Danielle Meister is a financial advisor at Madrona Financial & CPAs with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Trajan Wealth, Scottsdale Wealth Advisory, Kavo Kerr, and her own Meister Financial Group. Outside of advisory work, she is involved in the sales of various insurance products. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies incorporating ETFs and alternative assets, and is affiliated with a CPA firm and an insurance agency.

Andrew Conner is a financial advisor at Madrona Financial & CPAs in Tacoma, WA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. Conner also conducts online webinars focused on long-term care. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs model-based investment strategies primarily using ETFs and advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Nicholas Smelser is a financial advisor at Madrona Financial & CPAs with five years of industry experience. He holds a Series 65 designation and has worked with Madrona Financial Services since 2018. His prior roles include positions at Papa Murphy's Pizza, Washington State University, Union Market, Staff Pro, and The ZZU Bar & Grill. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting. The firm offers model-based investment strategies primarily using ETFs and advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Brian Evans is a financial advisor at Madrona Financial & CPAs with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked with related firms including Madrona Advisory Group, Madrona Insurance Services, and Bauer Evans Inc., Ps. Outside of his advisory role, he serves as a coach and speaker for the Financial Independence Group (FIG), dedicating approximately 10 hours per month to this activity. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm utilizes model-based investment strategies built primarily with ETFs and offers specialized advice on alternative and real-estate-related investments such as Delaware Statutory Trusts (DSTs) and structured notes.

Elijah Fowler is a financial advisor at Sound Financial, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services/Verity Credit Union. Sound Financial, LLC is a team-based registered investment adviser managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach with model allocations and third-party managers, providing tailored financial planning and utilizing platforms such as Betterment and AssetMark for portfolio implementation.

Wendiguiata Ouedraogo is a ChFC® with eight years at McIlrath & Eck, LLC and a total of five years in the financial industry. Prior to joining McIlrath & Eck, they worked at Speedi Shuttle and Albert Lee. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services primarily to individuals, trusts, and pension plans. The firm manages portfolios using a combination of active and passive strategies guided by Modern Portfolio Theory and emphasizes client education through regular reviews and workshops.

Troy Crutcher is a CFP® with 17 years of industry experience and has been with McIlrath & Eck, LLC since 2012. He holds a Series 66 license and works as part of a six-advisor team in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and employs a combination of active and passive management guided by Modern Portfolio Theory.

Matthew Beyer is a CFP® professional with 29 years of experience in financial advisory services. He has worked at Madrona Financial Services since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Cetera, and HomeStreet Bank. Beyer is also licensed to sell fixed insurance products. Madrona Financial & CPAs serves individuals, high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm employs model-based investment strategies and integrates accounting and insurance services through affiliated entities.

Michael Seely is a financial advisor at Madrona Financial & CPAs with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Cetera, Cetera Investment Services, and Homestreet Bank. Outside of his advisory role, he is involved in selling fixed insurance products. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies with ETFs and alternative investments, tailoring solutions to clients’ financial profiles and offering related accounting and insurance services through affiliated entities.

Tom Puentes is a financial advisor with PeachCap Tax & Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with PeachCap since 2018 and previously spent four years with Kestra Private Wealth Services, LLC. Puentes serves on the boards of the Pacific Northwest Ballet and Seattle Opera, both nonprofit organizations. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm provides discretionary portfolio management, third-party adviser recommendations, and financial planning, utilizing diversified, model-based portfolios and a range of investment strategies tailored to client needs.

Robert Bauer is a Series 65 licensed advisor with 17 years of industry experience, currently serving at Madrona Financial & CPAs in Everett, WA. He has been associated with Bauer Evans Inc., PS since 1989. Outside of his advisory role, Bauer serves as a director for H.O. Seiffert, Inc., a family help corporation holding real estate. Madrona Financial & CPAs provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, charitable organizations, and businesses. The firm uses model-based investment strategies focused on ETFs, incorporating alternative investments like Delaware Statutory Trusts and structured notes, and coordinates with affiliated accounting and insurance services.

Jacob Blukis is a CFP® with nine years of industry experience, currently serving as an advisor at McIlrath & Eck, LLC since 2017. Prior to this, he worked at Hewlett Packard Enterprise from 2015 to 2017. McIlrath & Eck, LLC provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm uses a combination of active and passive strategies guided by Modern Portfolio Theory and conducts regular portfolio monitoring and rebalancing, offering client education through periodic reviews and seminars.

Paul Adams is a financial advisor with Sound Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Sound Financial, he worked at Guardian Life and Park Avenue Securities. He is an author and co-hosts a podcast focused on organizational leadership, and he serves on the board of Gold Creek Community Church while also teaching financial stewardship there. Sound Financial serves individual and high-net-worth clients as well as business entities, providing financial planning and portfolio management primarily through third-party advisers. The firm emphasizes model portfolios and modern portfolio theory, generally recommending mutual funds and insurance products while overseeing third-party managers and wrap programs.

Joel Maher is a financial advisor at Madrona Financial & CPAs with 10 years of industry experience. He holds a Series 65 designation and has worked at Madrona Advisory Group, Madrona Insurance Services, Madrona Financial & CPAs, and Bauer Evans, Inc. P.S. He is also an owner/member of a real estate sales company, Maher Group LLC, where he assists with administrative tasks, bookkeeping, marketing, and property research. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies and offers tailored account placement, combining core ETF portfolios with alternative and real estate-related investments.

Thor McIlrath is a CFP® professional with 23 years of industry experience, currently serving at McIlrath & Eck, LLC since 2007. He holds Series 63 and Series 66 licenses and practices in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and uses a combination of active and passive management guided by Modern Portfolio Theory, incorporating both fundamental and technical analysis in its customized portfolio strategies.

Maranda Blackwell is a Series 65 licensed financial advisor with six years of industry experience. She has been with Sound Financial, LLC since 2016. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach, relying on model allocations and third-party money managers, and provides tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.

Sean Bolen is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Leverage Planners Wealth Management and Edelman Financial Engines. Outside of his advisory role, Bolen is an owner and insurance agent for Harbourview Advisors, specializing in primary principal protected insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers through its managed account platform.

Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Lauren Michael is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. She has been with Sequent Planning and UAG LLC since 2026 and has additional experience at United Life and Casualty beginning in 2021. Lauren’s prior background includes roles at the University of Washington and in the automotive licensing sector. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a structured risk framework and diversified investment approach.

Kevin Smith is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha since 1985. Outside of his advisory role, he is also an insurance agent licensed for multiple lines of insurance and represents American Senior Resources for health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and leverages MOIS-approved model portfolios with various management options.