Susan Williams is a Series 65-licensed financial advisor with Stock Management LLC in Centralia, WA. She has 24 years of industry experience and has been with Stock Management LLC since 1997. Stock Management LLC provides discretionary investment supervisory services and portfolio management to a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and several institutional clients such as sovereign wealth funds and government entities. The firm employs a fundamental analysis approach grounded in Value Line data and manages portfolios to asset-allocation targets with explicit sell rules and a bond-ladder strategy to mitigate interest-rate risk.

Thomas Morton is a CFA® charterholder with 15 years of industry experience. He has worked at Hawkins Investment Counsel, LLC since 2011 and is the sole owner of Morton Partners, LLC, a property management and non-investment related services firm. At Hawkins, he focuses exclusively on investment-related activities. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process emphasizing diversification and client approval for all transactions.

Alan Gammel is a CFP® professional with 24 years of industry experience, currently serving at Horizons Sustainable Financial Services, Inc. since 2020. Prior to this, he worked at First Affirmative Financial Network LLC for ten years. He is also a part-time instructor for insurance pre-licensing at Primerica Financial Services University. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary investment management to individuals, trusts, foundations, and businesses. The firm focuses on sustainable, responsible, and impact investing, using a structured intake process and a combination of passive, active, and customized strategies.

Kelly Van Wyhe is a CFP® professional at Bright Road Wealth Management, LLC with three years of industry experience. She has been with Bright Road Wealth Management since 2020. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios aligned with client risk profiles.

Dana Franco Young is a financial advisor with Sage Rhino Capital LLC in Federal Way, WA, holding a Series 66 designation and 26 years of industry experience. Prior to joining Sage Rhino Capital in 2017, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years and Bank of America for one year. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, sector, and cyclical analysis, with a noted use of derivatives and options-related strategies in their portfolio construction.

Brett Garver is a financial advisor at 180 Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Key Investment Services, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with 180 Wealth Advisors since 2019. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority and integrates multiple analytical approaches along with financial planning services.

Sylvia Parker is a financial advisor at 180 Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years before joining 180 Wealth Advisors in 2017. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts, employing a combination of fundamental, technical, and asset allocation approaches.

Jeffrey Hussey is a CFA® charterholder with 16 years of industry experience. He is currently with CWC Advisors, LLC and has previously worked at Investors Portfolio Services LLC and Russell Investments Financial Services, LLC. He serves as a committee member for the Desert Aire Homeowners Association, where he reviews investments and oversees outside investment managers and banks. CWC Advisors LLC primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities.

Darren Henke is a CFP® with 37 years of industry experience, currently serving as an advisor at 180 Wealth Advisors, LLC since 2017. Prior to this, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years. Outside of his advisory role, he operates a sole proprietorship renting farm fields to a local dairy farmer. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, offering portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside financial planning.

Richard Buchan is a CFP® professional with 36 years of industry experience. He has worked at 180 Wealth Advisors, LLC since 2017 and previously spent 27 years at Merrill. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside routine financial planning.

Ryan Dusenberry is a financial advisor at American Northwest Advisory Services L.L.C. with four years of industry experience. He holds Series 63 and Series 65 designations and has been with American Northwest in various roles since 2018, including prior experience at AXA Advisors LLC and the University of Washington. American Northwest Advisory Services, L.L.C. provides fee-only investment management and financial planning to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension relationships while employing a range of analysis methods and discretionary trading authority.

Cole Schelbert is a financial advisor at 180 Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at 180 Wealth Advisors since 2021. Prior to his current role, he held positions at Lanway Homes and the City of Fife, and spent 16 years at St. Patricks School. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities through portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority and integrates a mix of analytical approaches alongside financial planning within its wrap fee program.

Thomas Oakes is a Certified Financial Planner (CFP®) with 30 years of experience, serving at American Northwest Advisory Services L.L.C. since 1994. He is also involved as a member and manager of a third-party retirement plan administration business that provides plan oversight and overall business planning. American Northwest Advisory Services, L.L.C. offers fee-only investment management and financial planning to individuals, retirement plans, small businesses, and charitable organizations. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension plans alongside discretionary individual accounts.

Timothy Heisey is a financial advisor at 180 Wealth Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning through a wrap comprehensive portfolio management program and other tailored planning engagements. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates a mix of analytical approaches alongside financial planning in its services.

Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

Matthew Bumstead is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation, with nine years at the latter. Outside of advising, he serves as president of Clarity Tax Management, a tax preparation and accounting business. SB Advisory, LLC is a multi-team SEC-registered firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion primarily on a non-discretionary basis, employing a combination of mutual funds, ETFs, individual equities, and third-party managers guided by fundamental, technical, and qualitative analysis.

Thomas Oakes is a financial advisor at American Northwest Advisory Services L.L.C. with 11 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment involving activities such as video creation, tutoring, and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation with a core-and-satellite approach and has a significant concentration of assets in pension consulting relationships.

Ethan Cox is a financial advisor with American Northwest Advisory Services L.L.C. based in Federal Way, WA. He holds a Series 65 designation and has 10 years of industry experience. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm uses a core-and-satellite approach with strategic asset allocation primarily for clients nearing retirement and has a significant focus on pension consulting relationships.

Jason Dray is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, PepsiCo, and Fisher Investments. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates both as an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wedbush Securities since 2006. Outside of his advisory role, he is involved in small business consulting through WARDDEN LLC and serves as owner and president of Northtown Auto Clinic, an automotive repair business. He also acts as a director for Barclay Place Homeowners, a nonprofit homeowners association. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and registered investment advisory services. The firm provides discretionary and non-discretionary managed accounts along with clearing, custodial, and prime services, with a notable integration of broker-dealer, capital markets, and commodities activities.