William Hicks is a financial advisor at Sapling Wealth Management with 15 years of industry experience. He holds a Series 65 designation and has been with Sapling Wealth Management since 2010. Sapling Wealth Management provides fee-based investment advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management, incorporating strategic and tactical asset allocation alongside fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerances.

S Yeyni is a Certified Financial Planner® with 24 years of experience in the financial services industry. He has been the principal advisor at Wealth Builders, Inc. since 2000 and also serves as president of an affiliated accounting firm, Josh Yeyni, CPA, PS, where he spends part of his time on tax and accounting activities. Wealth Builders, Inc. is an independent, fee-only investment adviser managing over $100 million in client assets. The firm provides personalized financial planning and investment management services, employing a passive, index-based approach with global diversification and offering both discretionary and non-discretionary arrangements.

Christine Maggio is a financial advisor at Retirement Planning Partner LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Unify Consulting and VMG Studios. Retirement Planning Partner LLC provides retirement-focused financial planning to individuals and couples, offering hourly engagements, comprehensive written plans, and ongoing membership options. The firm emphasizes strategic asset allocation using primarily passive investment vehicles and provides advice on a non-discretionary basis without managing or custodying client assets.

Ranjan Upendra is a financial advisor at Starklogic LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Microsoft and Adobe in financial planning and analysis roles. Starklogic LLC, established in 2018, provides discretionary portfolio and wealth management services for pooled and institutional accounts as well as financial planning for individual clients. The firm focuses on asset allocation using strategic and tactical methods and manages portfolios primarily through no-load mutual funds and ETFs.

Martin Bublitz is a financial advisor with Treeview Capital holding a Series 65 designation and five years of industry experience. Prior to joining Treeview Capital, he worked at Cornerstone Alternatives and has been the principal consultant at Cascade Cloud Services LLC, an IT consultancy, since 2016. Bublitz also serves as managing member of Bublitz Holdings LLC, a holding company. Treeview Capital provides fee-based investment advisory services primarily online, focusing on offering access to investment funds with high minimums but lower initial investment requirements. The firm uses a software-driven algorithm and comprehensive questionnaires to tailor fund-only advice for individuals, trusts, employer-sponsored plans, estates, charitable organizations, and corporate entities.

George Sisti is a financial advisor at On Course Financial Planning with 21 years of industry experience. He holds a Series 65 designation and has worked as a pilot for United Airlines since 1978. On Course Financial Planning serves primarily individual clients, including high-net-worth individuals, by providing financial planning and investment advisory services. The firm uses a passive, indexing investment approach with globally diversified portfolios and operates as a single-advisor practice managing discretionary assets.

Christopher Files is a financial advisor at Van Ray Wealth Management in Edmonds, WA, holding Series 65 and Series 66 credentials with seven years of industry experience. He has been with Van Ray Wealth Management since 2019 and also manages the Van Winkle Agency, an insurance brokerage, where he has worked for over 15 years. Van Ray Wealth Management serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable entities, providing portfolio management, comprehensive financial planning, ongoing advising, and retirement-plan consulting. The firm emphasizes strategic asset allocation with periodic rebalancing and blends financial planning, retirement-plan education, and insurance distribution within a boutique advisory structure.

Gary Harris is the sole advisor at Bedfield Asset Management, LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 designation and has 18 years of industry experience, with over 20 years managing the firm since its founding in 2006. Harris has a background in aviation and technology entrepreneurship. Bedfield Asset Management provides discretionary portfolio management to individuals, trusts, businesses, and corporate pension and profit-sharing plans. The firm employs a blended active/passive investment approach across six asset classes, using fundamental and technical analysis methods focused on index and sector rotation for capital appreciation.

Shan Kumar is the sole advisor at PI Square Capital, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has led PI Square Capital since 2010 and is also a licensed insurance agent, dedicating a significant portion of his time to insurance activities. The firm provides discretionary investment supervisory services to individuals, trusts, corporations, and pension plans, combining fundamental and technical analysis with modern portfolio theory and tactical asset allocation. It offers ongoing portfolio management and may include insurance advice upon client request.

Kiran Gadepalli is a financial advisor at Wyoming Systems Group of Businesses with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked since 2017 at Wyoming Systems Inc. In addition to his advisory role, Mr. Gadepalli serves as President and CEO of several small businesses offering financial online services, accounting, and small farm products. He also has a long tenure as a Senior Programmer Analyst for the City of Redmond. Wyoming Systems Group of Businesses provides comprehensive financial planning and investment advice to individuals, trustees, and businesses. The firm emphasizes a fundamental, long-term investment approach focused on asset allocation, low-cost investments, and tax considerations, and combines investment advice with accounting, tax preparation, bookkeeping, and other business services.

