John Grubbs is a financial advisor at Meridian Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Meridian since 2016, following a four-year tenure at Columbia River Advisors. Outside of his advisory role, Mr. Grubbs serves as President of Sprout, SPC, an organization providing financial education to both nonprofit and for-profit entities, and acts as Treasurer of Grace Road Church. Meridian Wealth Management serves individual, high-net-worth, and institutional clients with a focus on diversified asset allocation across traditional and alternative investments. The firm provides discretionary and non-discretionary investment management, financial planning, consulting, and pension services, employing a customized approach that includes the use of ETFs, mutual funds, and individual securities.

Robert Davidson is a financial advisor at FinSym Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Amazon and Washington University in St. Louis. FinSym Partners is an independent SEC-registered wealth management firm serving individuals, trusts, estates, and employer retirement plan sponsors. The firm employs a research-based investment approach focused on efficient markets, combining passive strategies with systematic tilts and fundamental analysis, and manages client portfolios through individualized planning and periodic reviews.

Conner Hartmann is a CFP® professional with 10 years of experience, currently serving at Conestoga Wealth Partners in Gig Harbor, WA. He previously worked at Wells Fargo Advisors from 2016 to 2019 and has been with Commonwealth Financial Network since 2019. Hartmann also has a long-standing role with the South Kitsap School District. Conestoga Wealth Partners is a small, planning-focused advisory firm that delivers customized financial plans and consulting services to individuals and families. The firm emphasizes written plans based on client information and independent research, offering advice on retirement, estate, education funding, and investment analysis without providing discretionary asset management.

Kevin Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Runde & Co. Incorporated since 1992. In addition to his advisory role, he is vice president of R B Hooper & Co. Incorporated, another investment management company operated concurrently. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other advisers, managing approximately $185 million in assets. The firm employs a fundamentally based, process-driven approach with proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocations and restrictions.

Hyun Park is the sole advisor at Park Wealth Management in Federal Way, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He is also the owner of Park & Associates PS CPA, where he has worked since 1995. Outside financial advising, he devotes part of his time to his accounting practice and is a member of a small commercial real estate investment venture. Park Wealth Management provides investment management and financial planning services primarily to individuals and small businesses. The firm employs model-driven portfolio construction focusing on mutual funds, ETFs, and selected individual securities, with ongoing monitoring supported by third-party performance data.

Andrew Barfoot is a CFP® with 11 years of industry experience, currently serving at Madison Park Capital Advisors, LLC since 2015. Located in Seattle, WA, he holds a Series 65 license. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses, managing approximately $295 million across several hundred client relationships. The firm employs a two-level asset allocation process combining strategic and tactical approaches and invests in mutual funds, ETFs, individual securities, and, where appropriate, privately placed securities and limited digital asset exposure.

Thomas Fletcher is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at GenSphere Private Wealth, LLC and is an advisory committee member at Buffer Labs, providing internal technical guidance to its founders. Prior to joining GenSphere, he spent 21 years at Russell Investments Services, LLC. GenSphere Private Wealth, LLC is an investment manager that offers discretionary and non-discretionary asset management, alternative investment administrative services, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental and momentum analysis across multiple asset classes and incorporates option-writing and derivative strategies, along with alternative investment administration services.

Craig Davis is a CFA® charterholder and holds the Series 65 license, with 13 years of industry experience. He has worked at Harborview Asset Management LLC since 2018 and previously spent 10 years at Financial Insights, Inc., followed by four years at Drive Wealth Advisers. Harborview Asset Management LLC provides discretionary investment management to individual and high-net-worth clients, trusts, charitable organizations, and corporations. The firm focuses on fixed-income strategies supplemented by selective equity holdings and manages relatively large assets for a small client base, emphasizing customized, model-driven portfolios primarily in taxable accounts.

Lincoln Granberg is a financial advisor at Avantia Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Khagos, Fehu Mining, King’s College London, Fera at Claridges, and the University of Washington Tacoma. Outside of his advisory role, he is the founder of Fehu Mining, a cryptocurrency mining business. Avantia Investment Services provides wealth management and financial consulting to individuals, high-net-worth clients, trusts, non-profit organizations, and business entities. The firm uses a custom, discretionary approach with ongoing monitoring and incorporates options and derivative strategies within separately managed accounts, supported by its affiliation with related family-office entities.

