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.

Nathan Ricks is a CFP® professional with 24 years of industry experience. He has served as an advisor at Financial Freedom for Dentists LLC since 2019 and previously worked at Dental Wealth Advisors, LLC from 2013 to 2019. Financial Freedom for Dentists LLC advises dentists, other individual and high-net-worth clients, as well as corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management, retirement-plan support, and tailored financial planning, employing Modern Portfolio Theory with regular monitoring, rebalancing, and tax-loss harvesting. Additionally, the firm provides public educational seminars and retirement-plan education for plan participants.

Vogt Wilkison is the sole advisor at Wilkison Investment Services, LLC, an independent firm based in Snoqualmie, WA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, having worked at the firm since 1988. Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. The firm uses an asset-allocation approach, constructing diversified portfolios with passive index and exchange-traded funds, actively managed mutual funds, and individual securities, and emphasizes a combination of fundamental and technical analysis.

Rachel Sehayek is a financial advisor at Prism Financial Planning, LLC in Issaquah, WA. She holds a Series 65 designation and began her advisory career in 2024. Prior to joining Prism, she worked at Beacon Hill Staffing Group, Washington State University, and the Issaquah School District. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics including retirement planning, college savings, and tax efficiency. The firm emphasizes client needs and risk tolerance to recommend asset allocations and investment options, typically favoring no-load mutual funds and index-based ETFs, and operates on a fee-only basis without managing client assets directly.

Loyd Burleson III is a CFP® professional with five years of industry experience, currently serving at Financial Freedom for Dentists LLC. His work history includes roles at Advanced Planning Educational Group, Inc. and BANDER Investments. Financial Freedom for Dentists LLC advises dentists and other high-net-worth individuals, as well as corporations and employer-sponsored retirement plans. The firm employs Modern Portfolio Theory in portfolio construction and offers discretionary management, comprehensive financial planning, public educational seminars, and retirement-plan support services.

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.

Virginia Bruce is a CFP® professional with 25 years of industry experience. She has been with Firewall Capital Management in Enumclaw, WA, since 2011. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses. The firm’s investment approach combines modern portfolio theory with tactical asset allocation across various securities, managing approximately $66.9 million in client assets.

Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Beehive Federal Credit Union and a missionary from 2016 to 2018. Financial Freedom for Dentists LLC serves dentists, high-net-worth individuals, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management and tailored financial planning. The firm uses Modern Portfolio Theory in portfolio construction and provides educational seminars on investments and retirement topics.

Daniel Wilkison is the sole advisor at Wilkison Investment Services, LLC in Snoqualmie, WA, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has operated his independent firm since 2001. Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. The firm emphasizes asset allocation and constructs diversified portfolios using a combination of passive index funds, actively managed mutual funds, and individual securities, employing a mix of fundamental and technical analysis.

King Rainwater is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Firewall Capital Management since 2022. Prior to this, he held various roles outside the financial sector. He is also the owner of Glass Capture, a business consulting venture for entrepreneurs and small businesses based in Enumclaw, WA. 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 combines modern portfolio theory with tactical asset allocation, offering tailored accounts and free financial planning services to all clients and standalone planning to firefighters and their families.

Amy Goan is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Prism Financial Planning, LLC since 2013. She holds the Series 63 designation and is based in Issaquah, Washington. Prior to founding Prism, her background includes institutional portfolio management. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics such as retirement, college savings, estate planning, tax efficiency, insurance, and long-term care. The firm focuses on client needs and risk tolerance to recommend asset allocations, typically advising no-load mutual funds and index-based ETFs, without offering portfolio management or discretionary authority.

Li Guay is a financial advisor at Strait & Sound with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gps Capital Management, LLC and PG Global Wealth Management, Inc. since 2011. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios emphasizing diversification and capital preservation.

William Small is a financial advisor with Highland Capital Advisors, LLC, holding a Series 66 credential and 15 years of industry experience. He has been with Highland Capital Advisors since 2006. Outside of his advisory role, Small is a member of Rainier Set Sail, LLC, an entity that owns and occupies the office building used by his firm. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm provides non-discretionary investment consulting focused on pooled vehicles and third-party separate account managers, utilizing institutional analytic techniques to develop investment policy statements and strategic allocations.

Craig Watkins is a financial advisor at Highland Capital Advisors, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Merrill Lynch, Prudential Investment Management, and CONOVER Securities Corporation. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting focused on retirement plans. The firm uses institutional analytic techniques to develop investment policy statements and strategic asset allocations, with an emphasis on non-covered securities and periodic reviews rather than ongoing portfolio management.

Martha Mc Neely is a financial advisor with Creative Money LLC holding a Series 65 credential and two years of industry experience. She is the owner of Buoy Financial Services, LLC, which provides bookkeeping services for therapists and helping professionals, and Martha McNeely Psychotherapy, PLLC, offering individual therapy to adults in Washington state. Creative Money LLC provides fee-only financial planning focused on comprehensive client needs including retirement, cash flow, debt management, and estate planning. The firm delivers tailored written or electronic plans and emphasizes passive investment vehicles, with clients implementing investment recommendations through their chosen custodians.

William Romig is a CFA® charterholder with 28 years of industry experience. He is currently with Strait & Sound Wealth Management LLC and previously worked at JPMorgan Securities LLC and Scottrade. Outside of his advisory role, he is a one-third owner of Katz View, LLC, a private entity unrelated to investment advising. Strait & Sound provides discretionary wealth management, financial planning, and investment consulting to individual and high-net-worth clients as well as business entities. The firm employs a mosaic investment approach combining valuation metrics, behavioral and technical analysis, and portfolio construction focused on diversification and capital preservation.

David Mann is a financial advisor with Highland Capital Advisors, LLC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Highland Capital Advisors since 2017 and previously worked at LPL Financial LLC from 2015 to 2017. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting and implemented solutions focused on pooled investment vehicles and third-party separate account managers. The firm employs institutional analytic techniques to develop investment policies and asset allocations and emphasizes ERISA fiduciary consulting without providing ongoing portfolio management or comprehensive financial planning.

Matthew Bumstead is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation, with nine years at the latter. Outside of advising, he serves as president of Clarity Tax Management, a tax preparation and accounting business. SB Advisory, LLC is a multi-team SEC-registered firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion primarily on a non-discretionary basis, employing a combination of mutual funds, ETFs, individual equities, and third-party managers guided by fundamental, technical, and qualitative analysis.

Richard Wyman is a financial advisor at Highland Capital Advisors, LLC with 28 years of industry experience. He has been with Highland Capital Advisors since 2006. He holds Series 63 and Series 65 designations. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm focuses on non-discretionary investment consulting using institutional analytic techniques and restricts its advice to non-covered securities without providing continuous portfolio supervision.

Michael Schwartz is a financial advisor at Decker Retirement Planning Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Centaurus Financial Inc. Decker Retirement Planning offers personalized retirement and financial planning along with discretionary investment management to a diverse client base, including individuals, high-net-worth clients, and business entities. The firm employs a model-driven investment approach using quantitative strategies and a range of financial products, serving approximately 900 clients with about $285 million in assets under management.