Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

Amanda Burrows is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She has been with Financial Insights Wealth Management since 2019 and previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, providing comprehensive wealth management, retirement planning, and portfolio management. The firm’s investment approach focuses on asset allocation, fundamental analysis, and client risk profiling, supplemented by educational seminars and specialized programs such as a Bridge Program for retired financial professionals.

Crystal Mcmahon is a CFP® professional with 10 years of industry experience, currently serving at Arrowroot Family Office, LLC since 2023. Her prior roles include positions at Great Life Investing LLC, Great Life Realty LLC, David Noble Insurance dba Great Life Planning, and City Closers/Coldwell Banker Commercial. She also provides tax preparation services as an enrolled agent through Great Life Investing LLC. Arrowroot Family Office offers advisory services to individuals and families, as well as various institutional clients, focusing on asset allocation and using analytical tools such as efficient-frontier analysis and Monte Carlo simulations. The firm manages portfolios primarily composed of ETFs and mutual funds, with selective use of individual securities, fixed income, and private placements, and provides multi-family office services along with specialized offerings including private fund management and educational programs.

Thomas Oakes is a financial advisor at American Northwest Advisory Services L.L.C. with 11 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment involving activities such as video creation, tutoring, and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation with a core-and-satellite approach and has a significant concentration of assets in pension consulting relationships.

Richard Wyman is a financial advisor at Highland Capital Advisors, LLC with 28 years of industry experience. He has been with Highland Capital Advisors since 2006. He holds Series 63 and Series 65 designations. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm focuses on non-discretionary investment consulting using institutional analytic techniques and restricts its advice to non-covered securities without providing continuous portfolio supervision.

Jeffrey Hughes is a financial advisor at Investor Fan with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Investor Fan for 12 years. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a Modern Portfolio Theory-based investment approach, incorporating fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to each client's goals.

Ethan Cox is a financial advisor with American Northwest Advisory Services L.L.C. based in Federal Way, WA. He holds a Series 65 designation and has 10 years of industry experience. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm uses a core-and-satellite approach with strategic asset allocation primarily for clients nearing retirement and has a significant focus on pension consulting relationships.

Michael Schwartz is a financial advisor at Decker Retirement Planning Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual and Centaurus Financial. Decker Retirement Planning provides personalized retirement and financial planning services, along with discretionary investment management, to individuals, trusts, estates, and various business entities. The firm uses quantitative, computer-driven investment models across multiple portfolio types and employs a multi-office team structure.

David Rowe is a financial advisor at Highland Capital Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Highland Capital Advisors since 2012. Outside of his advisory role, he is associated with the Stevens Pass Ski School and the Professional Ski Instructors of America – Northwest Division. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting supplemented by an optional Implemented Solutions service. The firm focuses on institutional analytic techniques and restricts advice to non-covered securities, providing periodic reviews rather than ongoing portfolio management.

Daryl Miller is a financial advisor at Continental Investors Services, Inc. with 28 years of industry experience. He holds Series 65 and Series 63 designations and has worked with several firms including Sweetwater Investments, Inc. and RA Bench, Inc. before joining Continental Investors Services in 2019. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients, focusing on discretionary and non-discretionary investment account management rather than comprehensive financial planning. The firm emphasizes securities management and trading, including fixed income and municipal markets, and operates affiliated broker-dealer activities.

Randall Kim is a financial advisor at Merit Financial Advisors with 48 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes positions at LPL Financial, Path Wealth Management LLC, Triad Financial Strategies, and Purshe Kaplan Sterling Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a long-term, diversified investment approach with centrally managed portfolios overseen by an internal investment team and committee.

Luke Mazariegos is a CFP® and holds a Series 63 license with experience across several financial firms, including Mercer Advisors and Key Investment Services LLC. He has one year at Composition Wealth, LLC and previously worked in banking and hospitality. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with supplemental strategies including individual securities and independent managers.

Lauren Snider is a financial advisor at Capital Analysts with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Lincoln Investment and Thrivent Financial. Outside of her advisory role, she manages social media marketing for a horse gear boutique called Buckskin Brand and is interested in taking over ownership of the business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors as well as institutions, offering portfolio management, custom and model portfolios, and retirement plan advice through a combination of discretionary and non-discretionary investment management.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He previously worked at Horter Investment Management for five years. Outside of his advisory role, he serves as Service Director at New Life Church in Renton and has operated an insurance brokerage focused on solutions for pre-retirees and retirees since 1986. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Jody Balmer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at B. Riley Wealth Advisors since 2005 and previously spent 27 years with National Securities Corporation. Outside of his advisory role, Balmer serves as president of 401K Retirement Inc., a business focused on payment of business expenses. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

David Paulson is a CFP® and ChFC® with seven years of experience in financial services. He currently works at Composition Wealth, LLC and previously held roles at Edgewater Wealth Management, Northwestern Mutual Investment Management, Becu, Lighthouse Institute, and Sumner School District. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Steve O'flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Ashton Guiltinan is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Simplicity Investments, Coastal Wealth Management, and Key Investment Services LLC. Outside of his advisory role, he is the cofounder and chief financial officer of DAGR Tech, a company developing custom firmware to enhance cybersecurity for home Wi-Fi routers. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs diverse investment strategies tailored to client objectives and risk tolerance and manages $103.6 million in discretionary assets across a multi-team structure.

Kaleb Cervantes is a financial advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors and McIrath & Eck. Cervantes is involved in retirement plan operations management within affiliated entities of Alera Group, working directly with plan clients on various account and plan-related matters. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored plans. The firm employs a primarily long-term, fundamental analysis approach and integrates insurance and pension consulting platforms to support a wide range of client needs.

Jason Dray is a CFP® with 13 years of industry experience. He is currently with Advisors Capital Management, LLC and has previously worked at Empower Advisory Group, PepsiCo, Fisher Investments, and Cetera Investment Services LLC. Advisors Capital Management serves a wide range of clients, including high-net-worth individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management combining top-down macro analysis with bottom-up security selection across proprietary strategies and manages over $8.1 billion in discretionary assets.