Chad Glover is a CFP® with five years of industry experience, currently serving as a financial advisor at Seneschal Family Office in Tacoma, WA. He has held various roles within KeyBank and its investment services affiliates since 2017 before joining Seneschal. Seneschal Family Office provides financial planning, investment management, and comprehensive wealth services to individual and high-net-worth clients. The firm emphasizes a structured planning process and diversified asset allocation, combining a small advisory team with institutional-scale assets under management.

John Grubbs is a financial advisor at Meridian Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Meridian since 2016, following a four-year tenure at Columbia River Advisors. Outside of his advisory role, Mr. Grubbs serves as President of Sprout, SPC, an organization providing financial education to both nonprofit and for-profit entities, and acts as Treasurer of Grace Road Church. Meridian Wealth Management serves individual, high-net-worth, and institutional clients with a focus on diversified asset allocation across traditional and alternative investments. The firm provides discretionary and non-discretionary investment management, financial planning, consulting, and pension services, employing a customized approach that includes the use of ETFs, mutual funds, and individual securities.

Conner Hartmann is a CFP® with nine years of industry experience, currently serving at Conestoga Wealth Partners in Gig Harbor, WA. He has worked at Commonwealth Financial Network and Wells Fargo Advisors prior to his current role. Hartmann also has experience with the South Kitsap School District. Conestoga Wealth Partners is a small, planning-focused registered advisory firm serving individuals and families with customized financial plans covering retirement income, estate planning, education funding, and investment analysis. The firm provides written plans and implementation advice without discretionary asset management, focusing on independent research and client-supplied information.

Hyun Park is the principal of Park Wealth Management in Federal Way, WA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He also owns and operates Park & Associates PS CPA, an accounting and bookkeeping firm active since 1995. In addition to financial advising and accounting, Park is involved in a commercial real estate investment venture. Park Wealth Management provides investment management and financial planning services primarily to individual clients and small businesses. The firm utilizes model-driven portfolio construction with an emphasis on mutual funds, ETFs, and selected individual securities, offering ongoing monitoring, rebalancing, and regular performance reporting.

Thomas Fletcher is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at GenSphere Private Wealth, LLC and is an advisory committee member at Buffer Labs, providing internal technical guidance to its founders. Prior to joining GenSphere, he spent 21 years at Russell Investments Services, LLC. GenSphere Private Wealth, LLC is an investment manager that offers discretionary and non-discretionary asset management, alternative investment administrative services, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental and momentum analysis across multiple asset classes and incorporates option-writing and derivative strategies, along with alternative investment administration services.

Craig Davis is a CFA® charterholder and holds a Series 65 license with 13 years of experience in the financial industry. He has worked at Financial Insights, Inc. from 2010 to 2020 and has been with Harborview Asset Management LLC and Drive Wealth Advisers since 2020. Craig is based in Gig Harbor, WA. Harborview Asset Management LLC provides discretionary investment management primarily focused on fixed-income strategies for individual and high-net-worth clients, trusts, charitable organizations, and corporations. The firm manages concentrated, customized portfolios with an emphasis on investment-grade securities, structure, duration, and credit analysis, serving a small client base with approximately $125 million in assets under management.

Dixie Kendrick is a financial advisor at Dixie's Tax & Financial Services, L.L.C. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Avantax Advisory Services. Kendrick is involved in Medicare insurance planning through DMM Senior Insurance LLC and related activities. Dixie's Tax & Financial Services provides wealth management to individuals, high-net-worth clients, trusts, and estates, combining discretionary portfolio management with comprehensive financial planning, tax, and accounting services. The firm employs low-cost mutual funds and ETFs in diversified portfolios and utilizes Independent Managers accessed through an institutional platform.

Candace Duecker is a CFP® professional with eight years of experience currently serving at Seneschal Family Office. She previously worked at Threshold Group, LLC for nine years before joining Seneschal Advisors, LLC in 2018. Outside of her advisory role, she owns Soul Financial LLC, which provides consulting services focused on divorce financial planning and analysis. Seneschal Family Office serves individual and high-net-worth clients, offering financial planning, investment management, and comprehensive family office services. The firm employs a structured financial planning process and diversified asset allocation, combining mutual funds, ETFs, and third-party managers to align portfolios with client objectives.

