Taylor Monson is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. Prior to joining Mission Wealth in 2025, Monson worked at Basel Capital in 2024 and has held various roles outside the financial industry, including positions at Costco and Table Catering Co. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients, with customized wealth management, financial planning, and investment strategies that incorporate a broad range of asset classes and advisory services.

John Keolker Jr. is a CFP® professional with 22 years of industry experience, currently serving at Fiduciary Counselling, Inc. since 2010. He is based in Tacoma, WA, and works within a multi-team firm of 17 advisors. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment types including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Paul Glenn is a financial advisor with Composition Wealth, LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Edgewater Wealth Management. 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, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, complemented by other securities, and manages approximately $9.47 billion in discretionary assets.

Hi, I'm Kyle Wilke, CFP®, founder of Equi Financial Planning. I grew up in Southeast Asia, where my parents followed their passion for philanthropy to Thailand and worked in refugee camps in the years after the Vietnam War. Watching the difference compassion made shaped how I define wealth. I came to believe that the only way to truly feel wealthy is by enriching the lives of others. At Equi, we measure wealth two ways: your financial well-being, and the difference your money makes for your family, and your community. As a fee-only fiduciary, I don't sell products or earn commissions, I'm legally and ethically bound to put your interests first, every time. I do my best work with people driven by a genuine passion for what they do: • Early-career professionals building confident money habits from the ground up • Established professionals pursuing big goals around family legacy and charitable endeavors. • Families at a crossroads; navigating the emotional and financial complexity of moving themselves or a loved one into a new living arrangement Whether you need a one-time plan or a long-term partner, we start with your goals and values, not a product. Together we'll tackle the real questions: How do I make the most of my equity comp and benefits? When should I take Social Security? How do I retire with confidence? Can I invest in a way that's good for my returns and good for the world? And how do I leave a legacy that reflects what I care about? If money is a tool, let's make sure yours is building the life and the impact you actually want. I'd love to get acquainted. Reach out, and let's talk.

William Foley is a CFP® professional with four years of industry experience, currently serving at Mission Wealth Management, LP since 2021. Prior to this, he spent five years at Gonzaga University and had a one-year gap in employment. Mission Wealth Management is a multi-team advisory firm that offers wealth management, financial planning, and portfolio management primarily to affluent individuals, families, and various institutional clients. The firm employs customized, long-term strategies across a diverse range of investments and provides a range of tiered service models including consulting and fiduciary plan services.

Chad Kasper is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Edelman Financial Engines, Financial Engines Advisors L.L.C., and Prudential. Kasper operates in Tacoma, WA, and currently works under the Kasper Wealth Management brand within RFG Advisory. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive investment strategies with a focus on risk management and offers access to proprietary models, alternative investments, and annuity management.

Mee Kyong Lee is a CFP® professional with nine years of industry experience, currently advising at Core Planning in Tacoma, WA. Prior to joining Core Planning in 2025, Lee operated MK Lee Coaching LLC and has been involved with Seamfi, LLC since 2018. Outside of financial advising, Lee engages in online content creation under a sole proprietorship. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach combining fundamental analysis and both long- and short-term strategies, utilizing in-house advice, third-party money managers, and model portfolios.

Jacob Mortensen is a CFP® professional at Mission Wealth Management, LP with one year of industry experience. His prior roles include positions at Hightower Advisors and Trellis Advisors, among others. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management and financial planning with an emphasis on long-term strategies using a diverse set of investment vehicles and offers services including cross-border planning and ERISA retirement plan consulting.

Carl Middleton IV is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 2002 to 2026 before joining Composition Wealth. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Ronald Devon is a financial advisor at Alera Investment Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Triad Advisors and Wilson & Albers Company, LLC. Outside of his advisory role, he assists with operations at The Wilson Agency. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm employs a diversified investment approach using internal management, affiliate platforms, and independent managers, focusing on long-term allocations across mutual funds, ETFs, equities, and fixed income.

Gregory Harrison is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory role, he owns Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors serves a diverse client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, providing financial planning and portfolio management through a broad network of affiliated offices and representatives. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios and third-party sub-advisers to tailor investment strategies.

Brian George is a Series 66-licensed advisor with 17 years of industry experience. He is currently affiliated with Accurate Wealth Management, LLC and AAG Capital, Inc., and has held roles with Planning Network Partners, Charitable Planning Network, and Wells Fargo Advisors. In addition to his advisory work, he is involved in charitable non-cash fundraising through the Charitable Planning Network, LLC. Accurate Wealth Management, LLC serves individual and institutional clients with discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and manages a broad range of investment types, including alternative and privately placed securities.

Charles Greth is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Equitable Advisors, Cetera Investment Services, CUSO Financial Services, and One Nevada Credit Union. Outside of his advisory work, he provides Medicare guidance and enrollment services in Tacoma, WA. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting without account minimums. The firm’s approach centers on client goals, risk tolerance, and time horizon, using various strategies to maintain long-term purchasing power.

Jeffrey Huff is a financial advisor with NFSG Corporation in Tacoma, WA, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Kestra Investment Services, among others. Outside of his advisory work, he is involved in marketing through Jeff Huff & Associates LLC and has experience as an insurance agent with Western United Life Insurance Company. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers in its investment approach.

Petros Koumantaros is a financial advisor at Intellicents Investment Solutions Inc. with eight years of industry experience. He holds a Series 65 credential and has been with Intellicents since 2018. In addition to his advisor role, he serves on the advisory board of the Seattle Rotary Boys & Girls Club, is a director of the Pano Koumantaros Cancer Research Fund, and teaches financial literacy to 7th and 8th grade students at St. Joseph School of Seattle. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, and individual clients, including charitable institutions and municipalities. The firm employs a long-term, buy-and-hold investment approach with oversight from a CFA-designated Chief Investment Officer and offers a range of services, including ERISA consulting, individual wealth management, and wrap fee programs.

Joseph Cilley is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He serves as a board member of the Graham Hill Mutual Water Company, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, with advisors able to customize portfolios on various platforms.

Charles Borquist is a financial advisor with Mutual Advisors, LLC, holding Series 66 and Series 63 designations and 19 years of industry experience. He has been with Mutual Advisors and Mutual Securities, Inc. since 2018 and previously worked at Envestnet, Folio Dynamix, and Summit Advisor Solutions LLC. Outside of his advisory role, Borquist is a member of several real estate investment entities, including a family partnership with his father and brother. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base ranging from individuals and high-net-worth clients to institutional investors, including sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering services through a mix of active and passive strategies supplemented by third-party tools and managers.

Eric Mcginnis is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds the Series 66 designation and has worked previously at DecisionPoint Financial and Pacific Asset Management. Outside of his advisory role, he serves as President of RBJ Holdings, Inc., a holding company based in Gig Harbor, WA. Forum Financial Management provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also offers sub-advisory services and a turn-key asset management platform for other independent RIAs, utilizing model portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Akeem Davis is a financial advisor at Alera Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Davis & Associates LLC. Outside of his advisory role, he is involved in investment due diligence and research through entities such as Wilson Albers and Alera Group Wealth Services. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Zachary Abraham is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Trek Financial since 2022 and previously spent five years at Clear Creek Financial Management and four years at Abraham & Co., Inc. Abraham serves as a director on the board of Tectonic Audio Labs, Inc., a non-investment-related company. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical approaches, including AI tools, direct indexing with tax-loss harvesting, and a wide range of systematic strategies and hedge options.