Jeffrey Walters is a CFP® professional with 21 years of experience in financial planning. He is the sole advisor at Advisia Financial Planning, an independent firm based in Bellevue, WA. His prior experience includes roles at Badgley Phelps Wealth Managers and a period of retirement from 2022 to 2026. Advisia Financial Planning provides fee-only financial planning services to individuals, high-net-worth clients, and businesses, focusing on comprehensive and ongoing hourly-based planning engagements. The firm operates on a non-custodial model, offering investment recommendations based on fundamental analysis and modern portfolio theory, with an emphasis on standalone financial planning and flexible client-driven investment strategies.

Vinod Anantharaman is a financial advisor at Triangulum Wealth Management with six years of industry experience. He holds a Series 65 designation and has previously worked at Microsoft Corp., Cloudmoyo Inc., and Viddl Inc. Anantharaman is also a passive investor in privately held funds managed by Columbia Pacific. Triangulum Wealth Management offers discretionary separately managed accounts and project-based financial planning to individuals, couples, and legal entities. The firm’s investment approach focuses on long-term equity and ETF positions across various strategies, with tailored portfolios supported by proprietary analytics and software.

Colin Dresser is a financial advisor at Moss Bay Capital with seven years of industry experience. He holds a Series 65 designation and has worked at Moss Bay Capital since 2018. Prior to that, he was employed at PriceWaterhouseCoopers and currently serves as Sales and Financial Director at Sea Port Products Corporation, a privately owned wholesale seafood import/export company. Moss Bay Capital is an independent registered investment adviser providing discretionary portfolio management to individuals, corporate clients, and accredited investors. The firm employs a long-only, concentrated equity strategy with fundamental and quantitative analysis, managing a compact portfolio with a multi-year horizon and integrated risk management.

Onward Financial Advising LLC is a fee-only, fiduciary financial advising firm dedicated to helping individuals and families build wealth and achieve financial security. Onward believes that financial advising is for everyone and that everyone can benefit from expert financial advice, regardless of how many investable assets they have. With this belief, the mission of Onward Financial Advising is to empower clients to improve their financial futures by creating personalized plans that build wealth. Key Services: • Comprehensive Financial Planning • Ongoing Financial Advice • Investment Management • Retirement Planning • Tax Strategies and Planning • RSU Planning and Employer Retirement Plans To accomplish this mission Onward specializes in creating personalized financial plans that address the unique needs of mid-career professionals, first-generation wealth creators, and families. The founder, Brian Blakeman, brings over 15 years of combined experience in aerospace engineering and financial services to create a unique blend of technical expertise and personal financial advice. Onward Financial Advising understands the complexities of financial decision-making, especially when it comes to managing restricted stock units (RSUs), employer retirement plans, and crafting efficient tax strategies. As a fiduciary, Onward is committed to acting in your best interest, offering clear, transparent advice without conflicts of interest.

Nishant Panchal is a financial advisor at Wealthrise with a Series 65 credential and less than one year of industry experience. Prior to his current role, he held positions at companies including Rippling, Fieldguide, BREX, and Salesforce. Wealthrise is an independent, fee-only registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients through an internet-based platform. The firm employs quantitative, rule-based algorithms focused on technical analysis and utilizes leveraged and inverse ETF strategies with automated trade execution.

Bryan Langley is a financial advisor at Waltium Investment Advisors in Kirkland, WA, holding a Series 65 license with three years of industry experience. He also works as a Partner Group Program Manager for Graphics and AI at Microsoft Corporation, a role unrelated to finance. Waltium Investment Advisors provides comprehensive financial planning and portfolio management for individuals, trusts, estates, and nonprofit organizations, focusing on clients with quantitative backgrounds such as engineers and scientists. The firm employs a goal-based, risk-focused investment approach combining diversified mutual funds and ETFs with techniques from modern portfolio theory, risk-parity, and market-cycle analysis, occasionally using derivatives for hedging.

Robert Bergstrom is the sole advisor at his independent firm in Bothell, WA, holding a Series 63 designation with 38 years of industry experience. He has operated his advisory practice since 1988, following a prior legal career that informs his compliance-focused approach. His firm provides discretionary portfolio management and investment consulting primarily for individual clients and trusts. It emphasizes a long-term global perspective and multi-asset diversification, combining fundamental, technical, and charting analysis to guide investment decisions while generally avoiding market timing.

Thomas Bailey is a financial advisor at Broadview Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Broadview since 2014. Prior to his advisory role, he has worked at Microsoft Corporation since 1996. Broadview Wealth Management serves individuals, high-net-worth clients, families, small businesses, and retirement plans, providing financial planning, non-discretionary portfolio management, and retirement plan advisory services. The firm emphasizes low-cost, tax-efficient portfolios based on modern portfolio theory and fundamental analysis, manages assets in-house, and actively supports institutional retirement plans and small business clients.

Theodore Krammer is a CFP® professional with 19 years of industry experience and the principal advisor at Krammer Financial, an independent firm based in Redmond, WA. He has led Krammer Financial since 2015. Outside of advisory services, he receives compensation for referrals to an unaffiliated consulting company and holds a Washington state insurance license, recommending insurance products when suitable for clients. Krammer Financial provides discretionary investment management and financial planning to individuals, trusts, retirement accounts, and retirement plan sponsors. The firm combines modern portfolio theory with tactical asset allocation, using both active and passive strategies, and frequently integrates third-party managers while exercising discretionary authority over asset allocation and manager appointments.

