Michelle Robinson is a CFP® professional with 16 years of industry experience, currently affiliated with Stolz & Associates, PS since 2001. In addition to her advisory role, she serves as a notary, providing occasional document notarization services to clients at no charge. Stolz & Associates advises individuals, families, and retirement plans, managing approximately $282 million in client assets. The firm emphasizes long-term investing and diversified, lower-cost portfolios, offering comprehensive financial planning and retirement consulting through a team of three credentialed advisors.

Timothy Rhee is a financial advisor at Rainier Family Wealth, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Cetera, East West Bank, KeyBank National Association, Bank of America, and Merrill. Rainier Family Wealth, Inc. serves individual, high-net-worth, charitable, and corporate clients with wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a goal-based investment approach combining passive and active strategies alongside integrated financial planning and tax analysis.

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.

Jennifer Emmons Carlson is a financial advisor at Gould Capital, LLC with 22 years of industry experience. She has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Carlson holds Series 63 and Series 65 licenses. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, providing portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis, asset allocation, and income-focused approaches, and offers ERISA 3(38) fiduciary services for employer-sponsored retirement plans.

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.

Patrick Rhodes is a financial advisor at PWR Financial Services with 24 years of industry experience. He holds the Series 65 designation and has managed Rhodes & Associates since 1978. Outside of advising, he manages a certified public accounting firm and is involved in multiple business ventures, including ownership and operational roles in hospitality, property management, and manufacturing companies. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on manager-of-managers and third-party money manager selection and monitoring. The firm emphasizes due diligence, asset allocation, and long-term, non-discretionary portfolio management.

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 holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley. Outside of his advisory role, he 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, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodologies, complemented by human oversight, to manage public and private market strategies, structured products, and alternative investments.

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.

Chris Featherstone is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Madison Park Capital Advisors, LLC since 2014. Located in Seattle, WA, Featherstone holds a Series 66 registration. 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 and employs a two-level asset allocation process combining strategic and tactical approaches.

Bryan Knutson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with South Cove Financial, LLC, having joined the firm in 2025 following seven years at Cutler Investment Counsel, LLC and seven years at Pacific Portfolio Consulting, LLC. South Cove Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, retirement and education accounts, and private entities. The firm offers comprehensive financial planning and portfolio management using fundamental and technical analysis, employing a range of investment vehicles including equities, fixed income, ETFs, and alternatives to meet client goals and risk tolerance.

John Ervin is a financial advisor with Ervin Investment Management in Seattle, WA, holding a Series 65 designation and seven years of industry experience. He has been with Ervin Investment Management and Reis Investment Management, Inc. since 2018. Outside of finance, he works as a part-time elementary school teacher at University Cooperative School, where he teaches science and social studies. Ervin Investment Management is a small advisory firm managing approximately $243 million for about 102 clients through a three-advisor team. The firm provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds, using a long-term, value-oriented approach that emphasizes fundamental analysis, low turnover, and diversified low-cost index ETFs.

Nickolas Reilly is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He is currently with One Day Wealth in Seattle, where he has worked since 2018. His prior experience includes roles at Amazon Web Services and Tableau Software. One Day Wealth serves individual clients, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a primarily passive investment approach and provides educational seminars and workplace presentations on personal finance and related topics.

John Hunt is a Series 65 licensed financial advisor with 11 years of industry experience, currently practicing at PWR Financial Services in Federal Way, WA. He has been involved with Power Property Consultants, Inc. since 2012. Outside of advisory services, Hunt holds multiple director of operations roles in various businesses spanning real estate, hospitality, and manufacturing, including ownership interests in several properties and small businesses. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on manager-of-managers and third-party money manager selection and monitoring. The firm manages client assets predominantly on a non-discretionary basis, emphasizing due diligence, asset allocation, and a long-term investment approach.

Matthew Keefe is a financial advisor at MKT and Associates LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Columbia River Advisors LLC for nine years. MKT and Associates serves individual and high-net-worth clients, as well as trusts, corporations, and retirement plans, offering discretionary portfolio management and financial planning as an ancillary service. The firm employs individualized Investment Policy Statements and a range of investment strategies, including tax-managed model portfolios and the use of third-party money managers, and provides various retirement plan fiduciary services.

Alicia Singer is a ChFC® and Series 66 holder with 12 years of experience in the financial services industry. She has worked at Singer Wealth Management since 2018 and previously spent two years at Badgley Phelps Wealth Managers. Alicia is based in Seattle, WA. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses, including retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified, low-cost mutual funds and ETFs, and operates with a boutique advisory model managing approximately $119 million in discretionary assets.

Charles Cutter is a financial advisor at Briarwood Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of financial advising, he is involved as a business development analyst at Relevant Concepts Marketing Group, a marketing company. Briarwood Financial Planning provides discretionary portfolio management and financial planning primarily to individual clients with modest assets. The firm combines passive portfolio construction with fundamental and cyclical analysis, offers tax and accounting services alongside investment advice, and serves employer-sponsored retirement plans through fiduciary management and educational programs.

Thomas Zebroski is a CFP® professional with 19 years of industry experience, currently serving at Meridian Wealth Management. He previously worked at Columbia River Advisors and Central Washington University. In addition to his advisory role, he holds an insurance license, though he spends less than 1% of his time on insurance-related activities. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, consulting, and pension services. The firm emphasizes diversified asset allocation across traditional and alternative asset classes, with a small team structure managing a concentrated client base.

Shaun Corry is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Lesa Sroufe & Company, Inc. since 2006. The firm provides portfolio management and investment research services to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and trusts. Lesa Sroufe & Company employs a research-driven, value-oriented investment approach with focused portfolios typically diversified across 25–35 stocks, offering both discretionary and sub-advised wrap accounts along with special-project research on equity matters.