Anthony Capeloto is a financial advisor at The Capeloto & Hedrick Co with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Foster Point Capital, LLC. The Capeloto & Hedrick Co provides discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and entities such as trusts and family offices. The firm uses a blend of strategic allocation, tactical adjustments, and diverse investment instruments, managing portfolios primarily with a passive approach while incorporating options and other strategies as needed.

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.

George Chacko is a financial advisor at Convexity Wealth Management, LLC in Seattle, WA, with one year of industry experience and a Series 65 designation. He has been affiliated with Santa Clara University since 2006. Convexity Wealth Management serves individual and high net worth clients, providing discretionary portfolio management and integrated financial planning. The firm manages approximately $64 million across fewer than 100 client accounts, employing a risk-based diversification approach centered on mutual funds and ETFs, with individual equities used selectively.

Shelly Maas is a financial advisor with Sunrise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has previously worked at Merrill and Empower Advisory Group, and currently holds roles at both Sunrise Financial Services and Madison Avenue Securities. Sunrise Financial Services LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, utilizing a Modern Portfolio Theory-based investment process with risk-adjusted model portfolios and periodic account reviews.

Todd Wathey is a financial advisor at Hamrick Investment Counsel, LLC in Seattle, WA, with 17 years of industry experience. He holds Series 65 and Series 66 registrations and has worked at Hamrick Investment Counsel since 2011. His prior experience includes roles at Pacific Portfolio Consulting, LLC and Equitable Advisors. Hamrick Investment Counsel provides discretionary investment supervisory services and limited financial consulting to individuals, foundations, nonprofits, and corporate retirement plans. The firm employs a conservative, long-term investment approach focused on asset allocation and diversification, utilizing low-cost index funds, ETFs, and selected active funds, and incorporates artificial intelligence tools in its investment research and administrative processes.

Jeffrey Mullen is a financial advisor with Madison Park Capital Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Madison Park Capital Advisors since 2014. 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 across several hundred client relationships, employing a two-level asset allocation process that combines strategic allocation with a tactical overlay incorporating fundamental, technical, and cyclical analysis.

John Davis is a financial advisor at ACP Investment Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signaline Investments and Financial Advocates Investment Management. He is based in Seattle, WA. ACP Investment Management, established in 2025, provides discretionary investment management, financial planning, and pension/retirement-plan consulting primarily to institutional clients such as pension plans, charitable organizations, and corporations. The firm employs a customized investment approach using a range of assets and analysis methods, with a focus on retirement plan consulting and extensive plan-level advisory services.

Patricia Elmer is a financial advisor at Pacific Horizon Investment Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pacific Horizon since 2000. Outside of her advisory role, she is a Certified Divorce Financial Analyst and operates Creative Divorce Solutions, LLC, providing financial advice related to divorce on an hourly basis. Pacific Horizon Investment Management serves individuals, high-net-worth clients, charitable institutions, and a range of institutional clients, including other investment advisers and sovereign wealth funds. The firm offers discretionary portfolio management with a global asset allocation approach, utilizing primarily exchange-traded funds and no-load mutual funds, and provides regular client reviews and reporting.

Kristina Draper is a financial advisor at Northern Lights Advisors, Inc. in Seattle, WA, holding Series 65 and Series 63 licenses with six years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Voya Financial Advisors, Inc., and Morrison Hershfield Corporation. Northern Lights Advisors serves individual clients, including high-net-worth households, and institutional clients such as employee benefit plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses client-specific data to set investment objectives and employs both traditional and automated web-based advisory programs that utilize proprietary model portfolios.

Willard Bollenbach IV is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Agate Pass Investment, LLC. His prior experience includes six years at Foresight Global Investors and four years at Credit Suisse Asset Management. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million in discretionary assets. The firm employs a long-term, low-turnover investment approach focused on quality and growth at a reasonable price, primarily using individual stocks and investment-grade bonds, and is notable for its use of borrowing within separately managed accounts.

Robert Frey Jr. is a financial advisor with Lakeside Advisors Inc in Seattle, WA, holding a Series 63 designation and over 54 years of industry experience. He has been with Lakeside Advisors since 1984 and previously worked at Kms Financial Services for 47 years. Outside of his advisory work, Frey serves as president of a local homeowners association and is a director at the Highline Heritage Museum. Lakeside Advisors serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary portfolio management, ERISA plan advice, financial planning, and consulting. The firm employs an active investment approach with three main strategies—laddered fixed income, balanced allocations, and equity-oriented holdings—using mutual funds and ETFs for sector diversification, and routinely incorporates options, margin, and short sales where appropriate.

