Brian Whitaker is a CFP® professional affiliated with Northern Lights Advisors, Inc. in Seattle, WA, with 23 years of industry experience. He previously worked for LNW Wealth Management, LLC for 19 years before joining Northern Lights Advisors. Northern Lights Advisors serves both individual and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a client-specific approach combined with proprietary model portfolios and web-based automation, emphasizing mutual funds, ETFs, and direct indexing.

John Storbeck is a financial advisor at Omega Financial Investments & Insurance in Kirkland, WA, holding a Series 65 designation with 18 years of industry experience. He has been associated with Omega Financial Corporation since 1982. Omega Financial Investments & Insurance provides discretionary portfolio management to both high-net-worth and non-HNW individual clients, combining advisory services with a licensed insurance agency. The firm uses technical and cyclical analysis to select securities and manages approximately $70 million on a discretionary basis.

Amy Mutal is the managing partner at Prevail Wealth Management in Kirkland, WA, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has led Prevail Wealth Management since 2012. Prevail Wealth Management provides personalized financial planning and advisory services to individuals, families, trusts, foundations, non-profits, and business entities. The firm operates as a fee-only fiduciary, managing approximately $260.8 million in assets for roughly 264 clients, using diversified, tax-aware portfolios primarily composed of ETFs, index, and mutual funds.

Jeffrey Kauffman is a financial advisor at Summit Family Office Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Snider Retirement Strategies, Inc., CrescitAl Capital LLC, and Le-Vel Brands, LLC. Summit Family Office Services provides portfolio management and financial planning to individual clients, including high-net-worth individuals. The firm uses a client-tailored approach with fundamental and cyclical analysis alongside modern portfolio theory, offering access to a broad range of investment types and both performance-based and asset-based fee arrangements.

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.

Candace Swayne is a financial advisor at WMS Wealth Management LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at SANDLAPPER Wealth Management, LLC and Pacific West Securities, Inc. Outside of her advisory role, Candace supports operations at Chelan Ridge Winery, assisting with wine sales, staff management, and customer service. WMS Wealth Management LLC provides investment management, supervisory services, and occasional financial planning for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-high-net-worth clients, managing portfolios with a combination of active and passive strategies tailored to client objectives and risk tolerance.

Dipit Gupta is a financial advisor at Finomenon Investments LLC in Kirkland, WA, holding a Series 65 designation. He began his advisory career in 2025 after completing his education at the University of California at Berkeley. Finomenon Investments LLC provides investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm offers tailored portfolios combining passive and active strategies, with a focus on asset allocation, risk tolerance, and tax considerations, and also delivers educational seminars and speaking engagements alongside personalized advisory services.

Martin Lundgren is a CFP® and CFA® with 14 years of experience in the financial industry. He has been with Northern Lights Advisors, Inc. in Seattle, WA since 2013. Northern Lights Advisors serves both individual and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm combines traditional advisory relationships with a web-based automated portfolio program that uses proprietary model portfolios to provide investment recommendations.

Bryce James is a financial advisor at Smart Portfolios, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Smart Portfolios since 2005. Smart Portfolios, LLC provides investment management and financial planning to retail and high-net-worth clients through discretionary portfolio management, signal subscription services, and consulting. The firm uses a model-driven approach based on proprietary Dynamic Portfolio Optimization and incorporates multiple research sources, favoring ETFs for tactical exposure.

Jason Sikma is a financial advisor at Lake Avenue Financial LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity and its affiliated entities for over a decade before joining Lake Avenue Financial. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and other financial institutions. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting services, emphasizing customized asset allocation and model-based portfolio construction.

Mark Bergeron is a CFP® with 26 years of industry experience, currently serving at WLFB Inc. in Bellevue, WA. He has worked at WLFB since 1997 and has been involved with Smart Portfolios, LLC since 2019. Bergeron is also active as an insurance broker, focusing on life and disability insurance. WLFB Inc. is a small, supported registered investment adviser that serves individuals, trusts, closely held businesses, and pension plans. The firm provides financial and retirement planning and refers clients to third-party investment managers, operating on a non-discretionary basis with an emphasis on diversification and manager monitoring.

Todd Schliiter is a CFP® with 22 years of industry experience, currently serving as President and Chief Compliance Officer at Sila Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. In addition to his advisory work, he is licensed for life insurance and fixed annuity sales. Sila Financial provides fee-based portfolio management and comprehensive wealth-management services to individuals, businesses, qualified retirement plans, trusts, estates, and nonprofits. The firm constructs custom portfolios combining mutual funds, ETFs, REITs, and individual securities, prioritizing low-cost index options and employing both long-term and shorter-term investment strategies.

Paul Horng is a CFA® charterholder with 12 years of industry experience. He currently works at MindState Capital LLC, where he has been since 2024. Prior to this, he spent eight years at Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers and three years at Badgley Phelps Wealth Managers, LLC. MindState Capital is a small registered investment adviser serving high-net-worth individuals, trusts, and other legal entities. The firm combines fundamental research with quantitative optimization and computer models to construct customized portfolios and offers discretionary portfolio management along with derivatives strategies such as options, covered calls, collars, and straddles.

Matthew Wilkinson is a financial advisor at Clear Wealth Management with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Clear Wealth Management since 2017, following an 11-year tenure at Arbor Capital Management Corp. Clear Wealth Management serves individual clients, including high-net-worth households, and small businesses, providing discretionary investment management and business consulting for employer retirement plans. The firm employs a mix of investment strategies guided by fundamental analysis and offers educational seminars related to its retirement-plan consulting services.

Eric Johnson is a financial advisor with Seattle Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at American Institutional Assets, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as a business advisor to 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 diversified investment approach, managing approximately $131 million in discretionary client assets across about 100 clients.

Douglas Springer is a financial advisor with Helmsman Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Partners Investment Network, Inc. and MRW Financial Services since the late 1990s. Outside of advising, he is a member of an LLC that owns a commercial building. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment strategy focused on current income, managing accounts on both discretionary and non-discretionary bases through multiple portfolio programs.

Shaina Englund is a financial advisor at Ceva Advisors with two years of industry experience. She holds a Series 65 designation and has worked at Ceva Capital LLC since 2022. Prior to that, she was involved with Sign and Wine LLC from 2019 to 2023. Ceva Advisors is a small, state-registered firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers customized portfolios that may include ETFs, mutual funds, individual securities, private placements, and digital assets.

Michelle George is a financial advisor at Aspire Capital Advisors LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Bovey & Associates. In addition to her advisory role, she assists clients with filing tax returns for a fee. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach centered on fundamental analysis and low-cost mutual funds and ETFs, while also conducting internal due diligence and regular account reviews.

Chase Ferderer is a financial advisor at Comprehensive Wealth Management with 10 years of industry experience. He has held positions at Independent Financial Group, LLC and Ameriprise Financial Services, Inc. His background also includes a role at Orswell Events. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, and individual pension accounts. The firm’s investment approach combines proprietary models and a mix of passive and active strategies, focusing on downside protection and target returns.

Kristi Henderson is a CFP® and PFS™ with 18 years of experience, currently serving at Madrona Financial & CPAs. She has worked with related entities including Madrona Advisory Group, LLC, Madrona Insurance Services, LLC, and Bauer Evans, Inc., P.S. since 2007. Henderson has served on the board of directors for Mountain Pacific Bank since 2019. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies primarily built with ETFs and also advises on alternative investments such as Delaware Statutory Trusts and structured notes.