Darren Henke is a CFP® with 37 years of industry experience, currently serving as an advisor at 180 Wealth Advisors, LLC since 2017. Prior to this, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years. Outside of his advisory role, he operates a sole proprietorship renting farm fields to a local dairy farmer. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, offering portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside financial planning.

Richard Buchan is a CFP® professional with 36 years of industry experience. He has worked at 180 Wealth Advisors, LLC since 2017 and previously spent 27 years at Merrill. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside routine financial planning.

Ryan Dusenberry is a financial advisor at American Northwest Advisory Services L.L.C. with four years of industry experience. He holds Series 63 and Series 65 designations and has been with American Northwest in various roles since 2018, including prior experience at AXA Advisors LLC and the University of Washington. American Northwest Advisory Services, L.L.C. provides fee-only investment management and financial planning to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension relationships while employing a range of analysis methods and discretionary trading authority.

Daniel Mc Caffrey is a financial advisor at Financial Insights Wealth Management in Tacoma, WA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Insights Inc. since 2013. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, utilizing a range of investment vehicles and providing both discretionary and non-discretionary portfolio management.

Cole Schelbert is a financial advisor at 180 Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at 180 Wealth Advisors since 2021. Prior to his current role, he held positions at Lanway Homes and the City of Fife, and spent 16 years at St. Patricks School. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities through portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority and integrates a mix of analytical approaches alongside financial planning within its wrap fee program.

Dorothy Lewis is a CFP® and Series 63 licensed advisor with 41 years of experience, currently with Financial Insights Wealth Management in Tacoma, WA. She has been with Financial Insights, Inc. since 1980. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering comprehensive wealth management, retirement planning, and portfolio management. The firm’s investment approach focuses on asset allocation and fundamental analysis, complemented by educational seminars and a Bridge Program for retired financial professionals.

Thomas Oakes is a Certified Financial Planner (CFP®) with 30 years of experience, serving at American Northwest Advisory Services L.L.C. since 1994. He is also involved as a member and manager of a third-party retirement plan administration business that provides plan oversight and overall business planning. American Northwest Advisory Services, L.L.C. offers fee-only investment management and financial planning to individuals, retirement plans, small businesses, and charitable organizations. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension plans alongside discretionary individual accounts.

Jordan Ford is a financial advisor at Financial Insights Wealth Management with two years of industry experience. He holds a Series 65 designation and has been with the firm since 2022. Outside of his advisory role, Ford is a minority owner of Ford Center LLC, a commercial property management business. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering wealth management, retirement planning, portfolio management, and financial planning. The firm’s investment approach emphasizes asset allocation and fundamental analysis, complemented by educational seminars and specialized client programs.

Timothy Heisey is a financial advisor at 180 Wealth Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning through a wrap comprehensive portfolio management program and other tailored planning engagements. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates a mix of analytical approaches alongside financial planning in its services.

Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

Matthew Bumstead is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial, Invest Financial Corporation, and Transamerica Financial Advisors. Outside of his advisory work, he serves as president of Clarity Tax Management, a tax preparation and accounting business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for individuals, including high-net-worth clients, businesses, and retirement plans. The firm primarily provides advice on a non-discretionary basis, using a combination of mutual funds, ETFs, individual equities, and outside managers with fundamental, technical, and qualitative analysis to tailor client portfolios.

Amanda Burrows is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She has been with Financial Insights Wealth Management since 2019 and previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, providing comprehensive wealth management, retirement planning, and portfolio management. The firm’s investment approach focuses on asset allocation, fundamental analysis, and client risk profiling, supplemented by educational seminars and specialized programs such as a Bridge Program for retired financial professionals.

Crystal Mcmahon is a CFP® professional with 10 years of industry experience, currently serving at Arrowroot Family Office, LLC since 2023. Her prior roles include positions at Great Life Investing LLC, Great Life Realty LLC, David Noble Insurance dba Great Life Planning, and City Closers/Coldwell Banker Commercial. She also provides tax preparation services as an enrolled agent through Great Life Investing LLC. Arrowroot Family Office offers advisory services to individuals and families, as well as various institutional clients, focusing on asset allocation and using analytical tools such as efficient-frontier analysis and Monte Carlo simulations. The firm manages portfolios primarily composed of ETFs and mutual funds, with selective use of individual securities, fixed income, and private placements, and provides multi-family office services along with specialized offerings including private fund management and educational programs.

Thomas Oakes is a financial advisor at American Northwest Advisory Services L.L.C. with 11 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment involving activities such as video creation, tutoring, and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation with a core-and-satellite approach and has a significant concentration of assets in pension consulting relationships.

Ethan Cox is a financial advisor with American Northwest Advisory Services L.L.C. based in Federal Way, WA. He holds a Series 65 designation and has 10 years of industry experience. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm uses a core-and-satellite approach with strategic asset allocation primarily for clients nearing retirement and has a significant focus on pension consulting relationships.

Kaleb Cervantes is a financial advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors and McIrath & Eck. Cervantes is involved in retirement plan operations management within affiliated entities of Alera Group, working directly with plan clients on various account and plan-related matters. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored plans. The firm employs a primarily long-term, fundamental analysis approach and integrates insurance and pension consulting platforms to support a wide range of client needs.

Jason Dray is a CFP® with 13 years of industry experience. He is currently with Advisors Capital Management, LLC and has previously worked at Empower Advisory Group, PepsiCo, Fisher Investments, and Cetera Investment Services LLC. Advisors Capital Management serves a wide range of clients, including high-net-worth individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management combining top-down macro analysis with bottom-up security selection across proprietary strategies and manages over $8.1 billion in discretionary assets.

John Keolker Jr. is a CFP® professional with 22 years of industry experience, currently serving at Fiduciary Counselling, Inc. since 2010. He is based in Tacoma, WA, and works within a multi-team firm of 17 advisors. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment types including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Wedbush in 2006, he worked at UBS Financial Services and Piper Sandler & Co. Outside of his advisory role, Ward is involved in small business consulting through his ownership of WARDDEN LLC and operates an automotive repair business, Northtown Auto Clinic. He also serves as a director for a nonprofit homeowners association in Federal Way. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital market services including discretionary portfolio management and institutional research, operating with dual registration as both an adviser and a broker-dealer.

Stephen Swadley is a financial advisor with Vanderbilt Advisory Services, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and NY Life. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach, combining fundamental, technical, and charting analysis, and it is notable for its integrated retirement plan and benefits consulting alongside advisory services.