Rizwan Rizwi is a financial advisor at SAR Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SAR Wealth Management since 2010. Outside of advisory work, he owns businesses in business consulting and rug import and distribution. SAR Wealth Management serves individual and high-net-worth clients, trusts, foundations, and other entities, including international clients and occasionally Royal Families and sovereign wealth funds. The firm emphasizes Sharia-compliant and socially responsible investment approaches and provides discretionary portfolio management alongside financial planning and consulting.

Eric Turloff is a CFA® charterholder with 25 years of industry experience. He is the principal of Turloff Financial Consulting, where he has worked since 1998. In addition to his advisory role, he is involved in tax preparation services. He is a part of Eagle Harbor Asset Management, Inc., a firm that provides discretionary portfolio management to individuals, high net worth clients, and trusts. The firm focuses on tailored asset allocation and primarily uses individual stocks and bonds, combining fundamental and technical analysis in its investment approach.

Andrew Loechl is a CFA® charterholder with 25 years of industry experience. He has been with Eagle Harbor Asset Management, Inc. in Seattle, WA since 2000. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and security selection. The firm combines fundamental and technical analysis, primarily using individual stocks and bonds, and maintains affiliations with other financial practices to support service capacity.

William Reece is a financial advisor at Madison Park Capital Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Madison Park Capital Advisors since 2016. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million using a two-level asset allocation process that combines strategic allocation with a tactical overlay applied across mutual funds, ETFs, and individual securities.

Stephen Kunath is a financial advisor with Kunath Karren Rinne & Atkin LLC in Seattle, WA, holding 41 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1983. Kunath Karren Rinne & Atkin LLC provides discretionary investment management and family office services to individuals, high-net-worth families, institutions, and corporations. The firm employs a research-based approach to construct diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers across equity and fixed income, with a focus on tailored strategies and in-state tax-exempt issues.

Michael Sander is a financial advisor at Sander Capital Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2015 to 2018. Sander Capital Advisors manages individually tailored equity portfolios for high-net-worth individuals, trusts, estates, and charitable organizations, focusing on large-capitalization securities and money market funds. The firm employs a combined top-down economic analysis and bottom-up fundamental research investment approach, maintaining relatively concentrated portfolios with modest turnover.

Mackenzie Wamble is a financial advisor with PNW Asset Management in Seattle, WA, holding a Series 65 designation and starting their advisory career in 2024. Prior to joining PNW Asset Management, Mackenzie worked at Brooklyn Legal Services Corp. A, Nordstrom, and the U.S. State Department. PNW Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on tax efficiency and employs a proprietary Cashflow Fingerprint model to assist in setting portfolio risk exposures.

Kristopher Kohtz is a CFP® certificant and holds a Series 66 license with 12 years of industry experience. He is currently with Two Firs Financial and has previously worked at firms including Nestle and H.D. Vest Advisory Services. Outside of his advisory role, he is involved with Thirty9 Twenty9 LLC, a real estate rental business. Two Firs Financial serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm’s investment approach emphasizes asset allocation informed by Modern Portfolio Theory and includes the use of options strategies, such as covered calls, to manage risk and generate income.

Christopher Teofilak is a CFP® professional with 16 years of industry experience. He has worked at Clear Wealth Management, LLC since 2017, following roles at Index Fund Wealth Management, LLC and Northwest Asset Management. He holds Series 63 and Series 66 licenses. Clear Wealth Management provides discretionary investment management and retirement plan consulting to individuals, high-net-worth clients, and small businesses. The firm utilizes a globally diversified, tax-efficient investment approach combining active management and modern portfolio theory, with ongoing portfolio oversight and educational seminars.

Qing Lu is a financial advisor at Kavout Algo Financial LLC with seven years of industry experience. He holds a Series 65 credential and has worked with affiliated entities including Kavout Asset Management, LLC and Kavout Corporation, where he serves as CEO of the technology company. Outside advisory roles, he dedicates part of his time to overseeing technology operations at Kavout Corporation. Kavout Algo Financial provides continuous asset management services primarily on a non-discretionary basis to individual and high-net-worth clients. The firm integrates quantitative and traditional investment methods with a value-oriented, long-only focus while employing tactical allocation and trading strategies as appropriate.

