Dan Uhm is a financial advisor at Seattle Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including American Institutional Assets, LLC, RCX Capital Group LLC, Ross Securities Corporation, and Commonwealth Financial Network. Outside of his advisory role, he is involved as a partner and manager in multiple non-investment related business ventures, including 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 broadly diversified investment approach and manages approximately $131 million in discretionary client assets.

Trent O'neal is a financial advisor at Wayfinding Financial, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors Financial Network LLC since 2013. O'neal is based in Lynnwood, WA, and has been with Wayfinding Financial since 2020. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, managing over $350 million in client assets with a planning-driven, consultative approach that incorporates disciplined asset allocation and a range of investment options.

Shabrish Menon is a financial advisor at Finomenon Investments LLC with a Series 66 designation and two years of industry experience. Prior to joining Finomenon in 2024, he worked at Ameriprise Financial Services for one year and spent seven years at Amazon. Outside of his advisory role, he serves as Chief Investment Officer for Panum Capital, his private family office in India, and is the Fundraising Chair for Voice of Planet, a nonprofit supporting small businesses. Finomenon Investments LLC offers investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active strategies tailored to client goals, risk tolerance, and tax considerations, and provides educational seminars alongside personalized advisory services.

Shelby Miller is a financial advisor at Helmsman Financial Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Helmsman Financial Group since 2004. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other non-individual entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment approach focused on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

Christopher Kenney is a financial advisor with Waystone Advisors LLC in Redmond, WA, holding a Series 65 credential and 17 years of industry experience. He has held roles at multiple firms including Forthright Capital Partners and MassMutual Investors Services. Kenney is also associated with Christopher Dean and Associates PC, where he provides financial and retirement planning as well as insurance services. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary approach focused on strategic asset allocation, utilizing ETFs, mutual funds, individual securities, and alternative investments, and manages approximately $179 million in client assets.

Brandon Springer is a financial advisor at Helmsman Financial Group, LLC in Woodinville, WA, holding a Series 65 credential with 11 years of industry experience. He has been with Helmsman Financial Group since 2012. Helmsman Financial Group primarily serves individual clients, as well as trusts, estates, and other non-individual entities, providing portfolio management and financial planning services. The firm follows a value-oriented, long-term investment approach with an emphasis on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

Austin Dean is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Waystone Advisors LLC, having joined in 2024, and previously held roles at Lion Street Financial and Guide Advisors. Outside of advising, he owns Dean Family Real Estate LLC, which focuses on personal real estate investing and private lending. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary, customized approach with portfolios commonly constructed from ETFs, mutual funds, individual securities, and alternative investments.

Donald Creech is a CFP® with 35 years of industry experience, currently serving at Investor Resources Inc. since 1990. He is also the President and Owner of Donald Creech Consulting, providing investment consulting and pre-market analysis to advisors nationwide. Investor Resources Inc. offers discretionary investment advisory services to individuals, high-net-worth clients, trusts, and pension plans, with a focus on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also provides qualified retirement plan trustee support and manages small, concentrated portfolios alongside formal retirement plan services.

Philip Murphy is a CFA® charterholder with 22 years of industry experience. He is affiliated with Smart Portfolios, LLC and has worked at PLM Investment Advisers, Inc. since 2006. Smart Portfolios serves retail clients, including high-net-worth individuals, by providing model-based portfolio management, signal subscription services, and standalone financial planning. The firm uses a proprietary Dynamic Portfolio Optimization engine and combines in-house modeling with third-party research and sub-advisory relationships to manage discretionary and non-discretionary assets.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Anchor Financial since 2020, with prior roles at Gradient Securities, Covenant Senior Life, and Packerland Brokerage Services. Reed is also the owner of The Medicare Exchange, an insurance sales organization specializing in Medicare products. Anchor Financial serves primarily individual, non-high-net-worth clients through discretionary asset management focused on mutual funds and ETFs. The firm offers retirement plan services and third-party manager referrals, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances.

Benjamin Englund is a financial advisor at Ceva Advisors with a Series 65 designation and three years of industry experience. Prior to joining Ceva Advisors, he worked at SLC Management for 16 years and held roles at several other firms including Aberdeen Capital LLC and NWAM, LLC. Ceva Advisors is a state-registered advisory firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory-based approach, using diversified, low-cost funds and bespoke portfolio adjustments, and offers private investment recommendations and direct digital-asset allocations as part of its services.

