Craig Johnsen is a financial advisor at Fortitude Advisory Group L.L.C. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Argentus Advisors, LLC (Dba: Sound Wealth Partners) since 2016, with prior roles at Private Advisory and Strategic Capital 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 operates as a team across multiple offices and offers portfolio management, third-party manager selection, and overlay services.

Ben Jennings is a CFP® and PFS™ with 22 years of experience in financial advising. He has been with SoundView Advisors since 2010 and holds Series 63 and Series 65 licenses. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including retirement, tax, estate, and employee stock option planning. The firm emphasizes customized asset allocation and ongoing account management, with a relatively small client roster that supports larger average account sizes.

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 five years of industry experience. He holds a Series 65 designation and previously worked at World Financial Group. Outside of his advisory role, he serves as president and manager of operations for 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, employing a mix of charting, fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Jason Shepard is a financial advisor with FEFA Financial, holding Series 63 and Series 65 registrations and 11 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 and FEFA Advisors LLC since 2023. Shepard is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Daniel Ostlund is a financial advisor with Pinkerton Wealth Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at multiple firms including Ostlund Wealth Advisors, LLC, Ameritas Life Insurance Corp, and Taylor Capital Management Inc. In addition to advisory services, he is involved in fixed indexed annuities sales as an insurance agent. Pinkerton Wealth Partners serves individuals, families, foundations, endowments, and institutional clients with discretionary and non-discretionary asset management, comprehensive financial planning, and fiduciary consulting. The firm employs a formula-driven investment process that integrates technical, quantitative, and fundamental analysis across active and passive strategies.

Ryan Finnigan is a financial advisor with Fortitude Advisory Group L.L.C. in Gig Harbor, WA. He holds a Series 65 designation and has 13 years of industry experience, including roles at Argentus Advisors, LLC (Dba: Sound Wealth Partners), Private Advisory, and Strategic Capital Group LLC. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services through a team of advisors who manage accounts on a discretionary or non-discretionary basis and supports held-away account reporting and negotiated performance-based fee arrangements for select clients.

John Walsh is a CERTIFIED FINANCIAL PLANNER™ professional with 39 years of industry experience. He is currently with Financial Insights Wealth Management, where he has worked since 2015. Prior to that, he was with Purshe Kaplan Sterling Investments from 2015 to 2019. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses by providing wealth management, comprehensive financial and retirement planning, and pension consulting. The firm employs an investment approach based on asset allocation and fundamental analysis, using mutual funds, ETFs, individual securities, and third-party managers, while also offering educational seminars and in-house tax preparation services.

Carly Sipe is a Series 66 credentialed financial advisor at Kiley Juergens Wealth Management, LLC with three years of industry experience. Prior to joining Kiley Juergens, she worked at OSAIC Wealth, Inc. and has held roles outside of finance, including coaching the girls' soccer team at Olympia High School. Kiley Juergens Wealth Management serves individuals, families, trusts, retirement plans, corporations, and foundations with discretionary and non-discretionary investment management, financial planning, and third-party model implementation. The firm employs a strategic and tactical asset allocation approach and manages approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

John Kiley III is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Signator Investors, Inc. Outside of financial advising, he serves as the head basketball coach at Olympia High School and is president of a nonprofit supporting Olympia basketball. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers retirement-plan fiduciary and administrative services.

Christopher Kimball is a CFP® professional with 33 years of industry experience. He has worked at Fortitude Advisory Group L.L.C. since 2022 and previously spent 12 years with Money Concepts Capital Corp. Outside of finance, he has been a musician playing drums in various bands since 1973 and serves as president of the board of directors for Network Tacoma. He also teaches and coaches at Tacoma Covenant Bible Seminary and produces educational content on YouTube. 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 operates through a team of financial advisors offering portfolio management and third-party money manager selection, with a multi-office structure and several affiliated entities.

Andrew Finnigan is a financial advisor at Fortitude Advisory Group L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Quint Capital Corporation, Sound Wealth Partners, and Kitsap Bank. Outside of finance, he is a managing member and co-owner of Old Loyal Films, LLC, an independent film production company, and owns Blue Mouse Theatre, a movie theater in Tacoma, WA. 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 operates through a team of advisors offering portfolio management, financial planning, and access to third-party money managers across multiple offices and affiliated entities.

Kye Abraham is a financial advisor with Abraham & Co., Inc. in Gig Harbor, WA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has served as President and Chairman of LKA Gold Incorporated, a publicly traded gold mining and exploration company, since 1988. Abraham has also been involved with Abraham Securities Corporation and Caldera Partners Limited Partnership since the early 1980s. 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 a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios, while sponsoring a wrap-fee program and operating an affiliated broker-dealer.

Daniel Mc Caffrey is a financial advisor at Financial Insights Wealth Management in Tacoma, WA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Insights Inc. since 2013. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, utilizing a range of investment vehicles and providing both discretionary and non-discretionary portfolio management.

Martin Juergens is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, OSAIC Wealth, Inc, and Signator Investors, Inc. Juergens is president of the Olympia Basketball Academy, a nonprofit organization involved in coaching and working with the local school district. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers various fiduciary and administrative services.

Kyle Appelbaum is an Investment Adviser Representative and Chief Investment Officer at Abraham & Co., Inc. with eight years of industry experience. He has worked at Abraham & Co. since 2021 and previously held positions at U.S. Bancorp Investments and U.S. Bank. In addition to his advisory role, he supervises the estate planning process for the firm’s clients and assists with market research and administrative tasks. 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 a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios, and it is notable for its affiliation with an in-house broker-dealer and sponsorship of a wrap-fee program.

Erik Ogard is a CFA® charterholder with 17 years of industry experience, currently serving at CWC Advisors, LLC. His prior roles include positions at WealthPLAN Investment Management LLC and Russell Investments. Outside of his advisory work, he owns Ogard Capital Market Research, LLC, which focuses on ETF management, stock research, and model creation. CWC Advisors primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment approach and manages diversified portfolios through ETFs, mutual funds, and selected third-party managers, also acting as a private fund adviser and sponsor.

Joshua Morin is a CFP® with 11 years of industry experience, currently serving as an advisor at Pacific Asset Management, LLC since 2015. He previously worked at C & L Professionals from 2014 to 2018. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm employs an evidence-based, primarily passive investment approach using low-cost, custom-designed index funds to build globally diversified portfolios.

Dorothy Lewis is a CFP® and Series 63 licensed advisor with 41 years of experience, currently with Financial Insights Wealth Management in Tacoma, WA. She has been with Financial Insights, Inc. since 1980. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering comprehensive wealth management, retirement planning, and portfolio management. The firm’s investment approach focuses on asset allocation and fundamental analysis, complemented by educational seminars and a Bridge Program for retired financial professionals.

Ralph Latza is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at Pacific Asset Management, LLC since 2021 and previously was self-employed and worked at NR Smith and Associates, PS. Pacific Asset Management serves individuals, employer retirement plans, and business entities, providing portfolio management and pension consulting services. The firm employs an evidence-based, primarily passive investment approach using low-cost mutual funds, ETFs, equities, and fixed income, with an emphasis on long-term holding and documented client risk tolerance.