Laurie Klein is a CFP® and holds a Series 66 license with 18 years of experience in financial advising. She has been with Kaizen Financial Advisors, LLC since 2010. Kaizen Financial Advisors serves primarily high-net-worth and individual clients, as well as qualified retirement plans, nonprofit organizations, and business entities. The firm employs a long-term, diversified investment approach based on modern portfolio theory, providing discretionary portfolio management and comprehensive financial planning services.

Neil Fenning is a CFP® with 10 years of industry experience, currently serving as a financial advisor at A5 Financial LLC in Bothell, WA. His prior roles include positions at Charles Schwab, Ameriprise Financial Services, and Decker Retirement Planning. In addition to his advisory work, he is also an insurance agent affiliated with A5 Assurance LLC. A5 Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis. The firm conducts public seminars and workshops and maintains close business ties with insurance and accounting affiliates.

Mary Bold is a financial advisor at Abacus Financial Planning with two years of industry experience. She holds a Series 65 designation and has worked in consulting and academic roles, including as an adjunct professor at National University’s JFK School of Psychology and Social Sciences. Abacus Financial Planning is a small, advisor-led firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based approach, primarily using passive mutual funds and ETFs, and integrates financial planning directly into its investment management services.

Keith Campbell is a financial advisor at Smart Portfolios, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Smart Portfolios since 2012. Smart Portfolios serves retail clients, including high-net-worth individuals, by providing model-based portfolio management, signal subscription services, and standalone financial planning and consulting. The firm uses a proprietary Dynamic Portfolio Optimization engine informed by Dynamic Risk Theory to adjust asset allocations and offers both discretionary management and non-discretionary signal services.

Jedediah Sires is a financial advisor at Sound Investment Strategies, Inc. in Bothell, WA, holding a Series 65 designation with 25 years of industry experience. He has been with Sound Investment Strategies since 2006. Sound Investment Strategies provides discretionary portfolio management and integrated financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a combined fundamental and quantitative investment process, focusing on valuation-driven equity analysis and quality-fixed income, and offers specialized services such as option-income strategies.

Dan Uhm is a financial advisor at Seattle Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including American Institutional Assets, LLC, RCX Capital Group LLC, Ross Securities Corporation, and Commonwealth Financial Network. Outside of his advisory role, he is involved as a partner and manager in multiple non-investment related business ventures, including Zeolite Composites, LLC. Seattle Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term, disciplined, and broadly diversified investment approach and manages approximately $131 million in discretionary client assets.

Trent O'neal is a financial advisor at Wayfinding Financial, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors Financial Network LLC since 2013. O'neal is based in Lynnwood, WA, and has been with Wayfinding Financial since 2020. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, managing over $350 million in client assets with a planning-driven, consultative approach that incorporates disciplined asset allocation and a range of investment options.

Brian Mcauley is a financial advisor at Eagle Harbor Asset Management, Inc. with 21 years of industry experience. He holds a Series 65 designation and has worked at Sitka Pacific Capital Management, LLC since 2005. Mcauley is also a member of the Board of Directors for McAuley LCX Corporation, a private family-owned real estate holding company. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and the selection of individual equities and fixed-income securities. The firm combines fundamental and technical analysis and employs both long-term holdings and occasional short-term trades.

Shabrish Menon is a financial advisor at Finomenon Investments LLC with a Series 66 designation and two years of industry experience. Prior to joining Finomenon in 2024, he worked at Ameriprise Financial Services for one year and spent seven years at Amazon. Outside of his advisory role, he serves as Chief Investment Officer for Panum Capital, his private family office in India, and is the Fundraising Chair for Voice of Planet, a nonprofit supporting small businesses. Finomenon Investments LLC offers investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active strategies tailored to client goals, risk tolerance, and tax considerations, and provides educational seminars alongside personalized advisory services.

Shelby Miller is a financial advisor at Helmsman Financial Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Helmsman Financial Group since 2004. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other non-individual entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment approach focused on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

Christopher Kenney is a financial advisor with Waystone Advisors LLC in Redmond, WA, holding a Series 65 credential and 17 years of industry experience. He has held roles at multiple firms including Forthright Capital Partners and MassMutual Investors Services. Kenney is also associated with Christopher Dean and Associates PC, where he provides financial and retirement planning as well as insurance services. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary approach focused on strategic asset allocation, utilizing ETFs, mutual funds, individual securities, and alternative investments, and manages approximately $179 million in client assets.

