Dana Franco Young is a financial advisor with Sage Rhino Capital LLC in Federal Way, WA, holding a Series 66 designation and 26 years of industry experience. Prior to joining Sage Rhino Capital in 2017, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years and Bank of America for one year. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, sector, and cyclical analysis, with a noted use of derivatives and options-related strategies in their portfolio construction.

William Small is a financial advisor with Highland Capital Advisors, LLC, holding a Series 66 credential and 15 years of industry experience. He has been with Highland Capital Advisors since 2006. Outside of his advisory role, Small is a member of Rainier Set Sail, LLC, an entity that owns and occupies the office building used by his firm. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm provides non-discretionary investment consulting focused on pooled vehicles and third-party separate account managers, utilizing institutional analytic techniques to develop investment policy statements and strategic allocations.

Brett Garver is a financial advisor at 180 Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Key Investment Services, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with 180 Wealth Advisors since 2019. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority and integrates multiple analytical approaches along with financial planning services.

Craig Watkins is a financial advisor at Highland Capital Advisors, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Merrill Lynch, Prudential Investment Management, and CONOVER Securities Corporation. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting focused on retirement plans. The firm uses institutional analytic techniques to develop investment policy statements and strategic asset allocations, with an emphasis on non-covered securities and periodic reviews rather than ongoing portfolio management.

Sylvia Parker is a financial advisor at 180 Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years before joining 180 Wealth Advisors in 2017. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts, employing a combination of fundamental, technical, and asset allocation approaches.

Martha Mc Neely is a financial advisor with Creative Money LLC holding a Series 65 credential and two years of industry experience. She is the owner of Buoy Financial Services, LLC, which provides bookkeeping services for therapists and helping professionals, and Martha McNeely Psychotherapy, PLLC, offering individual therapy to adults in Washington state. Creative Money LLC provides fee-only financial planning focused on comprehensive client needs including retirement, cash flow, debt management, and estate planning. The firm delivers tailored written or electronic plans and emphasizes passive investment vehicles, with clients implementing investment recommendations through their chosen custodians.

William Romig is a CFA® charterholder with 28 years of industry experience. He is currently with Strait & Sound Wealth Management LLC and previously worked at JPMorgan Securities LLC and Scottrade. Outside of his advisory role, he is a one-third owner of Katz View, LLC, a private entity unrelated to investment advising. Strait & Sound provides discretionary wealth management, financial planning, and investment consulting to individual and high-net-worth clients as well as business entities. The firm employs a mosaic investment approach combining valuation metrics, behavioral and technical analysis, and portfolio construction focused on diversification and capital preservation.

Darren Henke is a CFP® with 37 years of industry experience, currently serving as an advisor at 180 Wealth Advisors, LLC since 2017. Prior to this, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years. Outside of his advisory role, he operates a sole proprietorship renting farm fields to a local dairy farmer. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, offering portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside financial planning.

Richard Buchan is a CFP® professional with 36 years of industry experience. He has worked at 180 Wealth Advisors, LLC since 2017 and previously spent 27 years at Merrill. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside routine financial planning.

Levi’s a member of the Confederated Tribes of Grand Ronde and proud of his Native American heritage. In his free time, he enjoys playing golf, basketball, video games, and watching the latest binge-able Netflix shows with his wife. Levi founded Millennial Wealth in 2018. He works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans. Professional Designations & Certifications: Levi is a CERTIFIED FINANCIAL PLANNER®, CERTIFIED PRIVATE WEALTH ADVISOR®, CERTIFIED EXIT PLANNING ADVISOR® and BEHAVIORAL FINANCIAL ADVISOR™ professional. He’s also earned his Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. The CPWA® certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA® certification. The CEPA® is a unique designation for financial professionals who advise business owners on how to prepare to sell or transition their business successfully, a strategy referred to as “exit planning”. The BFA™ (Behavioral Financial Advice program) integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan. The Certificate in Blockchain and Digital Assets course is the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets.

Ryan Dusenberry is a financial advisor at American Northwest Advisory Services L.L.C. with four years of industry experience. He holds Series 63 and Series 65 designations and has been with American Northwest in various roles since 2018, including prior experience at AXA Advisors LLC and the University of Washington. American Northwest Advisory Services, L.L.C. provides fee-only investment management and financial planning to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension relationships while employing a range of analysis methods and discretionary trading authority.

David Mann is a financial advisor with Highland Capital Advisors, LLC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Highland Capital Advisors since 2017 and previously worked at LPL Financial LLC from 2015 to 2017. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting and implemented solutions focused on pooled investment vehicles and third-party separate account managers. The firm employs institutional analytic techniques to develop investment policies and asset allocations and emphasizes ERISA fiduciary consulting without providing ongoing portfolio management or comprehensive financial planning.

Cole Schelbert is a financial advisor at 180 Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at 180 Wealth Advisors since 2021. Prior to his current role, he held positions at Lanway Homes and the City of Fife, and spent 16 years at St. Patricks School. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities through portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority and integrates a mix of analytical approaches alongside financial planning within its wrap fee program.

Reagan Smith is a CFP® professional with two years of experience at Millennial Wealth. Prior to joining the firm, he spent four years at Taylor University and thirteen years at Bridgman Public Schools. Millennial Wealth is a team of five advisors that provides comprehensive financial planning and discretionary investment management for individual and high-net-worth clients. The firm uses a primarily passive investment approach supplemented by strategies such as direct indexing and tax-sensitive techniques, and offers flexible engagement and pricing models tailored to client needs.

Thomas Oakes is a Certified Financial Planner (CFP®) with 30 years of experience, serving at American Northwest Advisory Services L.L.C. since 1994. He is also involved as a member and manager of a third-party retirement plan administration business that provides plan oversight and overall business planning. American Northwest Advisory Services, L.L.C. offers fee-only investment management and financial planning to individuals, retirement plans, small businesses, and charitable organizations. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension plans alongside discretionary individual accounts.

Timothy Heisey is a financial advisor at 180 Wealth Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning through a wrap comprehensive portfolio management program and other tailored planning engagements. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates a mix of analytical approaches alongside financial planning in its services.

Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

We provide comprehensive financial planning & wealth management services for busy families and retirees. Our areas of expertise include building long-term investment portfolios, goal planning, tax reduction strategies, retirement income planning, employee stock options, and homebuying guidance. Our financial planning mission is to empower you and change your life for the better. Planned or not, your finances will play a significant role in your life. We believe with the right guidance, your financial resources can be tools to help you reach your life's goals. I am a Certified Financial Planner™, Retirement Income Certified Professional®, Behavioral Financial Advisor™, and Certified Tax Specialist™. I received my degree in Finance from the University of Washington and my financial planning education from Northwestern University. I am very active in the financial planning community. I am a member of the East King County Estate Planning Council, serve as a CFP Board Mentor, and participate on the Seattle Children’s Financial Advisory Committee. In my free time, I enjoy following the Washington Huskies and playing tennis with friends and family.

Thomas Oakes is a financial advisor at American Northwest Advisory Services L.L.C. with 11 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment involving activities such as video creation, tutoring, and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation with a core-and-satellite approach and has a significant concentration of assets in pension consulting relationships.

Richard Wyman is a financial advisor at Highland Capital Advisors, LLC with 28 years of industry experience. He has been with Highland Capital Advisors since 2006. He holds Series 63 and Series 65 designations. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm focuses on non-discretionary investment consulting using institutional analytic techniques and restricts its advice to non-covered securities without providing continuous portfolio supervision.