Austin Boyce is a CFP® and holds a Series 65 license, currently serving as a financial advisor at SoundView Advisors since 2022. He has seven years of prior work experience at PACCAR Parts. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm offers customized asset allocation, investment selection, and ongoing account management, with portfolios tailored to client goals and risk tolerance and monitored through regular reviews.

Travis Bator is a financial advisor at Capstone Investment Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, Inc. and Harbour Management, LLC. Outside of advising, Bator is a firearms safety instructor and operates a law practice focused on business formation and limited estate planning. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of fundamental and technical research along with artificial intelligence in its investment strategies, offering discretionary portfolio management, financial planning, and retirement-plan advisory services.

Jeffrey Wachtman is a financial advisor at Capstone Investment Group with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Proactive Financial Services, Inc. since 1999. Outside of his advisory work, he serves as Director of the Connections Ministry at the Church of Living Water Yelm, where he oversees volunteer teams and leads Financial Peace University classes. Capstone serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach integrates fundamental and technical research with artificial intelligence to implement both tactical and buy-and-hold strategies across a broad range of investment vehicles.

Kevin Rigg is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with SoundView Advisors in Olympia, WA since 2007. SoundView Advisors is a six-advisor team that provides discretionary investment management and written financial planning primarily for individual and high-net-worth clients. The firm manages approximately $387 million across about 189 client relationships, using customized portfolios that include exchange-traded funds, mutual funds, and sub-advisors, with regular monitoring and coordination with clients’ legal and tax professionals.

Timothy Hume is a Series 66-licensed advisor with eight years of experience, currently serving at Kiley Juergens Wealth Management, LLC. He previously worked at OSAIC Wealth, Inc. and has a 30-year background at HDR Engineering, Inc. Outside of his advisory role, he is an assistant basketball coach for Olympia High School. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for a diverse client base including individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation with discretionary rebalancing and manages approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

Christen Harrison is a financial advisor at SoundView Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Navigate Financial Inc. and Commonwealth Financial Network. SoundView Advisors provides discretionary investment management and written financial planning primarily for individual and high-net-worth clients. The firm manages approximately $387 million across about 189 client relationships, using exchange-traded funds, mutual funds, and sub-advisors to construct customized portfolios aligned with client objectives and risk tolerance.

Lance Altheide is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at American Independent Securities Group since 2016 and previously at Cetera Wealth Services, LLC and LPL Financial. Outside of his advisory role, he is the founder and president of Olympia Investment Management and also works as an insurance agent specializing in fixed insurance products. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management and access to third-party managers.

Jon Murdock is a financial advisor with Navy Federal Investment Services, LLC and holds the Series 66 designation. He has 11 years of industry experience, including seven years at Edward Jones and one year at Hohimer Wealth Management prior to joining Navy Federal. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach centers on managed advisory programs that utilize third-party portfolio managers and incorporates layered solutions such as unified managed accounts and tax or impact overlays.

Linda Jensen is a financial advisor at Simplicity Wealth with over 26 years of industry experience. She holds the ChFC® designation along with Series 65, 66, and 63 licenses. Her prior roles include positions at Wealth Watch Advisors, Impact Partnership Wealth, Asset Care Financial, and FOUNDATIONS INVESTMENT ADVISORS. Outside of advising, she is an author and has been involved in insurance sales through Heart Financial Group since 1994. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds strategy utilizing ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a technology-driven managed account platform for advisers.

Yu Li is a Financial Advisor at Merrill Lynch Wealth Management. With 12 years of experience in the industry, Yu has managed a range of investments including private placement funds, municipal bonds, upstream oil and gas drilling programs, and real estate development projects. Yu applies deep knowledge of investment and business operations to daily strategy development, focusing on analysis across different industries and company evaluations. Yu's expertise covers family wealth planning, corporate cash flow management, and tax efficiency in investments. Areas of client focus include divorce transition planning, employee benefits planning, family wealth management strategies, institutional investment consulting, international wealth management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Yu provides number-driven investment advice to develop customized strategies tailored to clients' unique financial goals. Yu holds a Master's Degree in Engineering from Saint Martin's University and holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. Yu is fluent in English, Chinese, Mandarin, and Wu, and is affiliated with Merrill Lynch Wealth Management. Personal interests include reading, scuba diving, table tennis, traveling, and woodworking.

Emily Bloom is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Miro, Slalom, and Gonzaga University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Thomas Goringe is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. He has worked in the industry since 2021, including roles at Fisher Investments and Liberty Mutual. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Andrew Hooper is a financial advisor with Eagle Strategies (NY Life) based in Olympia, WA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include work with New York Life Insurance Company and Nylife Securities, and he is involved in several business ventures including blacksmith tools manufacturing and leading an obstacle course racing social media group. Hooper also serves as Chairman of the Board at Summit Pacific Medical Center. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Weinand is a CFP® professional with 33 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Weinand Financial, Inc., LPL Financial, LLC, and Kms Financial Services, Inc. Outside of financial advising, he is a commissioned notary. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active management overseen by an internal Investment Committee.

Ransen Lat is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, and compliance support, while advisors have discretion to construct portfolios from a wide range of securities and insurance products.

Dennis Bloom is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill and Bank of America. Outside of his advisory role, he serves as a compensated baseball coach for Olympia High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Samantha Dunlap is a financial advisor at Prime Capital Financial with eight years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, JP Morgan Chase, and Raymond James. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions, utilizing both discretionary and non-discretionary investment strategies.

John Hampton is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, Wells Fargo Investments, and A. G. Edwards & Sons. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services using a range of strategies and third-party managers along with proprietary model portfolios.

Brett Boyer is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior roles include positions at Commonwealth Financial Network, Weinand Financial, and Edward Jones. He is also involved in fixed insurance sales alongside his advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, supporting a variety of investment platforms and serving some of the largest institutional investors.

Bryan Baker is a financial advisor at Key Investment Services LLC with 25 years of industry experience and holds a Series 66 designation. He has been with Key Investment Services in various capacities since 2006 and previously worked at KeyBank from 2003 to 2020. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider model combining discretionary implementation and strategist portfolio design, primarily offering non-discretionary model selections supported by custodial and trade execution services through Pershing.