Douglas Haack is a CFP® with 26 years of industry experience, currently serving as an advisor at Hamrick Investment Counsel, LLC since 2020. He previously worked at Cornerstone Advisors, Inc. for nine years and had a brief tenure at Key Bank. Outside of his advisory role, Haack is involved in a real estate business focused on buying, renovating, and selling properties. Hamrick Investment Counsel provides discretionary portfolio management to individuals, foundations, and nonprofit organizations, emphasizing a conservative, long-term investment approach centered on asset allocation. The firm manages substantial assets with a small advisory team, delivering individualized management and discretionary authority.

James Abodeely is a CFA® charterholder with 17 years of industry experience, currently serving at Sitka Pacific Capital Management, LLC since 2011. He is a non-profit board member, a due diligence and financial modeling consultant, and manages a blog and book review site focused on value investing. He is also a minority partner in an LLC that operates fitness studio franchises. Sitka Pacific Capital Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a valuation-aware approach focused on long-term preservation and prudent growth, utilizing a range of asset classes and proprietary methods combining fundamental, technical, and cyclical analysis.

Salvador Abarca is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is a founding advisor at Chimera Wealth, where he has worked since 2020, following prior roles at Tcs and Luvo Wealth Advisors. Outside of his advisory work, he owns Colibri Rising, LLC, which manages seed investments and provides consulting and fundraising services for start-ups; he also holds minority stakes in several companies, including a fabric start-up and a Latin American trading platform where he serves as an expert advisor. Chimera Wealth serves individual and high-net-worth clients with portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a combination of strategic and tactical investment approaches using ETFs and select mutual funds, integrates digital asset evaluation, and offers both discretionary and non-discretionary management alongside insurance services and subscription-based reporting.

Kara Branson is a financial advisor at Singer Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and UBS Financial Services. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term investing through diversified, low-cost mutual funds and ETFs, offering discretionary portfolio management and tailored financial planning delivered via independent custodians.

Daniel Rutter is a CFA® charterholder with 22 years of industry experience. He has been with Agate Pass Investment Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC from 2012 to 2018. He is based in Bainbridge Island, WA. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 discretionary client accounts. The firm focuses on quality and growth at a reasonable price through fundamental research and builds diversified portfolios primarily composed of individual stocks and investment-grade short-to-intermediate bonds, with a long-term, low-turnover investment approach.

Janice Hammond is a financial advisor at Sunrise Financial Services LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Madison Avenue Securities LLC and Questar Asset Management. Outside of her advisory role, she owns JJH Business Development Corp, a marketing company. Sunrise Financial Services LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm applies Modern Portfolio Theory through risk-adjusted model portfolios and uses quantitative tools for asset allocation and monitoring.

Matthew Linker is a financial advisor at Arta Finance with six years of industry experience. He has held roles at Morgan Stanley and Four Points Capital Partners and currently leads derivatives trading and structuring for various subsidiaries of Arta Finance. Linker serves as President of the Board of Directors for Hawaii Pacific Model United Nations and is a remote course facilitator for a Stanford University professional development course on artificial intelligence. Arta Finance provides investment services primarily to accredited investors and qualified clients through a digital platform offering discretionary managed products and self-directed options. The firm employs a proprietary algorithm incorporating machine learning and minimum-volatility methods, complemented by human oversight, to manage public market strategies, private fund investments, structured products, and listed-options strategies.

Huey Luu is a CFP® professional with 27 years of industry experience, currently serving at Westlake Wealth Management LLC since 2020. Prior to that, he spent 20 years at Ameriprise. In addition to his advisory role, he is an independent insurance agent based in Seattle, WA. Westlake Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach incorporates modern portfolio theory, fundamental and technical analysis, and uses options and derivatives within client accounts, supported by documented risk management procedures.

Elizabeth Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding a Series 65 designation and 33 years of industry experience. She has been with Runde & Co Incorporated since 1992 and also owns and operates R B Hooper & Co Incorporated, another investment management company where she serves as president. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other investment advisers. The firm employs a fundamentally based, process-driven approach using proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocation and investment restrictions.