Baltej Kochar is a financial advisor at Cedar River Capital, LLC in Seattle, WA, holding a Series 65 designation with nine years of industry experience. He previously operated Kochar Capital for two years before joining Cedar River Capital in 2017. Kochar is also a limited partner and minority shareholder in a private equity fund, TOC Equity Partners Alpha, LLC. Cedar River Capital provides discretionary portfolio management and consulting services primarily to individual and high-net-worth clients, while also serving institutions and other advisers through subadvisory and model-portfolio offerings. The firm employs multiple equity-focused investment strategies that integrate fundamental research with macroeconomic, technical, and quantitative analyses.

Erik Schei is a CFA® charterholder with 19 years of industry experience. He is a financial advisor at Gates Pass Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Aria Wealth Management, Sowell Management Services, Omniscient Holdings, and Concert Wealth Management. Outside of his advisory work, he owns a consulting business, SVGRP, LLC, based in Bainbridge Island, Washington. Gates Pass Advisors provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm emphasizes asset allocation, diversification, and tax-aware portfolio construction, often implementing client portfolios through third-party independent managers and pooled investment vehicles accessed via a turn-key asset management platform.

Jeffrey Atkin is a financial advisor at Kunath Karren Rinne & Atkin LLC in Seattle, WA, with 38 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1986. Kunath Karren Rinne & Atkin LLC provides discretionary investment management and family office services to individuals, high-net-worth families, institutions, and corporations. The firm constructs diversified portfolios based on academic research and emphasizes strategies across equity and fixed income, managing approximately $345.6 million with a small client base and a low advisor-to-client ratio.

Paul Latta is a CFA® charterholder with eight years of industry experience currently serving at Cedar River Capital, LLC since 2017. Prior to this, he worked at PL Consulting and Glacier Peak Capital. He is an advisory board member of GMJ Technologies and holds stock options in the company. Cedar River Capital provides discretionary portfolio management and advisory services to individuals, institutional investors, and other advisers through separately managed accounts and model-portfolio arrangements. The firm employs four equity-focused strategies and operates multiple offices while managing approximately $51 million in assets.

William Culbertson is a financial advisor at MindState Capital LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked for Bastiât Capital, LLC for 15 years before joining MindState Capital in 2022. MindState Capital is a small advisory firm managing approximately $52 million for about 16 clients, primarily high-net-worth individuals, trusts, and other legal entities. The firm employs a combination of fundamental analysis, quantitative optimization, and third-party research to deliver customized portfolio management, including the use of options and derivatives for authorized clients.

Cathie Arthurs is a financial advisor at Wayfinding Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors, Edelman Financial Engines, and Conover Capital Management. Arthurs has been with Wayfinding Financial since 2021. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a planning-driven consultative process combined with disciplined asset allocation and a range of investment options.

Brent Davidson is a financial advisor with FinSym Partners, LLC, holding a Series 65 designation and 10 years of industry experience. He is based in Seattle, WA. FinSym Partners is an independent, SEC-registered wealth management firm serving individuals, trusts, estates, and select employer retirement plan sponsors. The firm employs a research-based approach that emphasizes efficient markets and structured passive strategies, with systematic tilts toward value, small-cap, and higher-profit companies, managing roughly $188 million across about 90 client relationships.

Ryan Sawyer is a financial advisor at Viewpoint Capital Management in Seattle, WA, with 21 years of industry experience. He holds a Series 66 designation and has been with Viewpoint Capital Management since 2011. Viewpoint Capital Management provides portfolio management and investment advice to individuals, personal trusts or estates, and small business owners. The firm focuses on value and tactical investing, emphasizing income-producing securities, global diversification, and tailored portfolios constructed from individual stocks, bonds, and passive ETFs.

Anthony Capeloto is a financial advisor at The Capeloto & Hedrick Co with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Tegus, Canalyst, Foster Point Capital, and Wells Fargo Advisors. The Capeloto & Hedrick Co serves individual and high-net-worth clients, offering discretionary asset management and financial planning. The firm uses a combination of strategic and tactical allocation based on an Investor Risk Profile and employs fundamental, macroeconomic, quantitative, and technical analysis, with portfolio management typically passive and discretionary.

Edward Malakoff is the sole advisor at Helm Capital Management, where he has worked since 2002. He holds a Series 65 designation and has 23 years of industry experience. Based in Seattle, WA, Malakoff leads a firm notable for managing over $200 million in assets with a single lead advisor. Helm Capital Management provides personalized investment supervisory services primarily to high-net-worth individuals, trusts, and estates. The firm employs a fundamental, research-driven investment process with a focused equity approach, combining long-term, short-term, and trading strategies tailored to client needs.