Wendy Britton is a CFP® professional with 25 years of experience in financial advising. She has worked at Charles Schwab and Northwest Asset Management before joining Adair Wealth Management in 2016. In addition to her advisory role, she is a licensed real estate broker in Washington, handling residential property transactions. Adair Wealth Management offers investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on asset allocation and periodic rebalancing, utilizing ETFs, mutual funds, and individual securities to meet client goals while acting as a fiduciary for retirement accounts.

Shabrish Menon is a financial advisor at Finomenon Investments LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Amazon. Outside of his advisory role, he serves as Chief Investment Officer of Panum Capital, a private family office in India, and is the Founder and Fundraising Chair of Thrivehub Foundation, a nonprofit supporting small businesses. Finomenon Investments provides fee-only investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, ongoing and project-based financial planning, and public educational seminars, using a tailored asset allocation approach that blends fundamental analysis with passive and active strategies, including ESG options upon client request.

Garrett Grigas is a financial advisor at Gevers Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Cetera Wealth Services. Grigas serves as vice-president of the CFA Society of Seattle. Gevers Wealth Management offers discretionary wealth management and financial consulting services primarily to business owners, trusts, estates, charitable organizations, corporations, associations, and broker-dealer customers. The firm utilizes a blend of quantitative and qualitative analysis to construct portfolios and may recommend third-party independent managers.

James Ridgeway is a financial advisor at Leeward Financial Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Manning & Napier Associates. Outside of his advisory role, Ridgeway serves as chair of the finance committee for a boat and RV storage business in Boise, Idaho. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm employs a long-term, asset-allocation-driven investment approach focused on risk management, cost control, and transparency.

Sally Mccray is a CFP® with 40 years of experience in the financial services industry. She is associated with FAP, LLC and has worked at Commonwealth Financial Network since 2020. Prior to that, she spent nearly two decades with KMS Financial Services and has been involved with Financial Advisory Partners since 2001. FAP, LLC is a small advisory firm that provides financial planning services to a limited number of clients, focusing on areas such as retirement, tax, estate, and business planning. The firm emphasizes hourly planning engagements and client-directed implementation, without discretionary portfolio management or custody of client assets.

Donald Dempster is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at DLK Investment Advisors, LLC. His prior experience includes roles at Alpha Cubed Investments, LLC and DLK Investment Management. Outside of finance, he is a partner and CFO of Adaptive Motion Group LLC, a software robotics firm, where he contributes to accounting and strategy. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm employs a fundamental relative-value investment approach emphasizing strategic asset allocation and operates on a fee-only basis with a focus on discretionary management and tailored client relationships.

Austin Dean is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Waystone Advisors LLC, having joined in 2024, and previously held roles at Lion Street Financial and Guide Advisors. Outside of advising, he owns Dean Family Real Estate LLC, which focuses on personal real estate investing and private lending. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary, customized approach with portfolios commonly constructed from ETFs, mutual funds, individual securities, and alternative investments.

Alexander Brueske is a CFP® professional with 14 years of industry experience, currently serving at B3 Wealth Strategies in Bellevue, WA. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, and Waddell & Reed. He also spent three years working within the Northshore School District. B3 Wealth Strategies provides discretionary asset management and investment advice to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, using LPL Financial’s SWM II platform for custody and execution.

Tyson Farmer is a financial advisor at Vega Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Vega Financial in 2020. Vega Financial serves individual, high-net-worth, and corporate clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, using primarily passive portfolio construction complemented by tactical analysis and options strategies tailored to client-specific investment policies.

Clarissa Candelario is a financial advisor with Private Asset Management Inc in Kirkland, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her prior roles include positions at Fidelity Investments, The Retirement Solution Inc., HighTower Advisors LLC, Coldstream Wealth Management, and Ameriprise Financial Services, Inc. Private Asset Management Inc provides wealth management and investment consulting to individuals, high-net-worth families, and charitable foundations, offering customized portfolio construction across multiple asset classes and regular, bound quarterly reporting with market-overview letters. The firm also facilitates direct and pooled real estate investments and supports clients with educational resources, hourly advisory engagements, and specialized services such as retirement-plan rollovers and tax-report preparation.

Tera Probst is a financial advisor at Sound Legacy Wealth Advisors, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses with five years of industry experience. She previously worked for Banc of America Investment Services, Inc. for 20 years and Seafirst National Bank for 27 years. Sound Legacy Wealth Advisors provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, qualified purchasers, and some institutional clients. The firm uses a combination of passive and active investment techniques tailored to client suitability, risk tolerance, and time horizon, and offers multi-generational legacy and family-office style services.

Steven Rosenthal is a financial advisor with Fulcrum Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 designation and six years of industry experience. He also operates an accounting business, Steven Rosenthal, CPA, providing tax planning and preparation services. Rosenthal has worked with firms including Cetera Advisor Networks and Intuit Inc. Fulcrum Wealth Advisors serves individual and institutional clients with discretionary investment management, wealth management, financial planning, and consulting. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and a range of investment vehicles, with portfolios reviewed at least quarterly.

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 with Senior Financial Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Raymond James Financial Services and Cetera, where he worked extensively from 2007 to 2025. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients, delivering detailed, non-discretionary recommendations primarily on an hourly billing basis. The firm does not offer discretionary portfolio management and generally concludes planning relationships upon delivery of the written plan.

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 with South Cove Financial, LLC, holding a Series 65 designation and 11 years of industry experience. He has held advisory roles at South Cove Financial since 2019 and Pacific Financial Solutions since 2017. In addition to his advisory work, Sondheim volunteers as a presenter for the American Financial Education Alliance, providing financial education workshops. South Cove Financial serves primarily West Coast individuals and high-net-worth families with comprehensive financial planning and investment management. The firm manages portfolios internally using both fundamental and technical analysis and integrates insurance planning into its services, offering tailored strategies that may include illiquid alternatives and pre-IPO positions.