Thomas Oakes is a Certified Financial Planner (CFP®) with 30 years of experience, serving at American Northwest Advisory Services L.L.C. since 1994. He is also involved as a member and manager of a third-party retirement plan administration business that provides plan oversight and overall business planning. American Northwest Advisory Services, L.L.C. offers fee-only investment management and financial planning to individuals, retirement plans, small businesses, and charitable organizations. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension plans alongside discretionary individual accounts.

Jordan Ford is a financial advisor at Financial Insights Wealth Management with two years of industry experience. He holds a Series 65 designation and has been with the firm since 2022. Outside of his advisory role, Ford is a minority owner of Ford Center LLC, a commercial property management business. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering wealth management, retirement planning, portfolio management, and financial planning. The firm’s investment approach emphasizes asset allocation and fundamental analysis, complemented by educational seminars and specialized client programs.

Timothy Heisey is a financial advisor at 180 Wealth Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning through a wrap comprehensive portfolio management program and other tailored planning engagements. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates a mix of analytical approaches alongside financial planning in its services.

Tracy Schaff is a financial advisor at Stirlingshire Investments with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Allstate Insurance Company for eight years. Schaff is involved in selling insurance and variable annuities as a sole proprietor and through other affiliated entities. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice. The firm offers customized investment strategies using a wide range of instruments and employs multiple analytical methods for portfolio construction, managing most accounts on a discretionary basis.

Gary Lucy is a CFP® professional with 27 years of industry experience, currently serving at Pacific Asset Management, LLC since 1998. He also has over four decades of experience with Cox & Lucy, CPA's. Pacific Asset Management serves individual and high-net-worth clients, as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm uses an evidence-based, primarily passive investment approach focused on low-cost, globally diversified index funds and emphasizes long-term investor behavior and tax efficiency.

Chadd Peachey is a CFP® and holds a Series 66 designation with seven years of industry experience. He joined DecisionPoint Financial, LLC in 2021 and previously worked at The Vanguard Group and The Professional Financial Company. Outside of his advisory role, he acts as an agent for family members in investment matters. DecisionPoint Financial, LLC is a team-based firm that provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a diversified investment approach using mutual funds, ETFs, individual equities, and fixed income, supported by fundamental, technical, and cyclical analysis and incorporates AI tools to assist advisor judgment.

Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

Matthew Bumstead is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial, Invest Financial Corporation, and Transamerica Financial Advisors. Outside of his advisory work, he serves as president of Clarity Tax Management, a tax preparation and accounting business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for individuals, including high-net-worth clients, businesses, and retirement plans. The firm primarily provides advice on a non-discretionary basis, using a combination of mutual funds, ETFs, individual equities, and outside managers with fundamental, technical, and qualitative analysis to tailor client portfolios.

Amanda Burrows is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She has been with Financial Insights Wealth Management since 2019 and previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, providing comprehensive wealth management, retirement planning, and portfolio management. The firm’s investment approach focuses on asset allocation, fundamental analysis, and client risk profiling, supplemented by educational seminars and specialized programs such as a Bridge Program for retired financial professionals.

Crystal Mcmahon is a CFP® professional with 10 years of industry experience, currently serving at Arrowroot Family Office, LLC since 2023. Her prior roles include positions at Great Life Investing LLC, Great Life Realty LLC, David Noble Insurance dba Great Life Planning, and City Closers/Coldwell Banker Commercial. She also provides tax preparation services as an enrolled agent through Great Life Investing LLC. Arrowroot Family Office offers advisory services to individuals and families, as well as various institutional clients, focusing on asset allocation and using analytical tools such as efficient-frontier analysis and Monte Carlo simulations. The firm manages portfolios primarily composed of ETFs and mutual funds, with selective use of individual securities, fixed income, and private placements, and provides multi-family office services along with specialized offerings including private fund management and educational programs.

Jacob Laws is a financial advisor at DecisionPoint Financial, LLC with one year of industry experience. He holds a Series 65 credential and has a diverse background including roles at Brinks Home, Brigham Young University, and the Church of Jesus Christ of Latter Day Saints. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and uses a variety of investment strategies including fundamental, technical, and cyclical analysis, incorporating both long- and short-term approaches.

Thomas Oakes is a financial advisor at American Northwest Advisory Services L.L.C. with 11 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment involving activities such as video creation, tutoring, and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation with a core-and-satellite approach and has a significant concentration of assets in pension consulting relationships.

Ethan Cox is a financial advisor with American Northwest Advisory Services L.L.C. based in Federal Way, WA. He holds a Series 65 designation and has 10 years of industry experience. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm uses a core-and-satellite approach with strategic asset allocation primarily for clients nearing retirement and has a significant focus on pension consulting relationships.

Jacinta Earl is a financial advisor at Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding a Series 66 designation with eight years of industry experience. She has worked previously at LPL Financial, Kitsap Bank, Commonwealth Financial Network, and Quint Capital Corp. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management through a network of advisors who manage accounts on a discretionary or non-discretionary basis and also supports held-away account reporting and performance-based fee arrangements for select clients.

Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Utah Valley University and The Vanguard Group. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a fee-only, asset-based model and employs a range of investment strategies across mutual funds, ETFs, individual equities, and fixed income.

Peter Sayah is a financial advisor with Pacific Asset Management, LLC and holds a Series 65 designation. He has six years of experience as an enrolled agent providing tax and bookkeeping services through his firm, Peter A Sayah EA LLC. Prior to joining Pacific Asset Management in 2025, he worked at Gardner Accounting, Turning Point Strategic Advisors, and Clothier Sayah Willsey LLC. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, offering discretionary portfolio management focused on evidence-based, passive investment strategies using low-cost index funds to build globally diversified portfolios.

Luke Mazariegos is a CFP® and holds a Series 63 license with experience across several financial firms, including Mercer Advisors and Key Investment Services LLC. He has one year at Composition Wealth, LLC and previously worked in banking and hospitality. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with supplemental strategies including individual securities and independent managers.

David Paulson is a CFP® and ChFC® with seven years of experience in financial services. He currently works at Composition Wealth, LLC and previously held roles at Edgewater Wealth Management, Northwestern Mutual Investment Management, Becu, Lighthouse Institute, and Sumner School District. 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, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Kaleb Cervantes is a financial advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors and McIrath & Eck. Cervantes is involved in retirement plan operations management within affiliated entities of Alera Group, working directly with plan clients on various account and plan-related matters. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored plans. The firm employs a primarily long-term, fundamental analysis approach and integrates insurance and pension consulting platforms to support a wide range of client needs.

Taylor Monson is a financial advisor with Mission Wealth Management, LP, holding a Series 65 credential and starting his industry career in 2025. His prior work experience includes roles at Basel Capital and various non-financial industries, as well as completing his education at the University of California, Santa Barbara. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment consulting services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include a range of traditional and alternative investments.