William Gevers is a financial advisor at Gevers Wealth Management with 33 years of industry experience. He previously worked at Cetera and Capital Planning Corp. Outside of his advisory role, Gevers participates as a volunteer board member for several organizations and is involved as a fly fishing guide, often taking clients on outings or donating packages to charity auctions. Gevers Wealth Management serves business owners, trusts, estates, charitable organizations, corporations, associations, and certain broker-dealer customers by providing discretionary wealth management and separate financial consulting services. The firm employs a blend of quantitative and qualitative analysis to construct portfolios and may incorporate third-party managers, focusing on entity clients rather than individual retail or high-net-worth clients.

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.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

W. Curtis Erickson Jr. is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Garrett Erickson Financial Services and 1st Global Advisors Inc. Erickson also operates an RIA and CPA firm, Erickson & Associates, and is active as a licensed insurance agent offering fixed annuities, disability, health, life, and long-term care insurance. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning, discretionary portfolio management, and insurance recommendations. The firm combines active and passive strategies across various asset classes and manages pooled private funds using quantitative and qualitative analysis, including funds that employ systematic hedging and structured credit investments.

Justin Arnold is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Flagstar Bank, and Opes Wealth Management. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and derivative overlays, and also manages held-away retirement assets while coordinating with other professionals as needed.

Laurence Donohue is a CFP® and Series 66-licensed financial advisor at Fortis Capital Management LLC with five years of industry experience. Prior to joining Fortis in 2025, he worked at Bank of America and Merrill Lynch from 2020 to 2025. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning and discretionary portfolio management. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled investment vehicles, including private funds with performance-based fee arrangements.

William Small is a Series 66 credentialed advisor with 16 years of industry experience. He has worked at Highland Capital Advisors, LLC since 2006 and spent a year at Merrill prior to that. He is also a member of Rainier Set Sail, LLC, which owns the office building occupied by Highland Capital Advisors. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting and optional implementation services. The firm uses institutional analytic techniques to develop investment policies and focuses on ERISA fiduciary consulting for plan sponsors.

Cheryl Hansford is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding CFP® and Series 65 credentials with five years of industry experience. Prior to joining Evans Capital in 2020, she worked in hospitality and travel sectors, including Kimpton Hotels & Restaurants and TCS World Travel. Outside of advising, she is a self-employed notary and is involved with the Inglemoor Cooperative Preschool. Evans Capital Management Associates provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers tailored portfolio management and financial planning using a combination of fundamental and technical analysis, with an emphasis on non-discretionary asset management.

Vishnu Amrith is a financial advisor at Goldbloom Wealth Management LLC with a Series 65 designation and three years of industry experience. Prior to joining Goldbloom, he worked at Amazon and ColdStone Creamery and attended the University of Washington, Seattle. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for about 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, utilizing fundamental, quantitative, and technical analysis along with third-party platforms and managers.

Dyllan Krouse is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, with one year of industry experience. He holds a Series 65 designation and has prior experience working at Gasworks Brewing and the University of Washington. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and referrals to affiliated tax and accounting providers. The firm combines active and passive investment approaches across various asset classes and manages pooled private funds with a focus on equity selection, systematic hedging, and income generation through structured credit and direct lending.

John Heffel is a CFP® with 10 years of industry experience. He has worked at Fortis Capital Management LLC since 2018 and previously worked at UBS Financial Services from 2015 to 2018. Fortis Capital Management serves individuals and families, including high-net-worth clients, as well as businesses, trusts, foundations, charities, and private fund investors. The firm provides financial planning and discretionary portfolio management using both active and passive strategies across a broad range of investments.

Steven Goldbloom is a financial advisor with Goldbloom Wealth Management LLC in Mercer Island, WA, holding a Series 65 credential and having 16 years of industry experience. He has been with Goldbloom Wealth Management since 2009 and also manages AGT Tax & Insurance Services. Outside of advisory, he is a speaker for Cause Based Capitalism, manages a CRM software business for insurance professionals, and serves as an ambassador-level coach providing life planning services. Goldbloom Wealth Management LLC is a team-based registered investment adviser serving individual and high-net-worth clients with tailored portfolio management, financial planning, and retirement guidance. The firm employs a discretionary investment approach informed by fundamental, quantitative, and technical analysis and utilizes third-party platforms and managers, including option strategies and illiquid investments.

Justin Young is a financial advisor at Opal Advisors in Bellevue, WA. He holds a Series 65 designation and has been with Opal Advisors since 2025. Prior to his advisory role, he spent ten years at Flow Fitness. He is also the founder of Kahu LLC, a technology company based in Seattle, where he develops the business plan. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for about 221 clients. The firm serves individuals, small businesses, and retirement plans, offering discretionary portfolio management, integrated financial planning, and pension consulting.

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 at firms including Merrill Lynch, Prudential Investment Management, and PNC Capital Markets. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, providing non-discretionary investment consulting focused on pooled investment vehicles and third-party separate account managers. The firm applies institutional analytic techniques to develop investment policy statements and strategic allocations, concentrating on ERISA fiduciary consulting without offering ongoing portfolio management or comprehensive financial planning.

Brian Leach is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the industry. He has been with Evans Capital Management Associates since 1993 and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, Leach serves as a notary and acts as co-trustee for a revocable living trust. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and family office services, employing both discretionary and non-discretionary approaches with ongoing monitoring based on clients’ objectives and risk tolerance.

Martha Mc Neely is a financial advisor with Creative Money LLC in Renton, WA, holding a Series 65 credential and two years of industry experience. She is also 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. Additionally, she manages investment real estate acquisition through McLayne Holdings LLC and McLayne Property 1 LLC in North Carolina. Creative Money LLC provides comprehensive financial planning to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes fundamental research and passive, low-cost asset allocation, delivering written financial plans without direct asset management or custody.

Sprague Kolp is a CFP® with 13 years of industry experience and is currently an advisor at Opal Advisors. He was previously with Renaissance Wealth Counsel for 12 years. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for individuals, small businesses, and retirement plans. The firm combines individualized financial planning, active portfolio management, and the use of third-party managers, with a focus on both liquid and illiquid equity positions through a private pooled vehicle.

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.

Bao Ly is a financial advisor with Opal Advisors in Bellevue, WA, holding a Series 65 designation and five years of industry experience. He has worked with Opal Advisors since 2017 and is also COO and owner of Bellevue Funding, a company that makes opportunistic real estate loans. He holds a real estate broker’s license and is a licensed insurance agent, although he allocates limited time to these activities. Opal Advisors provides portfolio management and integrated financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages separately managed accounts and a private pooled investment vehicle, employing strategies that include public equities, ETFs, options, and illiquid private investments.

Adrian Fernandez is a financial advisor at Opal Advisors with a Series 65 credential and one year of industry experience. Prior to joining Opal Advisors, he held roles at Qualcomm and Upway, among other positions. Opal Advisors is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses with portfolio management and integrated financial planning. The firm manages separately managed accounts, pension and profit-sharing consulting, and a private pooled investment vehicle, employing a range of strategies including public equities, ETFs, options, and private investments.