Steven Rosenthal is a financial advisor at Fulcrum Wealth Advisors, LLC in Bellevue, WA, with six years of industry experience. He holds a Series 66 designation and has worked in both financial advisory and tax-related roles, including serving as a CPA providing tax planning and preparation services through his own accounting practice and as a senior tax expert at Intuit Inc. Fulcrum Wealth Advisors serves individual and institutional clients, offering discretionary investment management, wealth management, financial planning, and ERISA plan consulting. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and third-party manager allocations to manage approximately $208 million in discretionary assets.

Katy Cook is a Principal at Abacus Financial Planning and decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. Katy helps women and their families use money to live the life they want. She enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices. Prior to being a financial planner, Katy spent a decade in teaching and independent consulting focused on “data for do-gooders.” She completed a BS in Mathematics at the University of Texas at Austin and a financial planning certificate with Boston University. She holds a Ph.D. in Applied Mathematics from Princeton University, where she was a National Science Foundation Graduate Research Fellow.

Thai Duong Tran is the sole advisor at XSTAR Fund Management LLC in Redmond, WA. He holds a Series 65 credential and has five years of experience managing investments at XSTAR following roles at Neotech Ltd and Skyfarm JSC. XSTAR Fund Management LLC serves accredited and high-net-worth investors through a privately offered pooled investment vehicle and separately managed accounts. The firm employs a combined top-down macro and bottom-up fundamental research approach focused on undervalued U.S. publicly traded equities, using a concentrated and long-biased portfolio strategy with discretionary management.

Gregory Radovich is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 29 years of industry experience. He holds a Series 65 designation and has worked at Johnson & Shute Investment Advisors since 1997. Additionally, he is employed as a manager at Johnson & Shute, P.S., a CPA firm, where he prepares financial statements, tax returns, and provides business consulting. Johnson & Shute Investment Advisors offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm employs a non-discretionary, long-term buy-and-hold approach using client-selected model portfolios composed of low-cost, passively managed mutual funds.

Dominic Hubert is a financial advisor at Schmidt Financial Management with four years of industry experience. He holds the Series 65 designation and previously worked for Deloitte & Touche LLP for 15 years. Hubert joined Schmidt Financial Group in 2021 before continuing with Schmidt Financial Management. Schmidt Financial Management provides discretionary investment management and financial planning services to individual and high-net-worth households, including trusts, estates, and retirement accounts. The firm utilizes a customized, non-model portfolio construction approach, blending fundamental and technical analysis and leveraging third-party research, while delegating manager due diligence to an external provider.

Christopher Steward is a financial advisor at Steward Capital LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Legacy Group Capital LLC since 2017 alongside his role at Steward Capital, which he joined in 2015. Outside of his advisory work, he invests as a limited partner in various apartment buildings and developments. Steward Capital LLC provides portfolio management and financial planning services to individual clients, including high-net-worth and accredited investors. The firm employs fundamental analysis and modern portfolio theory, offering discretionary management and access to a range of investment vehicles, including alternatives and private placements.

Michael Coe is a financial advisor at Senior Financial Advisors, Inc. in Bellevue, WA, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James Financial Services Advisors, Inc. since 2025. Coe previously spent over a decade with Cetera and its affiliated firms. Outside of his advisory role, he is licensed as a nonvariable insurance agent through a sole proprietorship. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients. The firm focuses on delivering detailed, non-discretionary recommendations through hourly-billed planning engagements and does not offer discretionary portfolio management.

Benjamin Koval is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Soundpath Retirement Strategies, LLC and has previously worked at Decker Retirement Planning, Inc. and Mindray NA. Koval serves as a chapter president for the American Financial Education Alliance, focusing on public education regarding investment topics. Soundpath Retirement Strategies, LLC provides financial consulting and planning to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside retirement-focused services. The firm uses an annual flat fee structure based on engagement complexity and provides ongoing services such as portfolio monitoring, tax-efficiency analysis, and income planning.

Richard Mellor is a financial advisor at Mellor & Associates LLC in Bellevue, WA, holding a Series 65 designation with 13 years of industry experience. Prior to his advisory role, he worked at United Parcel Service from 2012 to 2017. Mellor & Associates provides discretionary investment management services to individuals, trusts, and businesses, focusing on retirement planning, wealth maintenance, and intergenerational transfers. The firm employs a fundamental, long-term investment approach, utilizing equities, fixed income, ETFs, and selected non-traded REITs to align portfolios with clients’ liquidity needs and risk tolerance.

