David Rowe is a financial advisor at Highland Capital Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Highland Capital Advisors since 2012. Outside of his advisory role, he is associated with the Stevens Pass Ski School and the Professional Ski Instructors of America – Northwest Division. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting supplemented by an optional Implemented Solutions service. The firm focuses on institutional analytic techniques and restricts advice to non-covered securities, providing periodic reviews rather than ongoing portfolio management.

Daryl Miller is a financial advisor with Continental Investors Services, Inc. in Renton, WA. He holds Series 65 and Series 63 licenses and has 28 years of industry experience. Prior to joining Continental Investors Services in 2019, he worked for Sweetwater Investments, Inc. for 12 years. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and trading in fixed income and municipal markets.

Lauren Snider is a financial advisor with Capital Analysts in Renton, WA, holding a Series 66 designation and four years of industry experience. Her background includes roles at Thrivent Financial, Lincoln Investment, and CHS NW. Outside of financial advising, she is involved in social media marketing for Buckskin Brand, a horse gear boutique. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 registrations and seven years of industry experience. He has been associated with Horter Investment Management since 2017 and also serves as a Service Director at New Life Church in Renton, WA. Additionally, he operates Roadmap4Retirement, providing insurance-based solutions focused on pre-retirees and retirees. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios, provides alternative investment options, and offers a web-based platform to support independent advisers.

Jody Balmer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at B. Riley Wealth Advisors since 2005 and previously spent 27 years with National Securities Corporation. Outside of his advisory role, Balmer serves as president of 401K Retirement Inc., a business focused on payment of business expenses. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Steve O'flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

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.

Kimberly Ten Pas Bell is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and two years of industry experience. She is also the owner and president of Navigating Financial Solutions, LLC. Prior to her advisory career, she worked for the Federal Aviation Administration for nine years and owns a personal property management business. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies.

Richard Graham is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush since 2006, following prior roles at UBS Financial Services and Piper Sandler & Co. He is also managing member of an LLC related to inherited real estate. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Alfredo Manzanarez is a financial advisor with Capital Analysts and holds a Series 66 designation, bringing 18 years of industry experience. His career includes roles at Lincoln Investment Planning, Ameriprise, and Shelgren Financial Group. Outside of advising, he is a part owner of an early childhood music education business and operates a business consulting firm focused on preparing companies for sale. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through both discretionary in-house management and non-discretionary third-party managers, supported by proprietary research and established institutional relationships.

Stephen Swadley is a financial advisor with Vanderbilt Advisory Services, holding Series 66 and Series 63 licenses and 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, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client goals.

Steve Shelgren is a financial advisor at Capital Analysts with 43 years of industry experience. He holds a Series 63 designation and has worked with firms including WWR, Lincoln Investment Planning Inc., and his own Shelgren Financial Group, Inc. Outside of advising, he is a limited partner in land and water rights investments. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Lincoln Investment Planning, Inc. since 2012 and Valic Financial Advisors from 2003 to 2012, alongside 12 years in insurance sales. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and employs both discretionary and non-discretionary investment approaches supported by an in-house research team.

Casey Elkins is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 65 designation and has worked at Elevated Capital Advisors, Rust Automation & Controls, United Rentals, Baker Corp, and Ryan Herco Flow Solutions. In addition to his advisory role, he engages in fixed insurance sales, discussing fixed insurance products with clients as part of their overall financial planning. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

Kelli Young is a financial advisor with Ascentis Independent Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. She has worked at Golden State Equity Partners d/b/a Longevity Wealth since 2016 and at Miller Advisors, Inc. prior to that. Young is also the owner of Longevity Navigator, LLC, a startup focused on developing long-term planning solutions. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a mix of public and private securities and featuring a Private Direct Investments program for select clients.

Ryan Masterson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at NorthRock Partners since 2023 and previously held roles at Ameriprise and First Allied Advisory Services. Outside of his advisory work, he owns a non-investment-related business in Issaquah, WA. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach using broad asset allocation, diversification, periodic rebalancing, and integrates private market allocations, supported by AI tools and human oversight.

Kelly Shelgren is a financial advisor with Capital Analysts, holding a Series 66 designation and 10 years of industry experience. She has worked with Lincoln Investment since 2015 and has also been involved with Shelgren Financial since 2010. Outside of her advisory roles, she serves as a registered agent and responsible party for RSA 405 LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary mutual-fund screening.

Scott Terry is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of experience. He has over 29 years of experience practicing law through his own firm and other legal entities. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets and provides portfolio management, financial planning, retirement consulting, and other advisory services utilizing various investment strategies and third-party platforms.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Elevated Capital Advisors, LLC and has operated Mark A. Stimpson and Associates since 1980. Outside of advisory services, he is also involved in insurance sales, specifically life insurance and fixed annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and engages a network of affiliated offices and sub-advisers to deliver tailored investment advice.

Rory Cannon is a financial advisor at Capital Analysts with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, Charles Schwab, and Morgan Stanley. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary approaches, supported by an in-house investment management and research team.