Deborah Gianelli is a CFP® professional with 29 years of industry experience. She has worked at Whole Family Financial Services, Inc. since 2018 and previously spent 13 years at KMS Financial Services, Inc. She holds Series 63 and Series 65 licenses. Whole Family Financial Services, Inc. is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and small business owners. The firm provides financial planning, investment consultation, and portfolio management, with a focus on non-discretionary accounts and customized asset-allocation models based on Modern Portfolio Theory and a combination of fundamental and technical analysis.

Eric Linger is a financial advisor at Sherwood Investments with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Madrona Financial & CPAs since 2026, alongside his long tenure at Sherwood Investment Services dating back to 1999. Sherwood Investments is an independent, fee-only fiduciary firm offering personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and security selection using mutual funds, ETFs, and individual bonds, and maintains formal continuity arrangements through external associates and succession agreements.

Wen Liang Huang is a CFP® and ChFC® with 15 years of industry experience. He has led Zion Financial Planning, LLC since 2017 and previously held roles at Minnesota Life Insurance Co. and Securian Financial Services, Inc. He is also an enrolled agent who provides tax planning and filing services during tax season. Zion Financial Planning, LLC serves individuals, business owners, professionals, and executives, offering discretionary portfolio management and comprehensive financial planning across various areas including retirement, college, tax, insurance, and estate planning. The firm uses fundamental, technical, and cyclical analysis for portfolio construction and provides structured, periodic reviews along with both one-time and ongoing planning engagements.

Robert Keilin is a CFP® professional with 13 years of industry experience and has been the sole advisor at Signal Financial Planning, LLC since 2015. He operates an independent advisory firm based in Issaquah, WA. Signal Financial Planning, LLC serves individual and high-net-worth clients by offering holistic financial planning and discretionary portfolio management. The firm uses a Core + Satellite investment approach combining low-cost indexed funds with active positions and provides financial planning on an hourly basis covering topics such as retirement, estate, tax-aware allocation, and cash-flow management.

Alyse Clark is a financial advisor at Northshore Wealth Management with 17 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial Corporation and WSECU Investment Management. Clark also writes books about personal finance which may be published in the future. Northshore Wealth Management is a solo independent advisory firm serving individuals, high-net-worth clients, charities, and business entities. The firm provides ongoing portfolio management with a focus on customized Investment Policy Statements, employing a variety of analytical methods and trading strategies. It features a performance-based fee arrangement and detailed reporting practices uncommon among firms of its size.

Fan Teng is the sole principal of US Fund Manager LLC, an independent investment advisory firm. He holds a Series 65 credential and has seven years of industry experience. In addition to his advisory role, Teng works as a mortgage broker loan officer at Xpro Mortgage Inc and is co-owner of Lincoln & Lyndon LLC, where he manages IT, programming, data analysis, tax filings, and real estate brokerage activities. US Fund Manager LLC provides discretionary portfolio management to individual and high-net-worth clients, focusing on equity and bond investments through a value-based, long-term approach grounded in intrinsic-value analysis and margin-of-safety principles. The firm maintains concentrated holdings, minimizes turnover, and occasionally uses put options to manage downside risk.

Michael Thompson is the sole advisor at Thompson Financial LLC in Kenmore, WA, holding a Series 66 designation with 20 years of industry experience. He founded Thompson Financial in 2014 and is also a licensed insurance producer in Washington State since 2011. Thompson Financial offers financial planning and discretionary portfolio management to individual investors and sponsors of employer-sponsored retirement plans. The firm manages approximately $74 million across about 225 client relationships, using a tailored planning process with primarily no-load mutual funds and exchange-traded funds, and provides both ERISA fiduciary and non-fiduciary consulting services.

Christopher Pfau is a financial advisor at Lakemont Wealth with a Series 65 credential and experience dating from 2019 in related financial roles. He is also an accountant and co-owner of Lakemont Financial Group, which provides tax planning and compliance services. Additionally, he works as a Senior Analyst with the Government Accountability Office (GAO). Lakemont Wealth Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning tailored to client goals and risk tolerance. The firm applies modern portfolio theory with diversified asset allocations and uses discretionary authority for portfolio decisions, emphasizing long-term strategies while also incorporating options trading.

Shilpa Tiwari is a financial advisor at Helix Advisors LLC with a Series 65 credential and one year of industry experience. Her background includes roles in technology and product development at companies such as Microsoft, Shipium, and Cubenexus Inc. She maintains an outside product and technology role alongside her advisory work. Helix Advisors LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on customized, non-discretionary portfolio management and written planning engagements. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, REITs, and alternative investments.

Bradley Van Vechten is a CFP® and ChFC® with 25 years of industry experience. He has been the principal advisor at Private Wealth Management Solutions, LLC since 2013. Van Vechten serves on the board of directors and as Secretary of the East King County Estate Planning Council. Private Wealth Management Solutions is a small, independent firm that provides discretionary portfolio management and financial planning to individuals, families, trusts, and select retirement plans. The firm employs modern portfolio theory and tactical asset allocation across various asset classes and uses third-party managers when appropriate, maintaining oversight to manage overall costs.

Shalina Martos is a financial advisor with Martos Wealth Management in Bellevue, WA, holding the CFP® designation and Series 63 and 66 licenses. She has 17 years of industry experience, including roles at Personal Investment Management, Inc. and Avier Wealth Advisors. Martos Wealth Management is a fee-only firm providing financial planning, investment management, and retirement plan consulting for employer plan sponsors, businesses, and individual clients. The firm uses model portfolios from outside managers within an institutional platform, combining passive and active strategies with options for ESG mandates and direct indexing.