Robert Lockyer is a financial advisor with Business Wise Insurance, PLLC in Snohomish, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has led Business Wise Insurance entities since 2004, focusing on health insurance and financial advisory services. Outside of his advisory role, Lockyer serves as a board member of the Navy League of the U.S. Business Wise Insurance, PLLC is a state-registered independent advisory firm serving a small client base with services that include portfolio management, financial planning, and retirement plan advisory. The firm primarily uses third-party investment advisers and custodian platforms to provide tailored investment solutions, and it also operates as a licensed insurance producer offering group and personal lines within business-benefit and estate planning contexts.

Rizwan Rizwi is a financial advisor at SAR Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Morgan Stanley, Citigroup Global Markets, Ameriprise, and Waddell & Reed prior to founding SAR Wealth Management in 2010. Outside of his advisory role, he owns and manages non-investment businesses involved in business consulting and rug importation. SAR Wealth Management serves individual and high-net-worth clients, trusts, foundations, and other entities, providing discretionary investment management and financial planning. The firm works with international clients, including Royal Families and sovereign wealth funds, and specializes in Sharia-compliant and socially responsible investment strategies.

Scott Minnig is a financial advisor at Capital Investment Services, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Capital Investment Services since 2002 and at Vine Dahlen PLLC since 1999. Capital Investment Services, LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach emphasizing passive index and ETF core holdings alongside selective active funds, delivering advice primarily on a non-discretionary basis.

Darron Kuehn is a financial advisor at Pacific Crest Financial Advisors, LLC in Everett, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Crest Financial Advisors since 2010. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach emphasizing passive index and ETF core holdings combined with selective active funds, providing discretionary portfolio management, comprehensive financial planning, and project-based advisory services.

Christopher Teofilak is a CFP® professional with 16 years of industry experience. He has worked at Clear Wealth Management, LLC since 2017, following roles at Index Fund Wealth Management, LLC and Northwest Asset Management. He holds Series 63 and Series 66 licenses. Clear Wealth Management provides discretionary investment management and retirement plan consulting to individuals, high-net-worth clients, and small businesses. The firm utilizes a globally diversified, tax-efficient investment approach combining active management and modern portfolio theory, with ongoing portfolio oversight and educational seminars.

William Culbertson III is a Series 65 licensed financial advisor with 20 years of industry experience. He is currently with MindState Capital LLC, where he has worked since 2022. Prior to that, he spent 15 years at Bastiât Capital, LLC. MindState Capital is a boutique registered investment adviser managing approximately $70 million for about 16 clients, primarily high-net-worth individuals, trusts, and legal entities. The firm provides discretionary portfolio management using a combination of fundamental research, quantitative optimization, and derivatives strategies, with advisor-led oversight and quarterly reviews.

Cathie Arthurs is a financial advisor at Wayfinding Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors, Edelman Financial Engines, and Conover Capital Management. Arthurs has been with Wayfinding Financial since 2021. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a planning-driven consultative process combined with disciplined asset allocation and a range of investment options.

Elissa Nelson is a financial advisor at The Goodland Group with a Series 65 designation and two years of industry experience. Prior to joining The Goodland Group, she worked at Brighton Jones and has a varied background including multiple roles at Washington State University and Nordstrom. The Goodland Group provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $46 million across about 91 clients. The firm uses a passive, asset-allocation approach with diversified portfolios and incorporates third-party platforms and sub-advisors, alongside a public education program offering seminars and workshops.

Erin Eddins is a CFP® with 18 years of industry experience, currently serving at Pacific Crest Financial Advisors, LLC. Her prior experience includes roles at United Capital Financial Advisors, Stancorp Investment Advisers, Inc., and Invesmart Advisors Inc. Outside of financial advising, she is involved in merchandise sales at Climate Pledge Arena and volunteers at the Cascadia Art Museum. Pacific Crest Financial Advisors, LLC provides fee-based financial planning and discretionary investment management to individuals, trusts, businesses, and charitable organizations. The firm uses a core-and-satellite investment approach combining passive and active management and focuses on comprehensive planning including tax, estate, and retirement strategies.

Alexander Williamson is a CFP® professional with 20 years of industry experience. He has been with Pacific Crest Financial Advisors, LLC since 2010 and serves as president and board member of Avenal Land & Oil Company. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach with globally diversified portfolios, combining passive index and ETF core holdings with selective active funds.

Paul Szilassy is a financial advisor at Cornerstone Alternatives with one year of industry experience. He holds a Series 65 credential and also serves as a senior manager in sales and market support at Philips Healthcare, where he has worked for over 25 years. Cornerstone Alternatives primarily serves individual and high-net-worth accredited investors, focusing on private market offerings such as private placements, closed-end funds, structured notes, and special-purpose vehicle private funds. The firm emphasizes tactical allocation using fundamental, technical, and cyclical analysis and provides a mix of trade execution, non-discretionary recommendations, and discretionary management services.

Henry Schliiter is a Series 65-licensed financial advisor at Sila Financial, LLC with one year of industry experience. Prior to joining Sila Financial, he worked as a real estate broker at Metropolitan Park, where he held open houses and represented clients. Sila Financial provides fee-based portfolio management and wealth-management services to individuals, businesses, retirement plans, trusts, estates, and nonprofit organizations. The firm builds custom portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, favoring low-cost index options and actively managing portfolios without relying on technical security analysis.

Aaron Terwedo is a financial advisor at TFS Advisors, LLC with 11 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with TFS Advisors since 2015 and previously worked at Fsc Securities. Terwedo serves as a board member for the Foundation for Edmonds School District and is an editorial board member for the peer-reviewed journal of the Society of Certified Senior Advisors. TFS Advisors, LLC serves individuals, high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and tax preparation services. The firm employs a long-term, risk-based investment approach with diversified portfolios and offers both discretionary and non-discretionary account management.

Thomas Over is a CFP® professional with 24 years of experience, currently serving at Capital Investment Services, LLC since 2002. He also has a longstanding affiliation with Vine Dahlen, PLLC, where he has been involved since 1991. Capital Investment Services, LLC provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and focuses on delivering non-discretionary advice complemented by comprehensive financial planning and tax-preparation services through affiliated CPA professionals.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

Trent O'neal is a financial advisor at Wayfinding Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors Financial Network LLC and Merrill. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan advisory and consulting services. The firm manages over $350 million in assets across about 361 accounts and utilizes a planning-driven consultative approach combined with disciplined asset allocation and a variety of investment implementation strategies.

Stephen Guss is a financial advisor at Sound Investment Strategies, Inc. in Langley, WA, with 20 years of industry experience. He has held his current position since 2007, following a year at Stifel Independent Advisors, LLC. Guss holds Series 63 and Series 65 designations. Sound Investment Strategies serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary portfolio management, ongoing advisory services, standalone financial planning, and an option-income service that writes covered calls for income generation and hedging.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his role at Anchor Financial, Mr. Reed owns and oversees an insurance sales organization focused on Medicare products, operating The Medicare Exchange since 2013. Anchor Financial primarily serves individual clients with discretionary asset management centered on mutual funds and ETFs, tailoring strategies to client goals and using a combination of fundamental, technical, and charting analysis. The firm, which manages approximately $5.7 million in assets, also provides retirement plan services and facilitates referrals to third-party managers.

Kyle Weisbrod is a financial advisor at One Day Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Savvy. Prior to his advisory career, he was self-employed and a homemaker. One Day Wealth provides investment management and financial planning services to individuals, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with index funds and ETFs, offers presentations on personal finance and professional development, and includes discretionary portfolio management alongside retirement-plan consulting.

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.