Daniel De Whitt is a financial advisor at Waystone Advisors LLC with two years of industry experience. He holds a Series 65 designation. Outside of advising, he serves as president of Continents for Christ, a nonprofit missions organization. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized fiduciary approach focusing on fundamental analysis and long-term asset allocation, utilizing ETFs, mutual funds, individual securities, and alternative investments.

Denton Olde is a CFP® professional at Olde Wealth Management, LLC with 31 years of industry experience. He has worked at multiple firms including Financial Network Wealth Management, LLC and Cetera Advisor Networks LLC, and operated as a sole proprietor for over two decades. Outside of advisory services, he has experience as a licensed insurance agent selling life, disability, annuities, and long-term care products. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach, utilizing a broad array of securities and option strategies, supported by third-party research and Schwab’s institutional custody and trading services.

Nathan Ricks is a CFP® professional with 24 years of industry experience. He has served as an advisor at Financial Freedom for Dentists LLC since 2019 and previously worked at Dental Wealth Advisors, LLC from 2013 to 2019. Financial Freedom for Dentists LLC advises dentists, other individual and high-net-worth clients, as well as corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management, retirement-plan support, and tailored financial planning, employing Modern Portfolio Theory with regular monitoring, rebalancing, and tax-loss harvesting. Additionally, the firm provides public educational seminars and retirement-plan education for plan participants.

Graham Williams is a CFP® professional with 30 years of experience in the financial industry. He currently works at Optimist Retirement Group, LLC and has held roles at M. S. Howells & Co., Cetera Advisors LLC, and Williams Palmer, where he is a managing member. Outside of his advisory work, he is an author with self-published books available on Amazon. Optimist Retirement Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis with Modern Portfolio Theory to build customized portfolios and manages approximately $243 million in client assets.

Rachel Sehayek is a financial advisor at Prism Financial Planning, LLC in Issaquah, WA. She holds a Series 65 designation and began her advisory career in 2024. Prior to joining Prism, she worked at Beacon Hill Staffing Group, Washington State University, and the Issaquah School District. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics including retirement planning, college savings, and tax efficiency. The firm emphasizes client needs and risk tolerance to recommend asset allocations and investment options, typically favoring no-load mutual funds and index-based ETFs, and operates on a fee-only basis without managing client assets directly.

Loyd Burleson III is a CFP® professional with five years of industry experience, currently serving at Financial Freedom for Dentists LLC. His work history includes roles at Advanced Planning Educational Group, Inc. and BANDER Investments. Financial Freedom for Dentists LLC advises dentists and other high-net-worth individuals, as well as corporations and employer-sponsored retirement plans. The firm employs Modern Portfolio Theory in portfolio construction and offers discretionary management, comprehensive financial planning, public educational seminars, and retirement-plan support services.

Marat Mor is a financial advisor at Asymmetric Advantage Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. In addition to his advisory role, Mor serves as an affiliate associate professor at the University of Washington’s Department of Aeronautics and Astronautics, where he teaches and conducts research. Asymmetric Advantage Capital Management is a small registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and non-profits. The firm combines fundamental and technical analysis with a proprietary quantitative risk-management system to manage diversified and focused portfolios, offering clients documented risk-tolerance profiling and options for leverage and enhanced hedging in eligible accounts.

Noah Hernandez is a financial advisor at Soundpath Retirement Strategies, LLC in Bellevue, WA. He holds a Series 65 credential and has been with the firm since 2025. Prior to his advisory role, he was a full-time student from 2016 to 2025. Soundpath Retirement Strategies provides financial consulting and planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management as well as retirement-focused advice. The firm serves approximately 181 clients with a team of four advisors and employs an annual flat fee structure based on the complexity and scope of engagements.

Hieu Nguyen is a financial advisor at XSTAR Fund Management LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Alphabet Inc. from 2016 to 2020. XSTAR Fund Management LLC serves accredited and high-net-worth investors through the XSTAR Value Fund LP and separately managed accounts tailored to client-specific liquidity or income needs. The firm employs a combined top-down macro and bottom-up fundamental investment approach focused on U.S. publicly traded equities, utilizing concentrated, long-biased portfolios and various instruments for position timing.

Rodger Shute is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 36 years of industry experience. He has been with Johnson & Shute since 1989. He holds a Series 63 designation. Johnson & Shute Investment Advisors provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm offers client-selected model portfolios composed of low-cost, passively managed equity and fixed-income mutual funds, with a long-term buy-and-hold strategy and non-discretionary management.

