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.

Jacinta Earl is a financial advisor at Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding a Series 66 designation with eight years of industry experience. She has worked previously at LPL Financial, Kitsap Bank, Commonwealth Financial Network, and Quint Capital Corp. 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 some businesses. The firm offers portfolio management through a network of advisors who manage accounts on a discretionary or non-discretionary basis and also supports held-away account reporting and performance-based fee arrangements for select clients.

Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Utah Valley University and The Vanguard Group. 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 uses a fee-only, asset-based model and employs a range of investment strategies across mutual funds, ETFs, individual equities, and fixed income.

Peter Sayah is a financial advisor with Pacific Asset Management, LLC and holds a Series 65 designation. He has six years of experience as an enrolled agent providing tax and bookkeeping services through his firm, Peter A Sayah EA LLC. Prior to joining Pacific Asset Management in 2025, he worked at Gardner Accounting, Turning Point Strategic Advisors, and Clothier Sayah Willsey LLC. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, offering discretionary portfolio management focused on evidence-based, passive investment strategies using low-cost index funds to build globally diversified portfolios.

Taylor Monson is a financial advisor with Mission Wealth Management, LP, holding a Series 65 credential and starting his industry career in 2025. His prior work experience includes roles at Basel Capital and various non-financial industries, as well as completing his education at the University of California, Santa Barbara. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment consulting services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include a range of traditional and alternative investments.

William Foley is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Gig Harbor, WA. Prior to joining Mission Wealth, he worked at Gonzaga University and had a brief period away from the industry. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning, offering customized portfolio management with a range of investment vehicles and advisory arrangements.

Jacob Mortensen is a CFP® professional with two years of experience in the financial advisory industry. He has worked with several firms including Mission Wealth Management, LP, Hightower Advisors, and Trellis Advisors. Prior to his financial career, he was employed at the Olympia Police Department and has experience as a homemaker. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and third-party sub-advisors to tailor portfolios to client needs.

Petros Koumantaros is a financial advisor at Intellicents Investment Solutions Inc. with eight years of industry experience. He holds a Series 65 credential and has been with Intellicents since 2018. In addition to his advisor role, he serves on the advisory board of the Seattle Rotary Boys & Girls Club, is a director of the Pano Koumantaros Cancer Research Fund, and teaches financial literacy to 7th and 8th grade students at St. Joseph School of Seattle. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, and individual clients, including charitable institutions and municipalities. The firm employs a long-term, buy-and-hold investment approach with oversight from a CFA-designated Chief Investment Officer and offers a range of services, including ERISA consulting, individual wealth management, and wrap fee programs.

Joseph Cilley is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He is also a board member of the Graham Hill Mutual Water Company, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centralized model portfolios and supports both discretionary and non-discretionary accounts.

Charles Borquist is a financial advisor with Mutual Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. His prior work includes roles at Envestnet, Folio Dynamix, Summit Advisor Solutions, and Strategic Capital Group LLC. Outside of advisory services, he is a member of multiple real estate investment LLCs, including a family-related venture with his father and brother. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management, financial planning, and consulting services, utilizing both active and passive strategies with an emphasis on diversification and tailored portfolio construction.

Eric Mcginnis is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds the Series 66 designation and has worked previously at DecisionPoint Financial and Pacific Asset Management. Outside of his advisory role, he serves as President of RBJ Holdings, Inc., a holding company based in Gig Harbor, WA. Forum Financial Management provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also offers sub-advisory services and a turn-key asset management platform for other independent RIAs, utilizing model portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Robert Harkson is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2019. His prior roles include positions at Phase 2 Wealth Advisors, Parker Financial, and Thrivent Investment Management. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients, supported by a team of approximately 60 advisors. The firm utilizes a centralized Investment Team with a fund-of-funds approach across diverse managed portfolio strategies and serves as a subadvisor and co-advisor to other registered investment advisers.

Lincoln Kopetski is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Tacoma, WA. He has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. Outside of his advisory role, he is the owner of Chinook Services LLC, which provides finance and accounting support for tax and investment purposes. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed by an internal team and uses both proprietary and third-party managers, offering a blend of discretionary and non-discretionary account services.

Geoffrey Johnson is a financial advisor with Symmetry Partners in Lakewood, WA, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His career includes roles at firms such as VP Distributors, Virtus Investment Partners, Edward Jones, John Hancock, Merrill, Russell Investments, and Morgan Stanley. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary investment companies, offering services through a scaled, platform-centric distribution model.

Gary Brooks Jr. is a CFP® with 18 years of experience in financial advisory services. He is currently with Mission Wealth Management, LP, where he has worked since 2023. Prior to this, he was with Brooks, Hughes & Jones, Inc. for 14 years and spent one year at Commonwealth Financial Network. Outside of advisory work, he serves as an official scorer for a professional baseball club and acts as a consultant on the investment committee for a nonprofit foundation. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients such as pension plans and charitable organizations. The firm offers comprehensive wealth management and financial planning services, integrating investment management with tax, estate, legacy, philanthropy, and risk planning through both internal management and select third-party sub-advisors.

Baylee Bryant is a CFP® with four years of industry experience, currently serving as an investment adviser representative at Merit Financial Advisors in Tacoma, WA. Prior to joining Merit, Baylee worked at LPL Financial, Starbucks Corporation, and Wescom Credit Union. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, with oversight from an internal investment management team and committee.

Erwin Reguindin is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Edward Jones, Anchor Financial LLC, and several other firms. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning services, using customized portfolios comprised of mutual funds, ETFs, individual equities, and fixed income with a predominantly long-term investment approach.

Matthew Ferguson is a financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, and Bankers Life Securities Inc. Outside of investment advising, he is involved in the sale of fixed and traditional insurance products. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Edward Grogan IV is a CFP® and ChFC® with 33 years of industry experience. He is the president and owner of Summit Wealth Management and has been affiliated with Commonwealth Financial Network since 2005. Prior to that, he worked at Mass Mutual Investors Services from 2002 to 2005. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kurt Roddy is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 registrations and 28 years of industry experience. He has worked at multiple firms including Arbor Point Advisors, Securities America, Inc., and Harbor Financial Advisors, where he remains active as an owner and investment advisor. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering comprehensive education and support services to plan sponsors and participants.