Shubham Acharya is the sole advisor at Ninja Wealth Advisors, LLC, an independent registered investment adviser based in Federal Way, WA. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, Acharya works as a Systems Analyst for the U.S. Government. Ninja Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of analytical methods to build long-term portfolios tailored to client goals and risk tolerance, maintaining a small client roster and a unique approach to trade execution and service delivery.

Carlton Ellis is a financial advisor at Chimera Wealth LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nobles and Richards, Inc. and Landolt Securities, Inc. Ellis was involved with In House Hemp LLC from 2019 to 2021. Chimera Wealth serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm combines strategic and tactical model allocations using a mix of analytical approaches and offers unique services such as subscription-based portfolio reports and digital asset access.

Justus Rainwater is a financial advisor at Firewall Capital Management with four years of industry experience. He holds a Series 65 credential and has been with Firewall Capital Management since 2021. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm employs a tactical asset allocation approach combined with modern portfolio theory and offers financial planning services at no additional charge to advisory clients.

Donald Foy is a financial advisor at Columbia River Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at various firms including LPL Financial and Raymond James Financial Services. Outside of advisory work, he owns Summit Tax Services and is the sole member of a personal LLC holding interests in Columbia River Advisors and other entities. Columbia River Advisors manages investment portfolios and provides financial planning primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm utilizes internally developed model portfolios supplemented by third-party managers, managing approximately $191 million in assets on a primarily discretionary, asset-based model.

Nils Wickman is a CFP® with 18 years of industry experience and currently serves at Ares Financial Consulting LLC. He has worked at Ares since 2017 and has prior experience with Ameritas Investment Corp. Outside of his advisory role, Wickman teaches a financial literacy class for Tacoma Public Schools and serves as Planned Giving Director at Urban Grace Church. He is also an advisory committee member of the 253 Youth Ultimate Program. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach typically involving mutual funds and ETFs, alongside value-based pricing and business-focused services.

Frank Gallo is a CFP® with 34 years of experience in financial services, currently affiliated with Investors Portfolio Services LLC. He has held positions at multiple firms, including Fortune Financial Services, United Planners Financial Services, and FMT Solutions. Outside of advisory work, he acts as trustee of the Joan M Gallo Trust and prepares federal tax returns. 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 integrates portfolio construction based on Investment Policy Statements with technology-driven implementation and offers tax preparation, estate planning, and educational seminars.

Jun Chea is a CFP® and Series 66-registered financial advisor with three years of industry experience. He has worked at Rainier Family Wealth, Inc. since 2024 and previously held roles at Financial Insights, Inc. and Key Bank NA, where he spent 29 years. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning, using a combination of passive and active strategies grounded in Modern Portfolio Theory.

Michael Ruff is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has worked at Rainier Family Wealth, Inc. since 2024 and previously held roles at Financial Insights, Inc. and Key Bank. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individual, high-net-worth, charitable, and corporate clients. The firm employs a goal-based investment approach centered on asset allocation using both passive and active strategies, integrating financial planning and tax analysis into ongoing account supervision.

Janet Pack is a financial advisor with Advisors Asset Management, Inc. in Tacoma, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Advisors Asset Management since 2017 and has also been involved with Senior Care Alliance since 2005, where she spends approximately 70% of her time overseeing insurance product sales. Her prior experience includes a role at Federal Retirement Resources in 2017. Advisors Asset Management primarily serves individual clients by referring accounts to third-party money managers and providing fee-for-service financial planning without acting as a custodian or directly managing client assets. The firm also offers insurance products through an affiliated business and receives compensation tied to third-party manager advisory fees while maintaining compliance oversight internally.

Jeffrey Lang is a CFP® with 25 years of industry experience, currently serving as an advisor at Seneschal Family Office in Tacoma, WA. He has been with Seneschal Advisors, LLC since 2012. Seneschal Family Office provides financial planning, investment management, and comprehensive family office services to individual and high-net-worth clients. The firm follows a structured financial planning process and emphasizes diversified asset allocation using mutual funds, ETFs, and third-party independent managers.

Shelly Maas is a financial advisor with Sunrise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has previously worked at Merrill and Empower Advisory Group, and currently holds roles at both Sunrise Financial Services and Madison Avenue Securities. Sunrise Financial Services LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, utilizing a Modern Portfolio Theory-based investment process with risk-adjusted model portfolios and periodic account reviews.

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.

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. 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.

Patrick Rhodes is a financial advisor at PWR Financial Services with 24 years of industry experience. He holds the Series 65 designation and has managed Rhodes & Associates since 1978. Outside of advising, he manages a certified public accounting firm and is involved in multiple business ventures, including ownership and operational roles in hospitality, property management, and manufacturing companies. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on manager-of-managers and third-party money manager selection and monitoring. The firm emphasizes due diligence, asset allocation, and long-term, non-discretionary portfolio management.

Janice Hammond is a financial advisor at Sunrise Financial Services LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Madison Avenue Securities LLC and Questar Asset Management. Outside of her advisory role, she owns JJH Business Development Corp, a marketing company. Sunrise Financial Services LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm applies Modern Portfolio Theory through risk-adjusted model portfolios and uses quantitative tools for asset allocation and monitoring.

Heath Rainwater is a financial advisor with Firewall Capital Management in Enumclaw, WA, holding Series 63 and Series 65 licenses and 24 years of industry experience. Since 2013, he has served as head pastor at Grace Point Northwest Community Church and also volunteers mentoring and teaching for the Full Gospel Church of Jesus Christ. Additionally, he is employed as a firefighter with the Seattle Fire Department. Firewall Capital Management provides discretionary investment management and financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm combines modern portfolio theory with tactical asset allocation using a range of securities, offering personalized services primarily on a discretionary basis.