Benny Heeb is a financial advisor at Stock Management LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Stock Management LLC since 1984. Stock Management LLC provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, managing approximately $128 million in discretionary assets. The firm employs a fundamental analysis approach using Value Line data and manages portfolios with explicit sell rules and a bond-ladder strategy to reduce interest-rate risk.

Matthew Keefe is a financial advisor at MKT and Associates LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Columbia River Advisors LLC for nine years. MKT and Associates serves individual and high-net-worth clients, as well as trusts, corporations, and retirement plans, offering discretionary portfolio management and financial planning as an ancillary service. The firm employs individualized Investment Policy Statements and a range of investment strategies, including tax-managed model portfolios and the use of third-party money managers, and provides various retirement plan fiduciary services.

John Dubinsky is a financial advisor at North Financial Inc in University Place, WA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with North Financial Inc since 2009. Outside of advising, he is president and owner of North Financial, Inc., which provides accounting and tax preparation services. North Financial Inc serves individual and business clients with discretionary asset management and portfolio management, offering financial planning as a complimentary service. The firm employs fundamental and technical analysis to manage three model portfolios and integrates tax and accounting services alongside its advisory business.

Charles Cutter is a financial advisor at Briarwood Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of financial advising, he is involved as a business development analyst at Relevant Concepts Marketing Group, a marketing company. Briarwood Financial Planning provides discretionary portfolio management and financial planning primarily to individual clients with modest assets. The firm combines passive portfolio construction with fundamental and cyclical analysis, offers tax and accounting services alongside investment advice, and serves employer-sponsored retirement plans through fiduciary management and educational programs.

Thomas Zebroski is a CFP® professional with 19 years of industry experience, currently serving at Meridian Wealth Management. He previously worked at Columbia River Advisors and Central Washington University. In addition to his advisory role, he holds an insurance license, though he spends less than 1% of his time on insurance-related activities. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, consulting, and pension services. The firm emphasizes diversified asset allocation across traditional and alternative asset classes, with a small team structure managing a concentrated client base.

Nicholas Wold is a Personal Financial Specialist (PFS™) with six years of industry experience. He is currently an advisor at Alitus Financial Services and has previously worked at Madrona Financial Services and Triad Investment Management. Since 2014, he has also been a CPA and shareholder at Sutton-McCann & Company, a tax management firm. Alitus Financial Services provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm’s investment approach focuses on value-driven fundamental analysis and long-term portfolio management, with services implemented through an external money manager.

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 sole advisor at Park Wealth Management in Federal Way, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He is also the owner of Park & Associates PS CPA, where he has worked since 1995. Outside financial advising, he devotes part of his time to his accounting practice and is a member of a small commercial real estate investment venture. Park Wealth Management provides investment management and financial planning services primarily to individuals and small businesses. The firm employs model-driven portfolio construction focusing on mutual funds, ETFs, and selected individual securities, with ongoing monitoring supported by third-party performance data.

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 with Dixie's Tax & Financial Services, L.L.C. in Des Moines, Washington, holding Series 63 and Series 65 designations and 14 years of industry experience. Her background includes roles at Avantax Advisory Services and Cetera Wealth Services, and she is involved in providing Medicare-related insurance services through DMM Senior Insurance LLC. Dixie's Tax & Financial Services offers wealth management to individuals, high-net-worth clients, trusts, and estates, integrating discretionary portfolio management with financial planning and tax services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, and incorporates Independent Managers through an institutional relationship with Altruist’s Model Marketplace.

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 with Dixie's Tax & Financial Services, L.L.C. in Des Moines, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Dixie's Tax & Financial Services, he worked at Cetera Wealth Services and Avantax Advisory Services. He manages DMM Senior Insurance LLC, assisting seniors with Medicare-related enrollments. 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 and separate tax and accounting services. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs and accesses unaffiliated Independent Managers through institutional relationships, while also offering tax preparation and insurance consulting services.

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.