Michelle Moyer is a financial advisor at Strong Retirement Solutions with Series 63 and Series 65 credentials and four years of industry experience. She has worked at MassMutual Investors Services, Commonwealth Financial Network, and Kitsap Bank. Outside of advising, she is the owner of Adept Wealth Management LLC, a marketing and bookkeeping business, and volunteers at Grace Point Kitsap church. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, focusing on retirement, estate planning, and investment product recommendations. The firm customizes investment strategies based on client objectives and manages assets primarily on a discretionary basis, utilizing a range of approaches including sub-advisors while maintaining supervisory responsibility.

Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.

Matthew Augspurger is a financial advisor with Strong Retirement Solutions in Bremerton, WA. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Strong Retirement Solutions, he was a minority owner of Grounded Oaks Capital Management, Inc. and has been involved with Balsam Solutions LLC since 2017. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, focusing on retirement and estate planning. The firm customizes investment strategies based on client objectives, employing various approaches including asset allocation and technical analysis, and manages assets primarily on a discretionary basis.

Jonathan Magee is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at Resources Investment Advisors, One Strategic Capital, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, the University of Idaho, and Unvera Life Sciences. He is also licensed as an insurance agent and involved with One Strategic Capital, Inc., an insurance agency. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans with discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach using diversified asset allocation strategies and active portfolio monitoring, often implementing portfolios through independent managers and offering comprehensive financial planning services.

Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.

Chadd Peachey is a CFP® professional with seven years of experience in the financial services industry. He is currently with DecisionPoint Financial, LLC, where he has worked since 2018 in various roles and joined the team category firm in 2021. Prior to that, he held positions at The Vanguard Group, Inc. and The Professional Financial Company. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis to manage client assets across a diversified range of investment vehicles.

Jacob Laws is a financial advisor at DecisionPoint Financial, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Brinks Home and Brigham Young University. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and manages client portfolios with discretionary authority.

Lindsey Hadfield is a financial advisor at Verus Financial Partners with three years of industry experience. She holds a Series 65 designation and has worked at Verus Financial Partners since 2021. Prior to her advisory career, she spent time at James Madison University and Veritas School. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm focuses on mutual funds and exchange-traded funds, using fundamental analysis and actively managing cash positions, and is notable for its use of Dimensional Fund Advisors funds and independent proxy-voting services.

Chad Bearden is a financial advisor at Hidden Cove Wealth Management with four years of industry experience. He holds a Series 65 designation and previously served in the United States Navy for 20 years. In addition to his advisory role, he is an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages diversified portfolios primarily on a discretionary basis, utilizing a range of investment vehicles and Independent Managers, and serves several hundred client relationships.

Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.

Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC with two years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2024. Prior to this, he held positions at Utah Valley University and The Vanguard Group. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting services, employing a mix of fundamental, technical, and cyclical analysis to manage client portfolios.

Todd Hankins is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Nations Financial Group in 2021, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc., Summit Brokerage Services Inc., and Wells Fargo Advisors. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios and outside manager options, with strategies tailored to client objectives, risk tolerance, and liquidity needs.

Glen Thiessen is a CFP® and ChFC® with 42 years of industry experience. He currently works at Clear Creek Financial Management, LLC and has held positions at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. Since 2002, he has also been involved in insurance sales, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, employing a variety of investment strategies supported by regular portfolio reviews and quantitative analysis.

James Van Hollebeke is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 2009, following eight years at Shelgren Financial Group, Inc. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Matt Amick is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Clear Creek Financial Management in 2025, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co from 2017 to 2025. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its quantitative research division, Helios Quantitative Research, while employing a broad range of investment strategies and quarterly portfolio reviews.

Jason Skifstad is a financial advisor at Clear Creek Financial Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2020. Prior to that, he spent eight years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved in rental property management. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analyses with a variety of investment strategies.

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.

David Hooper is a financial advisor at Kingsview Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He provides pro-bono financial planning services to the Washington Physicians Health Program, a medical-focused nonprofit assisting healthcare professionals. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers comprehensive financial planning and wealth management using both in-house and third-party investment strategies, including discretionary and non-discretionary advisory services.

Brian George is a financial advisor with Accurate Wealth Management, LLC, holding a Series 66 license and 18 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Wells Fargo Advisors, and Edward Jones. He is also involved in charitable fundraising efforts through his role with Charitable Planning Network, LLC. Accurate Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, and corporations, offering discretionary portfolio management, financial planning, and a variety of investment options. The firm emphasizes value, safety, quality, and risk control in developing individualized asset allocations and manages most accounts on a discretionary basis.

David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously operated Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 credentials. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach combining in-house management with third-party sub-advisers and offers specialized ERISA plan services and a wrap fee program through LPL Financial.