Andrew Stolz is a CFA® charterholder with 10 years of industry experience. He has worked at Stolz & Associates, PS since 2018 and previously at BNY Mellon from 2013 to 2018. Stolz & Associates, PS serves individuals, families, and retirement plans, offering wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in client assets, emphasizing long-term investing and diversified, lower-cost portfolios using fundamental and technical analysis.

Troy Colby is a financial advisor at Northern Monarch Capital LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked for Sabin Investment Management, Inc. for 10 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser that offers asset management, retirement-plan advisory, and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $40.7 million in discretionary assets, focusing on exchange-traded funds, mutual funds, and common equities with an investment approach involving fundamental, technical, charting, and cyclical analysis.

John Gould is a financial advisor at Gould Capital, LLC with 29 years of industry experience. He has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. He holds Series 63 and Series 65 designations. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and asset-allocation guidelines, and it provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Danielle Moody is a financial advisor at Meridian Wealth Management in Gig Harbor, WA. She holds a Series 65 designation and has one year of industry experience. Moody has been with Meridian Wealth Management since 2022. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, and consulting services. The firm focuses on diversified asset allocation across traditional and alternative investments, with a client-servicing model tailored to a small number of clients.

Colby Goodner is a financial advisor at Dixie's Tax & Financial Services, L.L.C. with five years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Wealth Services, Cetera Investment Advisers, and Avantax Advisory Services. Outside of advisory work, Goodner assists seniors with Medicare plan enrollments through his role as manager at DMM Senior Insurance LLC. Dixie's Tax & Financial Services provides wealth management to individuals, high-net-worth clients, trusts, and estates by combining discretionary portfolio management with comprehensive financial planning and separate tax and accounting services. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs and utilizes unaffiliated Independent Managers accessed via an institutional relationship with Altruist’s Model Marketplace.

Saket Sengar is a CFP® professional at Better Financial Services, LLC with 13 years of industry experience. He previously worked at Ameriprise and UBS Financial Services, along with Aging Options. Better Financial Services, LLC provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios on a discretionary basis using quantitative and qualitative analysis alongside modern portfolio theory, and offers specialty planning services including retirement, estate, and elder-care planning.

Patrick Fletcher is a CFP® with five years of industry experience, currently serving as an advisor at GenSphere Private Wealth, LLC. His prior roles include positions at D.A. Davidson & Co., Parcion Private Wealth, and Russell Investments. GenSphere Private Wealth provides discretionary and non-discretionary asset management and financial planning services to individuals, business owners, corporate executives, and charitable organizations. The firm employs both fundamental and momentum analysis and offers portfolio management strategies that include the use of borrowing and derivatives, serving a broad range of wealth levels.

Garrett Dastrup is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Opportunus Wealth Management, LLC. His prior work includes roles at Principal Securities, INC and Waterfront Financial Management LLC. In addition to his advisory work, he gathers pricing data for the U.S. Bureau of Labor Statistics related to the Consumer Price Index. Opportunus Wealth Management provides personalized financial planning and discretionary portfolio management to individuals, professionals, business owners, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fiduciary responsibility, diversified model portfolios often utilizing low-cost ETFs, and offers both standard and performance-based fee arrangements.

Gary Gould is a financial advisor with Gould Capital, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Gould Capital in 2019, where he continues to serve clients. Gould Capital advises individuals, institutions, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and Game Theory, and provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Ruchi Sengar is a financial advisor at Better Financial Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Better Financial Services, she spent six years at Life Point Law, PS. Better Financial Services provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $110.8 million in discretionary assets and offers services including portfolio construction, retirement planning, and estate and trust planning, using both quantitative and qualitative analysis alongside modern portfolio theory and charting techniques.

Scott Smith is a financial advisor with Northern Monarch Capital LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 16 years at Sabin Investment Management, Inc. before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser that provides asset management, retirement-plan advisory, and hourly financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages discretionary portfolios primarily using exchange-traded funds, mutual funds, and common equities, and emphasizes client objectives through documented investment policies.

Andrew Mirkovich is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 34 years of industry experience. He holds the Series 63 designation and has been with Portfolio Strategies since 2014. Portfolio Strategies Inc provides discretionary portfolio management to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, typically through accounts referred by unaffiliated broker-dealers and investment advisers. The firm uses actively managed model portfolios incorporating charting, fundamental, technical, and cyclical analysis, and applies frequent trading along with inverse and leveraged mutual funds and ETFs.