Paul Szilassy is a financial advisor at Cornerstone Alternatives with one year of industry experience. He holds a Series 65 credential and also serves as a senior manager in sales and market support at Philips Healthcare, where he has worked for over 25 years. Cornerstone Alternatives primarily serves individual and high-net-worth accredited investors, focusing on private market offerings such as private placements, closed-end funds, structured notes, and special-purpose vehicle private funds. The firm emphasizes tactical allocation using fundamental, technical, and cyclical analysis and provides a mix of trade execution, non-discretionary recommendations, and discretionary management services.

Rodger Shute is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 36 years of industry experience. He has been with Johnson & Shute since 1989. He holds a Series 63 designation. Johnson & Shute Investment Advisors provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm offers client-selected model portfolios composed of low-cost, passively managed equity and fixed-income mutual funds, with a long-term buy-and-hold strategy and non-discretionary management.

Ronald Peck II is a CFP® professional with 19 years of industry experience, currently operating as the sole advisor at Fearless Wealth, LLC since 2004. He is also the owner of an investment education company that publishes a monthly research letter. Fearless Wealth provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, including certain retirement and employee benefit plans. The firm emphasizes individualized portfolios with ongoing supervision, employing economic, technical, and cyclical analysis to implement diverse investment strategies tailored to client goals.

Daniel Rutter is a CFA® charterholder with 22 years of industry experience. He has been with Agate Pass Investment Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC from 2012 to 2018. He is based in Bainbridge Island, WA. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 discretionary client accounts. The firm focuses on quality and growth at a reasonable price through fundamental research and builds diversified portfolios primarily composed of individual stocks and investment-grade short-to-intermediate bonds, with a long-term, low-turnover investment approach.

Robert Sander is the principal of Sander Capital Advisors, Inc. in Seattle, WA, with 39 years of industry experience. He has led Sander Capital Advisors since 1986. Outside of his advisory role, he maintains a part-time family real estate business. Sander Capital Advisors manages discretionary, individually tailored large-cap equity portfolios primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combined top-down macro and industry analysis with bottom-up fundamental research, focusing on widely followed companies with above-market growth prospects and reasonable valuations.

Paul Pineda is a financial advisor at Asymmetric Advantage Capital Management, LLC in Bellevue, WA, with 23 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of his advisory role, Pineda serves on the boards of several nonprofit organizations focused on youth services and philanthropy, including Youth Eastside Services, ScoutReach Foundation, and SeeYourImpact.org. Asymmetric Advantage Capital Management is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and nonprofits. The firm employs a blend of fundamental and technical analysis alongside a proprietary quantitative risk-management system to manage diversified portfolios and focused active strategies.

Aaron Terwedo is a financial advisor at TFS Advisors, LLC with 11 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Terwedo has served as a board member of the Foundation for Edmonds School District and is an editorial board member for the peer-reviewed journal of the Society of Certified Senior Advisors. TFS Advisors serves individuals, high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and tax preparation through Enrolled Agents. The firm employs a fundamental, long-term risk-based approach with a mix of discretionary and non-discretionary account management and offers in-house tax services and third-party adviser support.

Anthony Rossi is a financial advisor at Integrated Wealth Advisors, LLC in Bellevue, WA, with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Commonwealth Financial Network, and Tax Alpha Group LLC. Integrated Wealth Advisors serves individual and high-net-worth clients by providing financial planning, retirement-plan consulting, and discretionary portfolio management. The firm combines in-house management with third-party platform programs and utilizes a quantitative adviser’s actively managed ETF as a core equity vehicle for many clients.

James Falcone is a financial advisor with Fulcrum Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Oppenheimer, and UBS Financial Services. He is also a licensed fixed insurance producer selling life, disability, annuities, and long-term care insurance. Fulcrum Wealth Advisors serves individual and institutional clients with discretionary investment management, wealth management, financial planning, and consulting. The firm combines quantitative and qualitative analysis with modern portfolio theory and technical analysis, managing a diverse range of assets including traditional equities, fixed income, and alternative investments.

As a college student, I witnessed my mother, who was widowed, place her trust and life insurance money with a friend at a reputable investment firm. Her money was grossly mismanaged, and she was devastated. I am fiercely passionate about protecting my clients and their wealth as a trusted partner throughout their lives, operating with honesty and transparency in all our work together. I launched Firebrand Wealth as an independent, fee-only firm so that I could fully live and breathe these values every day, and lead my team to do the same. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents. Planning and investment services include: -Tax Planning and Strategies -Savings Strategies -Socially-Responsible Investment Management -Early Retirement Planning -Education Planning Having spent 20 years in financial services, from Wall Street to the San Francisco Bay, I now call the greater Seattle area home. I paid my dues working at traditional brokerage firms and the world's largest asset manager, and I believe there is no better way to serve clients than as an independent fiduciary, putting their needs first. In my spare time, when not busy chasing the kids around in matching super-hero capes, I enjoy writing and learning tennis. I graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters and hold the Certified Investment Management Analyst designation from the Wharton School of Business. I am Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional.

Thomas Over is a CFP® professional with 24 years of experience, currently serving at Capital Investment Services, LLC since 2002. He also has a longstanding affiliation with Vine Dahlen, PLLC, where he has been involved since 1991. Capital Investment Services, LLC provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and focuses on delivering non-discretionary advice complemented by comprehensive financial planning and tax-preparation services through affiliated CPA professionals.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

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 Series 65-licensed advisor with Abacus Financial Planning in Kirkland, WA, and has three years of industry experience. She also serves as an adjunct professor at National University’s JFK School of Psychology and Social Sciences. Abacus Financial Planning provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, with a specialized focus on divorce financial analysis. The firm emphasizes passive management grounded in Modern Portfolio Theory and offers tailored planning and portfolio services for a limited client roster.

Bruce Herbert is a financial advisor at Newground Social Investment with 25 years of industry experience. He has worked with Newground Investment Services since 1994. Herbert holds a Series 63 designation. Newground Social Investment provides values-aligned portfolio management and financial planning to individuals and institutions seeking to integrate environmental, social, and governance (ESG) factors into their investments. The firm serves investors with $1.5 million or more in investable assets, offering customized portfolios that emphasize sustainable, responsible, and impact investing.

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 Series 65 licensed financial advisor with 25 years of industry experience. He has worked at Sound Investment Strategies, Inc. since 2006 and previously spent six years at Guardian Capital Inc. Sound Investment Strategies, Inc. provides discretionary portfolio management and ongoing advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm combines fundamental and quantitative analysis with documented investment policies and continuous portfolio monitoring, offering both asset-based and negotiated flat fees, along with a distinct covered-call income program.

Kristi Mandt is a Certified Financial Planner® with over 42 years of experience in the financial services industry. She has been with Lakeside Advisors, Inc. since 2005 and also co-owns Millikin Mandt Associates, Inc., where she provides investment advice and financial planning. Outside of her advisory roles, she serves as secretary for the Lenore Hanauer Foundation, a charitable organization. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans by providing discretionary portfolio management, ERISA 3(21) plan advice, financial planning, and consulting. The firm employs a combination of fundamental and technical analysis across multiple strategies, managing accounts on an individualized basis with a long-established advisory team overseeing several hundred million in assets.

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.