Michael Sondheim is a financial advisor at South Cove Financial, LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at firms including Pacific Financial Solutions and American Financial Education Alliance. He has also served as president of Northwest Senior Resources Corp., an insurance agency and investment advisory firm. Additionally, he volunteers as a presenter for financial education workshops with a nonprofit organization. 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 provides comprehensive financial planning and portfolio management, employing fundamental and technical analysis and using a diverse range of investment vehicles aligned with clients’ goals and risk tolerance.

Cleona Hernandez is a financial advisor at Greystone Financial & Estate Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. prior to her current role. Hernandez has been associated with Greystone Financial & Estate Services, Inc. since 1997. Greystone Financial & Estate Services serves individual and high-net-worth clients and provides retirement plan consulting to plan sponsors and fiduciaries. The firm offers discretionary portfolio management and ad-hoc financial consulting, managing approximately $103.6 million across about 196 clients with two advisors.

Eli Mizrahi is a financial advisor at Pacific Financial Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at firms including Brookstone Wealth Advisors and Retirement Wealth Advisors. Mizrahi is co-owner of NW Senior Resources and serves as chapter president for the American Financial Education Alliance, a nonprofit focused on providing unbiased financial education. Pacific Financial Advisors offers discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a range of investment strategies incorporating fundamental, technical, and cyclical analysis, and manages portfolios that may include passively and actively managed funds, illiquid alternatives, buffered ETFs, and structured notes.

Allison Stewart is a financial advisor at Omega Financial Investments & Insurance in Kirkland, WA, holding a Series 65 designation and bringing 12 years of industry experience. She has been with Omega Financial and Insurance Services since 2011. Omega Financial Investments & Insurance provides discretionary portfolio management to individual clients, including both high-net-worth and non-HNW households, and operates a licensed property, casualty, and life insurance agency. The firm combines advisory and insurance services, using technical and cyclical analysis to manage portfolios with monthly reviews and quarterly reporting.

John Storbeck is a financial advisor at Omega Financial Investments & Insurance in Kirkland, WA, holding a Series 65 designation with 18 years of industry experience. He has been associated with Omega Financial Corporation since 1982. Omega Financial Investments & Insurance provides discretionary portfolio management to both high-net-worth and non-HNW individual clients, combining advisory services with a licensed insurance agency. The firm uses technical and cyclical analysis to select securities and manages approximately $70 million on a discretionary basis.

Hannah Ahmed is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with FAP, LLC and has previously worked at Commonwealth Financial Network, Stack Financial Management, and Merriman Wealth Management. Ahmed spends part of her time providing financial planning services through Financial Advisory Partners. FAP, LLC is a small advisory firm that offers customized financial planning in areas such as retirement, tax, estate, and business planning. The firm does not manage client assets directly and focuses on hourly planning engagements, with clients typically implementing recommendations through licensed representatives.

Victoria Hockenbury is a financial advisor at Leverage Planners Wealth Management, LLC with one year of industry experience. She previously worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at Whole Foods Flagstaff and Benson City Grille. In addition to her advisory work, she serves as a weekend site sitter managing model homes for Trailside Homes. Leverage Planners Wealth Management, LLC serves primarily non-high-net-worth individual clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a documented investment process with quarterly account reviews and integrates fee-based annuity products, while providing educational seminars and newsletters.

Amy Mutal is the managing partner at Prevail Wealth Management in Kirkland, WA, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has led Prevail Wealth Management since 2012. Prevail Wealth Management provides personalized financial planning and advisory services to individuals, families, trusts, foundations, non-profits, and business entities. The firm operates as a fee-only fiduciary, managing approximately $260.8 million in assets for roughly 264 clients, using diversified, tax-aware portfolios primarily composed of ETFs, index, and mutual funds.

Jeffrey Kauffman is a financial advisor at Summit Family Office Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Snider Retirement Strategies, Inc., CrescitAl Capital LLC, and Le-Vel Brands, LLC. Summit Family Office Services provides portfolio management and financial planning to individual clients, including high-net-worth individuals. The firm uses a client-tailored approach with fundamental and cyclical analysis alongside modern portfolio theory, offering access to a broad range of investment types and both performance-based and asset-based fee arrangements.

Stephen Kriha is a financial advisor at Tenere Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tenere LLC since 2015 and previously at Trutina Financial from 2012 to 2021. Tenere Financial provides discretionary investment management and fee-only financial planning to individuals, business entities, trusts, estates, foundations, and charitable organizations. The firm manages approximately $70 million in assets and employs a committee-driven investment process that combines qualitative and quantitative research across a range of investment vehicles.

Chris Wheeler is a financial advisor at Intirety, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWN Securities Inc. from 2014 to 2020. In addition to his advisory role, Wheeler is involved in the sale of fixed annuities and life insurance. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning services primarily to individual clients. The firm employs a variety of analytical approaches to portfolio construction and regularly reviews accounts to align with client objectives, managing approximately $73.6 million across several hundred households.