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.

Kristina Draper is a financial advisor at Northern Lights Advisors, Inc. in Seattle, WA, holding Series 65 and Series 63 licenses with six years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Voya Financial Advisors, Inc., and Morrison Hershfield Corporation. Northern Lights Advisors serves individual clients, including high-net-worth households, and institutional clients such as employee benefit plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses client-specific data to set investment objectives and employs both traditional and automated web-based advisory programs that utilize proprietary model portfolios.

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.

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

Jason Parker is a financial advisor at Parker Financial LLC in Silverdale, WA, holding a Series 65 designation with 18 years of industry experience. He has been with Parker Financial LLC since 2007. Outside of his advisory role, he is the owner of Retirement Budget Calculator LLC, an online subscription service for retirement planning software, and serves as president of the Gateway Christian Schools Foundation, where he oversees committees and participates in speaking engagements. Parker Financial LLC provides investment supervisory services, financial planning, and consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party tactical programs, and maintains public educational offerings including newsletters and seminars.

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.

Keith Campbell is a financial advisor at Smart Portfolios, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Smart Portfolios since 2012. Smart Portfolios serves retail clients, including high-net-worth individuals, by providing model-based portfolio management, signal subscription services, and standalone financial planning and consulting. The firm uses a proprietary Dynamic Portfolio Optimization engine informed by Dynamic Risk Theory to adjust asset allocations and offers both discretionary management and non-discretionary signal services.

Dan Uhm is a financial advisor at Seattle Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including American Institutional Assets, LLC, RCX Capital Group LLC, Ross Securities Corporation, and Commonwealth Financial Network. Outside of his advisory role, he is involved as a partner and manager in multiple non-investment related business ventures, including Zeolite Composites, LLC. Seattle Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term, disciplined, and broadly diversified investment approach and manages approximately $131 million in discretionary client assets.

Trent O'neal is a financial advisor at Wayfinding Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors Financial Network LLC and Merrill. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan advisory and consulting services. The firm manages over $350 million in assets across about 361 accounts and utilizes a planning-driven consultative approach combined with disciplined asset allocation and a variety of investment implementation strategies.

Philip Murphy Jr. is a CFA® charterholder with 23 years of industry experience. He is currently with Smart Portfolios, LLC in Lake Forest Park, WA, and previously worked at PLM Investment Advisers, Inc. for 17 years, as well as Aviso Wealth Management, Florida Investment Advisors, and Banc Of America Investment Services. Smart Portfolios, LLC provides investment management and financial planning services to retail and high-net-worth clients, using a model-driven approach based on proprietary Dynamic Portfolio Optimization and multiple research sources. The firm employs pre-developed asset-allocation models and customized strategies, favoring ETFs for tactical exposure, and maintains a formal referral compensation practice with disclosures to clients.

Heather Hughes Henrichsen is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 65 credential and 13 years of industry experience. She has been with Parker Financial since 2009. Outside of her advisory role, she operates Heather Dawn Design, a sole proprietorship offering graphic design, bookkeeping, and administrative assistance. Parker Financial LLC provides investment supervisory services, financial planning, and investment consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party money managers, and is known for its public educational activities including e-newsletters and seminars.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Gradient Securities, Covenant Senior Life, and Packerland Brokerage Services. Reed is also the owner of The Medicare Exchange, an insurance sales organization focused on Medicare products. Anchor Financial serves mostly individual clients with a small, concentrated practice managing approximately $5.7 million in assets. The firm provides discretionary asset management primarily through mutual funds and ETFs, offers retirement plan services, and coordinates with a third-party manager under specific referral arrangements.

Danika Waddell is a CFP® credentialed financial advisor with seven years of industry experience, currently with Xena Financial Planning, LLC. Her prior roles include four years at Goddard Financial Planning and five years with the predecessor to her current firm. Outside of advisory work, she is CEO of Xena Rising LLC, where she speaks at events and leads retreats for financial advisors. Xena Financial Planning, LLC provides discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using low-cost index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis, and offers services including retirement planning, tax-aware strategies, and estate planning.

Mark Lalich is a financial advisor at GreenRock Asset Management LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory role, Lalich is CEO and board chairman of Rust Gym Inc., an educational subscription service teaching computer programming, and he owns Lalich Principle Consortium, a holding company with interests including an optometry business. GreenRock Asset Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, companies, and institutional clients. The firm employs active, tactical portfolio management with the use of derivatives and may enter into performance-based fee arrangements, distinguishing itself among independent advisers.

Natalie Samuels is a financial advisor at Northern Lights Advisors, Inc. with one year of industry experience. She holds the Series 65 designation and previously worked at Jackson Wealth Management, CWM, LLC, and Starbucks Coffee Company. Northern Lights Advisors serves individual and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm combines traditional advisory methods with a web-based automated portfolio program that uses proprietary models, emphasizing continuous monitoring and customized investment implementation including mutual funds, ETFs, and direct indexing.

Kyle Weisbrod is a financial advisor at One Day Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Savvy. Prior to his advisory career, he was self-employed and a homemaker. One Day Wealth provides investment management and financial planning services to individuals, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with index funds and ETFs, offers presentations on personal finance and professional development, and includes discretionary portfolio management alongside retirement-plan consulting.

Brian Whitaker is a CFP® certificant based in Seattle, WA, with 24 years of industry experience. He has worked primarily with LNW Wealth Management in various roles from 2002 to 2025 before joining Northern Lights Advisors, Inc. in 2025. Northern Lights Advisors serves individual clients, including high-net-worth households, as well as institutional clients such as employee benefit plans. The firm offers discretionary portfolio management, financial planning, and consulting services, with both traditional and web-based automated portfolio programs that utilize proprietary model portfolios and incorporate tools like direct indexing and AI support.

Timothy Tenbrink is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Parker Financial LLC, where he has worked since 2023. Prior to this, he spent six years at Northwest Baptist Church and one year at Eiler Wealth Management. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, offering both standalone planning and ongoing portfolio management. The firm emphasizes fundamental analysis with portfolios that often include ETFs and mutual funds, and it supports clients through educational seminars and free e-newsletters.

Tiffany Lally is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 66 designation and two years of industry experience. She previously worked at Baird Private Wealth Management for seven years and has a background in education from Eastern Washington University and community colleges. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm uses a discretionary investment approach focused on fundamental analysis and offers educational seminars and free e-newsletters for the public.