Thomas Bowman is a CFP® and CFA® with 10 years of experience in the financial services industry. He is currently affiliated with Investors Portfolio Services LLC and has held roles at TJB Advisory LLC and Fortune Financial Services, Inc. Bowman serves as treasurer for the Kiwanis Club of Puyallup Foundation, a nonprofit organization. Investors Portfolio Services LLC provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charities, and qualified retirement plans. The firm also offers financial planning, tax preparation, and educational seminars, utilizing a range of technology platforms and strategies including direct indexing and potential derivatives use in separately managed accounts.

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.

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. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Cetera, East West Bank, KeyBank National Association, Bank of America, and Merrill. Rainier Family Wealth, Inc. serves individual, high-net-worth, charitable, and corporate clients with wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a goal-based investment approach combining passive and active strategies alongside integrated financial planning and tax analysis.

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 at MKT and Associates LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Columbia River Advisors LLC for nine years. 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 an ancillary service. The firm employs individualized Investment Policy Statements and a range of investment strategies, including tax-managed model portfolios and the use of third-party money managers, and provides various retirement plan fiduciary services.

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 10 years of industry experience. He has worked at Stolz & Associates, PS since 2018 and previously at BNY Mellon from 2013 to 2018. Stolz & Associates, PS serves individuals, families, and retirement plans, offering wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in client assets, emphasizing long-term investing and diversified, lower-cost portfolios using fundamental and technical analysis.

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.

Benjamin Addink is a financial advisor with Columbia River Advisors in Tacoma, WA, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has been with Columbia River Advisors since 2010 and has also been involved in multiple business ventures including land management through Whitestone Land Management, LLC, where he serves as president. Columbia River Advisors manages investment portfolios and provides financial planning primarily for individual clients, high-net-worth households, and pension/profit-sharing plans, employing internally developed model portfolios alongside third-party managers and offering discretionary portfolio management.

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.