Brian Betz is a financial advisor at Percension Wealth Advisors, LLC in Sammamish, Washington, with 15 years of industry experience. He holds a Series 65 designation and has been with Percension Wealth Advisors since its founding in 2011. Percension Wealth Advisors provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm employs both active and passive management approaches, incorporating technical analysis, short-term trading, and options-writing strategies tailored to each client’s goals and risk tolerance.

Hon Ching Lai is a financial advisor with Albatrox Capital in Kirkland, WA, holding a Series 65 designation and two years of industry experience. Prior to joining Albatrox Capital, he was involved in real estate investment and management. Outside of advisory services, he owns Albatrox Holdings, LLC and its subsidiary Albatrox Woodlands, LLC, which manage his real estate portfolio in Wisconsin. Albatrox Capital provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, family offices, institutional clients, and other advisers. The firm employs a mix of fundamental, quantitative, and market analysis, and is registered as a commodity pool operator with the NFA, offering both traditional securities advice and a systematic futures trading pool.

Amanda Chang is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with Adele Brady Bolson CPA PS since 2001. Adele Brady Bolson CPA PS is a licensed CPA firm that provides accounting, tax, and related business services alongside investment advisory and financial planning for individuals, trusts, estates, and corporate accounts. The firm emphasizes tailored investment policy statements, broad diversification, and a fee-only approach, with most of its workload focused on accounting and tax services.

Robert Dainard is a financial advisor at Hara Capital LLC in Bellevue, WA, holding Series 63 and Series 65 designations with 18 years of industry experience. He previously worked at Evergreen Capital Management for 10 years before joining Hara Capital, where he has been since 2022. Hara Capital provides customized portfolio and asset management services to individuals, trusts, estates, corporations, and charitable foundations, employing a fundamentally driven Quality-Value framework and Capital Cycle Analysis. The firm serves a range of clients, including high-net-worth individuals and charitable foundations, focusing on long-term diversification and centrally managed risk exposures.

Steven Toepel is the principal of Toepel Investment Counsel, Inc., an independent advisory firm he founded in 1995. He holds a Series 65 designation and has 31 years of industry experience. Prior to establishing his firm, his background includes broker-dealer and principal-level registrations. Toepel Investment Counsel, Inc. provides portfolio advisory and management services to individuals, trusts, qualified retirement plans, pension and profit-sharing plans, and corporations. The firm offers discretionary and nondiscretionary account management, focusing on after-tax, after-inflation returns across broad asset classes, and uses both active management and market index funds or ETFs where appropriate.

Rongke Lin is the sole advisor at Jar Advisor, an independent firm based in Seattle, WA. He holds Series 63 and Series 65 credentials and has six years of industry experience. His prior roles include positions at InVisionApp and Spider.AI. Jar Advisor primarily serves individual and high-net-worth clients with discretionary portfolio management and investment consulting focused on goal-based outcomes. The firm employs a systematic, proprietary approach using a universe of ETFs and mutual funds, managing portfolios along glidepaths with algorithmic monitoring and periodic reviews.

Scott Caufield is a financial advisor at Sophos Wealth Management with 14 years of industry experience. He holds the Series 65 designation and previously worked at Pacific Value, LLC for 10 years before founding Sophos Wealth Management in 2021. Sophos Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and trusts. The firm uses fundamental analysis and an asset-allocation framework incorporating equities, fixed income, alternatives, and cash, with regular account reviews and a willingness to hold elevated cash or short-term Treasuries when market valuations are high.

Robert Lockyer is a financial advisor with Business Wise Insurance, PLLC in Snohomish, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has led Business Wise Insurance entities since 2004, focusing on health insurance and financial advisory services. Outside of his advisory role, Lockyer serves as a board member of the Navy League of the U.S. Business Wise Insurance, PLLC is a state-registered independent advisory firm serving a small client base with services that include portfolio management, financial planning, and retirement plan advisory. The firm primarily uses third-party investment advisers and custodian platforms to provide tailored investment solutions, and it also operates as a licensed insurance producer offering group and personal lines within business-benefit and estate planning contexts.

