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.

Stacy Shields is a Series 65 licensed financial advisor with seven years of industry experience. She is currently with Fortitude Advisory Group L.L.C. and has prior experience at Dynamic Wealth Advisors, SJ Wealth Management LLC, and TRUEBLUE. 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 employs a network of financial advisors who offer portfolio management, third-party manager selection, and overlay services, operating from multiple offices and utilizing affiliated entities to support its advisory activities.

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)

Craig Johnsen is a financial advisor at Fortitude Advisory Group L.L.C. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Argentus Advisors, LLC (Dba: Sound Wealth Partners) since 2016, with prior roles at Private Advisory and Strategic Capital Group LLC. Fortitude Advisory Group 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 as a team across multiple offices and offers portfolio management, third-party manager selection, and overlay services.

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.

Matthew Sherman is a financial advisor at Abraham & Co., Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at World Financial Group. Outside of his advisory role, he serves as president and manager of operations for ClearPath Financial and Insurance Solutions, LLC, an independent insurance producer. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients, employing a mix of charting, fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Jason Shepard is a financial advisor with FEFA Financial, holding Series 63 and Series 65 registrations and 11 years of industry experience. He previously worked at Wells Fargo in various capacities from 2012 to 2023 and has been with VCI Wealth Management LLC and FEFA Advisors LLC since 2023. Shepard is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

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.

Ryan Finnigan is a financial advisor with Fortitude Advisory Group L.L.C. in Gig Harbor, WA. He holds a Series 65 designation and has 13 years of industry experience, including roles at Argentus Advisors, LLC (Dba: Sound Wealth Partners), Private Advisory, and Strategic Capital Group LLC. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services through a team of advisors who manage accounts on a discretionary or non-discretionary basis and supports held-away account reporting and negotiated performance-based fee arrangements for select clients.

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.

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.

Andrew Finnigan is a financial advisor at Fortitude Advisory Group L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Quint Capital Corporation, Sound Wealth Partners, and Kitsap Bank. Outside of finance, he is a managing member and co-owner of Old Loyal Films, LLC, an independent film production company, and owns Blue Mouse Theatre, a movie theater in Tacoma, WA. Fortitude Advisory Group 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 advisors offering portfolio management, financial planning, and access to third-party money managers across multiple offices and affiliated entities.

Kye Abraham is a financial advisor with Abraham & Co., Inc. in Gig Harbor, WA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has served as President and Chairman of LKA Gold Incorporated, a publicly traded gold mining and exploration company, since 1988. Abraham has also been involved with Abraham Securities Corporation and Caldera Partners Limited Partnership since the early 1980s. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios, while sponsoring a wrap-fee program and operating an affiliated broker-dealer.

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.

Kyle Appelbaum is an Investment Adviser Representative and Chief Investment Officer at Abraham & Co., Inc. with eight years of industry experience. He has worked at Abraham & Co. since 2021 and previously held positions at U.S. Bancorp Investments and U.S. Bank. In addition to his advisory role, he supervises the estate planning process for the firm’s clients and assists with market research and administrative tasks. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios, and it is notable for its affiliation with an in-house broker-dealer and sponsorship of a wrap-fee program.

Erik Ogard is a CFA® charterholder with 17 years of industry experience, currently serving at CWC Advisors, LLC. His prior roles include positions at WealthPLAN Investment Management LLC and Russell Investments. Outside of his advisory work, he owns Ogard Capital Market Research, LLC, which focuses on ETF management, stock research, and model creation. CWC Advisors primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment approach and manages diversified portfolios through ETFs, mutual funds, and selected third-party managers, also acting as a private fund adviser and sponsor.