with 18 years of experience, currently serving at Madrona Financial & CPAs. She has worked with related entities including Madrona Advisory Group, LLC, Madrona Insurance Services, LLC, and Bauer Evans, Inc., P.S. since 2007. Henderson has served on the board of directors for Mountain Pacific Bank since 2019. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies primarily built with ETFs and also advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Danielle Meister is a financial advisor with Madrona Financial & CPAs in Everett, WA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her work history includes roles at Madrona Financial Services, Trajan Wealth, Scottsdale Wealth Advisory, Kavo Kerr, Meister Financial Group, and Secure Investment Management. She also engages in insurance sales, working approximately 30 hours per month selling various insurance products. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm utilizes model-based investment strategies with a focus on ETFs and alternative investments, while offering related accounting and insurance services through its affiliated CPA and insurance firms.

Andrew Conner is a financial advisor at Madrona Financial & CPAs in Tacoma, WA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. Conner also conducts online webinars focused on long-term care. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs model-based investment strategies primarily using ETFs and advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Nicholas Smelser is a financial advisor at Madrona Financial & CPAs with five years of industry experience. He holds a Series 65 designation and has worked with Madrona Financial Services since 2018. His prior roles include positions at Papa Murphy's Pizza, Washington State University, Union Market, Staff Pro, and The ZZU Bar & Grill. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting. The firm offers model-based investment strategies primarily using ETFs and advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Brian Evans is a financial advisor at Madrona Financial & CPAs with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked with related firms including Madrona Advisory Group, Madrona Insurance Services, and Bauer Evans Inc., Ps. Outside of his advisory role, he serves as a coach and speaker for the Financial Independence Group (FIG), dedicating approximately 10 hours per month to this activity. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm utilizes model-based investment strategies built primarily with ETFs and offers specialized advice on alternative and real-estate-related investments such as Delaware Statutory Trusts (DSTs) and structured notes.

Elijah Fowler is a financial advisor at Sound Financial, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services/Verity Credit Union. Sound Financial, LLC is a team-based registered investment adviser managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach with model allocations and third-party managers, providing tailored financial planning and utilizing platforms such as Betterment and AssetMark for portfolio implementation.

Wendiguiata Ouedraogo is a ChFC® with eight years at McIlrath & Eck, LLC and a total of five years in the financial industry. Prior to joining McIlrath & Eck, they worked at Speedi Shuttle and Albert Lee. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services primarily to individuals, trusts, and pension plans. The firm manages portfolios using a combination of active and passive strategies guided by Modern Portfolio Theory and emphasizes client education through regular reviews and workshops.

Troy Crutcher is a CFP® with 17 years of industry experience and has been with McIlrath & Eck, LLC since 2012. He holds a Series 66 license and works as part of a six-advisor team in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and employs a combination of active and passive management guided by Modern Portfolio Theory.

Matthew Beyer is a CFP® professional with 29 years of experience in financial advisory services. He has worked at Madrona Financial Services since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Cetera, and HomeStreet Bank. Beyer is also licensed to sell fixed insurance products. Madrona Financial & CPAs serves individuals, high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm employs model-based investment strategies and integrates accounting and insurance services through affiliated entities.

Michael Seely is a financial advisor at Madrona Financial & CPAs with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Cetera, Cetera Investment Services, and Homestreet Bank. Outside of his advisory role, he is involved in selling fixed insurance products. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies with ETFs and alternative investments, tailoring solutions to clients’ financial profiles and offering related accounting and insurance services through affiliated entities.

Tom Puentes is a financial advisor with PeachCap Tax & Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with PeachCap since 2018 and previously spent four years with Kestra Private Wealth Services, LLC. Puentes serves on the boards of the Pacific Northwest Ballet and Seattle Opera, both nonprofit organizations. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm provides discretionary portfolio management, third-party adviser recommendations, and financial planning, utilizing diversified, model-based portfolios and a range of investment strategies tailored to client needs.

Robert Bauer is a financial advisor with Madrona Financial & CPAs in Everett, WA, holding a Series 65 credential and 18 years of industry experience. He has been affiliated with Bauer Evans Inc, PS since 1989. Outside of advising, he serves as a director for a family help corporation that manages real estate holdings. Madrona Financial & CPAs provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs model-based investment strategies using primarily ETFs and also advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Jacob Blukis is a CFP® with nine years of industry experience, currently serving as an advisor at McIlrath & Eck, LLC since 2017. Prior to this, he worked at Hewlett Packard Enterprise from 2015 to 2017. McIlrath & Eck, LLC provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm uses a combination of active and passive strategies guided by Modern Portfolio Theory and conducts regular portfolio monitoring and rebalancing, offering client education through periodic reviews and seminars.

Paul Adams is a financial advisor with Sound Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Sound Financial, he worked at Guardian Life and Park Avenue Securities. He is an author and co-hosts a podcast focused on organizational leadership, and he serves on the board of Gold Creek Community Church while also teaching financial stewardship there. Sound Financial serves individual and high-net-worth clients as well as business entities, providing financial planning and portfolio management primarily through third-party advisers. The firm emphasizes model portfolios and modern portfolio theory, generally recommending mutual funds and insurance products while overseeing third-party managers and wrap programs.

Joel Maher is a financial advisor at Madrona Financial & CPAs with 10 years of industry experience. He holds a Series 65 designation and has worked at Madrona Advisory Group, Madrona Insurance Services, Madrona Financial & CPAs, and Bauer Evans, Inc. P.S. He is also an owner/member of a real estate sales company, Maher Group LLC, where he assists with administrative tasks, bookkeeping, marketing, and property research. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies and offers tailored account placement, combining core ETF portfolios with alternative and real estate-related investments.

Thor McIlrath is a CFP® professional with 23 years of industry experience, currently serving at McIlrath & Eck, LLC since 2007. He holds Series 63 and Series 66 licenses and practices in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and uses a combination of active and passive management guided by Modern Portfolio Theory, incorporating both fundamental and technical analysis in its customized portfolio strategies.

Maranda Blackwell is a Series 65 licensed financial advisor with six years of industry experience. She has been with Sound Financial, LLC since 2016. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach, relying on model allocations and third-party money managers, and provides tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.

Sean Bolen is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Simplicity Wealth and Harbourview Advisors, where he is also an owner and insurance agent selling primary principal protected products. His prior experience includes roles at Leverage Planners Wealth Management, Financial Engines Advisors L.L.C., and Edelman Financial Engines. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and optional overlays such as tax optimization and customized screening.