Erika Berkenhoff is a CFA® charterholder with 19 years of industry experience. She has been with Harbour Investment Management L.L.C. since 2006. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Harbour Investment Management emphasizes fundamental analysis and ongoing portfolio supervision, managing approximately $470 million in assets for about 195 clients through a team of five advisors.

William Cantus is a financial advisor at Pacific Sage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. for ten years and WR Cantus Group, LLC for one year before joining Pacific Sage Partners in 2022. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management alongside financial planning, consulting, and retirement plan advisory services. The firm develops customized portfolios using fundamental and technical analysis, combining delegated management and fiduciary plan advisory services with a client base of approximately 804 clients and nearly $1 billion in assets under management.

Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.

Mark Anderson is a financial advisor at Pacific Sage Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tradewinds Capital Management, LLC for ten years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using long-term, customized strategies built from ETFs, mutual funds, individual securities, and Independent Managers.

Jonathan Magee is a financial advisor at Hidden Cove Wealth Management with six years of industry experience and a Series 66 designation. He has worked at several firms, including Resources Investment Advisors, LLC, One Strategic Capital, Inc., and Hornor, Townsend & Kent, LLC. Outside of advising, he is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach that combines portfolio management with written financial plans and uses diversified asset-allocation strategies informed by modern portfolio theory.

Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.

Chad Bearden is a financial advisor at Hidden Cove Wealth Management with four years of industry experience. He holds a Series 65 designation and previously served in the United States Navy for 20 years. In addition to his advisory role, he is an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages diversified portfolios primarily on a discretionary basis, utilizing a range of investment vehicles and Independent Managers, and serves several hundred client relationships.

James Mcbarron is a financial advisor at Pacific Sage Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Paul R. Ried Financial Group and Milliman. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, supported by fundamental and technical analysis and regular portfolio monitoring.

Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.

Michael Gill More is a CFA® charterholder with two years of industry experience. He is currently an advisor at Harbour Investment Management L.L.C., where he has worked since 2023. Prior to joining Harbour, he was with PaxJor Investments from 2020 to 2023 and Edge Asset Management from 2005 to 2020. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and continuous supervision to build diversified portfolios tailored to longer-term objectives, managing approximately $470 million in assets for about 195 clients.

Brian Dawson is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience at Bear Mountain. He is also a shareholder and CPA at The Dawson Group, PS, a CPA firm he has been involved with since 2013, focusing on tax return compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily constructed from index ETFs, mutual funds, equities, and fixed-income securities.

Mark Weatherly is a ChFC® and holds a Series 66 license with 10 years of industry experience. He is currently with IP Financial Advisory Services LLC and has prior experience at Edward Jones. Outside of his advisory work, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non‑high-net-worth individuals and utilizes a range of analyses and third-party investment advisors to construct and monitor customized portfolios.

Todd Hankins is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Nations Financial Group in 2021, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc., Summit Brokerage Services Inc., and Wells Fargo Advisors. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios and outside manager options, with strategies tailored to client objectives, risk tolerance, and liquidity needs.

Todd Mccaffray is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2022. He has previously worked at Kestra Advisory Services, Kestra Investment Services, Equity Services, Inc., and other firms. In addition to his advisory role, he is an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Glen Thiessen is a CFP® and ChFC® with 42 years of industry experience. He currently works at Clear Creek Financial Management, LLC and has held positions at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. Since 2002, he has also been involved in insurance sales, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, employing a variety of investment strategies supported by regular portfolio reviews and quantitative analysis.

Matt Amick is a financial advisor at Clear Creek Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. before joining Clear Creek in 2025. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, employing a multi-strategy investment approach with continuous account supervision and quarterly portfolio reviews.

Jason Skifstad is a financial advisor at Clear Creek Financial Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2020. Prior to that, he spent eight years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved in rental property management. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analyses with a variety of investment strategies.

Jeffrey Bogdanovich is a financial advisor at Forum Financial Management, LP with over 27 years of industry experience. He holds the PFS™ designation and previously operated Bogdanovich Wealth Management, PLLC, where he provided tax preparation services alongside his advisory work. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA mutual funds and ETFs, and manages approximately $9 billion in assets.

Wade Smith is a financial advisor at Cooper McManus with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cooper McManus Wealth Management since 2023. Prior to this, he spent over two decades at KMS Financial Services and held roles at Securities America Advisors and Cambridge Investment Research. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process that includes individual securities, pooled products, and various instruments tailored to client objectives, alongside model asset-allocation portfolios implemented via sub-advisors and co-advisory platforms.

David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously worked at Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 licenses. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm offers integrated private wealth management with an emphasis on prudence and long-term investment strategies, utilizing a combination of internally managed strategies and third-party sub-advisers.