Thor McIlrath is a CFP® professional with 23 years of industry experience, currently serving at McIlrath & Eck, LLC since 2007. He holds Series 63 and Series 66 licenses and practices in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and uses a combination of active and passive management guided by Modern Portfolio Theory, incorporating both fundamental and technical analysis in its customized portfolio strategies.

Andrew Amoroso is a financial advisor at Abraham & Co., Inc. in Lynnwood, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Abraham & Co. in 2023, he worked at Thomas Consulting for six years and operated Amoroso Enterprises LLC, where he serves as a notary public. Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high-net-worth clients, employing client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios that include mutual funds, ETFs, options, and selective small-cap holdings.

Michael Gill More is a CFA® charterholder with two years of industry experience. He is currently an advisor at Harbour Investment Management L.L.C., where he has worked since 2023. Prior to joining Harbour, he was with PaxJor Investments from 2020 to 2023 and Edge Asset Management from 2005 to 2020. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and continuous supervision to build diversified portfolios tailored to longer-term objectives, managing approximately $470 million in assets for about 195 clients.

Brian Dawson is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience at Bear Mountain. He is also a shareholder and CPA at The Dawson Group, PS, a CPA firm he has been involved with since 2013, focusing on tax return compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily constructed from index ETFs, mutual funds, equities, and fixed-income securities.

Mark Weatherly is a ChFC® and holds a Series 66 license with 10 years of industry experience. He is currently with IP Financial Advisory Services LLC and has prior experience at Edward Jones. Outside of his advisory work, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non‑high-net-worth individuals and utilizes a range of analyses and third-party investment advisors to construct and monitor customized portfolios.

Sean Bolen is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Leverage Planners Wealth Management and Edelman Financial Engines. Outside of his advisory role, Bolen is an owner and insurance agent for Harbourview Advisors, specializing in primary principal protected insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers through its managed account platform.

Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Todd Mccaffray is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2022. He has previously worked at Kestra Advisory Services, Kestra Investment Services, Equity Services, Inc., and other firms. In addition to his advisory role, he is an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Jeffrey Bogdanovich is a financial advisor at Forum Financial Management, LP with over 27 years of industry experience. He holds the PFS™ designation and previously operated Bogdanovich Wealth Management, PLLC, where he provided tax preparation services alongside his advisory work. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA mutual funds and ETFs, and manages approximately $9 billion in assets.

Aliina Anton Erik is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation and seven years of industry experience. She has worked at Avantax Planning Partners since 2022 and has been involved with Anton-Erik & Co., PLLC, a tax, accounting, and business consulting firm in which she manages firm operations and client services. Prior to that, she worked at Werner, O'Meara, & Co., PLLC from 2012 to 2020. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm delivers discretionary portfolio management through model-based style allocation strategies and offers tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.

Lauren Michael is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. She has been with Sequent Planning and UAG LLC since 2026 and has additional experience at United Life and Casualty beginning in 2021. Lauren’s prior background includes roles at the University of Washington and in the automotive licensing sector. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a structured risk framework and diversified investment approach.

Wade Smith is a financial advisor at Cooper McManus with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cooper McManus Wealth Management since 2023. Prior to this, he spent over two decades at KMS Financial Services and held roles at Securities America Advisors and Cambridge Investment Research. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process that includes individual securities, pooled products, and various instruments tailored to client objectives, alongside model asset-allocation portfolios implemented via sub-advisors and co-advisory platforms.

Richard Keppler is a financial advisor at First Advisors National, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Alliance Fund Distributors, Inc. since 1995. In addition to his advisory role, Keppler is an independent insurance agent servicing clients in Coupeville, WA. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, overseeing approximately $506.8 million in discretionary assets. The firm focuses on selecting and monitoring third-party money managers and integrates tactical and strategic asset allocation methodologies with fundamental analysis.

John D'amelio is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Harbour Investments, Inc. and Koenig Financial Group, having previously worked at Greystone Financial & Estate Services, The Mather Group, LLC, and Soundmark Wealth Management, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Kevin Smith is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha since 1985. Outside of his advisory role, he is also an insurance agent licensed for multiple lines of insurance and represents American Senior Resources for health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and leverages MOIS-approved model portfolios with various management options.

Calvin Heck is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds a Series 63 designation and has worked at Wedbush Morgan Securities since 2003. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Cody Crawford is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2025, and has previous experience at several advisory firms including SPG Advisors LLC and Dynamic Income Strategies LLC. In addition to his advisory role, Crawford assists clients with income planning and insurance integration through his work with Retirement Wealth Pro. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisors, managing primarily discretionary accounts through a combination of proprietary models and third-party managers.

Jeffrey Janeway is a CFP® with 11 years of experience in financial advisory. He is currently with Harbour Investments, Inc., where he has worked since 2019, and he also owns Koenig Financial Group, an independent insurance agency. His prior roles include positions at Securities America and Bank of America. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with varying investment approaches tailored by individual advisors and approved third-party managers.

Ron Kirkpatrick is a financial advisor with Accelerate Retirement, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, along with ownership of Liberty Benefits Group, where he oversees operations and assists in sales and service. Outside of finance, he serves as a head varsity basketball coach for a high school team. Accelerate Retirement provides retirement plan consulting, investment management, financial planning, and fiduciary services to individual and institutional clients. The firm employs a long-term investment approach using customized portfolios and manages significant retirement plan assets while offering insurance services through licensed professionals.

David Harry is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds a Series 65 designation and has previously worked with DTM3 Advisors and Dtm3 Corporation. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services such as financial planning, portfolio management, and retirement plan services, typically using a fund-of-funds approach with ETFs, mutual funds, and individual securities, supported by a formal due diligence process for third-party managers.