Michael Sander is a financial advisor with Sander Capital Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. His prior work includes roles at JPMorgan Securities, LLC and JPMorgan Chase Bank. 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 combination of top-down economic analysis and bottom-up fundamental research to construct relatively concentrated portfolios managed on a discretionary basis.

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 nine years of industry experience, currently serving as an advisor at Cedar River Capital, LLC since 2017. Prior to this, he operated PL Consulting for one year. He is an advisory board member of GMJ Technologies and holds stock options representing approximately 0.5% ownership in the company. Cedar River Capital provides discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, while also serving institutions and other advisers through subadvisory and model-portfolio services. The firm employs multiple equity-focused strategies combining fundamental and quantitative analyses and maintains a broader operational footprint than typical for its size.

William Culbertson III is a Series 65 licensed financial advisor with 20 years of industry experience. He is currently with MindState Capital LLC, where he has worked since 2022. Prior to that, he spent 15 years at Bastiât Capital, LLC. MindState Capital is a boutique registered investment adviser managing approximately $70 million for about 16 clients, primarily high-net-worth individuals, trusts, and legal entities. The firm provides discretionary portfolio management using a combination of fundamental research, quantitative optimization, and derivatives strategies, with advisor-led oversight and quarterly reviews.

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 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.

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.