Bryan Langley is a financial advisor at Waltium Investment Advisors in Kirkland, WA, holding a Series 65 license with three years of industry experience. He also works as a Partner Group Program Manager for Graphics and AI at Microsoft Corporation, a role unrelated to finance. Waltium Investment Advisors provides comprehensive financial planning and portfolio management for individuals, trusts, estates, and nonprofit organizations, focusing on clients with quantitative backgrounds such as engineers and scientists. The firm employs a goal-based, risk-focused investment approach combining diversified mutual funds and ETFs with techniques from modern portfolio theory, risk-parity, and market-cycle analysis, occasionally using derivatives for hedging.

Robert Bergstrom is the sole advisor at his independent firm in Bothell, WA, holding a Series 63 designation with 38 years of industry experience. He has operated his advisory practice since 1988, following a prior legal career that informs his compliance-focused approach. His firm provides discretionary portfolio management and investment consulting primarily for individual clients and trusts. It emphasizes a long-term global perspective and multi-asset diversification, combining fundamental, technical, and charting analysis to guide investment decisions while generally avoiding market timing.

Thomas Bailey is a financial advisor at Broadview Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Broadview since 2014. Prior to his advisory role, he has worked at Microsoft Corporation since 1996. Broadview Wealth Management serves individuals, high-net-worth clients, families, small businesses, and retirement plans, providing financial planning, non-discretionary portfolio management, and retirement plan advisory services. The firm emphasizes low-cost, tax-efficient portfolios based on modern portfolio theory and fundamental analysis, manages assets in-house, and actively supports institutional retirement plans and small business clients.

Theodore Krammer Jr. Jr. is a CFP® and holds a Series 66 designation with 20 years of industry experience. He founded Krammer Financial in 2015 after working at OSAIC Services, Inc. and Equitable Advisors. Outside of his advisory role, he receives compensation for referrals to an unaffiliated consulting company and is a licensed insurance agent in Washington. Krammer Financial is an independent, state-registered investment adviser based in Redmond, WA, managing approximately $70.9 million across 45 clients. The firm serves individuals, multi-generational families, and employer-sponsored retirement plans, focusing on strategic asset allocation with tactical adjustments and offering discretionary and non-discretionary services along with access to independent sub-advisors.

Deborah Gianelli is a CFP® professional with 29 years of industry experience. She has worked at Whole Family Financial Services, Inc. since 2018 and previously spent 13 years at KMS Financial Services, Inc. She holds Series 63 and Series 65 licenses. Whole Family Financial Services, Inc. is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and small business owners. The firm provides financial planning, investment consultation, and portfolio management, with a focus on non-discretionary accounts and customized asset-allocation models based on Modern Portfolio Theory and a combination of fundamental and technical analysis.

Eric Linger is a financial advisor at Sherwood Investments with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Madrona Financial & CPAs since 2026, alongside his long tenure at Sherwood Investment Services dating back to 1999. Sherwood Investments is an independent, fee-only fiduciary firm offering personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and security selection using mutual funds, ETFs, and individual bonds, and maintains formal continuity arrangements through external associates and succession agreements.

Wen Liang Huang is a CFP® and ChFC® with 15 years of industry experience. He has led Zion Financial Planning, LLC since 2017 and previously held roles at Minnesota Life Insurance Co. and Securian Financial Services, Inc. He is also an enrolled agent who provides tax planning and filing services during tax season. Zion Financial Planning, LLC serves individuals, business owners, professionals, and executives, offering discretionary portfolio management and comprehensive financial planning across various areas including retirement, college, tax, insurance, and estate planning. The firm uses fundamental, technical, and cyclical analysis for portfolio construction and provides structured, periodic reviews along with both one-time and ongoing planning engagements.

Alyse Clark is a financial advisor at Northshore Wealth Management with 17 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial Corporation and WSECU Investment Management. Clark also writes books about personal finance which may be published in the future. Northshore Wealth Management is a solo independent advisory firm serving individuals, high-net-worth clients, charities, and business entities. The firm provides ongoing portfolio management with a focus on customized Investment Policy Statements, employing a variety of analytical methods and trading strategies. It features a performance-based fee arrangement and detailed reporting practices uncommon among firms of its size.

Fan Teng is the sole principal of US Fund Manager LLC, an independent investment advisory firm. He holds a Series 65 credential and has seven years of industry experience. In addition to his advisory role, Teng works as a mortgage broker loan officer at Xpro Mortgage Inc and is co-owner of Lincoln & Lyndon LLC, where he manages IT, programming, data analysis, tax filings, and real estate brokerage activities. US Fund Manager LLC provides discretionary portfolio management to individual and high-net-worth clients, focusing on equity and bond investments through a value-based, long-term approach grounded in intrinsic-value analysis and margin-of-safety principles. The firm maintains concentrated holdings, minimizes turnover, and occasionally uses put options to manage downside risk.

