David Rowe is a financial advisor at Highland Capital Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Highland Capital Advisors since 2012. Outside of his advisory role, he is associated with the Stevens Pass Ski School and the Professional Ski Instructors of America – Northwest Division. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting supplemented by an optional Implemented Solutions service. The firm focuses on institutional analytic techniques and restricts advice to non-covered securities, providing periodic reviews rather than ongoing portfolio management.

Christina Hua is a financial advisor at Opal Advisors with a Series 65 credential. She joined the firm in 2024 after eight years at Amazon LLC. Hua is based in Bellevue, WA, and has recently started her career in financial advising. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for individuals, small businesses, and retirement plans. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing a combination of active security selection and third-party managers.

Dallas Evans is a CFP® and ChFC® with 41 years of industry experience. He is a partner at Evans Capital Management Associates and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, he serves as a board member for the Brava Homeowners' Association and acts as a trustee for a private trust. Evans Capital Management Associates provides investment advisory and planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, with a focus on tailoring advice and asset allocation to each client’s objectives and risk tolerance.

Daryl Miller is a financial advisor at Continental Investors Services, Inc. with 28 years of industry experience. He holds Series 65 and Series 63 designations and has worked with several firms including Sweetwater Investments, Inc. and RA Bench, Inc. before joining Continental Investors Services in 2019. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients, focusing on discretionary and non-discretionary investment account management rather than comprehensive financial planning. The firm emphasizes securities management and trading, including fixed income and municipal markets, and operates affiliated broker-dealer activities.

Randall Kim is a financial advisor at Merit Financial Advisors with 48 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes positions at LPL Financial, Path Wealth Management LLC, Triad Financial Strategies, and Purshe Kaplan Sterling Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a long-term, diversified investment approach with centrally managed portfolios overseen by an internal investment team and committee.

Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Robert Toomey is a financial advisor at Northwest Asset Management with 23 years of industry experience. He holds the CFP® and CFA® designations and previously worked for S. R. Schill & Associates for 13 years before joining his current firm. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary investment approach based on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including retirement and financial planning, ERISA/401(k) consulting, and sub-advisory arrangements.

Lauren Snider is a financial advisor at Capital Analysts with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Lincoln Investment and Thrivent Financial. Outside of her advisory role, she manages social media marketing for a horse gear boutique called Buckskin Brand and is interested in taking over ownership of the business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors as well as institutions, offering portfolio management, custom and model portfolios, and retirement plan advice through a combination of discretionary and non-discretionary investment management.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He previously worked at Horter Investment Management for five years. Outside of his advisory role, he serves as Service Director at New Life Church in Renton and has operated an insurance brokerage focused on solutions for pre-retirees and retirees since 1986. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Maretta Menz is a CFA® charterholder with five years of industry experience. She has worked at Northwest Asset Management since 2026, following positions at R W Baird and Wells Fargo Advisors. She also manages a power of attorney for her mother. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Jody Balmer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at B. Riley Wealth Advisors since 2005 and previously spent 27 years with National Securities Corporation. Outside of his advisory role, Balmer serves as president of 401K Retirement Inc., a business focused on payment of business expenses. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Steve O'flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Michael Van Sant is a CFP® with 23 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2022. He previously worked at Merriman Wealth Management from 2014 to 2022. Van Sant is also the Executive Director of Act of Giving, a nonprofit giving circle based in Seattle. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Jason Dray is a CFP® with 13 years of industry experience. He is currently with Advisors Capital Management, LLC and has previously worked at Empower Advisory Group, PepsiCo, Fisher Investments, and Cetera Investment Services LLC. Advisors Capital Management serves a wide range of clients, including high-net-worth individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management combining top-down macro analysis with bottom-up security selection across proprietary strategies and manages over $8.1 billion in discretionary assets.

William Ziehl Jr. is a financial advisor with Northwest Asset Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Northwest Asset Management since 2009. Outside of his advisory role, he is the proprietor of ZVENTURES LLC, a non-investment business focused on a personal real estate property. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm uses a strategic, diversified investment approach based on Modern Portfolio Theory and offers a range of services including customized investment management, retirement and financial planning, and tax preparation.

John Lee is a CFP® with 13 years of experience in financial advisory roles. He is currently with Northwest Asset Management and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA/401(k) consulting, using a fiduciary approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Richard Graham is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush since 2006, following prior roles at UBS Financial Services and Piper Sandler & Co. He is also managing member of an LLC related to inherited real estate. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Nelly Mubashi is a financial advisor with Northwest Asset Management in Redmond, WA, holding a Series 66 credential and 22 years of industry experience. She has worked at Northwest Asset Management since 2008, with a brief tenure at Purshe Kaplan Sterling from 2008 to 2025. Mubashi serves as a board member and chairman of the investment committee for Plymouth Housing, a nonprofit organization, and is the Pacific Northwest co-head of Women in ETFs, where she supports membership growth and educational events. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach grounded in Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing retirement planning, tax preparation, and consulting services.

Kimberley Evermon is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Northwest Asset Management since 2018 and previously worked at Paul R. Reid Financial Group from 2015 to 2018. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Alfredo Manzanarez is a financial advisor with Capital Analysts in Renton, WA, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Lincoln Investment Planning, Ameriprise, Lincoln Investment, Shelgren Financial Group, Inc., and MM Ascend Life Investor Services, LLC. Outside of his advisory role, he is a part owner of Musically Minded, an early childhood music education business, and owns Glacier Consulting, which provides business consulting services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, with investment management delivered both discretely by an in-house team and non-discretely via advisors and third-party managers.