Henry Schliiter is a Series 65-licensed financial advisor at Sila Financial, LLC with one year of industry experience. Prior to joining Sila Financial, he worked as a real estate broker at Metropolitan Park, where he held open houses and represented clients. Sila Financial provides fee-based portfolio management and wealth-management services to individuals, businesses, retirement plans, trusts, estates, and nonprofit organizations. The firm builds custom portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, favoring low-cost index options and actively managing portfolios without relying on technical security analysis.

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.

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.

Neil Fenning is a CFP® with 10 years of industry experience, currently serving as a financial advisor at A5 Financial LLC in Bothell, WA. His prior roles include positions at Charles Schwab, Ameriprise Financial Services, and Decker Retirement Planning. In addition to his advisory work, he is also an insurance agent affiliated with A5 Assurance LLC. A5 Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis. The firm conducts public seminars and workshops and maintains close business ties with insurance and accounting affiliates.

Mary Bold is a Series 65-licensed advisor with Abacus Financial Planning in Kirkland, WA, and has three years of industry experience. She also serves as an adjunct professor at National University’s JFK School of Psychology and Social Sciences. Abacus Financial Planning provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, with a specialized focus on divorce financial analysis. The firm emphasizes passive management grounded in Modern Portfolio Theory and offers tailored planning and portfolio services for a limited client roster.

Jedediah Sires is a Series 65 licensed financial advisor with 25 years of industry experience. He has worked at Sound Investment Strategies, Inc. since 2006 and previously spent six years at Guardian Capital Inc. Sound Investment Strategies, Inc. provides discretionary portfolio management and ongoing advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm combines fundamental and quantitative analysis with documented investment policies and continuous portfolio monitoring, offering both asset-based and negotiated flat fees, along with a distinct covered-call income program.

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.

Shabrish Menon is a financial advisor at Finomenon Investments LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Amazon. Outside of his advisory role, he serves as Chief Investment Officer of Panum Capital, a private family office in India, and is the Founder and Fundraising Chair of Thrivehub Foundation, a nonprofit supporting small businesses. Finomenon Investments provides fee-only investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, ongoing and project-based financial planning, and public educational seminars, using a tailored asset allocation approach that blends fundamental analysis with passive and active strategies, including ESG options upon client request.

Shelby Miller is a financial advisor at Helmsman Financial Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Helmsman Financial Group since 2004. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other non-individual entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment approach focused on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

Brandon Springer is a financial advisor with Helmsman Financial Group, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Helmsman Financial Group since 2012. Helmsman Financial Group provides portfolio management and financial planning services primarily for individual clients, as well as trusts, estates, and other entities. The firm emphasizes an asset-allocation approach with a value-oriented, longer-term focus on current income, utilizing a mix of discretionary and non-discretionary investment management programs.

Donald Creech is a CFP® with 35 years of industry experience, currently serving at Investor Resources Inc. since 1990. He is also the President and Owner of Donald Creech Consulting, providing investment consulting and pre-market analysis to advisors nationwide. Investor Resources Inc. offers discretionary investment advisory services to individuals, high-net-worth clients, trusts, and pension plans, with a focus on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also provides qualified retirement plan trustee support and manages small, concentrated portfolios alongside formal retirement plan services.

Benjamin Englund is a financial advisor at Ceva Advisors with a Series 65 designation and three years of industry experience. Prior to joining Ceva Advisors, he worked at SLC Management for 16 years and held roles at several other firms including Aberdeen Capital LLC and NWAM, LLC. Ceva Advisors is a state-registered advisory firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory-based approach, using diversified, low-cost funds and bespoke portfolio adjustments, and offers private investment recommendations and direct digital-asset allocations as part of its services.

Tera Probst is a financial advisor at Sound Legacy Wealth Advisors, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses with five years of industry experience. She previously worked for Banc of America Investment Services, Inc. for 20 years and Seafirst National Bank for 27 years. Sound Legacy Wealth Advisors provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, qualified purchasers, and some institutional clients. The firm uses a combination of passive and active investment techniques tailored to client suitability, risk tolerance, and time horizon, and offers multi-generational legacy and family-office style services.

Katy Cook is a Principal at Abacus Financial Planning and decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. Katy helps women and their families use money to live the life they want. She enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices. Prior to being a financial planner, Katy spent a decade in teaching and independent consulting focused on “data for do-gooders.” She completed a BS in Mathematics at the University of Texas at Austin and a financial planning certificate with Boston University. She holds a Ph.D. in Applied Mathematics from Princeton University, where she was a National Science Foundation Graduate Research Fellow.

Michael Sondheim is a financial advisor with South Cove Financial, LLC, holding a Series 65 designation and 11 years of industry experience. He has held advisory roles at South Cove Financial since 2019 and Pacific Financial Solutions since 2017. In addition to his advisory work, Sondheim volunteers as a presenter for the American Financial Education Alliance, providing financial education workshops. South Cove Financial serves primarily West Coast individuals and high-net-worth families with comprehensive financial planning and investment management. The firm manages portfolios internally using both fundamental and technical analysis and integrates insurance planning into its services, offering tailored strategies that may include illiquid alternatives and pre-IPO positions.

Amy Mutal is the managing partner at Prevail Wealth Management in Kirkland, WA, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has led Prevail Wealth Management since 2012. Prevail Wealth Management provides personalized financial planning and advisory services to individuals, families, trusts, foundations, non-profits, and business entities. The firm operates as a fee-only fiduciary, managing approximately $260.8 million in assets for roughly 264 clients, using diversified, tax-aware portfolios primarily composed of ETFs, index, and mutual funds.

Jeffrey Kauffman is a financial advisor at Summit Family Office Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Snider Retirement Strategies, Inc., CrescitAl Capital LLC, and Le-Vel Brands, LLC. Summit Family Office Services provides portfolio management and financial planning to individual clients, including high-net-worth individuals. The firm uses a client-tailored approach with fundamental and cyclical analysis alongside modern portfolio theory, offering access to a broad range of investment types and both performance-based and asset-based fee arrangements.

Dipit Gupta is a financial advisor at Finomenon Investments LLC in Kirkland, WA, holding a Series 65 license with one year of industry experience. Prior to joining Finomenon, Dipit completed full-time education at the University of California at Berkeley. Finomenon Investments provides fee-only investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a tailored asset allocation approach combining fundamental analysis with both passive and active strategies, and offers ongoing portfolio management, project-based planning, and public educational seminars.

Todd Schliiter is a CFP® with 22 years of industry experience, currently serving as President and Chief Compliance Officer at Sila Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. In addition to his advisory work, he is licensed for life insurance and fixed annuity sales. Sila Financial provides fee-based portfolio management and comprehensive wealth-management services to individuals, businesses, qualified retirement plans, trusts, estates, and nonprofits. The firm constructs custom portfolios combining mutual funds, ETFs, REITs, and individual securities, prioritizing low-cost index options and employing both long-term and shorter-term investment strategies.

Douglas Springer is a financial advisor with Helmsman Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Partners Investment Network, Inc. and MRW Financial Services since the late 1990s. Outside of advising, he is a member of an LLC that owns a commercial building. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment strategy focused on current income, managing accounts on both discretionary and non-discretionary bases through multiple portfolio programs.