Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.

Jason Houghton is a financial advisor at Sunrise Financial Services LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sunrun Inc. and Fortune Poker. Outside of advising, he is a licensed insurance agent, dedicating part of his time to that activity. Sunrise Financial Services LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm uses a risk-adjusted investment approach based on Modern Portfolio Theory, leveraging advanced modeling tools and offers portfolio oversight with periodic reviews and rebalancing.

Klaudia Anna Conradt is a financial advisor at Conestoga Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Commonwealth Financial Network. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management and investment advisory services.

Michelle Huffman is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Strategies Inc since 2016. Portfolio Strategies Inc provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in discretionary assets. The firm employs a variety of model programs that may trade frequently and use diverse instruments, serving clients on a discretionary, custodian-neutral basis.

Jacqueline Degideo is a financial advisor at Anchor Financial in Tacoma, WA, with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Anchor Financial since 2021. In addition to her advisory role, she is involved with The Medicare Exchange and Sound Medicare Advisors, LLC, both insurance-related businesses she has operated for over a decade. Anchor Financial manages discretionary asset portfolios for individual investors and qualified retirement plans, emphasizing mutual funds and ETFs. The firm provides tailored investment programs and ERISA 3(38) fiduciary services, and maintains a referral relationship with a third-party manager.

Thomas Ryan is a financial advisor at Hawkins Investment Counsel, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Stolz & Associates, Bernstein Private Wealth Management, and BNY Mellon Wealth Management. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, high-net-worth clients, families, businesses, trusts, and institutions. The firm emphasizes a top-down economic research approach combined with quantitative screening and fundamental analysis, managing portfolios with a focus on diversification and client-directed trading authority.

Li Guay is a financial advisor at Strait & Sound with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gps Capital Management, LLC and PG Global Wealth Management, Inc. since 2011. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios emphasizing diversification and capital preservation.

Alan Hensley is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Financial Insights Wealth Management since 2023 and previously spent seven years at Merriman Wealth Management, LLC. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses with wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, using a range of investment vehicles and regularly reviews accounts against client objectives and risk tolerance.

Matthew Daley is a CFP® with eight years of industry experience, currently serving as a financial advisor at DecisionPoint Financial, LLC since 2018. Prior to this, he worked at Arista Wealth Management, LLC and Moss Adams Wealth Advisors, and held roles related to money management and resource centers at Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers pension consulting services, including plan investment selection and participant education.

Stacy Shields is a Series 65 licensed financial advisor with seven years of industry experience. She is currently with Fortitude Advisory Group L.L.C. and has prior experience at Dynamic Wealth Advisors, SJ Wealth Management LLC, and TRUEBLUE. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a network of financial advisors who offer portfolio management, third-party manager selection, and overlay services, operating from multiple offices and utilizing affiliated entities to support its advisory activities.

Dana Franco Young is a financial advisor with Sage Rhino Capital LLC in Federal Way, WA, holding a Series 66 designation and 26 years of industry experience. Prior to joining Sage Rhino Capital in 2017, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years and Bank of America for one year. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, sector, and cyclical analysis, with a noted use of derivatives and options-related strategies in their portfolio construction.

Ali is the CEO & Owner of regional RIA, Financial Insights Wealth Management. Financial Insights was founded in 1981 and for over 40 years has been woman owned and operated. Under Ali’s leadership, the firm has been recognized as one of the fastest growing RIAs in the nation, and in 2022 Ali was recognized as 40 under 40 by Investment News Magazine. She has served as the firm’s Chief Compliance Officer and holds the Certified Financial Planner® designation. She currently leads a team of 17 amazing staff and is working on progressing the industry towards ethical business leadership, inclusive team dynamics & creating a firm that serves all stakeholders: clients, local community, and employees. FIWM serves high net worth & ultra high net worth families in the Puget Sound Region. As a lead wealth advisor, Ali takes a comprehensive approach by analyzing all aspects of a person’s life including short and long term goals, estate planning, taxation, investment, retirement and special circumstances. She specializes in comprehensive wealth management to include investment management, retirement preparedness & execution, business sales & mergers/acquisition assistance and Individual Retirement Accounts. With a focus on financial literacy and education, Ali’s passion is working with complex retirement situations. Common clients are teachers, fire fighters, police officers, small business owners & public service employees. (PERS, TRS, LEOFF, TIAA CREF)

Vishnu Amrith is a financial advisor at Goldbloom Wealth Management LLC with a Series 65 designation and three years of industry experience. Prior to joining Goldbloom, he worked at Amazon and ColdStone Creamery and attended the University of Washington, Seattle. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for about 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, utilizing fundamental, quantitative, and technical analysis along with third-party platforms and managers.

Craig Johnsen is a financial advisor with Fortitude Advisory Group L.L.C. based in Gig Harbor, WA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Argentus Advisors, LLC (Dba: Sound Wealth Partners) and Private Advisory Group LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management and financial planning through a network of financial advisors and operates multiple affiliated entities from more than five offices.

Michael Dunbar is a financial advisor at Financial Insights Wealth Management with 42 years of industry experience. He holds a Series 63 designation and has worked at Financial Insights Inc. since 2015. Prior to that, he was with Purshe Kaplan Sterling Investments and operated his own firm, Michael Dunbar, CFP LLC, for 17 years. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and pension consulting. The firm’s investment approach focuses on asset allocation and fundamental analysis, using a range of investment vehicles and regularly monitoring accounts against client objectives and risk tolerance.

Matthew Sherman is a financial advisor at Abraham & Co., Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked at World Financial Group and currently serves as president and operations manager of ClearPath Financial and Insurance Solutions, LLC, an independent insurance producer. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles and combines charting, fundamental, technical, and cyclical analysis to construct diversified portfolios that include mutual funds, ETFs, options, and limited small-cap holdings.

Jason Shepard is a financial advisor with FEFA Financial in Gig Harbor, WA, holding Series 63 and Series 65 licenses and has 10 years of industry experience. He previously worked at Wells Fargo in various capacities from 2012 to 2023 and has been with VCI Wealth Management LLC since 2023. Shepard is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing primarily on equities and ETFs with model allocations tailored to client risk profiles.

Steven Goldbloom is a financial advisor with Goldbloom Wealth Management LLC in Mercer Island, WA, holding a Series 65 credential and having 16 years of industry experience. He has been with Goldbloom Wealth Management since 2009 and also manages AGT Tax & Insurance Services. Outside of advisory, he is a speaker for Cause Based Capitalism, manages a CRM software business for insurance professionals, and serves as an ambassador-level coach providing life planning services. Goldbloom Wealth Management LLC is a team-based registered investment adviser serving individual and high-net-worth clients with tailored portfolio management, financial planning, and retirement guidance. The firm employs a discretionary investment approach informed by fundamental, quantitative, and technical analysis and utilizes third-party platforms and managers, including option strategies and illiquid investments.

Brett Garver is a financial advisor at 180 Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Key Investment Services, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with 180 Wealth Advisors since 2019. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority and integrates multiple analytical approaches along with financial planning services.

Sylvia Parker is a financial advisor at 180 Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years before joining 180 Wealth Advisors in 2017. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts, employing a combination of fundamental, technical, and asset allocation approaches.