Brandon Springer is a financial advisor at Helmsman Financial Group, LLC in Woodinville, WA, holding a Series 65 credential with 11 years of industry experience. He has been with Helmsman Financial Group since 2012. Helmsman Financial Group primarily serves individual clients, as well as trusts, estates, and other non-individual entities, providing portfolio management and financial planning services. The firm follows a value-oriented, long-term investment approach with an emphasis on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

Austin Dean is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Waystone Advisors LLC, having joined in 2024, and previously held roles at Lion Street Financial and Guide Advisors. Outside of advising, he owns Dean Family Real Estate LLC, which focuses on personal real estate investing and private lending. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary, customized approach with portfolios commonly constructed from ETFs, mutual funds, individual securities, and alternative investments.

Donald Creech is a CFP® with 35 years of industry experience, currently serving at Investor Resources Inc. since 1990. He is also the President and Owner of Donald Creech Consulting, providing investment consulting and pre-market analysis to advisors nationwide. Investor Resources Inc. offers discretionary investment advisory services to individuals, high-net-worth clients, trusts, and pension plans, with a focus on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also provides qualified retirement plan trustee support and manages small, concentrated portfolios alongside formal retirement plan services.

Philip Murphy is a CFA® charterholder with 22 years of industry experience. He is affiliated with Smart Portfolios, LLC and has worked at PLM Investment Advisers, Inc. since 2006. Smart Portfolios serves retail clients, including high-net-worth individuals, by providing model-based portfolio management, signal subscription services, and standalone financial planning. The firm uses a proprietary Dynamic Portfolio Optimization engine and combines in-house modeling with third-party research and sub-advisory relationships to manage discretionary and non-discretionary assets.

Clarissa Candelario is a financial advisor with Private Asset Management Inc in Kirkland, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her prior roles include positions at Fidelity Investments, The Retirement Solution Inc., HighTower Advisors LLC, Coldstream Wealth Management, and Ameriprise Financial Services, Inc. Private Asset Management Inc provides wealth management and investment consulting to individuals, high-net-worth families, and charitable foundations, offering customized portfolio construction across multiple asset classes and regular, bound quarterly reporting with market-overview letters. The firm also facilitates direct and pooled real estate investments and supports clients with educational resources, hourly advisory engagements, and specialized services such as retirement-plan rollovers and tax-report preparation.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Anchor Financial since 2020, with prior roles at Gradient Securities, Covenant Senior Life, and Packerland Brokerage Services. Reed is also the owner of The Medicare Exchange, an insurance sales organization specializing in Medicare products. Anchor Financial serves primarily individual, non-high-net-worth clients through discretionary asset management focused on mutual funds and ETFs. The firm offers retirement plan services and third-party manager referrals, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances.

Benjamin Englund is a financial advisor at Ceva Advisors with a Series 65 designation and three years of industry experience. Prior to joining Ceva Advisors, he worked at SLC Management for 16 years and held roles at several other firms including Aberdeen Capital LLC and NWAM, LLC. Ceva Advisors is a state-registered advisory firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory-based approach, using diversified, low-cost funds and bespoke portfolio adjustments, and offers private investment recommendations and direct digital-asset allocations as part of its services.

Tera Probst is a financial advisor at Sound Legacy Wealth Advisors, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses with five years of industry experience. She previously worked for Banc of America Investment Services, Inc. for 20 years and Seafirst National Bank for 27 years. Sound Legacy Wealth Advisors provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, qualified purchasers, and some institutional clients. The firm uses a combination of passive and active investment techniques tailored to client suitability, risk tolerance, and time horizon, and offers multi-generational legacy and family-office style services.

Steven Rosenthal is a financial advisor at Fulcrum Wealth Advisors, LLC in Bellevue, WA, with six years of industry experience. He holds a Series 66 designation and has worked in both financial advisory and tax-related roles, including serving as a CPA providing tax planning and preparation services through his own accounting practice and as a senior tax expert at Intuit Inc. Fulcrum Wealth Advisors serves individual and institutional clients, offering discretionary investment management, wealth management, financial planning, and ERISA plan consulting. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and third-party manager allocations to manage approximately $208 million in discretionary assets.