Natalie Samuels is a financial advisor at Northern Lights Advisors, Inc. with one year of industry experience. She holds the Series 65 designation and previously worked at Jackson Wealth Management, CWM, LLC, and Starbucks Coffee Company. Northern Lights Advisors serves individual and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm combines traditional advisory methods with a web-based automated portfolio program that uses proprietary models, emphasizing continuous monitoring and customized investment implementation including mutual funds, ETFs, and direct indexing.

Bradley Van Aken is a financial advisor with Agate Pass Investment, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Agate Pass Investment Management since 2011. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on long-term, low-turnover portfolio management emphasizing quality and growth at a reasonable price, primarily through individual stocks and investment-grade bonds, and employs a borrowing strategy within separately managed accounts.

Kyle Weisbrod is a financial advisor at One Day Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Savvy. Prior to his advisory career, he was self-employed and a homemaker. One Day Wealth provides investment management and financial planning services to individuals, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with index funds and ETFs, offers presentations on personal finance and professional development, and includes discretionary portfolio management alongside retirement-plan consulting.

Brian Whitaker is a CFP® certificant based in Seattle, WA, with 24 years of industry experience. He has worked primarily with LNW Wealth Management in various roles from 2002 to 2025 before joining Northern Lights Advisors, Inc. in 2025. Northern Lights Advisors serves individual clients, including high-net-worth households, as well as institutional clients such as employee benefit plans. The firm offers discretionary portfolio management, financial planning, and consulting services, with both traditional and web-based automated portfolio programs that utilize proprietary model portfolios and incorporate tools like direct indexing and AI support.

Robert Bjur is a CFP® with 33 years at Coast Capital Management and 20 years of industry experience. He operates an income tax preparation business outside of his advisory work. Coast Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses with personalized financial planning and investment management. The firm emphasizes strategic asset allocation using no-load, passively managed funds, global diversification, and written Investment Policy Statements, managing approximately $18 million for about 51 clients with a low client-to-advisor ratio.

Timothy Tenbrink is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Parker Financial LLC, where he has worked since 2023. Prior to this, he spent six years at Northwest Baptist Church and one year at Eiler Wealth Management. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, offering both standalone planning and ongoing portfolio management. The firm emphasizes fundamental analysis with portfolios that often include ETFs and mutual funds, and it supports clients through educational seminars and free e-newsletters.

Tiffany Lally is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 66 designation and two years of industry experience. She previously worked at Baird Private Wealth Management for seven years and has a background in education from Eastern Washington University and community colleges. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm uses a discretionary investment approach focused on fundamental analysis and offers educational seminars and free e-newsletters for the public.

Bryan Rogowski is the sole advisor at Rogowski Wealth Management LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 designation and has 13 years of industry experience. Prior government retirement-policy analysis experience is noted in the firm's leadership background. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, using a fee-only model focused on portfolio management with complementary planning advice. The firm employs an evidence-based, globally diversified approach that emphasizes low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency, with portfolios customized to client liquidity needs and risk tolerance.

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.

Candace Swayne is a financial advisor at WMS Wealth Management LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at SANDLAPPER Wealth Management, LLC and Pacific West Securities, Inc. Outside of her advisory role, Candace supports operations at Chelan Ridge Winery, assisting with wine sales, staff management, and customer service. WMS Wealth Management LLC provides investment management, supervisory services, and occasional financial planning for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-high-net-worth clients, managing portfolios with a combination of active and passive strategies tailored to client objectives and risk tolerance.

Martin Lundgren is a CFP® and CFA® with 14 years of experience in the financial industry. He has been with Northern Lights Advisors, Inc. in Seattle, WA since 2013. Northern Lights Advisors serves both individual and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm combines traditional advisory relationships with a web-based automated portfolio program that uses proprietary model portfolios to provide investment recommendations.

Bryce James is a financial advisor at Smart Portfolios, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Smart Portfolios since 2005, following prior roles at Shield Investment Advisors, LLC and Morgan Stanley DW Inc. Smart Portfolios, LLC provides investment management and financial planning services to retail and high-net-worth clients using a model-driven approach centered on five core strategies powered by a proprietary Dynamic Portfolio Optimization engine. The firm employs ETFs for tactical exposure, integrates multi-source research, and maintains a structured sub-advisory relationship with O’Shaughnessy Asset Management.

Krystal Oien is a financial advisor at Rogowski Wealth Management LLC with four years of industry experience. She holds the Series 65 designation and has worked previously at Seattle Pacific University, Compass Group, FedEx, and other organizations. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, utilizing a fee-only structure and a globally diversified, evidence-based investment approach focused on low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency.

Mark Bergeron is a CFP® with 26 years of industry experience, currently serving at WLFB Inc. in Bellevue, WA. He has worked at WLFB since 1997 and has been involved with Smart Portfolios, LLC since 2019. Bergeron is also active as an insurance broker, focusing on life and disability insurance. WLFB Inc. is a small, supported registered investment adviser that serves individuals, trusts, closely held businesses, and pension plans. The firm provides financial and retirement planning and refers clients to third-party investment managers, operating on a non-discretionary basis with an emphasis on diversification and manager monitoring.

Paul Horng is a CFA® charterholder with 12 years of industry experience. He currently works at MindState Capital LLC, where he has been since 2024. Prior to this, he spent eight years at Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers and three years at Badgley Phelps Wealth Managers, LLC. MindState Capital is a small registered investment adviser serving high-net-worth individuals, trusts, and other legal entities. The firm combines fundamental research with quantitative optimization and computer models to construct customized portfolios and offers discretionary portfolio management along with derivatives strategies such as options, covered calls, collars, and straddles.

Jason Kunkel is a financial advisor with Agate Pass Investment, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Robert Baird & Co. from 2014 to 2020 and Agate Pass Investment since 2020. He also spent time as an MBA student in 2020. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on quality and growth-oriented investments with a long-term, low-turnover portfolio management approach and employs borrowing strategies in separately managed accounts as part of its investment process.

Matthew Wilkinson is a financial advisor at Clear Wealth Management with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Clear Wealth Management since 2017, following an 11-year tenure at Arbor Capital Management Corp. Clear Wealth Management serves individual clients, including high-net-worth households, and small businesses, providing discretionary investment management and business consulting for employer retirement plans. The firm employs a mix of investment strategies guided by fundamental analysis and offers educational seminars related to its retirement-plan consulting services.

Eric Johnson is a financial advisor with Seattle Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at American Institutional Assets, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as a business advisor to Zeolite Composites, LLC. Seattle Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term, disciplined, and diversified investment approach, managing approximately $131 million in discretionary client assets across about 100 clients.

Michelle George is a financial advisor at Aspire Capital Advisors LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Bovey & Associates. In addition to her advisory role, she assists clients with filing tax returns for a fee. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach centered on fundamental analysis and low-cost mutual funds and ETFs, while also conducting internal due diligence and regular account reviews.

Chase Ferderer is a financial advisor with Comprehensive Wealth Management in Lynnwood, WA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Independent Financial Group, LLC. Comprehensive Wealth Management serves individuals, trusts, and pension accounts by providing discretionary investment management, financial planning, and consulting. The firm employs a proprietary Performance Targeting System® and a blend of passive and active investment models emphasizing downside protection and target returns.