Jill Mcvey is a financial advisor at Bellevue Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bellevue Asset Management since 2004. Bellevue Asset Management provides discretionary portfolio management and standalone financial planning to individuals, including high-net-worth clients, as well as pensions, trusts, estates, charitable organizations, and business entities. The firm employs a cycle-aware investment approach focused on diversification, tax efficiency, and the use of lower-cost instruments, alongside option-writing strategies and ongoing portfolio monitoring.

Matthew Lybarger is a Series 65-credentialed financial advisor at Soundpath Retirement Strategies, LLC with three years of industry experience. His prior work includes roles at Brainsway, KMBS, PBS, and Copiers NW. In addition to advisory duties, he is also licensed as an insurance agent and involved in insurance sales and services. Soundpath Retirement Strategies serves individual and high-net-worth clients, providing both discretionary and non-discretionary portfolio management along with retirement-focused financial planning. The firm offers an annual flat fee structure based on engagement scope and conducts educational seminars and workshops.

Paul Pineda is a financial advisor at Asymmetric Advantage Capital Management, LLC in Bellevue, WA, with 23 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of his advisory role, Pineda serves on the boards of several nonprofit organizations focused on youth services and philanthropy, including Youth Eastside Services, ScoutReach Foundation, and SeeYourImpact.org. Asymmetric Advantage Capital Management is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and nonprofits. The firm employs a blend of fundamental and technical analysis alongside a proprietary quantitative risk-management system to manage diversified portfolios and focused active strategies.

As a college student, I witnessed my mother, who was widowed, place her trust and life insurance money with a friend at a reputable investment firm. Her money was grossly mismanaged, and she was devastated. I am fiercely passionate about protecting my clients and their wealth as a trusted partner throughout their lives, operating with honesty and transparency in all our work together. I launched Firebrand Wealth as an independent, fee-only firm so that I could fully live and breathe these values every day, and lead my team to do the same. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents. Planning and investment services include: -Tax Planning and Strategies -Savings Strategies -Socially-Responsible Investment Management -Early Retirement Planning -Education Planning Having spent 20 years in financial services, from Wall Street to the San Francisco Bay, I now call the greater Seattle area home. I paid my dues working at traditional brokerage firms and the world's largest asset manager, and I believe there is no better way to serve clients than as an independent fiduciary, putting their needs first. In my spare time, when not busy chasing the kids around in matching super-hero capes, I enjoy writing and learning tennis. I graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters and hold the Certified Investment Management Analyst designation from the Wharton School of Business. I am Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional.

Adam Droker is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Waterrock Global Asset Management since 2011. Outside of advisory work, he is active as president of the Bellevue Kiwanis Club and is involved in local youth sports as a softball and little league umpire and as a fundraising director. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including passive, tactical, and actively traded models, utilizing fundamental, technical, quantitative, and qualitative analysis, with discretionary authority commonly granted by clients.

Robert Myrick is a Certified Financial Planner® with 24 years of experience and is a principal at NWT Advisors, LLC. He has worked at NWT Advisors since 2011 and also operates a separate income tax preparation practice. In addition to his advisory role, he holds a license as an insurance producer, marketing life insurance and annuity products. NWT Advisors provides money management and investment advisory services to individual and institutional clients, including banks, trusts, charitable organizations, and corporate entities. The firm combines top-down fundamental analysis with technical indicators in its investment process and offers both discretionary portfolio management and strategic advisory services.

Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Beehive Federal Credit Union and a missionary from 2016 to 2018. Financial Freedom for Dentists LLC serves dentists, high-net-worth individuals, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management and tailored financial planning. The firm uses Modern Portfolio Theory in portfolio construction and provides educational seminars on investments and retirement topics.

Ross Wolf is a financial advisor with Pacific Financial Advisors in Bellevue, WA, holding a Series 63 designation and 21 years of industry experience. He has been with Pacific Financial Advisors since 2010 and also owns Pacific Insurance Advisors, Inc. and Pacific Mortgage Advisors, Inc., which operate outside of investment services. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of strategies, including long-term holdings, short-term trading, and alternative investments.

Isaac Ansley is a financial advisor at Pacific Financial Advisors in Bellevue, WA, holding a Series 65 designation. He has seven years of experience with Pacific Insurance Advisors and previously worked at Mod Pizza. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations, employing a variety of investment strategies that include fundamental, technical, and cyclical analysis. The firm uses both passive and actively managed funds as well as alternative investment instruments, tailoring services to each client’s needs.

Ian Hobson is a financial advisor at NWT Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NWT Advisors since 2009. In addition to his advisory role, he is a licensed insurance producer who markets and services life insurance and annuity products. NWT Advisors, LLC provides portfolio management, investment advisory, and financial planning services primarily to individual clients, trusts, and estates. The firm employs a combined top-down fundamental and technical analysis approach to construct tailored portfolios that may include a variety of securities and insurance products.