Jason Williams is a CFP® with 11 years of industry experience. He is the principal advisor at Williams 360 Financial Advisory, LLC, an independent firm he has led since 2015. His prior work includes a position at CGN Advisors, LLC. Williams 360 Financial Advisory serves individuals, couples, and families with fee-only financial planning and discretionary investment management, focusing on retirement, tax, estate, cash-flow, and risk-management needs. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost passive investments, and incorporates employer retirement plan holdings into overall asset allocations.

Christopher Niemela is a financial advisor with Foresee Wealth Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at ClearPoint Financial and Snider Financial Group. He also provides term and permanent life insurance, fixed annuities, long-term care insurance, Medicare supplement insurance, and disability insurance as an independent producer. Foresee Wealth Advisors serves individuals, including high-net-worth clients, as well as charitable organizations, corporations, and retirement plans. The firm offers ongoing portfolio management, financial planning, and pension consulting, using investment approaches such as ETFs, mutual funds, equities, fixed income, and options strategies tailored to client goals and risk tolerance.

Nathan Unger is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, holding a Series 65 credential and two years of industry experience. He is also the owner of Julien Unger & Associates PLLC, an accounting and tax preparation firm. His prior experience includes roles at NW Unger CPA PLLC, Cbiz, and Berntson Porter & Company PLLC. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers for ongoing portfolio management. The firm emphasizes due diligence in manager selection and integrates tax and accounting perspectives into client planning alongside the chosen wealth manager.

Michael Sander is a financial advisor at Sander Capital Advisors, Inc. with 18 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank. Sander Capital Advisors manages tailored equity portfolios for high-net-worth individuals, trusts, estates, and charitable organizations, focusing on large-capitalization stocks and money market funds. The firm employs a combination of top-down economic analysis and bottom-up fundamental research, maintaining relatively concentrated portfolios managed on a discretionary basis.

Adam Zimmerman is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Columbia River Advisors since 2016 and previously worked at Blue Moon Wealth Advisory, Summit Asset Strategies Wealth Management, Advisory Resource Group, and Hornor, Townsend & Kent. Columbia River Advisors serves primarily individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, private funds, and pooled investment vehicles. The firm employs customized asset allocations through internally developed model portfolios and uses a buy-and-manage approach informed by Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis.

Michael Emery is a CFA® charterholder with eight years of industry experience. He is an advisor at Leeward Financial Partners, LLC, where he has worked since 2017. Emery also serves as Co-Head of US Equity Portfolio Management and a senior portfolio manager at Rainier Investment Management, LLC, focusing on domestic growth equity strategies for institutional investors. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services with an institutional investment approach emphasizing long-term asset allocation, risk management, and cost control.

Leonard Skiena is a financial advisor with S. R. Schill & Associates, Inc. in Mercer Island, WA. He holds a Series 65 designation and has 20 years of industry experience, all with his current firm since 2006. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a range of model portfolio allocations across multiple asset classes and employs a combination of fundamental, technical, charting, and cyclical investment analysis methods.

Leland Jeppesen is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. He has managed Jeppesen Financial Services LLC since 2019 and previously worked at Jeppesen Financial Services from 2009 to 2019. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, offering tailored model portfolios that incorporate stocks, bonds, options, mutual funds, and ETFs. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis across passive and active strategies, with the option for performance-based fees on selected models.

John Robertson is a CFP® with eight years of industry experience, currently serving as an advisor at Greystone Financial & Estate Services, Inc. He previously worked at Securities America Advisors, Inc. and KMS Financial Services Inc. In addition to his advisory role, Robertson operates as an independent insurance agent, providing sales and consulting services related to life insurance and annuities. Greystone Financial & Estate Services serves individual and high-net-worth clients and offers retirement plan consulting to plan sponsors and fiduciaries. The firm provides discretionary portfolio management and tailored financial consulting, managing approximately $103.6 million across about 196 clients.

Perry Sikes Jr. is a financial advisor with Investor Resources Inc. in Bothell, WA, holding the CFP® designation and Series 63 and 65 licenses, with 19 years of industry experience. He has been with Investor Resources Inc. since 2007. Investor Resources Inc. provides discretionary investment advisory services to individuals, high-net-worth clients, related trusts, and retirement plans, focusing on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also offers Qualified Retirement Plan Trustee support and manages portfolios ranging from concentrated to sector-focused strategies.

Nicoletta Schaff is a CFP®-designated financial advisor with eight years of industry experience, currently with FAP, LLC in Bellevue, WA. Her prior roles include positions at Financial Advisory Partners and Commonwealth Financial Network. FAP, LLC is a small advisory firm focusing on financial planning services such as retirement, tax, estate, business planning, risk/insurance analysis, and rollover guidance. The firm emphasizes hourly planning engagements and client-directed implementation rather than discretionary portfolio management or percentage-of-AUM billing.

Dan Kanivas is a CFP®, CFA®, and Series 65 credentialed financial advisor with nine years of industry experience. He has been with Triple Summit Advisors, LLC since 2015. Triple Summit Advisors, LLC manages approximately $90.3 million in discretionary assets for around 170 clients, including individuals, trusts, and corporate entities. The firm offers a range of investment strategies, including ETF-based global asset allocation, global compounding value, and event-driven approaches that incorporate performance-based fees and specialized techniques such as merger arbitrage and options trading.

Daniel De Whitt is a financial advisor at Waystone Advisors LLC with two years of industry experience. He holds a Series 65 designation. Outside of advising, he serves as president of Continents for Christ, a nonprofit missions organization. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized fiduciary approach focusing on fundamental analysis and long-term asset allocation, utilizing ETFs, mutual funds, individual securities, and alternative investments.

Denton Olde is a CFP® professional at Olde Wealth Management, LLC with 31 years of industry experience. He has worked at multiple firms including Financial Network Wealth Management, LLC and Cetera Advisor Networks LLC, and operated as a sole proprietor for over two decades. Outside of advisory services, he has experience as a licensed insurance agent selling life, disability, annuities, and long-term care products. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach, utilizing a broad array of securities and option strategies, supported by third-party research and Schwab’s institutional custody and trading services.

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 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.

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.

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.