Meris Collier is a CFP® professional with 20 years of experience in financial advising. She is currently with Axxcess Wealth Management, LLC and has previously worked at firms including Arete Wealth Management LLC and Tessera Capital Partners, LLC. Collier also provides pro-bono money coaching through her side activity focused on personal finance. Axxcess Wealth Management delivers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and offers a TAMP platform that consolidates multiple managers and provides middle- and back-office support to other registered investment advisers.

Wade Smith is a financial advisor at Cooper McManus with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cooper McManus Wealth Management since 2023. Prior to this, he spent over two decades at KMS Financial Services and held roles at Securities America Advisors and Cambridge Investment Research. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process that includes individual securities, pooled products, and various instruments tailored to client objectives, alongside model asset-allocation portfolios implemented via sub-advisors and co-advisory platforms.

John D'amelio is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Harbour Investments, Inc. and Koenig Financial Group, having previously worked at Greystone Financial & Estate Services, The Mather Group, LLC, and Soundmark Wealth Management, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

William Harder is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Clear Creek Financial Management, LLC since 2024, following an 11-year tenure at Financial Advocates Investment Management and LPL Financial, LLC. Outside of his advisory role, he assists with office and financial matters for a single-physician locum tenens practice run by his wife. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities, offering asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes, combined with regular portfolio review and rebalancing.

Cody Crawford is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2025, and has previous experience at several advisory firms including SPG Advisors LLC and Dynamic Income Strategies LLC. In addition to his advisory role, Crawford assists clients with income planning and insurance integration through his work with Retirement Wealth Pro. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisors, managing primarily discretionary accounts through a combination of proprietary models and third-party managers.

Deanna O'neal is a financial advisor at Vanderbilt Advisory Services with Series 63 and Series 65 qualifications and three years of industry experience. She has worked previously with Transamerica Financial Advisors, Inc. and has been involved with KI Financial, LLC as a financial coach and educator, where she teaches money management and budgeting and assists clients with debt reduction and financial challenges. Vanderbilt Advisory Services serves a diverse clientele including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and integrates strategic asset allocation with fundamental and technical analysis, supported by a unique combination of advisory, plan administration, and brokerage services.

Jeffrey Janeway is a CFP® with 11 years of experience in financial advisory. He is currently with Harbour Investments, Inc., where he has worked since 2019, and he also owns Koenig Financial Group, an independent insurance agency. His prior roles include positions at Securities America and Bank of America. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with varying investment approaches tailored by individual advisors and approved third-party managers.

Albert Souza is a financial advisor with Compass Financial Management LLC in Seattle, WA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Adams Financial Concepts, Woodbury Financial Services, and Union Financial, among others. Outside of his advisory work, he owns and operates life insurance and annuity businesses and serves as managing director of Redwood Tax Specialist, which works with CPAs to assist high-net-worth clients on tax matters. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, offering both discretionary portfolio management and non-discretionary retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Evan Keech is a Series 65-registered financial advisor with Clear Creek Financial Management, LLC, where he has worked since 2021. He has five years of industry experience, including a five-year tenure at Alitheon, Inc. Outside of his advisory role, he is involved with Kaperra Capital, LLC, an entity that receives payment from Ascent. Clear Creek Financial Management serves individual and institutional clients, offering asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of investment strategies and conducts regular portfolio reviews and rebalancing.

Kevin Wiley is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has previously worked at WileyBaird and several financial services and insurance firms. Outside of his advisory role, Wiley serves as CEO of Dental AI, a company providing certified AI database information and devices. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research arm, employing a diverse investment approach with continuous portfolio supervision and multiple strategies.

Richard Ruggieri is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Thrivent Investment Management, and Thrivent Financial. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers via the Envestnet platform and offers a mix of advisory assets under management and brokerage services.

Kenneth Lindquist is a financial advisor at Clear Creek Financial Management, LLC with Series 65 and Series 63 licenses. He joined the firm in 2026 and has prior experience at NYLIFE Securities LLC and New York Life, as well as a long tenure at Comcast Technology Solutions. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing diverse investment strategies and regular portfolio supervision.

David Vanhollebeke is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with American Independent Securities Group since 2007 and also operates Van Hollebeke Insurance as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach with both discretionary and non-discretionary account management, and offers access to multiple custodial and advisory platforms.

William Basinski is a financial advisor at Harbour Investments, Inc. in Edmonds, WA, holding a Series 65 designation. He has one year of industry experience and previously worked in a variety of roles across different sectors, including at Nordstrom and the University of Washington. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches that are tailored by individual advisors and approved third-party managers.

Paul Ferguson is a financial advisor at American Independent Securities Group, LLC with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with American Independent Securities Group since 2007. Outside of his advisory role, he owns Ferguson and Associates, a marketing business focused on lifestyle magazine promotion, and is involved in health and dental insurance sales on a limited basis. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on either a discretionary or non-discretionary basis.

Morgan Brown is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, Brown is the owner and operator of Tap Line Cleaners, a business that cleans and maintains beer tap lines in restaurants and bars. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial and pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a diverse investment approach with continuous account supervision and portfolio reviews.

Terrance Oneil is a financial advisor at Clear Creek Financial Management, LLC with 26 years of industry experience. He has held roles at Merrill and Bank of America, N.A. prior to joining Clear Creek in 2018. He holds a Series 66 designation. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, algorithmic research through its Helios Quantitative Research division, and an educational newsletter, employing a range of investment strategies with regular portfolio reviews and rebalancing.

Jaeger Skifstad is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Green Jay Financial Advisors and managed the 19th Hole Bar & Grill. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering comprehensive asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis across a diverse range of investment strategies and maintains a quantitative consulting division that supports both internal and external clients.

Stephen Coupe is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Clear Creek since 2018 and previously spent nine years with First Allied Securities, Inc. and related entities. Outside of advising, he owns Coupe Insurance & Financial Corp. and is involved in several real estate partnerships. Clear Creek Financial Management serves individuals, retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis across a variety of asset classes and strategies, with continuous account supervision and periodic portfolio reviews.

Aaron Yoon is a CFP® and ChFC® with 16 years of experience in the financial services industry. He has worked at Edward Jones for 16 years before joining &Partners in 2025. Outside of his advisory role, he is the sole member of two LLCs involved in managing real estate properties. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting through a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.