Dixie Kendrick is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, Washington, holding Series 63 and Series 65 designations and 14 years of industry experience. Her background includes roles at Avantax Advisory Services and Cetera Wealth Services, and she is involved in providing Medicare-related insurance services through DMM Senior Insurance LLC. Dixie's Tax & Financial Services offers wealth management to individuals, high-net-worth clients, trusts, and estates, integrating discretionary portfolio management with financial planning and tax services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, and incorporates Independent Managers through an institutional relationship with Altruist’s Model Marketplace.

Steven Poirier is a financial advisor at Greenrock Asset Management LLC with nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc., The Prudential Insurance Company of America, and Pruco Securities, LLC. Poirier holds Series 63 and Series 65 licenses. Greenrock Asset Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, companies, and institutional clients. The firm employs active, tactical portfolio management with continuous oversight and uses derivatives and performance-based fee arrangements, which are uncommon among similar independent advisers.

Candace Duecker is a CFP® professional with eight years of experience currently serving at Seneschal Family Office. She previously worked at Threshold Group, LLC for nine years before joining Seneschal Advisors, LLC in 2018. Outside of her advisory role, she owns Soul Financial LLC, which provides consulting services focused on divorce financial planning and analysis. Seneschal Family Office serves individual and high-net-worth clients, offering financial planning, investment management, and comprehensive family office services. The firm employs a structured financial planning process and diversified asset allocation, combining mutual funds, ETFs, and third-party managers to align portfolios with client objectives.

Andrew Stolz is a CFA® charterholder with over 10 years of industry experience. He has worked at Stolz & Associates, PS since 2012, with a five-year tenure at BNY Mellon between 2013 and 2018. Stolz holds Series 65 and Series 66 licenses. Stolz & Associates, PS is a three-advisor firm based in Tacoma, WA, advising individuals, families, and retirement plans with approximately $282 million in assets under management. The firm focuses on long-term investing through diversified, lower-cost portfolios and offers a wide range of financial planning and retirement consulting services.

Brett Anderson is a CFA® charterholder based in Seattle, WA, with four years of industry experience. He has worked at Lesa Sroufe & Company, Inc. since 2021, following prior roles at Aristotle Capital Management and Rimrock Capital Management. Lesa Sroufe & Company, Inc. provides portfolio management and investment research to individuals, corporate pension plans, and charitable institutions. The firm employs a research-driven, value-oriented investment approach with focused, diversified portfolios and offers sub-advisory services alongside direct account management.

Troy Colby is a financial advisor at Northern Monarch Capital LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked for Sabin Investment Management, Inc. for 10 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser that offers asset management, retirement-plan advisory, and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $40.7 million in discretionary assets, focusing on exchange-traded funds, mutual funds, and common equities with an investment approach involving fundamental, technical, charting, and cyclical analysis.

Spencer Reppond is a financial advisor at Reppond Investments, Inc. with a Series 65 designation and four years of industry experience. His prior work includes positions at Amazon.com, Inc. as an M&A Analyst in Corporate Development and at Ernst & Young. Reppond Investments, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a quantitative, rules-based investment process driven by proprietary mathematical algorithms. The firm offers diversified strategies including trend-following, sector rotation, and AI-enhanced approaches, and also licenses its proprietary signals to third-party adviser platforms.

John Gould is a financial advisor at Gould Capital, LLC with 29 years of industry experience. He has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. He holds Series 63 and Series 65 designations. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and asset-allocation guidelines, and it provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Danielle Moody is a financial advisor at Meridian Wealth Management in Gig Harbor, WA. She holds a Series 65 designation and has one year of industry experience. Moody has been with Meridian Wealth Management since 2022. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, and consulting services. The firm focuses on diversified asset allocation across traditional and alternative investments, with a client-servicing model tailored to a small number of clients.

Colby Goodner is a financial advisor at Dixie's Tax & Financial Services, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Avantax Advisory Services, and Currie & Brown. In addition to advisory work, he manages DMM Senior Insurance LLC, assisting seniors with Medicare enrollment and related education. Dixie's Tax & Financial Services provides wealth management to individuals, high-net-worth clients, trusts, and estates, combining discretionary portfolio management with comprehensive financial planning and tax preparation services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs and integrates independent managers via an institutional platform for portfolio implementation and ongoing oversight.

Saket Sengar is a CFP® professional at Better Financial Services, LLC with 13 years of industry experience. He previously worked at Ameriprise and UBS Financial Services, along with Aging Options. Better Financial Services, LLC provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios on a discretionary basis using quantitative and qualitative analysis alongside modern portfolio theory, and offers specialty planning services including retirement, estate, and elder-care planning.