Matthew Mckellar is a financial advisor at MyICON with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Private Advisor Group, LPL Financial, Advisory Resource Group, and Hornor, Townsend & Kent. Outside of advisory roles, he is involved in non-variable insurance activities. MyICON provides fee-only financial planning and consulting to individuals, families, and businesses, focusing on cash-flow modeling and asset allocation based on Modern Portfolio Theory. The firm emphasizes needs-based planning aligned with client objectives and offers services without discretionary account management or asset custody.

John Carruthers is a financial advisor at A5 Financial LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Fidelity Personal and Workplace Advisors and Wells Fargo Clearing. In addition to his advisory role, he is involved in related business activities as an insurance agent and accountant through affiliates connected to his firm. A5 Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and offers public seminars and workshops alongside ongoing portfolio management.

Cathie Arthurs is a financial advisor at Wayfinding Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors, Edelman Financial Engines, and Conover Capital Management. Arthurs has been with Wayfinding Financial since 2021. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a planning-driven consultative process combined with disciplined asset allocation and a range of investment options.

Erin Eddins is a CFP® with 18 years of industry experience, currently serving at Pacific Crest Financial Advisors, LLC. Her prior experience includes roles at United Capital Financial Advisors, Stancorp Investment Advisers, Inc., and Invesmart Advisors Inc. Outside of financial advising, she is involved in merchandise sales at Climate Pledge Arena and volunteers at the Cascadia Art Museum. Pacific Crest Financial Advisors, LLC provides fee-based financial planning and discretionary investment management to individuals, trusts, businesses, and charitable organizations. The firm uses a core-and-satellite investment approach combining passive and active management and focuses on comprehensive planning including tax, estate, and retirement strategies.

Alexander Williamson is a CFP® professional with 20 years of industry experience. He has been with Pacific Crest Financial Advisors, LLC since 2010 and serves as president and board member of Avenal Land & Oil Company. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach with globally diversified portfolios, combining passive index and ETF core holdings with selective active funds.

Kristina Draper is a financial advisor at Northern Lights Advisors, Inc. in Seattle, WA, holding Series 65 and Series 63 licenses with six years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Voya Financial Advisors, Inc., and Morrison Hershfield Corporation. Northern Lights Advisors serves individual clients, including high-net-worth households, and institutional clients such as employee benefit plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses client-specific data to set investment objectives and employs both traditional and automated web-based advisory programs that utilize proprietary model portfolios.

Willard Bollenbach IV is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Agate Pass Investment, LLC. His prior experience includes six years at Foresight Global Investors and four years at Credit Suisse Asset Management. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million in discretionary assets. The firm employs a long-term, low-turnover investment approach focused on quality and growth at a reasonable price, primarily using individual stocks and investment-grade bonds, and is notable for its use of borrowing within separately managed accounts.

Michael Rose is a financial advisor with Fulcrum Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 66 credentials and possessing 50 years of industry experience. He has been with Fulcrum Wealth Advisors since 2013. Outside of his advisory role, he serves as a consultant to Castle Builders, a construction business. Fulcrum Wealth Advisors serves individual and institutional clients, offering discretionary investment management, financial planning, and consulting services. The firm employs a combination of quantitative and qualitative analysis and utilizes a diverse range of investment instruments, managing approximately $208 million in discretionary assets.

Joel Petersen is a financial advisor with Sound Legacy Wealth Advisors, LLC in Kirkland, WA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Sound Legacy in 2020, he worked at Bank of America and Merrill Lynch from 2011 to 2019. Outside of his advisory role, he serves on the board of the Rotary Club of Emerald City and holds board and management positions in several non-investment related businesses, including a licensed streaming technology reseller and a manufacturer of AI-based sports cameras. Sound Legacy Wealth Advisors provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, qualified purchasers, and some institutional clients. The firm uses a combination of passive and active investment techniques tailored to client suitability, risk tolerance, and time horizon, while offering multi-generational legacy and family-office style services under separately negotiated engagements.

John Carney is a financial advisor at MyICON with 28 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group, LPL Financial, and Piper Sandler & Co. Carney is involved in managing a family LLC that operates a private lake cabin. MyICON provides fee-only financial planning and consulting services to individuals, families, and businesses, focusing on written financial plans and ongoing consultation. The firm employs an analytical approach centered on cash-flow modeling and asset allocation based on Modern Portfolio Theory, emphasizing client education and needs-based planning tailored to individual goals.

Hieu Nguyen is a financial advisor at XSTAR Fund Management LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Alphabet Inc. from 2016 to 2020. XSTAR Fund Management LLC serves accredited and high-net-worth investors through the XSTAR Value Fund LP and separately managed accounts tailored to client-specific liquidity or income needs. The firm employs a combined top-down macro and bottom-up fundamental investment approach focused on U.S. publicly traded equities, utilizing concentrated, long-biased portfolios and various instruments for position timing.

