Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.

Todd Hankins is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Nations Financial Group in 2021, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc., Summit Brokerage Services Inc., and Wells Fargo Advisors. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios and outside manager options, with strategies tailored to client objectives, risk tolerance, and liquidity needs.

Glen Thiessen is a CFP® and ChFC® with 42 years of industry experience. He currently works at Clear Creek Financial Management, LLC and has held positions at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. Since 2002, he has also been involved in insurance sales, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, employing a variety of investment strategies supported by regular portfolio reviews and quantitative analysis.

James Van Hollebeke is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2009 and previously at Shelgren Financial Group, Inc. from 2001 to 2009. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Matt Amick is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Clear Creek Financial Management in 2025, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co from 2017 to 2025. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its quantitative research division, Helios Quantitative Research, while employing a broad range of investment strategies and quarterly portfolio reviews.

Jason Skifstad is a financial advisor at Clear Creek Financial Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2020. Prior to that, he spent eight years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved in rental property management. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analyses with a variety of investment strategies.

Steven Holdsworth is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Falcon Wealth Planning, First Pacific Financial, and Ramsey & Associates. He holds several securities licenses and maintains an insurance license in Washington state, though he is not authorized to sell insurance products or receive compensation from such sales. Savvy provides investment and financial planning services to individuals, trusts, businesses, retirement plan sponsors, and charitable organizations. The firm employs primarily index-based, long-term strategies supplemented by active equity portfolios and tax-aware direct indexing, leveraging third-party sub-advisers and technology platforms to customize client investment plans.

Brian George is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Accurate Wealth Management, LLC and AAG Capital, Inc., and has previously worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Edward Jones. Since 2021, he has been involved with the Charitable Planning Network, assisting nonprofit organizations with non-cash fundraising. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, pension and profit-sharing plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in assets, offering a variety of investment options including mutual funds, alternative investments, and cryptocurrency.

David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously operated Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 credentials. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach combining in-house management with third-party sub-advisers and offers specialized ERISA plan services and a wrap fee program through LPL Financial.

William Harder is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Clear Creek Financial Management, LLC since 2024, following an 11-year tenure at Financial Advocates Investment Management and LPL Financial, LLC. Outside of his advisory role, he assists with office and financial matters for a single-physician locum tenens practice run by his wife. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities, offering asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes, combined with regular portfolio review and rebalancing.

Richard Gann is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including DFPG Investments, Inc., Stira Capital Markets Group, and Steadfast Companies. Outside of his advisory role, Gann is an author of two books and involved with Altsillustrator.com, a cloud-based investment software application. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and provides ERISA retirement-plan advisory services with a focus on managing conflicts through supervision and documented policies.

Blake Mckibbin is a financial advisor with Composition Wealth, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Parcion Private Wealth LLC, RBC Capital Markets, Syverson, Strege & Company, and Merrill. He is based in Bainbridge Island, WA. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasional alternative investments, with ongoing portfolio oversight and tax-sensitive management.

Deanna O'neal is a financial advisor at Vanderbilt Advisory Services with Series 63 and Series 65 qualifications and three years of industry experience. She has worked previously with Transamerica Financial Advisors, Inc. and has been involved with KI Financial, LLC as a financial coach and educator, where she teaches money management and budgeting and assists clients with debt reduction and financial challenges. Vanderbilt Advisory Services serves a diverse clientele including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and integrates strategic asset allocation with fundamental and technical analysis, supported by a unique combination of advisory, plan administration, and brokerage services.

Evan Keech is a Series 65-registered financial advisor with Clear Creek Financial Management, LLC, where he has worked since 2021. He has five years of industry experience, including a five-year tenure at Alitheon, Inc. Outside of his advisory role, he is involved with Kaperra Capital, LLC, an entity that receives payment from Ascent. Clear Creek Financial Management serves individual and institutional clients, offering asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of investment strategies and conducts regular portfolio reviews and rebalancing.

Ashley Boles is a Series 66-registered advisor with Navy Federal Investment Services, LLC, and has nine years of industry experience. She has worked exclusively within the Navy Federal Financial Group and Navy Federal Investment Services since 2016. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs that incorporate third-party portfolio managers.

Kevin Wiley is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has previously worked at WileyBaird and several financial services and insurance firms. Outside of his advisory role, Wiley serves as CEO of Dental AI, a company providing certified AI database information and devices. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research arm, employing a diverse investment approach with continuous portfolio supervision and multiple strategies.

Marc Kamber is a financial advisor with Dana Investment Advisors Inc in Seattle, WA, holding 34 years of industry experience. He has been with Dana Investment Advisors since 1991. Dana Investment Advisors is an independent investment management firm serving individual and institutional clients, including pension and profit-sharing plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm focuses on relative-value equity selection and fixed-income strategies, integrating ESG screening and offering customized investment approaches through various platforms.

Richard Ruggieri is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at LPL Financial, Thrivent Investment Management, and Mainzer Ruder. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs with third-party portfolio managers and offers both advisory and commission-based channels through its affiliation with a banking and credit-union group.

Kenneth Lindquist is a financial advisor with Clear Creek Financial Management, LLC, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry, previously working at New York Life and NYLIFE Securities LLC. Prior to his financial career, he spent 16 years at Comcast Technology Solutions. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, offering a range of services including asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a multifaceted investment approach with continuous account supervision and incorporates both traditional and algorithm-based strategies.

Morgan Brown is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, Brown is the owner and operator of Tap Line Cleaners, a business that cleans and maintains beer tap lines in restaurants and bars. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial and pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a diverse investment approach with continuous account supervision and portfolio reviews.