Conner Hartmann is a CFP® professional with 10 years of experience, currently serving at Conestoga Wealth Partners in Gig Harbor, WA. He previously worked at Wells Fargo Advisors from 2016 to 2019 and has been with Commonwealth Financial Network since 2019. Hartmann also has a long-standing role with the South Kitsap School District. Conestoga Wealth Partners is a small, planning-focused advisory firm that delivers customized financial plans and consulting services to individuals and families. The firm emphasizes written plans based on client information and independent research, offering advice on retirement, estate, education funding, and investment analysis without providing discretionary asset management.

Thomas Fletcher is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at GenSphere Private Wealth, LLC and is an advisory committee member at Buffer Labs, providing internal technical guidance to its founders. Prior to joining GenSphere, he spent 21 years at Russell Investments Services, LLC. GenSphere Private Wealth, LLC is an investment manager that offers discretionary and non-discretionary asset management, alternative investment administrative services, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental and momentum analysis across multiple asset classes and incorporates option-writing and derivative strategies, along with alternative investment administration services.

Craig Davis is a CFA® charterholder and holds the Series 65 license, with 13 years of industry experience. He has worked at Harborview Asset Management LLC since 2018 and previously spent 10 years at Financial Insights, Inc., followed by four years at Drive Wealth Advisers. Harborview Asset Management LLC provides discretionary investment management to individual and high-net-worth clients, trusts, charitable organizations, and corporations. The firm focuses on fixed-income strategies supplemented by selective equity holdings and manages relatively large assets for a small client base, emphasizing customized, model-driven portfolios primarily in taxable accounts.

Neil Rose is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial services industry. He has been with Regency Capital Management Inc. since 2021 and previously worked at Cadinha & Co., LLC from 2007 to 2020. Regency Capital Management provides discretionary investment and wealth management services primarily to individuals, trusts, retirement plans, and institutions with approximately $1 million or more in investable assets. The firm combines fundamental analysis with quantitative tools to offer both model and bespoke portfolio strategies and serves a diverse client base that includes pooled investment vehicles and institutional entities.

Bradley Van Aken is a financial advisor with Agate Pass Investment, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Agate Pass Investment Management since 2011. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on long-term, low-turnover portfolio management emphasizing quality and growth at a reasonable price, primarily through individual stocks and investment-grade bonds, and employs a borrowing strategy within separately managed accounts.

Danielle Moody is a financial advisor at Meridian Wealth Management in Gig Harbor, WA. She holds a Series 65 designation and has one year of industry experience. Moody has been with Meridian Wealth Management since 2022. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, and consulting services. The firm focuses on diversified asset allocation across traditional and alternative investments, with a client-servicing model tailored to a small number of clients.

Matthew Hawkins is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Hawkins Investment Counsel, LLC since 2006, where he serves as one of three advisors. 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 that combines quantitative screening with fundamental analysis to construct diversified, customized portfolios.

Patrick Fletcher is a CFP® with five years of industry experience, currently advising at GenSphere Private Wealth, LLC. His prior experience includes roles at D.A. Davidson & Co., Parcion Private Wealth, and Russell Investments. GenSphere Private Wealth provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals across wealth levels, business owners, and charitable organizations. The firm employs a range of investment strategies including fundamental and momentum analysis, option writing, and derivatives within separately managed accounts, with distinctive features such as the use of margin and private-market administration.

Robert Bjur is a CFP® with 33 years at Coast Capital Management and 20 years of industry experience. He operates an income tax preparation business outside of his advisory work. Coast Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses with personalized financial planning and investment management. The firm emphasizes strategic asset allocation using no-load, passively managed funds, global diversification, and written Investment Policy Statements, managing approximately $18 million for about 51 clients with a low client-to-advisor ratio.

Bryan Rogowski is the sole advisor at Rogowski Wealth Management LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 designation and has 13 years of industry experience. Prior government retirement-policy analysis experience is noted in the firm's leadership background. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, using a fee-only model focused on portfolio management with complementary planning advice. The firm employs an evidence-based, globally diversified approach that emphasizes low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency, with portfolios customized to client liquidity needs and risk tolerance.

Garrett Dastrup is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Opportunus Wealth Management, LLC. His prior work includes roles at Principal Securities, INC and Waterfront Financial Management LLC. In addition to his advisory work, he gathers pricing data for the U.S. Bureau of Labor Statistics related to the Consumer Price Index. Opportunus Wealth Management provides personalized financial planning and discretionary portfolio management to individuals, professionals, business owners, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fiduciary responsibility, diversified model portfolios often utilizing low-cost ETFs, and offers both standard and performance-based fee arrangements.

Krystal Oien is a financial advisor at Rogowski Wealth Management LLC with four years of industry experience. She holds the Series 65 designation and has worked previously at Seattle Pacific University, Compass Group, FedEx, and other organizations. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, utilizing a fee-only structure and a globally diversified, evidence-based investment approach focused on low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency.

Susan Risner is a financial advisor at Sound Financial Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sound Financial Advisors since 1996 and at Kms Financial Services, Inc. from 1999 to 2019. In addition to her advisory work, she is licensed as an insurance agent, selling long-term care, disability, and other insurance products. Sound Financial Advisors serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations by providing investment advisory services and standalone financial planning. The firm manages portfolios through a third-party platform using model allocations created by independent strategists, focusing on client risk/return objectives rather than customized security selection.

Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.

Jason Kunkel is a financial advisor with Agate Pass Investment, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Robert Baird & Co. from 2014 to 2020 and Agate Pass Investment since 2020. He also spent time as an MBA student in 2020. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on quality and growth-oriented investments with a long-term, low-turnover portfolio management approach and employs borrowing strategies in separately managed accounts as part of its investment process.

Klaudia Anna Conradt is a financial advisor at Conestoga Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Commonwealth Financial Network. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management and investment advisory services.

Matthew Daley is a CFP® with nine years of experience in financial advising. He has worked at DecisionPoint Financial, LLC since 2018 and previously held positions at Arista Wealth Management, LLC, Moss Adams Wealth Advisors, and Utah Valley University. His background includes both industry practice and a role at a university money management and resource center. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and uses a mix of fundamental, technical, and cyclical analysis across various asset types while incorporating AI tools to support advisor judgment.

Stacy Shields is a Series 65 licensed financial advisor with seven years of industry experience. She is currently with Fortitude Advisory Group L.L.C. and has prior experience at Dynamic Wealth Advisors, SJ Wealth Management LLC, and TRUEBLUE. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a network of financial advisors who offer portfolio management, third-party manager selection, and overlay services, operating from multiple offices and utilizing affiliated entities to support its advisory activities.

Craig Johnsen is a financial advisor at Fortitude Advisory Group L.L.C. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Argentus Advisors, LLC (Dba: Sound Wealth Partners) since 2016, with prior roles at Private Advisory and Strategic Capital Group LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates as a team across multiple offices and offers portfolio management, third-party manager selection, and overlay services.

Ron Elzig is a financial advisor at Hidden Cove Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. among other firms. He also serves as an insurance agent and acts as an industry expert witness for legal cases. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios and overseeing independent managers as fiduciaries.