Jonathon Zetlmaier is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Zetlmaier Wealth Management LLC since 2021. He previously worked at VOYA Financial Advisors and Madrona Financial Group. Outside of his advisory role, he is involved in community activities as Treasurer of the Our Lady of Guadalupe Catholic Youth Organization and serves on the Board of Governors for the Washington Athletic Club. Zetlmaier Wealth Management provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients, integrating estate planning via a digital document platform. The firm’s investment approach blends Fundamental Analysis, Modern Portfolio Theory, and Efficient Market Theory, focusing on diversified mutual funds and ETFs while accommodating client preferences for individual securities or active funds.

Reid Kitagawa is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Kanso Capital. He has worked at firms including Morgan Stanley, Integrity Financial Corporation, and Saturna Trust Company. Outside of his advisory role, he serves as a general board member of the Juanita Woods Homeowners' Association. Kanso Capital provides financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, non-profit entities, and trusts. The firm combines Modern Portfolio Theory with fundamental analysis, using primarily low-cost passive funds alongside selective active managers, and incorporates clients’ broader financial interests into portfolio recommendations.

Kevin Patrick is the sole advisor at Objective Advisors LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has led Objective Advisors since 2012. Outside of advisory work, he is a managing member of Forensic Image and Data Analytics, LLC, a company involved in research-related litigation matters. Objective Advisors provides investment and wealth advisory services primarily to high net worth individuals, families, and related entities, focusing on asset-allocation-based portfolio management and financial planning for estate, succession, governance, family education, and philanthropic needs. The firm emphasizes diversification and due diligence in manager selection, generally operates non-discretionary accounts, and combines family governance services with a willingness to recommend alternative and illiquid investments.

Keyi Zhang is a financial advisor at Fempire Mindset LLC with a Series 65 designation and five years of industry experience. Prior to founding Fempire Mindset, Zhang worked at Liu Holdings LLC and Deep Blue AI. Fempire Mindset LLC provides personalized financial planning and consulting services to individuals and high-net-worth clients, focusing on comprehensive written plans and one-time consultations. The firm emphasizes fundamental analysis in its recommendations and operates under a fee-only model without managing client assets or executing transactions.

Michael Policar is a financial advisor at NGP Financial Planning, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Hightower Advisors. He has also operated as a sole proprietor in financial services. NGP Financial Planning, LLC is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and financial planning, employing modern portfolio theory and a variety of investment instruments, including defensive option strategies and access to alternative securities.

Cesar Castaneda is a Series 65-licensed financial advisor with AA Financial Services in Kirkland, WA, bringing 14 years of industry experience. He has been a CPA since 2003 and operates a sole proprietorship providing public accounting services, including audit, review, and tax services. His financial advisory practice is integrated with his accounting work but does not include audit services for advisory clients to avoid conflicts of interest. AA Financial Services is a state-registered, single-advisor firm offering financial and retirement planning and consultative investment advice to individuals, nonprofits, and small businesses. The firm emphasizes a passive, long-term equity approach with asset allocation supported by fundamental and technical analysis, providing non-discretionary advisory consultations and periodic portfolio reviews.

Frank Childress is the principal of Childress Investment Management in Bellevue, WA, holding a Series 65 designation and bringing 32 years of industry experience. He has managed Childress Investment Management since 1992 and concurrently operates Asn Natural Stone since 2001. Childress Investment Management serves a small number of individual clients, trusts, and small businesses with discretionary portfolio management focused on no-load mutual funds, ETFs, stocks, and bonds. The firm bases investment decisions on macroeconomic and fundamental analysis, making gradual portfolio adjustments and providing detailed quarterly reports alongside a public website and Twitter presence.

Steven Baldwin is a Series 65-licensed financial advisor with The Road Ahead Wealth Management LLC in Woodinville, WA, bringing two years of industry experience. Prior to founding his firm, he worked at Honeywell International, Inc. for 18 years and has held roles at Live Nation Worldwide, Inc. Outside of advising, he serves as a trustee for a friend's account. The Road Ahead Wealth Management LLC is an independent registered investment adviser serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs fundamental and technical analysis to create customized investment programs across various asset classes, including options strategies, and manages approximately $11.2 million for a small client base.

