Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

Amanda Burrows is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at J.P. Morgan Securities for six years before joining Financial Insights Wealth Management in 2019, where she is part of a nine-advisor team. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses with wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, offering both discretionary and non-discretionary portfolio management while providing educational seminars and in-house tax preparation services.

Crystal Mcmahon is a CFP® professional at Arrowroot Family Office, LLC with 10 years of industry experience. She has held roles at Great Life Investing LLC, Great Life Realty LLC, David Noble Insurance, and City Closers / Coldwell Banker Commercial. In addition to her advisory work, she provides tax preparation services as an enrolled agent through Great Life Investing LLC. Arrowroot Family Office offers investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm emphasizes customized asset allocation using analytic tools and provides both discretionary and non-discretionary management, complemented by administrative services such as bill-paying and tax return preparation.

Thomas Oakes is a financial advisor at American Northwest Advisory Services L.L.C. with 11 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment involving activities such as video creation, tutoring, and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation with a core-and-satellite approach and has a significant concentration of assets in pension consulting relationships.

Ethan Cox is a financial advisor with American Northwest Advisory Services L.L.C. based in Federal Way, WA. He holds a Series 65 designation and has 10 years of industry experience. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm uses a core-and-satellite approach with strategic asset allocation primarily for clients nearing retirement and has a significant focus on pension consulting relationships.

David Paulson is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience. He currently works at Composition Wealth, LLC and previously held roles at Edgewater Wealth Management, Northwestern Mutual Investment Management, Becu, Lighthouse Institute, and Sumner School District. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven approach using diversified portfolios composed of mutual funds, ETFs, individual securities, and, when appropriate, alternatives, supported by fundamental and technical analysis across a multi-advisor platform.

Kaleb Cervantes is a financial advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors and McIrath & Eck. Outside of his advisory role, he manages retirement plan operations, including client support and plan review coordination. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus, while also offering ERISA-compliant retirement plan services.

Jason Dray is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, PepsiCo, and Fisher Investments. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates both as an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

John Keolker is a CFP® professional with 21 years of industry experience, currently serving at Fiduciary Counselling, Inc. since 2010. He is based in Tacoma, WA. Fiduciary Counselling, Inc. provides investment advisory and administrative services to individuals, trusts, charitable organizations, corporations, and family-related entities. The firm employs a structured investment approach using asset allocation, modern portfolio theory, and both registered and private investment vehicles, supported by due diligence and portfolio management activities.

James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wedbush Securities since 2006. Outside of his advisory role, he is involved in small business consulting through WARDDEN LLC and serves as owner and president of Northtown Auto Clinic, an automotive repair business. He also acts as a director for Barclay Place Homeowners, a nonprofit homeowners association. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and registered investment advisory services. The firm provides discretionary and non-discretionary managed accounts along with clearing, custodial, and prime services, with a notable integration of broker-dealer, capital markets, and commodities activities.

Stephen Swadley is a financial advisor at Vanderbilt Advisory Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, LPL Financial, and New York Life. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Chad Kasper is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Edelman Financial Engines, Financial Engines Advisors L.L.C., and Prudential. Kasper operates in Tacoma, WA, and currently works under the Kasper Wealth Management brand within RFG Advisory. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive investment strategies with a focus on risk management and offers access to proprietary models, alternative investments, and annuity management.

Mee Kyong Lee is a CFP® professional with nine years of industry experience, currently advising at Core Planning in Tacoma, WA. Prior to joining Core Planning in 2025, Lee operated MK Lee Coaching LLC and has been involved with Seamfi, LLC since 2018. Outside of financial advising, Lee engages in online content creation under a sole proprietorship. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach combining fundamental analysis and both long- and short-term strategies, utilizing in-house advice, third-party money managers, and model portfolios.

Ronald Devon is a financial advisor at Alera Investment Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Triad Advisors and Wilson & Albers Company, LLC. Outside of his advisory role, he assists with operations at The Wilson Agency. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm employs a diversified investment approach using internal management, affiliate platforms, and independent managers, focusing on long-term allocations across mutual funds, ETFs, equities, and fixed income.

Gregory Harrison is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and having six years of industry experience. He has previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory work, he owns and operates Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies, utilizing model portfolios, third-party sub-advisers, and a wide range of investment products.

Charles Greth is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Equitable Advisors, Cetera Investment Services, CUSO Financial Services, and One Nevada Credit Union. Outside of his advisory work, he provides Medicare guidance and enrollment services in Tacoma, WA. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting without account minimums. The firm’s approach centers on client goals, risk tolerance, and time horizon, using various strategies to maintain long-term purchasing power.

Daniel Hernandez is a financial advisor at Global View Capital Management LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Global View Capital Advisors, JAR Insurance Services, Elite Financial Freedom, and Spark (Walmart, Inc.). He also has experience working with companies such as Roadie, Universal Wealth, and Amazon. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach using proprietary algorithmic research, supporting model-based strategies aligned with client risk profiles and objectives.

Jeffrey Huff is a financial advisor with NFSG Corporation in Tacoma, WA, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Kestra Investment Services, among others. Outside of his advisory work, he is involved in marketing through Jeff Huff & Associates LLC and has experience as an insurance agent with Western United Life Insurance Company. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers in its investment approach.

Scott Terry is a financial advisor with Integrity Advisory Solutions holding a Series 65 designation and beginning his advisory career in 2026. His background includes nearly three decades practicing law at Terry Law Firm, PLLC, and related legal roles. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and business clients through a network of independent advisors, managing approximately $1.1 billion in client assets with services ranging from portfolio management to retirement plan consulting.

Akeem Davis is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Triad Advisors and Davis & Associates LLC. He is also involved in investment due diligence and research under the DBA names Wilson Albers and Alera Group Wealth Services. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm uses a combination of internal management, affiliate platforms, and independent managers to build portfolios primarily focused on mutual funds, ETFs, equities, and fixed income with a long-term orientation, while also offering ERISA-focused plan services and participant education.