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.

James Van Hollebeke is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2009 and previously at Shelgren Financial Group, Inc. from 2001 to 2009. 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.

Wayne Lockwood is a financial advisor at Zacks Investment Management, Inc. with 31 years of industry experience. He has been with Zacks and its related entities since 2006 and holds Series 63 and Series 65 licenses. Lockwood is also a licensed insurance agent in Washington and California, though he is no longer actively soliciting insurance sales. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing various mutual funds and ETFs. The firm’s investment approach combines proprietary quantitative models with qualitative portfolio management across multiple strategies, offering services through wrap-fee and unified managed account programs.

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.

Steven Holdsworth is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Falcon Wealth Planning, First Pacific Financial, and Ramsey & Associates. He holds several securities licenses and maintains an insurance license in Washington state, though he is not authorized to sell insurance products or receive compensation from such sales. Savvy provides investment and financial planning services to individuals, trusts, businesses, retirement plan sponsors, and charitable organizations. The firm employs primarily index-based, long-term strategies supplemented by active equity portfolios and tax-aware direct indexing, leveraging third-party sub-advisers and technology platforms to customize client investment plans.

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.

Brian George is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Accurate Wealth Management, LLC and AAG Capital, Inc., and has previously worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Edward Jones. Since 2021, he has been involved with the Charitable Planning Network, assisting nonprofit organizations with non-cash fundraising. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, pension and profit-sharing plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in assets, offering a variety of investment options including mutual funds, alternative investments, and cryptocurrency.

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.

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.

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.

Guy Ridout III is a financial advisor at Integrated Wealth Concepts LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Securities, Inc., Principal Life Insurance Company, Brighton Jones LLC, and Nationwide Investment Advisors, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, offering customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Maxwell Graber is a financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, holding a Series 65 designation and four years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Konvergent Wealth Partners and spent two years at Nordstrom. Outside of advising, he is a fitness instructor with SHRED415. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting, using customized portfolios with a long-term approach that incorporates mutual funds, ETFs, equities, and fixed income.

Eric Daniel is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021. 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, financial planning, family office services, and sponsors wrap-fee programs, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.