Michael Thompson is the sole advisor at Thompson Financial LLC in Kenmore, WA, holding a Series 66 designation with 20 years of industry experience. He founded Thompson Financial in 2014 and is also a licensed insurance producer in Washington State since 2011. Thompson Financial offers financial planning and discretionary portfolio management to individual investors and sponsors of employer-sponsored retirement plans. The firm manages approximately $74 million across about 225 client relationships, using a tailored planning process with primarily no-load mutual funds and exchange-traded funds, and provides both ERISA fiduciary and non-fiduciary consulting services.

Shilpa Tiwari is a financial advisor at Helix Advisors LLC with a Series 65 credential and one year of industry experience. Her background includes roles in technology and product development at companies such as Microsoft, Shipium, and Cubenexus Inc. She maintains an outside product and technology role alongside her advisory work. Helix Advisors LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on customized, non-discretionary portfolio management and written planning engagements. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, REITs, and alternative investments.

Bradley Van Vechten is a CFP® and ChFC® with 25 years of industry experience. He has been the principal advisor at Private Wealth Management Solutions, LLC since 2013. Van Vechten serves on the board of directors and as Secretary of the East King County Estate Planning Council. Private Wealth Management Solutions is a small, independent firm that provides discretionary portfolio management and financial planning to individuals, families, trusts, and select retirement plans. The firm employs modern portfolio theory and tactical asset allocation across various asset classes and uses third-party managers when appropriate, maintaining oversight to manage overall costs.

William Mcelroy is a financial advisor with Guardian Plus Inc. in Mill Creek, WA, holding Series 63 and Series 65 credentials and accumulating 46 years of industry experience. He has been with Guardian Plus Inc. since 2005. Outside of advisory work, he serves as secretary and treasurer for Samantha Anne Person Inc., a retail and wholesale business. Guardian Plus Inc. is an independent, fee-only registered investment adviser serving individuals, financial planners, corporations, and non-profit organizations. The firm focuses on asset allocation and active rebalancing using ETFs, bonds, equities, and limited option strategies, managing a range of portfolios including proprietary Plus+ tiers with income and covered-call enhanced strategies.

Shalina Martos is a financial advisor with Martos Wealth Management in Bellevue, WA, holding the CFP® designation and Series 63 and 66 licenses. She has 17 years of industry experience, including roles at Personal Investment Management, Inc. and Avier Wealth Advisors. Martos Wealth Management is a fee-only firm providing financial planning, investment management, and retirement plan consulting for employer plan sponsors, businesses, and individual clients. The firm uses model portfolios from outside managers within an institutional platform, combining passive and active strategies with options for ESG mandates and direct indexing.

Frank Gallo is the sole advisor at Gallo Lupo LLC in Kirkland, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He worked at UBS Financial Services for 25 years before retiring in 2020 and subsequently founding Gallo Lupo LLC in 2022. Gallo Lupo LLC provides retirement-focused financial planning and retirement plan sponsor services, serving individuals, families, and plan fiduciaries. The firm emphasizes retirement readiness, Social Security and Medicare guidance, and participant education through group sessions, operating on a fee-only, hourly basis without managing client assets.

Wei Cao is a CFP® professional with six years of experience in financial advising. He is the sole advisor at JWC Advisors in Bellevue, WA, and has prior work experience at Amazon.com Services, Inc. and Chewy. Outside of advising, he holds insurance and real estate licenses and is involved in related sales activities. JWC Advisors serves individual and high-net-worth clients, including small business owners, by providing financial planning, investment consultation, and portfolio management. The firm uses a Core + Satellite investment approach combining passive and active strategies, and offers educational seminars on financial topics.

Melinda Satterlee is a CFP®-certified financial advisor at Marathon Wealth Management, LLC with six years of industry experience. She has operated Marathon Wealth Management since 2020 and previously worked as a domestic engineer for 19 years. Marathon Wealth Management serves individuals, high-net-worth clients, trusts, and estates, managing approximately $16 million across 14 client relationships. The firm focuses on strategic passive portfolios using asset-allocation modeling, periodic rebalancing, and tax-harvesting techniques, offering tailored financial planning and investment management without account minimums.

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Steven Mc Connell is a financial advisor at Rain Dog Financial in Bellevue, WA, holding the CFP®, ChFC®, and Series 65 designations with one year of industry experience. He is also the founder and chairman of Construx Software Builders, Inc., a software development and consulting firm, and has authored books, although he is no longer actively writing. Rain Dog Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a strategic investment approach that incorporates multiple analytical methods and detailed Monte Carlo modeling to tailor portfolios and retirement forecasts for a small client base.

Brian Betz is a financial advisor at Percension Wealth Advisors, LLC in Sammamish, Washington, with 15 years of industry experience. He holds a Series 65 designation and has been with Percension Wealth Advisors since its founding in 2011. Percension Wealth Advisors provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm employs both active and passive management approaches, incorporating technical analysis, short-term trading, and options-writing strategies tailored to each client’s goals and risk tolerance.