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.

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.

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.

Joshua Morin is a CFP® with 11 years of industry experience, currently serving as an advisor at Pacific Asset Management, LLC since 2015. He previously worked at C & L Professionals from 2014 to 2018. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm employs an evidence-based, primarily passive investment approach using low-cost, custom-designed index funds to build globally diversified portfolios.

Dorothy Lewis is a CFP® and Series 63 licensed advisor with 41 years of experience, currently with Financial Insights Wealth Management in Tacoma, WA. She has been with Financial Insights, Inc. since 1980. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering comprehensive wealth management, retirement planning, and portfolio management. The firm’s investment approach focuses on asset allocation and fundamental analysis, complemented by educational seminars and a Bridge Program for retired financial professionals.

Ralph Latza is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at Pacific Asset Management, LLC since 2021 and previously was self-employed and worked at NR Smith and Associates, PS. Pacific Asset Management serves individuals, employer retirement plans, and business entities, providing portfolio management and pension consulting services. The firm employs an evidence-based, primarily passive investment approach using low-cost mutual funds, ETFs, equities, and fixed income, with an emphasis on long-term holding and documented client risk tolerance.

Brian Cox is a financial advisor at Pacific Asset Management, LLC in Gig Harbor, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Asset Management since 2007. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing discretionary portfolio management and pension consulting services. The firm employs an evidence-based, primarily passive investment approach using low-cost index funds to build diversified portfolios tailored to client goals and risk tolerances.

Jordan Ford is a financial advisor at Financial Insights Wealth Management with two years of industry experience. He holds a Series 65 designation and has been with the firm since 2022. Outside of his advisory role, Ford is a minority owner of Ford Center LLC, a commercial property management business. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering wealth management, retirement planning, portfolio management, and financial planning. The firm’s investment approach emphasizes asset allocation and fundamental analysis, complemented by educational seminars and specialized client programs.

Tracy Schaff is a financial advisor at Stirlingshire Investments with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Allstate Insurance Company for eight years. Schaff is involved in selling insurance and variable annuities as a sole proprietor and through other affiliated entities. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice. The firm offers customized investment strategies using a wide range of instruments and employs multiple analytical methods for portfolio construction, managing most accounts on a discretionary basis.

Gary Lucy is a CFP® professional with 27 years of industry experience, currently serving at Pacific Asset Management, LLC since 1998. He also has over four decades of experience with Cox & Lucy, CPA's. Pacific Asset Management serves individual and high-net-worth clients, as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm uses an evidence-based, primarily passive investment approach focused on low-cost, globally diversified index funds and emphasizes long-term investor behavior and tax efficiency.

Chadd Peachey is a CFP® and holds a Series 66 designation with seven years of industry experience. He joined DecisionPoint Financial, LLC in 2021 and previously worked at The Vanguard Group and The Professional Financial Company. Outside of his advisory role, he acts as an agent for family members in investment matters. DecisionPoint Financial, LLC is a team-based firm that provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a diversified investment approach using mutual funds, ETFs, individual equities, and fixed income, supported by fundamental, technical, and cyclical analysis and incorporates AI tools to assist advisor judgment.

Amanda Burrows is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She has been with Financial Insights Wealth Management since 2019 and previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, providing comprehensive wealth management, retirement planning, and portfolio management. The firm’s investment approach focuses on asset allocation, fundamental analysis, and client risk profiling, supplemented by educational seminars and specialized programs such as a Bridge Program for retired financial professionals.

Crystal Mcmahon is a CFP® professional with 10 years of industry experience, currently serving at Arrowroot Family Office, LLC since 2023. Her prior roles include positions at Great Life Investing LLC, Great Life Realty LLC, David Noble Insurance dba Great Life Planning, and City Closers/Coldwell Banker Commercial. She also provides tax preparation services as an enrolled agent through Great Life Investing LLC. Arrowroot Family Office offers advisory services to individuals and families, as well as various institutional clients, focusing on asset allocation and using analytical tools such as efficient-frontier analysis and Monte Carlo simulations. The firm manages portfolios primarily composed of ETFs and mutual funds, with selective use of individual securities, fixed income, and private placements, and provides multi-family office services along with specialized offerings including private fund management and educational programs.

Jacob Laws is a financial advisor at DecisionPoint Financial, LLC with one year of industry experience. He holds a Series 65 credential and has a diverse background including roles at Brinks Home, Brigham Young University, and the Church of Jesus Christ of Latter Day Saints. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and uses a variety of investment strategies including fundamental, technical, and cyclical analysis, incorporating both long- and short-term approaches.

Jacinta Earl is a financial advisor at Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding a Series 66 designation with eight years of industry experience. She has worked previously at LPL Financial, Kitsap Bank, Commonwealth Financial Network, and Quint Capital Corp. 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 some businesses. The firm offers portfolio management through a network of advisors who manage accounts on a discretionary or non-discretionary basis and also supports held-away account reporting and performance-based fee arrangements for select clients.

Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Utah Valley University and The Vanguard Group. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a fee-only, asset-based model and employs a range of investment strategies across mutual funds, ETFs, individual equities, and fixed income.