Thomas Ryan is a financial advisor at Hawkins Investment Counsel, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Stolz & Associates, Bernstein Private Wealth Management, BNY Mellon Wealth Management, and UBS Financial Services. Hawkins Investment Counsel provides investment management and financial planning to individuals, families, businesses, trusts, and institutional clients. The firm emphasizes a non-discretionary approach to portfolio management, combining top-down economic analysis, quantitative screening, and fundamental research to construct diversified portfolios tailored to client goals.

Ao Vang is a Series 66-licensed financial advisor at Capstone Investment Group with nine years of industry experience. He previously held positions at Global Asset Management, RBC Capital Markets, and Fidelity Brokerage Services. Capstone Investment Group serves a diverse clientele including high net worth individuals, ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a blend of fundamental and technical research, incorporating artificial intelligence in its investment models while allowing advisor discretion, and offers a range of strategies and investment vehicles including ETFs, mutual funds, structured notes, and alternatives.

Krista Wallace is a CFP® professional with six years of industry experience, currently serving at SoundView Advisors. Prior to joining SoundView in 2020, she worked at Zeiders Enterprises for six years. She serves as a Trustee and Finance Elder at University Place Presbyterian Church, contributing to the financial oversight of the organization. SoundView Advisors provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm customizes portfolios using ETFs, mutual funds, and sub-advisors, with ongoing monitoring and coordination with clients’ attorneys and accountants.

Alan Hensley is a CFP® and Series 66-licensed advisor with 19 years of industry experience. He currently works at Financial Insights Wealth Management and has held previous roles at Merriman Wealth Management, LPL Financial, and Wells Fargo. Financial Insights Wealth Management provides comprehensive wealth management and retirement planning services to individuals, trusts, employee benefit plans, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis in its investment process and offers personalized client onboarding, portfolio reviews, educational seminars, and unique programs such as a Bridge Program for retired financial professionals and in-house tax preparation services.

Ricardo Jesus is a financial advisor with Liberty Atlantic Advisors and holds the Series 65 designation. He has three years of industry experience, having worked at several firms including Beacon Global Advisor Network and Chase Buchanan Wealth Management. His prior roles also include positions outside the industry, such as at ASM Sports Group and the University of Tulsa. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction through diversified allocations tailored to specialized client needs.

Bryan Pettit is a financial advisor at Capstone Investment Group with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Cuso Financial Services. Outside of his advisory role, Pettit coaches soccer and serves as a youth pastor, leading praise and discipleship activities. Capstone Investment Group serves individual clients, high net worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of fundamental and technical research along with artificial intelligence to support both tactical and buy-and-hold investment strategies across a diverse range of instruments.

Robert Heck is a CFP® with 12 years of industry experience. He has worked at Kiley Juergens Wealth Management, LLC since 2013 and became a co-owner in 2021. Prior to that, he was employed at Signator Investors, Inc. and OSAIC. Heck serves on the board of the Hands On Children's Museum and is involved with the Willamette University Alumni Association advisory board. Kiley Juergens Wealth Management, LLC offers discretionary and non-discretionary investment management, financial planning, and third-party model implementation for high-net-worth individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation, manager due diligence, and employs both discretionary rebalancing and flexible cash positions, managing about $2.2 billion in assets for nearly 3,000 clients.

Ali is the CEO & Owner of regional RIA, Financial Insights Wealth Management. Financial Insights was founded in 1981 and for over 40 years has been woman owned and operated. Under Ali’s leadership, the firm has been recognized as one of the fastest growing RIAs in the nation, and in 2022 Ali was recognized as 40 under 40 by Investment News Magazine. She has served as the firm’s Chief Compliance Officer and holds the Certified Financial Planner® designation. She currently leads a team of 17 amazing staff and is working on progressing the industry towards ethical business leadership, inclusive team dynamics & creating a firm that serves all stakeholders: clients, local community, and employees. FIWM serves high net worth & ultra high net worth families in the Puget Sound Region. As a lead wealth advisor, Ali takes a comprehensive approach by analyzing all aspects of a person’s life including short and long term goals, estate planning, taxation, investment, retirement and special circumstances. She specializes in comprehensive wealth management to include investment management, retirement preparedness & execution, business sales & mergers/acquisition assistance and Individual Retirement Accounts. With a focus on financial literacy and education, Ali’s passion is working with complex retirement situations. Common clients are teachers, fire fighters, police officers, small business owners & public service employees. (PERS, TRS, LEOFF, TIAA CREF)

Jonathan Leymaster is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Northwestern Mutual, where he worked from 2006 to 2024. He volunteers with the Ronald McDonald House charitable organization. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical research with artificial intelligence tools to implement both dynamic and buy-and-hold investment strategies.

