Brian Mcauley is the sole advisor at Sitka Pacific Capital Management, LLC in Seattle, WA, holding a Series 65 designation and with 21 years of industry experience. He has been with Sitka Pacific Capital Management since 2005. He serves on the board of directors for McAuley LCX Corporation, a private family-owned real estate holding company. Sitka Pacific Capital Management provides discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a valuation-aware approach focused on long-term preservation and prudent growth, utilizing a range of domestic and global assets with proprietary investment selection methods.

Ken Kamada is the principal advisor at Kamada Investment Management in Bellevue, WA, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citian and Harvey Partners prior to his current role. Outside of his advisory work, Kamada serves as CEO of AboutGOLF, a golf simulator technology company, and is co-founder of Investino, a fintech mobile app for investing on behalf of children. Kamada Investment Management provides discretionary investment supervisory services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, active investment approach focused on concentrated equity portfolios and uses strategies including short sales and derivatives that are uncommon among independent advisers.

Anthony Thome is the principal of Thome Financial Management in Bellevue, WA, with 29 years of industry experience. He has been leading Thome Financial Management since 2003 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Thome is the sole licensed insurance agent for the affiliated insurance agency, providing health, disability, long-term care, and life insurance services. Thome Financial Management is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm manages approximately $53.7 million in discretionary assets, following a long-term, asset-allocation strategy focused on diversified portfolios primarily using exchange-traded funds and no-load mutual funds.

Brian Gawthrop is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Five Cedars Financial, LLC since 2022. Prior to founding Five Cedars, he worked for six years at Robinswood Financial. Five Cedars Financial, LLC provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, emphasizing customized strategies documented in Investment Policy Statements and offering a range of investment approaches including fundamental, technical, and cyclical analysis.

Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.

Victor Jones is a CFP®, ChFC®, and PFS™ credentialed advisor with 35 years of industry experience. He is the principal of Victor Jones CPA, PC in Seattle, WA, where he has worked since 2021, following prior roles at Infinity Financial Services and Jones Tax Advisors, Inc. In addition to his advisory work, he is a licensed insurance agent in Washington, California, and Texas. Victor Jones CPA, PC provides integrated personal financial planning, tax and accounting advice, fiduciary accounting, portfolio management, and pension plan services to individuals, businesses, and charitable organizations. The firm combines tax and accounting expertise with financial planning and offers portfolio management on a non-discretionary basis, typically recommending diversified strategies using stocks, bonds, mutual funds, and options.

Thomas Gerson is a financial advisor at Blair Hall Advisors, LLC in Seattle, WA, holding a Series 66 designation with 16 years of industry experience. He has been with Blair Hall Advisors since 2014. Blair Hall Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, with a focus on comprehensive portfolio management that incorporates quantitative, fundamental, and technical analysis. The firm offers customized strategies including tax management and ESG investing, and maintains a regular review process tailored to clients' needs.

Geleg Kyarsip is a CFP®-certified financial advisor with 20 years of industry experience, operating Kyarsip Financial Advisors LLC in Seattle, WA. He has led his independent firm since 2004, providing financial planning and investment management services. Kyarsip Financial Advisors LLC serves individuals, families, trusts, estates, and qualified retirement plans through a fee-only model focused on personalized, tax-aware investment strategies. The firm manages approximately $104.7 million across about 82 client relationships, emphasizing non-discretionary asset management and customized investment policy statements.

Elizabeth Weil is a Certified Financial Planner® with 12 years of industry experience, currently serving as the sole advisor at Clarity Northwest Wealth Management, LLC in Seattle, WA. She has led the firm since 2013. Weil is also the Board Secretary of the GPN Alliance, a nonprofit organization that promotes fiduciary standards and supports advisers offering advice-only financial planning. Clarity Northwest provides fee-only, hourly financial planning services to individuals, families, trusts, estates, and charitable organizations without accepting commissions or managing client assets. The firm’s approach emphasizes long-term, diversified asset allocation using tools like Monte Carlo simulations and Modern Portfolio Theory, with a focus on low-cost investment options and periodic plan reviews.

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.

Ellen Webber is a CFP® professional with 11 years of industry experience. She has operated her independent firm, Ellen J Webber CFP, since 2008 and joined First Pacific Financial, Inc. in 2025. Her practice includes a specialty in divorce-related financial planning and involves multiple office locations. Ellen J. Webber provides financial planning and investment advice to individuals, small businesses, estates, and trusts, focusing on comprehensive planning and reviews. The firm’s approach integrates fundamental and technical analysis with an emphasis on long-term asset allocation and diversification, tailoring recommendations to client goals and risk tolerance.

Bruce Petrie is a Series 65-licensed financial advisor with 20 years of industry experience. He has been the principal of Petrie Capital Management LLC since 2005. Petrie Capital Management provides discretionary asset management and integrated financial planning for individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, and economic-cycle analysis to tailor investment programs and employs a wide range of strategies, including options and short sales, while generally maintaining conservative cash balances.

Marius Grigoriu is a financial advisor at Left Coast Investment Strategies LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He has worked at Left Coast Investment Strategies since 2021 and concurrently serves as a licensed real estate broker at Columbia Partners Real Estate. Left Coast Investment Strategies LLC provides financial planning and discretionary investment management for individual and high-net-worth clients, utilizing a combination of quantitative, fundamental, and technical analysis to construct factor-tilted portfolios with an emphasis on value, momentum, and lower-volatility exposures. The firm manages accounts on a discretionary basis with attention to tax implications and client access to daily net-worth tracking and online planning tools.

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.