Shane Dir is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Resources Investment Advisors, and Hornor, Townsend & Kent. Outside of his advisory role, he is the CEO and owner of an insurance agency, One Strategic Capital, where he manages staff and operations. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management combined with integrated financial planning and consulting, utilizing diversified portfolios and Independent Managers to serve several hundred client relationships.

Matthew Sherman is a financial advisor at Abraham & Co., Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at World Financial Group. Outside of his advisory role, he serves as president and manager of operations for ClearPath Financial and Insurance Solutions, LLC, an independent insurance producer. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients, employing a mix of charting, fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Jason Shepard is a financial advisor with FEFA Financial, holding Series 63 and Series 65 registrations and 11 years of industry experience. He previously worked at Wells Fargo in various capacities from 2012 to 2023 and has been with VCI Wealth Management LLC and FEFA Advisors LLC since 2023. Shepard is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Ryan Finnigan is a financial advisor with Fortitude Advisory Group L.L.C. in Gig Harbor, WA. He holds a Series 65 designation and has 13 years of industry experience, including roles at Argentus Advisors, LLC (Dba: Sound Wealth Partners), Private Advisory, and Strategic Capital Group LLC. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services through a team of advisors who manage accounts on a discretionary or non-discretionary basis and supports held-away account reporting and negotiated performance-based fee arrangements for select clients.

Michelle Moyer is a financial advisor at Strong Retirement Solutions with Series 63 and Series 65 credentials and four years of industry experience. She has worked at MassMutual Investors Services, Commonwealth Financial Network, and Kitsap Bank. Outside of advising, she is the owner of Adept Wealth Management LLC, a marketing and bookkeeping business, and volunteers at Grace Point Kitsap church. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, focusing on retirement, estate planning, and investment product recommendations. The firm customizes investment strategies based on client objectives and manages assets primarily on a discretionary basis, utilizing a range of approaches including sub-advisors while maintaining supervisory responsibility.

Andrew Finnigan is a financial advisor at Fortitude Advisory Group L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Quint Capital Corporation, Sound Wealth Partners, and Kitsap Bank. Outside of finance, he is a managing member and co-owner of Old Loyal Films, LLC, an independent film production company, and owns Blue Mouse Theatre, a movie theater in Tacoma, WA. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of advisors offering portfolio management, financial planning, and access to third-party money managers across multiple offices and affiliated entities.

Kye Abraham is a financial advisor with Abraham & Co., Inc. in Gig Harbor, WA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has served as President and Chairman of LKA Gold Incorporated, a publicly traded gold mining and exploration company, since 1988. Abraham has also been involved with Abraham Securities Corporation and Caldera Partners Limited Partnership since the early 1980s. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios, while sponsoring a wrap-fee program and operating an affiliated broker-dealer.

Kyle Appelbaum is an Investment Adviser Representative and Chief Investment Officer at Abraham & Co., Inc. with eight years of industry experience. He has worked at Abraham & Co. since 2021 and previously held positions at U.S. Bancorp Investments and U.S. Bank. In addition to his advisory role, he supervises the estate planning process for the firm’s clients and assists with market research and administrative tasks. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios, and it is notable for its affiliation with an in-house broker-dealer and sponsorship of a wrap-fee program.

Erik Ogard is a CFA® charterholder with 17 years of industry experience, currently serving at CWC Advisors, LLC. His prior roles include positions at WealthPLAN Investment Management LLC and Russell Investments. Outside of his advisory work, he owns Ogard Capital Market Research, LLC, which focuses on ETF management, stock research, and model creation. CWC Advisors primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment approach and manages diversified portfolios through ETFs, mutual funds, and selected third-party managers, also acting as a private fund adviser and sponsor.

Joshua Morin is a CFP® with 11 years of industry experience, currently serving as an advisor at Pacific Asset Management, LLC since 2015. He previously worked at C & L Professionals from 2014 to 2018. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm employs an evidence-based, primarily passive investment approach using low-cost, custom-designed index funds to build globally diversified portfolios.

Ralph Latza is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at Pacific Asset Management, LLC since 2021 and previously was self-employed and worked at NR Smith and Associates, PS. Pacific Asset Management serves individuals, employer retirement plans, and business entities, providing portfolio management and pension consulting services. The firm employs an evidence-based, primarily passive investment approach using low-cost mutual funds, ETFs, equities, and fixed income, with an emphasis on long-term holding and documented client risk tolerance.

Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.

Brian Cox is a financial advisor at Pacific Asset Management, LLC in Gig Harbor, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Asset Management since 2007. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing discretionary portfolio management and pension consulting services. The firm employs an evidence-based, primarily passive investment approach using low-cost index funds to build diversified portfolios tailored to client goals and risk tolerances.

Matthew Augspurger is a financial advisor at Strong Retirement Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Grounded Oaks Capital Management and Nepsis, Inc. Outside of his advisory roles, he is a minority owner of Grounded Oaks Capital Management, which provides financial services and insurance products. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, specializing in retirement and estate planning. The firm customizes investment strategies to client objectives and primarily manages assets on a discretionary basis, sometimes using SEC-registered third-party sub-advisors.

Jonathan Magee is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at Resources Investment Advisors, One Strategic Capital, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, the University of Idaho, and Unvera Life Sciences. He is also licensed as an insurance agent and involved with One Strategic Capital, Inc., an insurance agency. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans with discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach using diversified asset allocation strategies and active portfolio monitoring, often implementing portfolios through independent managers and offering comprehensive financial planning services.

Gary Lucy is a CFP® professional with 27 years of industry experience, currently serving at Pacific Asset Management, LLC since 1998. He also has over four decades of experience with Cox & Lucy, CPA's. Pacific Asset Management serves individual and high-net-worth clients, as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm uses an evidence-based, primarily passive investment approach focused on low-cost, globally diversified index funds and emphasizes long-term investor behavior and tax efficiency.

Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.

Chadd Peachey is a CFP® and holds a Series 66 designation with seven years of industry experience. He joined DecisionPoint Financial, LLC in 2021 and previously worked at The Vanguard Group and The Professional Financial Company. Outside of his advisory role, he acts as an agent for family members in investment matters. DecisionPoint Financial, LLC is a team-based firm that provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a diversified investment approach using mutual funds, ETFs, individual equities, and fixed income, supported by fundamental, technical, and cyclical analysis and incorporates AI tools to assist advisor judgment.

Jacob Laws is a financial advisor at DecisionPoint Financial, LLC with one year of industry experience. He holds a Series 65 credential and has a diverse background including roles at Brinks Home, Brigham Young University, and the Church of Jesus Christ of Latter Day Saints. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and uses a variety of investment strategies including fundamental, technical, and cyclical analysis, incorporating both long- and short-term approaches.

Lindsey Hadfield is a financial advisor at Verus Financial Partners with three years of industry experience. She holds a Series 65 designation and has worked at Verus Financial Partners since 2021. Prior to her advisory career, she spent time at James Madison University and Veritas School. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm focuses on mutual funds and exchange-traded funds, using fundamental analysis and actively managing cash positions, and is notable for its use of Dimensional Fund Advisors funds and independent proxy-voting services.