Paul Szilassy is a financial advisor at Cornerstone Alternatives with one year of industry experience. He holds a Series 65 credential and also serves as a senior manager in sales and market support at Philips Healthcare, where he has worked for over 25 years. Cornerstone Alternatives primarily serves individual and high-net-worth accredited investors, focusing on private market offerings such as private placements, closed-end funds, structured notes, and special-purpose vehicle private funds. The firm emphasizes tactical allocation using fundamental, technical, and cyclical analysis and provides a mix of trade execution, non-discretionary recommendations, and discretionary management services.

Rodger Shute is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 36 years of industry experience. He has been with Johnson & Shute since 1989. He holds a Series 63 designation. Johnson & Shute Investment Advisors provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm offers client-selected model portfolios composed of low-cost, passively managed equity and fixed-income mutual funds, with a long-term buy-and-hold strategy and non-discretionary management.

Ronald Peck II is a CFP® professional with 19 years of industry experience, currently operating as the sole advisor at Fearless Wealth, LLC since 2004. He is also the owner of an investment education company that publishes a monthly research letter. Fearless Wealth provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, including certain retirement and employee benefit plans. The firm emphasizes individualized portfolios with ongoing supervision, employing economic, technical, and cyclical analysis to implement diverse investment strategies tailored to client goals.

Daniel Rutter is a CFA® charterholder with 22 years of industry experience. He has been with Agate Pass Investment Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC from 2012 to 2018. He is based in Bainbridge Island, WA. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 discretionary client accounts. The firm focuses on quality and growth at a reasonable price through fundamental research and builds diversified portfolios primarily composed of individual stocks and investment-grade short-to-intermediate bonds, with a long-term, low-turnover investment approach.

Robert Sander is the principal of Sander Capital Advisors, Inc. in Seattle, WA, with 39 years of industry experience. He has led Sander Capital Advisors since 1986. Outside of his advisory role, he maintains a part-time family real estate business. Sander Capital Advisors manages discretionary, individually tailored large-cap equity portfolios primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combined top-down macro and industry analysis with bottom-up fundamental research, focusing on widely followed companies with above-market growth prospects and reasonable valuations.

Aaron Terwedo is a financial advisor at TFS Advisors, LLC with 11 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Terwedo has served as a board member of the Foundation for Edmonds School District and is an editorial board member for the peer-reviewed journal of the Society of Certified Senior Advisors. TFS Advisors serves individuals, high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and tax preparation through Enrolled Agents. The firm employs a fundamental, long-term risk-based approach with a mix of discretionary and non-discretionary account management and offers in-house tax services and third-party adviser support.

James Falcone is a financial advisor with Fulcrum Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Oppenheimer, and UBS Financial Services. He is also a licensed fixed insurance producer selling life, disability, annuities, and long-term care insurance. Fulcrum Wealth Advisors serves individual and institutional clients with discretionary investment management, wealth management, financial planning, and consulting. The firm combines quantitative and qualitative analysis with modern portfolio theory and technical analysis, managing a diverse range of assets including traditional equities, fixed income, and alternative investments.

As a college student, I witnessed my mother, who was widowed, place her trust and life insurance money with a friend at a reputable investment firm. Her money was grossly mismanaged, and she was devastated. I am fiercely passionate about protecting my clients and their wealth as a trusted partner throughout their lives, operating with honesty and transparency in all our work together. I launched Firebrand Wealth as an independent, fee-only firm so that I could fully live and breathe these values every day, and lead my team to do the same. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents. Planning and investment services include: -Tax Planning and Strategies -Savings Strategies -Socially-Responsible Investment Management -Early Retirement Planning -Education Planning Having spent 20 years in financial services, from Wall Street to the San Francisco Bay, I now call the greater Seattle area home. I paid my dues working at traditional brokerage firms and the world's largest asset manager, and I believe there is no better way to serve clients than as an independent fiduciary, putting their needs first. In my spare time, when not busy chasing the kids around in matching super-hero capes, I enjoy writing and learning tennis. I graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters and hold the Certified Investment Management Analyst designation from the Wharton School of Business. I am Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional.

Thomas Over is a CFP® professional with 24 years of experience, currently serving at Capital Investment Services, LLC since 2002. He also has a longstanding affiliation with Vine Dahlen, PLLC, where he has been involved since 1991. Capital Investment Services, LLC provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and focuses on delivering non-discretionary advice complemented by comprehensive financial planning and tax-preparation services through affiliated CPA professionals.