Tera Probst is a financial advisor at Sound Legacy Wealth Advisors, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses with five years of industry experience. She previously worked for Banc of America Investment Services, Inc. for 20 years and Seafirst National Bank for 27 years. 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, and offers multi-generational legacy and family-office style services.

Katy Cook is a Principal at Abacus Financial Planning and decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. Katy helps women and their families use money to live the life they want. She enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices. Prior to being a financial planner, Katy spent a decade in teaching and independent consulting focused on “data for do-gooders.” She completed a BS in Mathematics at the University of Texas at Austin and a financial planning certificate with Boston University. She holds a Ph.D. in Applied Mathematics from Princeton University, where she was a National Science Foundation Graduate Research Fellow.

Thai Duong Tran is the sole advisor at XSTAR Fund Management LLC in Redmond, WA. He holds a Series 65 credential and has five years of experience managing investments at XSTAR following roles at Neotech Ltd and Skyfarm JSC. XSTAR Fund Management LLC serves accredited and high-net-worth investors through a privately offered pooled investment vehicle and separately managed accounts. The firm employs a combined top-down macro and bottom-up fundamental research approach focused on undervalued U.S. publicly traded equities, using a concentrated and long-biased portfolio strategy with discretionary management.

Danika Waddell is a CFP® credentialed financial advisor with seven years of industry experience, currently with Xena Financial Planning, LLC. Her prior roles include four years at Goddard Financial Planning and five years with the predecessor to her current firm. Outside of advisory work, she is CEO of Xena Rising LLC, where she speaks at events and leads retreats for financial advisors. Xena Financial Planning, LLC provides discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using low-cost index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis, and offers services including retirement planning, tax-aware strategies, and estate planning.

Mark Lalich is a financial advisor at GreenRock Asset Management LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory role, Lalich is CEO and board chairman of Rust Gym Inc., an educational subscription service teaching computer programming, and he owns Lalich Principle Consortium, a holding company with interests including an optometry business. GreenRock Asset Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, companies, and institutional clients. The firm employs active, tactical portfolio management with the use of derivatives and may enter into performance-based fee arrangements, distinguishing itself among independent advisers.

Michael Sondheim is a financial advisor at South Cove Financial, LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at firms including Pacific Financial Solutions and American Financial Education Alliance. He has also served as president of Northwest Senior Resources Corp., an insurance agency and investment advisory firm. Additionally, he volunteers as a presenter for financial education workshops with a nonprofit organization. South Cove Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, retirement and education accounts, and private entities. The firm provides comprehensive financial planning and portfolio management, employing fundamental and technical analysis and using a diverse range of investment vehicles aligned with clients’ goals and risk tolerance.

Cleona Hernandez is a financial advisor at Greystone Financial & Estate Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. prior to her current role. Hernandez has been associated with Greystone Financial & Estate Services, Inc. since 1997. Greystone Financial & Estate Services serves individual and high-net-worth clients and provides retirement plan consulting to plan sponsors and fiduciaries. The firm offers discretionary portfolio management and ad-hoc financial consulting, managing approximately $103.6 million across about 196 clients with two advisors.

Allison Stewart is a financial advisor at Omega Financial Investments & Insurance in Kirkland, WA, holding a Series 65 designation and bringing 12 years of industry experience. She has been with Omega Financial and Insurance Services since 2011. Omega Financial Investments & Insurance provides discretionary portfolio management to individual clients, including both high-net-worth and non-HNW households, and operates a licensed property, casualty, and life insurance agency. The firm combines advisory and insurance services, using technical and cyclical analysis to manage portfolios with monthly reviews and quarterly reporting.

Kyle Weisbrod is a financial advisor at One Day Wealth in Edmonds, WA, holding a Series 65 designation with three years of industry experience. His work history includes roles at Savvy and One Day LLC, as well as self-employment and a period as a homemaker. One Day Wealth serves individual clients—including both high-net-worth and non-HNW households—as well as charitable organizations and businesses. The firm offers portfolio management and financial planning with a primarily passive investment approach, supplemented by deeper analytical methods, and provides educational seminars and workplace presentations on personal finance and related topics.