Kristina Draper is a financial advisor at Northern Lights Advisors, Inc. in Seattle, WA, holding Series 65 and Series 63 credentials with six years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Voya Financial Advisors, Inc., and Morrison Hershfield Corporation. Northern Lights Advisors serves individual and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses both traditional advisory methods and a web-based automated portfolio program featuring proprietary model portfolios and emphasizes client-specific objectives, continuous monitoring, and a range of investment strategies including mutual funds, ETFs, and direct indexing.

Willard Bollenbach IV is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Agate Pass Investment, LLC. His prior experience includes six years at Foresight Global Investors and four years at Credit Suisse Asset Management. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million in discretionary assets. The firm employs a long-term, low-turnover investment approach focused on quality and growth at a reasonable price, primarily using individual stocks and investment-grade bonds, and is notable for its use of borrowing within separately managed accounts.

Robert Frey is a financial advisor with Lakeside Advisors Inc in Seattle, WA, holding a Series 63 designation and over 54 years of industry experience. He has been with Lakeside Advisors since 1984 and has been involved with Kms Financial Services since 1972. Outside of his advisory work, Frey serves as president of the Central Corner Condominium HOA and as a director of the Highline Heritage Museum. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans, offering discretionary portfolio management, ERISA 3(21) plan advice, financial planning, and consulting. The firm employs a combination of fundamental and technical analysis with individualized account management across fixed-income, balanced, and equity-focused strategies.

Douglas Haack is a CFP® with 26 years of industry experience, currently serving as an advisor at Hamrick Investment Counsel, LLC since 2020. He previously worked at Cornerstone Advisors, Inc. for nine years and had a brief tenure at Key Bank. Outside of his advisory role, Haack is involved in a real estate business focused on buying, renovating, and selling properties. Hamrick Investment Counsel provides discretionary portfolio management to individuals, foundations, and nonprofit organizations, emphasizing a conservative, long-term investment approach centered on asset allocation. The firm manages substantial assets with a small advisory team, delivering individualized management and discretionary authority.

James Abodeely is a CFA® charterholder with 17 years of industry experience, currently serving at Sitka Pacific Capital Management, LLC since 2011. He is a non-profit board member, a due diligence and financial modeling consultant, and manages a blog and book review site focused on value investing. He is also a minority partner in an LLC that operates fitness studio franchises. Sitka Pacific Capital Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a valuation-aware approach focused on long-term preservation and prudent growth, utilizing a range of asset classes and proprietary methods combining fundamental, technical, and cyclical analysis.

Salvador Abarca is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is a founding advisor at Chimera Wealth, where he has worked since 2020, following prior roles at Tcs and Luvo Wealth Advisors. Outside of his advisory work, he owns Colibri Rising, LLC, which manages seed investments and provides consulting and fundraising services for start-ups; he also holds minority stakes in several companies, including a fabric start-up and a Latin American trading platform where he serves as an expert advisor. Chimera Wealth serves individual and high-net-worth clients with portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a combination of strategic and tactical investment approaches using ETFs and select mutual funds, integrates digital asset evaluation, and offers both discretionary and non-discretionary management alongside insurance services and subscription-based reporting.

Kara Branson is a financial advisor at Singer Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and UBS Financial Services. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term investing through diversified, low-cost mutual funds and ETFs, offering discretionary portfolio management and tailored financial planning delivered via independent custodians.

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.

Janice Hammond is a financial advisor at Sunrise Financial Services LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Madison Avenue Securities LLC and Questar Asset Management. Outside of her advisory role, she owns JJH Business Development Corp, a marketing company. Sunrise Financial Services LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm applies Modern Portfolio Theory through risk-adjusted model portfolios and uses quantitative tools for asset allocation and monitoring.

Matthew Linker is a financial advisor at Arta Finance with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley. Outside of his advisory role, he serves as President of the Board of Directors for Hawaii Pacific Model United Nations and is a remote course facilitator for a Stanford University professional development course on artificial intelligence. Arta Finance provides investment services primarily to accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodologies, complemented by human oversight, to manage public and private market strategies, structured products, and alternative investments.

Huey Luu is a CFP® with 26 years of industry experience, currently serving as an advisor at Westlake Wealth Management LLC since 2020. Prior to this, he worked for Ameriprise Financial Services, LLC for 20 years. In addition to his advisory role, he is a licensed independent insurance agent. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and fiduciary retirement rollover advice. The firm employs investment strategies based on technical and fundamental analysis as well as modern portfolio theory, and it is notable for its explicit disclosure and use of options and derivatives in client accounts.

Elizabeth Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding a Series 65 designation and 33 years of industry experience. She has been with Runde & Co Incorporated since 1992 and also owns and operates R B Hooper & Co Incorporated, another investment management company where she serves as president. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other investment advisers. The firm employs a fundamentally based, process-driven approach using proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocation and investment restrictions.

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.

Winston Chen is a financial advisor at Westlake Wealth Management LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Westlake Wealth Management since 2020, following eight years at Apic. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, employing a range of investment approaches including options and derivatives, supported by a documented risk framework.

Chris Featherstone is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Madison Park Capital Advisors, LLC since 2014. Located in Seattle, WA, Featherstone holds a Series 66 registration. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million across several hundred client relationships and employs a two-level asset allocation process combining strategic and tactical approaches.

Bryan Knutson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with South Cove Financial, LLC, having joined the firm in 2025 following seven years at Cutler Investment Counsel, LLC and seven years at Pacific Portfolio Consulting, LLC. South Cove Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, retirement and education accounts, and private entities. The firm offers comprehensive financial planning and portfolio management using fundamental and technical analysis, employing a range of investment vehicles including equities, fixed income, ETFs, and alternatives to meet client goals and risk tolerance.

John Ervin is a financial advisor with Ervin Investment Management in Seattle, WA, holding a Series 65 designation and seven years of industry experience. He has been with Ervin Investment Management and Reis Investment Management, Inc. since 2018. Outside of finance, he works as a part-time elementary school teacher at University Cooperative School, where he teaches science and social studies. Ervin Investment Management is a small advisory firm managing approximately $243 million for about 102 clients through a three-advisor team. The firm provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds, using a long-term, value-oriented approach that emphasizes fundamental analysis, low turnover, and diversified low-cost index ETFs.

Jason Parker is a financial advisor at Parker Financial LLC in Silverdale, WA, holding a Series 65 designation with 18 years of industry experience. He has been with Parker Financial LLC since 2007. Outside of his advisory role, he is the owner of Retirement Budget Calculator LLC, an online subscription service for retirement planning software, and serves as president of the Gateway Christian Schools Foundation, where he oversees committees and participates in speaking engagements. Parker Financial LLC provides investment supervisory services, financial planning, and consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party tactical programs, and maintains public educational offerings including newsletters and seminars.

Scott Schill is a financial advisor at S. R. Schill & Associates, Inc. with eight years of industry experience. He holds a Series 65 designation and has previously worked at Yarmuth Wilsdon Calfo and Aging Options. Outside of advising, he is the founder of Thrive Longevity Law and serves as Of Counsel at Life Point Law. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a model-based investment approach combining fundamental, technical, and cyclical analysis, with a focus on ETFs and publicly traded stocks across multiple sectors.

Nickolas Reilly is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He is currently with One Day Wealth in Seattle, where he has worked since 2018. His prior experience includes roles at Amazon Web Services and Tableau Software. One Day Wealth serves individual clients, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a primarily passive investment approach and provides educational seminars and workplace presentations on personal finance and related topics.