Thomas Ryan is a financial advisor at Hawkins Investment Counsel, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Stolz & Associates, Bernstein Private Wealth Management, BNY Mellon Wealth Management, and UBS Financial Services. Hawkins Investment Counsel provides investment management and financial planning to individuals, families, businesses, trusts, and institutional clients. The firm emphasizes a non-discretionary approach to portfolio management, combining top-down economic analysis, quantitative screening, and fundamental research to construct diversified portfolios tailored to client goals.

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 Series 66-licensed advisor with 19 years of industry experience. He currently works at Financial Insights Wealth Management and has held previous roles at Merriman Wealth Management, LPL Financial, and Wells Fargo. Financial Insights Wealth Management provides comprehensive wealth management and retirement planning services to individuals, trusts, employee benefit plans, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis in its investment process and offers personalized client onboarding, portfolio reviews, educational seminars, and unique programs such as a Bridge Program for retired financial professionals and in-house tax preparation services.

Alan Gammel is a CFP® professional with 24 years of industry experience, currently serving at Horizons Sustainable Financial Services, Inc. since 2020. Prior to this, he worked at First Affirmative Financial Network LLC for ten years. He is also a part-time instructor for insurance pre-licensing at Primerica Financial Services University. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary investment management to individuals, trusts, foundations, and businesses. The firm focuses on sustainable, responsible, and impact investing, using a structured intake process and a combination of passive, active, and customized strategies.

Kelly Van Wyhe is a CFP® professional at Bright Road Wealth Management, LLC with three years of industry experience. She has been with Bright Road Wealth Management since 2020. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios aligned with client risk profiles.

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)

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 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.

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.

Jeffrey Hussey is a CFA® charterholder with 16 years of industry experience. He is currently with CWC Advisors, LLC and has previously worked at Investors Portfolio Services LLC and Russell Investments Financial Services, LLC. He serves as a committee member for the Desert Aire Homeowners Association, where he reviews investments and oversees outside investment managers and banks. CWC Advisors LLC 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 process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities.

Daniel Ostlund is a financial advisor with Pinkerton Wealth Partners, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with multiple firms including Ostlund Wealth Advisors, LLC, and Taylor Capital Management Inc. Ostlund also engages in insurance sales, focusing on fixed indexed annuities as part of retirement planning. Pinkerton Wealth Partners serves a diverse client base including individuals, high-net-worth families, and institutional clients, offering discretionary and non-discretionary asset management alongside estate-planning coordination and fiduciary services. The firm employs a disciplined, formula-driven investment process combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Martha Mc Neely is a financial advisor with Creative Money LLC in Renton, WA, holding a Series 65 credential and two years of industry experience. She is also the owner of Buoy Financial Services, LLC, which provides bookkeeping services for therapists and helping professionals, and Martha McNeely Psychotherapy, PLLC, offering individual therapy to adults in Washington state. Additionally, she manages investment real estate acquisition through McLayne Holdings LLC and McLayne Property 1 LLC in North Carolina. Creative Money LLC provides comprehensive financial planning to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes fundamental research and passive, low-cost asset allocation, delivering written financial plans without direct asset management or custody.

William Romig is a CFA® charterholder with 28 years of industry experience. He is currently with Strait & Sound Wealth Management LLC and previously worked at JPMorgan Securities LLC and Scottrade. Outside of his advisory role, he is a one-third owner of Katz View, LLC, a private entity unrelated to investment advising. Strait & Sound provides discretionary wealth management, financial planning, and investment consulting to individual and high-net-worth clients as well as business entities. The firm employs a mosaic investment approach combining valuation metrics, behavioral and technical analysis, and portfolio construction focused on diversification and capital preservation.

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.

Darren Henke is a CFP® with 37 years of industry experience, currently serving as an advisor at 180 Wealth Advisors, LLC since 2017. Prior to this, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years. Outside of his advisory role, he operates a sole proprietorship renting farm fields to a local dairy farmer. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, offering 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 for most accounts and integrates multiple analytical approaches alongside financial planning.

Christopher Kimball is a CFP® with 32 years of experience in the financial industry. He is currently with Fortitude Advisory Group L.L.C., where he has worked since 2022, and previously spent 12 years at Money Concepts Capital Corp. Outside of finance, he is a professional musician who has played drums in various bands since 1973 and is involved in nonprofit and educational activities, including serving as president of the board for Network Tacoma and teaching at Tacoma Covenant Bible Seminary. 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 team-based approach, offering portfolio management and financial planning through a network of advisors who manage accounts and work with third-party money managers.

Richard Buchan is a CFP® professional with 36 years of industry experience. He has worked at 180 Wealth Advisors, LLC since 2017 and previously spent 27 years at Merrill. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, 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 for most accounts and integrates multiple analytical approaches alongside routine financial planning.