Ben Jennings is a CFP® and PFS™ with 22 years of experience in financial advising. He has been with SoundView Advisors since 2010 and holds Series 63 and Series 65 licenses. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including retirement, tax, estate, and employee stock option planning. The firm emphasizes customized asset allocation and ongoing account management, with a relatively small client roster that supports larger average account sizes.

Michael Dunbar is a financial advisor at Financial Insights Wealth Management with 42 years of industry experience. He holds a Series 63 designation and has worked at Financial Insights Inc. since 2015. Prior to that, he was with Purshe Kaplan Sterling Investments and operated his own firm, Michael Dunbar, CFP LLC, for 17 years. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and pension consulting. The firm’s investment approach focuses on asset allocation and fundamental analysis, using a range of investment vehicles and regularly monitoring accounts against client objectives and risk tolerance.

Daniel Ostlund is a financial advisor with Pinkerton Wealth Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at multiple firms including Ostlund Wealth Advisors, LLC, Ameritas Life Insurance Corp, and Taylor Capital Management Inc. In addition to advisory services, he is involved in fixed indexed annuities sales as an insurance agent. Pinkerton Wealth Partners serves individuals, families, foundations, endowments, and institutional clients with discretionary and non-discretionary asset management, comprehensive financial planning, and fiduciary consulting. The firm employs a formula-driven investment process that integrates technical, quantitative, and fundamental analysis across active and passive strategies.

John Walsh is a CERTIFIED FINANCIAL PLANNER™ professional with 39 years of industry experience. He is currently with Financial Insights Wealth Management, where he has worked since 2015. Prior to that, he was with Purshe Kaplan Sterling Investments from 2015 to 2019. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses by providing wealth management, comprehensive financial and retirement planning, and pension consulting. The firm employs an investment approach based on asset allocation and fundamental analysis, using mutual funds, ETFs, individual securities, and third-party managers, while also offering educational seminars and in-house tax preparation services.

Donna Monda is a CFP® professional with 11 years of industry experience, currently serving at Capstone Investment Group, a team firm with seven advisors. She previously worked for KG Advisors, Inc./Nancy C. Nelson & Associates for 31 years. Outside of her advisory role, Monda is involved in family-owned real estate LLCs. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical research with artificial intelligence in its investment approach, employing both dynamic and buy-and-hold strategies across a wide range of investment vehicles.

Carly Sipe is a Series 66 credentialed financial advisor at Kiley Juergens Wealth Management, LLC with three years of industry experience. Prior to joining Kiley Juergens, she worked at OSAIC Wealth, Inc. and has held roles outside of finance, including coaching the girls' soccer team at Olympia High School. Kiley Juergens Wealth Management serves individuals, families, trusts, retirement plans, corporations, and foundations with discretionary and non-discretionary investment management, financial planning, and third-party model implementation. The firm employs a strategic and tactical asset allocation approach and manages approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

John Kiley III is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Signator Investors, Inc. Outside of financial advising, he serves as the head basketball coach at Olympia High School and is president of a nonprofit supporting Olympia basketball. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers retirement-plan fiduciary and administrative services.

Christopher Kimball is a CFP® professional with 33 years of industry experience. He has worked at Fortitude Advisory Group L.L.C. since 2022 and previously spent 12 years with Money Concepts Capital Corp. Outside of finance, he has been a musician playing drums in various bands since 1973 and serves as president of the board of directors for Network Tacoma. He also teaches and coaches at Tacoma Covenant Bible Seminary and produces educational content on YouTube. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of financial advisors offering portfolio management and third-party money manager selection, with a multi-office structure and several affiliated entities.

Sandra Drennon is an advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Capstone since 2008, including through its prior form, McClelland Drennon Asset Management, and has worked at firms such as Private Client Services and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is a managing member of 17SEVEN, LLC, a short-term rental business. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of fundamental and technical research, including artificial intelligence tools, to implement dynamic and buy-and-hold investment strategies across a variety of instruments.

Daniel Mc Caffrey is a financial advisor at Financial Insights Wealth Management in Tacoma, WA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Insights Inc. since 2013. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, utilizing a range of investment vehicles and providing both discretionary and non-discretionary portfolio management.

Martin Juergens is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, OSAIC Wealth, Inc, and Signator Investors, Inc. Juergens is president of the Olympia Basketball Academy, a nonprofit organization involved in coaching and working with the local school district. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers various fiduciary and administrative services.