David Donhoff is a financial advisor at Leverage Planners Wealth Management, LLC in Renton, WA, with nine years of industry experience. He holds a Series 65 designation and has been with Leverage Planners since 2017. Prior to this, he has been involved with No Bull Financial LLC since 2001, where he also engages in insurance sales and services on a limited basis. Leverage Planners primarily serves individual clients, offering discretionary asset management along with comprehensive financial planning and consulting. The firm emphasizes educational outreach through newsletters and public seminars, and employs a combination of fundamental, technical, and cyclical analysis in investment decisions, supported by a third-party sub-advisor for portfolio implementation and tax-efficient strategies.

Rizwan Rizwi is a financial advisor at SAR Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SAR Wealth Management since 2010. Outside of advisory work, he owns businesses in business consulting and rug import and distribution. SAR Wealth Management serves individual and high-net-worth clients, trusts, foundations, and other entities, including international clients and occasionally Royal Families and sovereign wealth funds. The firm emphasizes Sharia-compliant and socially responsible investment approaches and provides discretionary portfolio management alongside financial planning and consulting.

Scott Minnig is a financial advisor at Capital Investment Services, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Capital Investment Services since 2002 and at Vine Dahlen PLLC since 1999. Capital Investment Services, LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach emphasizing passive index and ETF core holdings alongside selective active funds, delivering advice primarily on a non-discretionary basis.

Eric Turloff is a CFA® charterholder with 25 years of industry experience. He is the principal of Turloff Financial Consulting, where he has worked since 1998. In addition to his advisory role, he is involved in tax preparation services. He is a part of Eagle Harbor Asset Management, Inc., a firm that provides discretionary portfolio management to individuals, high net worth clients, and trusts. The firm focuses on tailored asset allocation and primarily uses individual stocks and bonds, combining fundamental and technical analysis in its investment approach.

Jason Williams is a CFP® with 11 years of industry experience. He is the principal advisor at Williams 360 Financial Advisory, LLC, an independent firm he has led since 2015. His prior work includes a position at CGN Advisors, LLC. Williams 360 Financial Advisory serves individuals, couples, and families with fee-only financial planning and discretionary investment management, focusing on retirement, tax, estate, cash-flow, and risk-management needs. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost passive investments, and incorporates employer retirement plan holdings into overall asset allocations.

Christopher Niemela is a financial advisor at Foresee Wealth Advisors in Bellevue, WA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Foresee Wealth Advisors since 2010, including a current role at FC Wealth, Inc. Niemela also offers life insurance and fixed annuity products as an independent producer. Foresee Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm manages approximately $146 million in assets, providing portfolio management, financial planning, and pension consulting with a focus on diversified investment strategies and plan-level services.

Michael Sander is a financial advisor at Sander Capital Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2015 to 2018. 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 combined top-down economic analysis and bottom-up fundamental research investment approach, maintaining relatively concentrated portfolios with modest turnover.

Adam Zimmerman is a ChFC® with 22 years of experience in the financial industry. He has been with Columbia River Advisors LLC since 2016. Columbia River Advisors manages portfolios and provides financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses a discretionary, asset-based management approach, employing internally developed model portfolios supplemented with third-party managers and a broad range of securities.

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.

Michael Emery is a CFA® charterholder with eight years of industry experience. He is an advisor at Leeward Financial Partners, LLC, where he has worked since 2017. Emery also serves as Co-Head of US Equity Portfolio Management and a senior portfolio manager at Rainier Investment Management, LLC, focusing on domestic growth equity strategies for institutional investors. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services with an institutional investment approach emphasizing long-term asset allocation, risk management, and cost control.

Leland Jeppesen is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. He has managed Jeppesen Financial Services LLC since 2019 and previously worked at Jeppesen Financial Services from 2009 to 2019. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, offering tailored model portfolios that incorporate stocks, bonds, options, mutual funds, and ETFs. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis across passive and active strategies, with the option for performance-based fees on selected models.

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.