Haleigh Thompson is a financial advisor at Northwest Asset Management with two years of industry experience. She holds a Series 65 designation and has previously worked at Investors Portfolio Services and Fortune Financial Services. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers investment management, retirement and financial planning, ERISA/401(k) consulting, tax preparation, and other services, employing a fiduciary approach with portfolio diversification and periodic rebalancing.

Christopher Loutsis is a financial advisor at Merit Financial Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked with firms including PKS Investments, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he serves as president of two nonprofit organizations, Civil Liberty Training and Affordable Housing Services, focused on public benefits. 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, retirement plan consulting, and financial wellness programs, with an investment approach centered on long-term diversified asset allocation through centrally managed portfolios.

Richard Lackey is a CFP® professional with 22 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at KG Advisors II, L.P., S & A Wealth Management, LLC, and Shannon & Associates, LLP. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm offers a range of services such as asset management, financial planning, ERISA plan advisory, and the selection of third-party money managers, managing portfolios through a combination of active and passive strategies tailored to client objectives.

Venise Lee is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial. Outside of her advisory role, she is involved with BLISS Financial Wellness, a business related to her LPL activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, wealth management, and retirement plan consulting services. The firm allocates client assets across diversified mutual funds, ETFs, individual securities, and independent managers, employing both fundamental and technical analysis.

Joseph Schreiber is a financial advisor at Northwest Asset Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2012. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, with a focus on customized, fiduciary portfolio management that incorporates both fundamental and technical analysis.

Steve Shelgren is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. His prior roles include positions at WWR, Lincoln Investment Planning Inc., and his own firm, Shelgren Financial Group, Inc. Outside of advising, he is a limited partner in ventures related to land ownership and water rights. Capital Analysts serves a range of clients including individual, high-net-worth, institutional, and charitable organizations, providing portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches supported by an in-house research team and third-party managers.

Noura Alsheikh is a financial advisor at Northwest Asset Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Redfin Corp, and Kms Financial Services, Inc. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation, using a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Her career includes roles at Lincoln Investment Planning since 2012 and Valic Financial Advisors from 2003 to 2012, alongside ongoing insurance sales since 2014. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team using a proprietary fund screening process.

Casey Elkins is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Foundations Investment Advisors LLC since 2021 and previously held roles at Elevated Capital Advisors, Rust Automation & Controls, United Rentals, Baker Corp, and Ryan Herco Flow Solutions. In addition to his advisory work, Elkins is involved in fixed insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers a range of advisory and sub-advisory services through a large network of affiliated offices.

Kelli Young is a financial advisor with Ascentis Independent Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 21 years of industry experience. She has worked at Golden State Equity Partners d/b/a Longevity Wealth, Miller Advisors, Inc., Raymond James Financial, and MSI Financial Services, Inc. Kelli is also the owner of Longevity Navigator, LLC, a startup focused on developing long-term planning solutions. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using discretionary management, third-party managers, and private direct investments, with portfolios monitored and rebalanced regularly.

Teresa Starman is a CFP® professional with 25 years of industry experience. She has been with Northwest Asset Management since 2018, following prior roles at Wells Fargo Clearing and Edward Jones. She is a member of the Snohomish County Estate Planning Council and holds insurance licenses in Washington State for life, disability, variable life, and variable annuity products. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm offers customized investment management and planning services, employing strategic asset allocation based on Modern Portfolio Theory and utilizing diversified ETFs, mutual funds, and individual securities where appropriate.

Ankit Vats is a financial advisor at Northwest Asset Management with a Series 65 designation and one year of industry experience. His prior roles include positions at Richmonks Advisory Services Private Limited and Empire Sandwiches. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, financial planning, consulting, tax preparation, and sub-advisory services, utilizing strategic asset allocation and Modern Portfolio Theory with diversified ETFs, mutual funds, and fixed-income instruments.

Ryan Masterson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at NorthRock Partners since 2023 and previously held roles at Ameriprise and First Allied Advisory Services. Outside of his advisory work, he owns a non-investment-related business in Issaquah, WA. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach using broad asset allocation, diversification, periodic rebalancing, and integrates private market allocations, supported by AI tools and human oversight.

Michael Baer is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and Charles Schwab. Outside of his advisory role, Baer serves as the mascot for the Seattle Sounders Football Club and consults on trends in the RIA industry. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy overseen by an internal investment management team and offers a range of account options supported by a network of investment adviser representatives.

Kelly Shelgren is a financial advisor with Capital Analysts in Renton, WA, holding a Series 66 credential and over 10 years of industry experience. She has been affiliated with Lincoln Investment since 2015 and operates Shelgren Financial since 2010. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and in-house investment management.

Alice Boytz is a financial advisor at Northwest Asset Management with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at UBS Financial Services, Piper Sandler & Co., and the University of Washington. Northwest Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, and institutional clients, offering customized investment management, retirement and financial planning, and consulting services. The firm’s investment approach emphasizes strategic asset allocation using diversified ETFs, mutual funds, individual securities, and fixed-income instruments, with periodic rebalancing.

Gregory Headrick is a CFP® professional with 34 years of experience in financial advising. He has worked at Northwest Asset Management since 2008 and previously spent 17 years with Purshe Kaplan Sterling Investments. Outside of his advisory role, Headrick serves as treasurer, trustee, and finance and investment committee member for UCDS, a private school in Seattle. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory, using diversified ETFs, mutual funds, and selected individual securities, providing customized investment management and complementary financial planning and consulting services.

Robert Seibel Jr. is a financial advisor at Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fidelity Investments, Edward Jones, and other financial firms, as well as work outside finance at Union Pacific Railroad and in the food service industry. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation with centrally managed model portfolios, supported by both in-house and third-party investment management, and offers a range of advisory and financial wellness services.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC in Renton, WA. He holds Series 63 and Series 65 credentials and has six years of industry experience at Foundations and Elevated Capital Advisors, along with over four decades operating his own independent advisory practice. In addition to his advisory work, he is involved in selling life insurance and fixed annuities. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses tailored client profiles and a combination of fundamental, technical, and cyclical analysis, employing model portfolios and sub-advisory arrangements in its investment approach.

Rory Cannon is a financial advisor with Capital Analysts based in Renton, WA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, Charles Schwab, and Morgan Stanley. Outside of advising, he provides financial professional services through Sagient Financial Group, LLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house Investment Management & Research team.