Jeffrey Martin is a financial advisor at Capital Investment Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2002, he has been with CIM Financial Group, Inc., now operating as Capital Investment Management in Edmonds, WA. Capital Investment Management is a small, state-registered adviser serving primarily individual clients who are retired or preparing for retirement. The firm offers continuous investment advice and discretionary portfolio management alongside retirement-focused financial planning, employing a value-oriented approach with fundamental analysis across various asset classes.

Vinod Anantharaman is a financial advisor at Triangulum Wealth Management with six years of industry experience. He holds a Series 65 designation and has previously worked at Microsoft Corp., Cloudmoyo Inc., and Viddl Inc. Anantharaman is also a passive investor in privately held funds managed by Columbia Pacific. Triangulum Wealth Management offers discretionary separately managed accounts and project-based financial planning to individuals, couples, and legal entities. The firm’s investment approach focuses on long-term equity and ETF positions across various strategies, with tailored portfolios supported by proprietary analytics and software.

Colin Dresser is a financial advisor at Moss Bay Capital with seven years of industry experience. He holds a Series 65 designation and has worked at Moss Bay Capital since 2018. Prior to that, he was employed at PriceWaterhouseCoopers and currently serves as Sales and Financial Director at Sea Port Products Corporation, a privately owned wholesale seafood import/export company. Moss Bay Capital is an independent registered investment adviser providing discretionary portfolio management to individuals, corporate clients, and accredited investors. The firm employs a long-only, concentrated equity strategy with fundamental and quantitative analysis, managing a compact portfolio with a multi-year horizon and integrated risk management.

Onward Financial Advising LLC is a fee-only, fiduciary financial advising firm dedicated to helping individuals and families build wealth and achieve financial security. Onward believes that financial advising is for everyone and that everyone can benefit from expert financial advice, regardless of how many investable assets they have. With this belief, the mission of Onward Financial Advising is to empower clients to improve their financial futures by creating personalized plans that build wealth. Key Services: • Comprehensive Financial Planning • Ongoing Financial Advice • Investment Management • Retirement Planning • Tax Strategies and Planning • RSU Planning and Employer Retirement Plans To accomplish this mission Onward specializes in creating personalized financial plans that address the unique needs of mid-career professionals, first-generation wealth creators, and families. The founder, Brian Blakeman, brings over 15 years of combined experience in aerospace engineering and financial services to create a unique blend of technical expertise and personal financial advice. Onward Financial Advising understands the complexities of financial decision-making, especially when it comes to managing restricted stock units (RSUs), employer retirement plans, and crafting efficient tax strategies. As a fiduciary, Onward is committed to acting in your best interest, offering clear, transparent advice without conflicts of interest.

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 is a CFP® professional with 19 years of industry experience and the principal advisor at Krammer Financial, an independent firm based in Redmond, WA. He has led Krammer Financial since 2015. Outside of advisory services, he receives compensation for referrals to an unaffiliated consulting company and holds a Washington state insurance license, recommending insurance products when suitable for clients. Krammer Financial provides discretionary investment management and financial planning to individuals, trusts, retirement accounts, and retirement plan sponsors. The firm combines modern portfolio theory with tactical asset allocation, using both active and passive strategies, and frequently integrates third-party managers while exercising discretionary authority over asset allocation and manager appointments.

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.

Kassondra Dykema is a financial advisor at Family Retirement LLC in Seattle, WA, with nine years of industry experience. She holds a Series 65 designation and has previously worked at Adams Financial Concepts, LLC, and R and R Retirement Services. Outside of advising, she operated a family restaurant business for four years. Family Retirement LLC serves individuals, high-net-worth clients, trusts, estates, and small business owners, providing investment management, financial planning, consulting, and educational retirement classes. The firm focuses on technical analysis for investment strategy and manages portfolios with mutual funds, ETFs, REITs, ADRs, and publicly traded equities, excluding derivatives and certain other securities.

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.