Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Todd Mccaffray is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2022. He has previously worked at Kestra Advisory Services, Kestra Investment Services, Equity Services, Inc., and other firms. In addition to his advisory role, he is an independent insurance agent. Harbour Investments, Inc. 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 both fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Eric Cumley is a financial advisor at Merit Financial Advisors with 20 years of industry experience. His prior roles include 15 years at Olympic Wealth Management LLC and four years at Edward Jones. He holds the Series 63 and Series 65 designations. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and offers both discretionary and non-discretionary account arrangements.

Jeffrey Bogdanovich is a financial advisor at Forum Financial Management, LP with over 27 years of industry experience. He holds the PFS™ designation and previously operated Bogdanovich Wealth Management, PLLC, where he provided tax preparation services alongside his advisory work. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA mutual funds and ETFs, and manages approximately $9 billion in assets.

Lauren Michael is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. She has been with Sequent Planning and UAG LLC since 2026 and has additional experience at United Life and Casualty beginning in 2021. Lauren’s prior background includes roles at the University of Washington and in the automotive licensing sector. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a structured risk framework and diversified investment approach.

Wade Smith is a financial advisor at Cooper McManus with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KMS Financial Services, Inc. for 21 years prior to joining Cooper McManus. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and collaborates with third-party sub-advisors to tailor asset allocation for clients.

Scott Hedgcock is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Compound Planning, Inc., where he has worked since 2024. His prior roles include positions at Aletheian Wealth Advisors LLC, Washington Trust Bank, Cornerstone Advisors Inc, and Coldstream Wealth Management. Compound Planning serves individuals—including high-net-worth clients—families, businesses, retirement plans, and financial intermediaries. The firm offers discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services, utilizing a goals-based investment process with a range of strategies including direct indexing, tax-loss harvesting, and alternative investments.

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.

Kevin Smith is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 1985. In addition to his advisory role, he is licensed as an insurance agent, working extensively in health, life, annuities, long-term care, disability income, critical illness, and property and casualty insurance, and operates under the name Smith Insurance Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and retirement plan consulting. The firm delivers solutions via Envestnet’s platform and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Calvin Heck is a financial advisor with Wedbush Securities Inc. in Everett, WA, holding a Series 63 designation and 44 years of industry experience. He has worked at Wedbush Morgan Securities since 2003 and previously at UBS Financial Services from 1999 to 2003. Wedbush Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, including wealth management, fixed income, commodities, and securities lending. The firm offers tailored portfolio management strategies and supports various account types while also providing custody, clearing, and prime services.

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.

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.

Valerie Miller is a financial advisor with Harbour Investments, Inc. She holds the ChFC® designation and Series 66 license, and has 23 years of industry experience. Her prior roles include positions at KMS Financial Services, Inc. and Securities America Advisors, Inc. Valerie is the owner of Nocturnal Sun LLC, which serves as the operational account for her dba, Ben Cain & Associates, where she provides comprehensive financial planning and manages mutual funds, brokerage accounts, annuities, and life insurance for clients. Harbour Investments serves a diverse clientele including individuals, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing various investment approaches and platforms tailored to client needs.

David Harry is a Series 65-licensed advisor with 15 years of industry experience. He is currently affiliated with Simplicity Wealth and has a long history with DTM3 Corporation, where he worked for 17 years. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers model portfolios, independent manager selections, and technology-driven solutions such as a private-label asset management software platform and a third-party managed account program.

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 with American Independent Securities Group, LLC in Edmonds, WA. He holds the ChFC® designation and securities licenses Series 63 and 65, and has 32 years of industry experience. Prior to joining American Independent Securities Group in 2007, he worked at Equitable Advisors and Mony Securities Corporation. Outside his advisory role, he is involved in health and dental insurance sales and owns a marketing business focused on lifestyle magazine advertising. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Kara Mitchell is a Series 65-licensed financial advisor with eight years of industry experience, currently with Advisor Share Wealth Management, LLC. She also serves as President and Owner of GoldenCrest Consulting, a lead generation and business consulting firm focused on supporting small business owners across various industries. Her previous experience includes roles at Horter Investment Management and Goldencrest Financial, where she has been active since 2010. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses a web-based asset management platform and typically implements client strategies through third-party sub-advisers and model portfolios, offering both discretionary and non-discretionary services.

Jan Larsen is a ChFC® credentialed financial advisor with 38 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at multiple firms, including Larsen & Warren Financial Group LLC and Larsen Christopher Benefits Group. Larsen also owns and operates Larsen & Warren Financial Group LLC, which sells New York Life products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Ryan Burklo is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, with a work history spanning roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he co-hosts two podcasts, "Beer and Money" and "Holistic Finance," and serves as a junior varsity basketball coach. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.