Sanjay Parikh is a Series 65-licensed financial advisor with Lotusment Advisors, LLC, where he has worked since 2019. He has five years of industry experience and previously worked at Lotus Data Services. In addition to his advisory role, Parikh serves as a Data Architect for Snohomish County, focusing on data analysis, management systems, and artificial intelligence. Lotusment Advisors serves individual investors, charitable organizations, and employer plan sponsors, offering portfolio management, retirement plan advisory, 529 plan advising, and 1031 exchange consulting. The firm employs a combination of fundamental, technical, and quantitative analysis within defined portfolio offerings and provides both discretionary management and third-party manager recommendations.

Franklin Hsu is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Nomad Capital Group, LLC in Kirkland, WA. His prior roles include positions at TransGlobal Advisory LLC and Nomad Global Capital, LLC. He is also an independent licensed insurance agent selling fixed insurance products. Nomad Capital Group provides portfolio management and comprehensive financial planning to individuals, corporations, charitable organizations, and pension or profit-sharing plans, including a notable portion of clients outside the United States. The firm employs a range of investment strategies such as long-short, trend-following, and options-based approaches, and offers performance-based fee arrangements and the use of derivatives and leveraged ETFs.

Robyn Meyer is a financial advisor at PathMont Investment Management in Seattle, WA, holding Series 63 and Series 66 designations with 23 years of industry experience. She has worked at PathMont since 2018 and previously spent three years at Kms Financial Services, Inc. PathMont provides discretionary investment supervisory services and individual portfolio management primarily to high-net-worth individuals, charitable organizations, and corporations. The firm focuses on client-specific planning and employs an investment process centered on asset allocation and long-term holdings, occasionally using options strategies for income or risk management.

Ken Kamada is the principal advisor at Kamada Investment Management in Bellevue, WA, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citian and Harvey Partners prior to his current role. Outside of his advisory work, Kamada serves as CEO of AboutGOLF, a golf simulator technology company, and is co-founder of Investino, a fintech mobile app for investing on behalf of children. Kamada Investment Management provides discretionary investment supervisory services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, active investment approach focused on concentrated equity portfolios and uses strategies including short sales and derivatives that are uncommon among independent advisers.

Anthony Thome is the principal of Thome Financial Management in Bellevue, WA, with 29 years of industry experience. He has been leading Thome Financial Management since 2003 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Thome is the sole licensed insurance agent for the affiliated insurance agency, providing health, disability, long-term care, and life insurance services. Thome Financial Management is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm manages approximately $53.7 million in discretionary assets, following a long-term, asset-allocation strategy focused on diversified portfolios primarily using exchange-traded funds and no-load mutual funds.

Brian Gawthrop is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Five Cedars Financial, LLC since 2022. Prior to founding Five Cedars, he worked for six years at Robinswood Financial. Five Cedars Financial, LLC provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, emphasizing customized strategies documented in Investment Policy Statements and offering a range of investment approaches including fundamental, technical, and cyclical analysis.

Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.

Victor Jones is a CFP®, ChFC®, and PFS™ credentialed advisor with 35 years of industry experience. He is the principal of Victor Jones CPA, PC in Seattle, WA, where he has worked since 2021, following prior roles at Infinity Financial Services and Jones Tax Advisors, Inc. In addition to his advisory work, he is a licensed insurance agent in Washington, California, and Texas. Victor Jones CPA, PC provides integrated personal financial planning, tax and accounting advice, fiduciary accounting, portfolio management, and pension plan services to individuals, businesses, and charitable organizations. The firm combines tax and accounting expertise with financial planning and offers portfolio management on a non-discretionary basis, typically recommending diversified strategies using stocks, bonds, mutual funds, and options.

Thomas Gerson is a financial advisor at Blair Hall Advisors, LLC in Seattle, WA, holding a Series 66 designation with 16 years of industry experience. He has been with Blair Hall Advisors since 2014. Blair Hall Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, with a focus on comprehensive portfolio management that incorporates quantitative, fundamental, and technical analysis. The firm offers customized strategies including tax management and ESG investing, and maintains a regular review process tailored to clients' needs.

Edward Labanara Jr. is the sole advisor at Seattle Asset Management, Inc., where he has worked since 1993, bringing 32 years of industry experience. He holds a Series 63 designation. Seattle Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities, managing approximately $25.9 million. The firm employs a proprietary seven-principle fundamental analysis model and maintains a long-established, solo practice with a very small client base and regular portfolio reviews.