Richard Philipovich is a Series 65-licensed advisor with Adair Wealth Management in Bellevue, WA, where he has worked since 2022. He has four years of industry experience and previously worked at BNBuilders and Cornerstone General Contractors. Adair Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plans, and other entities with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm emphasizes customized plans and ongoing oversight, using asset allocation, periodic rebalancing, ETFs, mutual funds, and selective individual securities or third-party sub-advisors.

Kelsey Gray is a financial advisor at WLFB Inc with 16 years of industry experience. She holds a Series 65 designation and has been the owner and operator of Spectrum, LLC since 2008, providing labor relations and efficiency consulting services. WLFB Inc. is a supported registered investment adviser serving individuals, trusts, closely held businesses, and pension plans. The firm offers financial and retirement planning and refers clients to third-party investment managers, focusing on diversified, non-discretionary manager allocation plans rather than direct portfolio management.

Nathan Ricks is a CFP® professional with 24 years of industry experience. He has served as an advisor at Financial Freedom for Dentists LLC since 2019 and previously worked at Dental Wealth Advisors, LLC from 2013 to 2019. Financial Freedom for Dentists LLC advises dentists, other individual and high-net-worth clients, as well as corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management, retirement-plan support, and tailored financial planning, employing Modern Portfolio Theory with regular monitoring, rebalancing, and tax-loss harvesting. Additionally, the firm provides public educational seminars and retirement-plan education for plan participants.

Matthew Mckellar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Private Advisor Group since 2013 and has been affiliated with MyICON and LPL Financial since 2005. Outside of his advisory roles, he is involved in non-variable insurance activities and manages a commercial rental property. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Austin Collins is a financial advisor at Integrated Wealth Advisors, LLC in Bellevue, WA, with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial and Commonwealth Financial Network. Collins is also involved in fixed insurance sales. Integrated Wealth Advisors is an SEC-registered investment adviser serving individual and high-net-worth clients with financial planning, retirement-plan consulting, and discretionary portfolio management. The firm uses a combination of in-house management and third-party platforms to deliver customized investment strategies tailored to client objectives and risk tolerance.

Ryan Rourke is a financial advisor at The Planner’s Edge LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at MassMutual and Northwest Asset Management prior to joining The Planner’s Edge. Rourke serves as a volunteer member of the Board of Trustees at The Bertschi School, a child education nonprofit in Seattle. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, providing customized financial planning and discretionary portfolio management through its Serious Money Approach™, which emphasizes asset allocation, diversification, and disciplined investment principles. The firm offers personalized reporting and a monthly client newsletter as part of its service.

Vogt Wilkison is the sole advisor at Wilkison Investment Services, LLC, an independent firm based in Snoqualmie, WA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, having worked at the firm since 1988. Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. The firm uses an asset-allocation approach, constructing diversified portfolios with passive index and exchange-traded funds, actively managed mutual funds, and individual securities, and emphasizes a combination of fundamental and technical analysis.

Yue Cheng is a financial advisor at Mercer Island Capital Management, LLC with one year of industry experience. Cheng holds a Series 65 designation and has prior work experience at Mercer Island Telecom, LLC, Seattle University, and Shanghai International Studies University. Mercer Island Capital Management provides discretionary portfolio management, financial planning, and educational seminars for individuals, high-net-worth clients, trusts, retirement plans, and nonprofit entities. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combined with fundamental and quantitative stock selection, and utilizes various risk management strategies including derivatives within Separately Managed Accounts.

Graham Williams is a CFP® professional with 30 years of experience in the financial industry. He currently works at Optimist Retirement Group, LLC and has held roles at M. S. Howells & Co., Cetera Advisors LLC, and Williams Palmer, where he is a managing member. Outside of his advisory work, he is an author with self-published books available on Amazon. Optimist Retirement Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis with Modern Portfolio Theory to build customized portfolios and manages approximately $243 million in client assets.

Rachel Sehayek is a financial advisor at Prism Financial Planning, LLC in Issaquah, WA. She holds a Series 65 designation and began her advisory career in 2024. Prior to joining Prism, she worked at Beacon Hill Staffing Group, Washington State University, and the Issaquah School District. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics including retirement planning, college savings, and tax efficiency. The firm emphasizes client needs and risk tolerance to recommend asset allocations and investment options, typically favoring no-load mutual funds and index-based ETFs, and operates on a fee-only basis without managing client assets directly.

Loyd Burleson III is a CFP® professional with five years of industry experience, currently serving at Financial Freedom for Dentists LLC. His work history includes roles at Advanced Planning Educational Group, Inc. and BANDER Investments. Financial Freedom for Dentists LLC advises dentists and other high-net-worth individuals, as well as corporations and employer-sponsored retirement plans. The firm employs Modern Portfolio Theory in portfolio construction and offers discretionary management, comprehensive financial planning, public educational seminars, and retirement-plan support services.

Marat Mor is a financial advisor at Asymmetric Advantage Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. In addition to his advisory role, Mor serves as an affiliate associate professor at the University of Washington’s Department of Aeronautics and Astronautics, where he teaches and conducts research. Asymmetric Advantage Capital Management is a small registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and non-profits. The firm combines fundamental and technical analysis with a proprietary quantitative risk-management system to manage diversified and focused portfolios, offering clients documented risk-tolerance profiling and options for leverage and enhanced hedging in eligible 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.

Noah Hernandez is a financial advisor at Soundpath Retirement Strategies, LLC in Bellevue, WA. He holds a Series 65 credential and has been with the firm since 2025. Prior to his advisory role, he was a full-time student from 2016 to 2025. Soundpath Retirement Strategies provides financial consulting and planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management as well as retirement-focused advice. The firm serves approximately 181 clients with a team of four advisors and employs an annual flat fee structure based on the complexity and scope of engagements.

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 with Private Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Private Advisor Group since 2013 and is also affiliated with MyIcon and LPL Financial. Outside of his advisory roles, he is involved in managing a family LLC that owns and operates a family lake cabin. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

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 and Dropbox Inc. XSTAR Fund Management LLC serves accredited and high-net-worth investors through its XSTAR Value Fund LP and separately managed accounts, focusing on U.S. publicly traded equities identified through top-down macro analysis and bottom-up fundamental research. The firm employs a concentrated, long-biased investment approach that may include options, margin, and technical analysis for position timing.

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.

Jill Mcvey is a financial advisor at Bellevue Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bellevue Asset Management since 2004. Bellevue Asset Management provides discretionary portfolio management and standalone financial planning to individuals, including high-net-worth clients, as well as pensions, trusts, estates, charitable organizations, and business entities. The firm employs a cycle-aware investment approach focused on diversification, tax efficiency, and the use of lower-cost instruments, alongside option-writing strategies and ongoing portfolio monitoring.

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.