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.

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.

Kaleigh Prentice is a financial advisor with Prentice Financial Planning, LLC in Olympia, WA, holding Series 65 and Series 66 designations with 11 years of industry experience. She has worked at Prentice Financial Planning since 2017 and previously ran an independent insurance business. Outside of advising, she owns a cookie-making business specializing in decorated sugar cookies. Prentice Financial Planning provides investment management, financial planning, and fiduciary services to individuals, trust and estate clients, and plan sponsors. The firm employs a long-term, globally diversified investment approach with tax-sensitive implementation and behavioral coaching, offering values-based portfolio options including ESG and ultra-conservative strategies.

Hi. I'm Lorri. I'm Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I specialize in working with state government workers, teachers, and/or members of the LGBTQIA+ community. I'm passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I've seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it's possible to do both if you are clear about what is important to you. I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains.

Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds the Series 65 designation and has been with the firm since 2023. Prior to her work in financial advising, she has experience in various roles including at Boston Harbor Landscaping and Loveful Birth Services. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Troy Colby is a financial advisor at Northern Monarch Capital LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked for Sabin Investment Management, Inc. for 10 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser that offers asset management, retirement-plan advisory, and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $40.7 million in discretionary assets, focusing on exchange-traded funds, mutual funds, and common equities with an investment approach involving fundamental, technical, charting, and cyclical analysis.

Thomas Stapp is a CFP® professional with five years of industry experience, currently serving as an advisor at Stapp Wealth Management, PLLC since 2017. Prior to his advisory role, he spent 17 years at Baylor University. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing risk-based model strategies that combine institutional funds with technical and cyclical analysis.

Samuel Armour is a CFP® professional with eight years of industry experience, currently serving at Armour Wealth Advisors, LLC in Tumwater, WA. His career includes roles at Armour, Inc., Ragnar Wealth Management, LLC, and Armour Vickerman PLLC. Outside of advising, he owns Armour, Inc., where he provides trustee services. Armour Wealth Advisors, LLC offers comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm uses a disciplined, behaviorally-informed investment approach focused on capital preservation and risk management, incorporating client ESG preferences and maintaining cash liquidity.

Melissa Johnson is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds a Series 65 designation and has one year of industry experience. Johnson has been with Prentice Financial Planning since 2023. Prentice Financial Planning is a team-based registered investment adviser that serves individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach with an emphasis on tax efficiency, behavioral coaching, and client-specific portfolio options including ESG and faith-based strategies.

Scott Smith is a financial advisor with Northern Monarch Capital LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 16 years at Sabin Investment Management, Inc. before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser that provides asset management, retirement-plan advisory, and hourly financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages discretionary portfolios primarily using exchange-traded funds, mutual funds, and common equities, and emphasizes client objectives through documented investment policies.

Andrew Prentice is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Prentice Financial Planning, LLC since 2017. His prior roles include positions at Columbia River Advisors, LLC and Bliss Investments LLC, as well as experience as an independent insurance agent. He is also a member of PTS Holdings, LLC, which owns the building housing his firm. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households and retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocation, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Allen Woodard is a financial advisor with Northern Monarch Capital LLC, holding a Series 65 designation and 15 years of industry experience. He worked at Sabin Investment Management, Inc. for 14 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser serving individuals, small businesses, trusts, estates, and charities. The firm manages discretionary portfolios using exchange-traded funds, mutual funds, and equities, and offers asset management, retirement-plan advisory services, and financial planning.

Samuel Thomassen is a financial advisor at GK Capital Partners with 14 years of industry experience. He holds the Series 66 designation and has been with GK Capital Partners, LLC dba Ragnar Wealth since 2012. GK Capital Partners provides discretionary investment management to individuals, trusts, estates, and other entities, as well as advising a private pooled vehicle focused on income-oriented credit strategies. The firm combines top-down and bottom-up research to manage diversified portfolios emphasizing capital preservation and employs a distinctive dual role managing both retail model portfolios and private fund investments.

Cassidy Stevick is a Series 65 licensed financial advisor with over 10 years of industry experience. He has worked at Columbia River Advisors since 2015 and has been affiliated with Prentice Wealth Management LLC since 2017. Cassidy also has a role at St. Martin's University beginning in 2015. Columbia River Advisors manages investment portfolios and offers financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses internally developed model portfolios, supplements with third-party managers when appropriate, and manages accounts primarily on a discretionary basis.

Jacqueline Degideo is a financial advisor at Anchor Financial in Tacoma, WA, with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Anchor Financial since 2021. In addition to her advisory role, she is involved with The Medicare Exchange and Sound Medicare Advisors, LLC, both insurance-related businesses she has operated for over a decade. Anchor Financial manages discretionary asset portfolios for individual investors and qualified retirement plans, emphasizing mutual funds and ETFs. The firm provides tailored investment programs and ERISA 3(38) fiduciary services, and maintains a referral relationship with a third-party manager.

Ao Vang is a Series 66-licensed financial advisor at Capstone Investment Group with nine years of industry experience. He previously held positions at Global Asset Management, RBC Capital Markets, and Fidelity Brokerage Services. Capstone Investment Group serves a diverse clientele including high net worth individuals, ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a blend of fundamental and technical research, incorporating artificial intelligence in its investment models while allowing advisor discretion, and offers a range of strategies and investment vehicles including ETFs, mutual funds, structured notes, and alternatives.

Krista Wallace is a CFP® professional with five years of experience in financial advising. She has worked at SoundView Advisors since 2020 and previously spent six years at Zeiders Enterprises. Outside of her advisory role, she serves as a Trustee and Finance Elder at University Place Presbyterian Church. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes customized asset allocation and ongoing account management, with a focus on tailored portfolios and formal quarterly reviews.

Ricardo Jesus is a financial advisor at Liberty Atlantic Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Chase Buchanan Wealth Management and Private Client Consultancy. He has also worked in sports management and held academic roles at the University of Tulsa and University of Mississippi. Liberty Atlantic Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across diversified portfolios and maintains multiple offices with a focus on fundamental analysis and accommodating specialized investment situations.

Bryan Pettit is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cuso Financial Services. Outside of his advisory work, Pettit is active as a youth pastor and soccer coach in his community. Capstone serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm combines fundamental and technical research with artificial intelligence to implement both tactical and buy-and-hold investment strategies across a diverse range of instruments.