David Jajewski is a financial advisor with Portfolio Strategies Inc in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Portfolio Strategies since 1992 and was previously with GWN Securities, Inc. for 11 years. Portfolio Strategies, Inc. provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in assets through a small advisory team. The firm uses various model programs and treats cash as an asset class, managing accounts on a discretionary, custodian-neutral basis.

Rachel Matthews is a financial advisor at Advisors Asset Management, Inc. in Tacoma, WA. She holds a Series 65 designation and has one year of industry experience. Prior to joining her current firm in 2026, she worked at Senior Care Alliance dba Senior Retirement Advisors and has a diverse background including roles in real estate and fitness. Advisors Asset Management, Inc. serves individual clients primarily by placing accounts with third-party money managers and providing fee-for-service financial planning. The firm acts as a client liaison and does not directly manage assets, offering investment services through referrals and delivering advisory oversight alongside affiliated insurance products.

Michelle Robinson is a CFP® professional with 16 years of industry experience, currently affiliated with Stolz & Associates, PS since 2001. In addition to her advisory role, she serves as a notary, providing occasional document notarization services to clients at no charge. Stolz & Associates advises individuals, families, and retirement plans, managing approximately $282 million in client assets. The firm emphasizes long-term investing and diversified, lower-cost portfolios, offering comprehensive financial planning and retirement consulting through a team of three credentialed advisors.

Timothy Rhee is a financial advisor at Rainier Family Wealth, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Cetera, East West Bank, KeyBank National Association, and Merrill. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individual, high-net-worth, charitable, and corporate clients. The firm uses a goal-based investment approach combining passive and active strategies, integrates financial planning with portfolio management, and offers tailored family office services.

Jennifer Emmons Carlson is a financial advisor at Gould Capital, LLC with 22 years of industry experience. She has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Carlson holds Series 63 and Series 65 licenses. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, providing portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis, asset allocation, and income-focused approaches, and offers ERISA 3(38) fiduciary services for employer-sponsored retirement plans.

Benny Heeb is a financial advisor at Stock Management LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Stock Management LLC since 1984. Stock Management LLC provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, managing approximately $128 million in discretionary assets. The firm employs a fundamental analysis approach using Value Line data and manages portfolios with explicit sell rules and a bond-ladder strategy to reduce interest-rate risk.

Matthew Keefe is a financial advisor with MKT and Associates LLC in Tacoma, WA, holding a Series 66 designation and 26 years of industry experience. His work history includes roles at Columbia River Advisors, Morgan Stanley Investment Management, Russell Investments, BNY Mellon Securities, and Strong Capital Management. MKT and Associates serves individual and high-net-worth clients as well as trusts, corporations, and retirement plans, offering discretionary portfolio management and financial planning as a complementary service. The firm employs a combination of third-party money managers and custodian platforms, guided by individualized investment policies and tax-managed model portfolios that incorporate a range of securities and strategies.

John Dubinsky is a financial advisor at North Financial Inc in University Place, WA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with North Financial Inc since 2009. Outside of advising, he is president and owner of North Financial, Inc., which provides accounting and tax preparation services. North Financial Inc serves individual and business clients with discretionary asset management and portfolio management, offering financial planning as a complimentary service. The firm employs fundamental and technical analysis to manage three model portfolios and integrates tax and accounting services alongside its advisory business.

Nicholas Wold is a Personal Financial Specialist (PFS™) with six years of industry experience. He is currently an advisor at Alitus Financial Services and has previously worked at Madrona Financial Services and Triad Investment Management. Since 2014, he has also been a CPA and shareholder at Sutton-McCann & Company, a tax management firm. Alitus Financial Services provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm’s investment approach focuses on value-driven fundamental analysis and long-term portfolio management, with services implemented through an external money manager.

Chad Glover is a CFP® with five years of industry experience, currently serving as a financial advisor at Seneschal Family Office in Tacoma, WA. He has held various roles within KeyBank and its investment services affiliates since 2017 before joining Seneschal. Seneschal Family Office provides financial planning, investment management, and comprehensive wealth services to individual and high-net-worth clients. The firm emphasizes a structured planning process and diversified asset allocation, combining a small advisory team with institutional-scale assets under management.

James Howatson is a financial advisor at Woodland Wealth Advisors with a Series 65 designation and no prior industry experience. Before entering the financial field, he served in the United States Coast Guard Reserves for 31 years and worked with the Tacoma Police Department for 32 years. He has been retired since 2017. Woodland Wealth Advisors provides discretionary, individually tailored portfolio management primarily for individual clients, focusing on long-term equity and ETF core holdings combined with options strategies to generate income and seek capital preservation. The firm manages a small, concentrated client base, allowing for more individualized oversight and employs a disciplined investment process with quarterly account reviews.

Candace Duecker is a CFP® professional with eight years of experience currently serving at Seneschal Family Office. She previously worked at Threshold Group, LLC for nine years before joining Seneschal Advisors, LLC in 2018. Outside of her advisory role, she owns Soul Financial LLC, which provides consulting services focused on divorce financial planning and analysis. Seneschal Family Office serves individual and high-net-worth clients, offering financial planning, investment management, and comprehensive family office services. The firm employs a structured financial planning process and diversified asset allocation, combining mutual funds, ETFs, and third-party managers to align portfolios with client objectives.

Andrew Stolz is a CFA® charterholder with over 10 years of industry experience. He has worked at Stolz & Associates, PS since 2012, with a five-year tenure at BNY Mellon between 2013 and 2018. Stolz holds Series 65 and Series 66 licenses. Stolz & Associates, PS is a three-advisor firm based in Tacoma, WA, advising individuals, families, and retirement plans with approximately $282 million in assets under management. The firm focuses on long-term investing through diversified, lower-cost portfolios and offers a wide range of financial planning and retirement consulting services.

John Gould is a financial advisor at Gould Capital, LLC with 29 years of industry experience. He has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. He holds Series 63 and Series 65 designations. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and asset-allocation guidelines, and it provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Gary Gould is a financial advisor with Gould Capital, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Gould Capital in 2019, where he continues to serve clients. Gould Capital advises individuals, institutions, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and Game Theory, and provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Andrew Mirkovich is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 34 years of industry experience. He holds a Series 63 designation and has been with Portfolio Strategies since 2014. Portfolio Strategies, Inc. provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in discretionary assets. The firm uses a variety of model programs that may trade frequently and employ a range of investment vehicles, operating on a discretionary, custodian-neutral basis.

Noah Fenz is a financial advisor at Investors Portfolio Services LLC with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Investors Portfolio Services in 2025, he worked at Russell Investments Implementation Services, LLC for three years and held several positions at Concourse Financial Group Advisors and Securities Inc. from 2021. Investors Portfolio Services LLC serves individual clients, trusts, charities, and retirement plans by providing discretionary and non-discretionary asset management, ERISA plan fiduciary services, financial planning, and tax preparation. The firm constructs tailored portfolios, employs model portfolios and sub-advisors when appropriate, and offers public educational seminars and in-house tax return preparation.

Derek Dzingle is a CFP®, CFA®, and Series 65 credentialed advisor at Stolz & Associates, PS with four years of industry experience. His career includes roles at Mercer and Gonzaga University, as well as entrepreneurial experience with Dzingles Landscaping. Stolz & Associates, PS serves individuals, families, and retirement plans, providing wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in client assets and emphasizes long-term investing through diversified, lower-cost portfolios with regular reviews and rebalancing.

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.

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