John Carruthers is a financial advisor at A5 Financial LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Personal and Workplace Advisors and Wells Fargo Clearing Services. Carruthers is also involved in affiliated businesses, serving as an insurance agent with A5 Assurance LLC and an accountant with A5 Accounting LLC. A5 Financial provides discretionary asset management and portfolio oversight primarily for individual and high-net-worth clients, employing a combination of fundamental, technical, charting, and cyclical analysis. The firm also offers financial planning and consulting services, with a notable integration of affiliated accounting and insurance businesses and public educational seminars.

Cathie Arthurs is a financial advisor at Wayfinding Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors, Edelman Financial Engines, and Conover Capital Management. Arthurs has been with Wayfinding Financial since 2021. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a planning-driven consultative process combined with disciplined asset allocation and a range of investment options.

Elissa Nelson is a financial advisor at The Goodland Group with a Series 65 designation and two years of industry experience. Prior to joining The Goodland Group, she worked at Brighton Jones and has a varied background including multiple roles at Washington State University and Nordstrom. The Goodland Group provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $46 million across about 91 clients. The firm uses a passive, asset-allocation approach with diversified portfolios and incorporates third-party platforms and sub-advisors, alongside a public education program offering seminars and workshops.

Erin Eddins is a CFP® with 18 years of industry experience, currently serving as an advisor at Pacific Crest Financial Advisors, LLC. She has worked with United Capital Financial Advisers and is involved in merchandise sales at Climate Pledge Arena and volunteers at the Cascadia Art Museum. Pacific Crest Financial Advisors, LLC provides fee-based financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation using a core-and-satellite approach and focuses on comprehensive planning including cash flow, tax, estate, and retirement planning.

Alexander Williamson is a CFP® professional with 20 years of industry experience. He has been with Pacific Crest Financial Advisors, LLC since 2010 and serves as president and board member of Avenal Land & Oil Company. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach with globally diversified portfolios, combining passive index and ETF core holdings with selective active funds.

Kristina Draper is a financial advisor at Northern Lights Advisors, Inc. in Seattle, WA, holding Series 65 and Series 63 credentials with six years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Voya Financial Advisors, Inc., and Morrison Hershfield Corporation. Northern Lights Advisors serves individual and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses both traditional advisory methods and a web-based automated portfolio program featuring proprietary model portfolios and emphasizes client-specific objectives, continuous monitoring, and a range of investment strategies including mutual funds, ETFs, and direct indexing.

Joel Petersen is a financial advisor with Sound Legacy Wealth Advisors, LLC in Kirkland, WA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Sound Legacy in 2020, he worked at Bank of America and Merrill Lynch from 2011 to 2019. Outside of his advisory role, he serves on the board of the Rotary Club of Emerald City and holds board and management positions in several non-investment related businesses, including a licensed streaming technology reseller and a manufacturer of AI-based sports cameras. 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, while offering multi-generational legacy and family-office style services under separately negotiated engagements.

John Carney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Private Advisor Group since 2013 and is also affiliated with MyIcon and LPL Financial. Outside of his advisory roles, he is involved in managing a family LLC that owns and operates a family lake cabin. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

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 and Dropbox Inc. XSTAR Fund Management LLC serves accredited and high-net-worth investors through its XSTAR Value Fund LP and separately managed accounts, focusing on U.S. publicly traded equities identified through top-down macro analysis and bottom-up fundamental research. The firm employs a concentrated, long-biased investment approach that may include options, margin, and technical analysis for position timing.

Paul Szilassy is a financial advisor at Cornerstone Alternatives with one year of industry experience. He holds a Series 65 credential and also serves as a senior manager in sales and market support at Philips Healthcare, where he has worked for over 25 years. Cornerstone Alternatives primarily serves individual and high-net-worth accredited investors, focusing on private market offerings such as private placements, closed-end funds, structured notes, and special-purpose vehicle private funds. The firm emphasizes tactical allocation using fundamental, technical, and cyclical analysis and provides a mix of trade execution, non-discretionary recommendations, and discretionary management services.

Ronald Peck II is a CFP® professional with 19 years of industry experience, currently operating as the sole advisor at Fearless Wealth, LLC since 2004. He is also the owner of an investment education company that publishes a monthly research letter. Fearless Wealth provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, including certain retirement and employee benefit plans. The firm emphasizes individualized portfolios with ongoing supervision, employing economic, technical, and cyclical analysis to implement diverse investment strategies tailored to client goals.

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.

Aaron Terwedo is a financial advisor with TFS Advisors, LLC, holding the ChFC® designation and Series 65 and 63 licenses, with 11 years of industry experience. He has been with TFS Advisors since 2014 and also serves as a board member for the Foundation for Edmonds School District. Additionally, he is an editorial board member for the peer-reviewed journal of the Society of Certified Senior Advisors. TFS Advisors, LLC serves individuals, high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and tax preparation services. The firm employs a long-term, risk-based approach with diversified portfolios and offers a mix of discretionary and non-discretionary account management, along with in-house tax preparation performed by qualified Enrolled Agents.

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.

Thomas Over is a CFP® professional with 24 years of experience, currently serving at Capital Investment Services, LLC since 2002. He also has a longstanding affiliation with Vine Dahlen, PLLC, where he has been involved since 1991. Capital Investment Services, LLC provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and focuses on delivering non-discretionary advice complemented by comprehensive financial planning and tax-preparation services through affiliated CPA professionals.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

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 financial advisor at Abacus Financial Planning with two years of industry experience. She holds a Series 65 designation and has worked in consulting and academic roles, including as an adjunct professor at National University’s JFK School of Psychology and Social Sciences. Abacus Financial Planning is a small, advisor-led firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based approach, primarily using passive mutual funds and ETFs, and integrates financial planning directly into its investment management services.

Keith Campbell is a financial advisor at Smart Portfolios, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Smart Portfolios since 2012. Smart Portfolios serves retail clients, including high-net-worth individuals, by providing model-based portfolio management, signal subscription services, and standalone financial planning and consulting. The firm uses a proprietary Dynamic Portfolio Optimization engine informed by Dynamic Risk Theory to adjust asset allocations and offers both discretionary management and non-discretionary signal services.

Jedediah Sires is a financial advisor at Sound Investment Strategies, Inc. in Bothell, WA, holding a Series 65 designation with 25 years of industry experience. He has been with Sound Investment Strategies since 2006. Sound Investment Strategies provides discretionary portfolio management and integrated financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a combined fundamental and quantitative investment process, focusing on valuation-driven equity analysis and quality-fixed income, and offers specialized services such as option-income strategies.