John Keolker Jr. is a CFP® professional with 22 years of industry experience, currently serving at Fiduciary Counselling, Inc. since 2010. He is based in Tacoma, WA, and works within a multi-team firm of 17 advisors. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment types including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Kimberly Ten Pas Bell is a Series 65-licensed financial advisor with Madison Avenue Securities, LLC in Kent, WA, with three years of industry experience. She is the owner of Navigating Financial Solutions, LLC, where she serves as president. Prior to her financial advisory career, she worked for nine years at the Federal Aviation Administration. Additionally, she owns a business in personal property management. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages about $2.0 billion across multiple advisor-managed models, third-party managers, and alternative investment vehicles.

Paul Glenn is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 65 and Series 63 licenses with 13 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Edgewater Wealth Management. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other investment vehicles, and offers fiduciary retirement plan services with regular portfolio oversight.

James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Wedbush in 2006, he worked at UBS Financial Services and Piper Sandler & Co. Outside of his advisory role, Ward is involved in small business consulting through his ownership of WARDDEN LLC and operates an automotive repair business, Northtown Auto Clinic. He also serves as a director for a nonprofit homeowners association in Federal Way. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital market services including discretionary portfolio management and institutional research, operating with dual registration as both an adviser and a broker-dealer.

Hi, I'm Kyle Wilke, CFP®, founder of Equi Financial Planning. I grew up in Southeast Asia, where my parents followed their passion for philanthropy to Thailand and worked in refugee camps in the years after the Vietnam War. Watching the difference compassion made shaped how I define wealth. I came to believe that the only way to truly feel wealthy is by enriching the lives of others. At Equi, we measure wealth two ways: your financial well-being, and the difference your money makes for your family, and your community. As a fee-only fiduciary, I don't sell products or earn commissions, I'm legally and ethically bound to put your interests first, every time. I do my best work with people driven by a genuine passion for what they do: • Early-career professionals building confident money habits from the ground up • Established professionals pursuing big goals around family legacy and charitable endeavors. • Families at a crossroads; navigating the emotional and financial complexity of moving themselves or a loved one into a new living arrangement Whether you need a one-time plan or a long-term partner, we start with your goals and values, not a product. Together we'll tackle the real questions: How do I make the most of my equity comp and benefits? When should I take Social Security? How do I retire with confidence? Can I invest in a way that's good for my returns and good for the world? And how do I leave a legacy that reflects what I care about? If money is a tool, let's make sure yours is building the life and the impact you actually want. I'd love to get acquainted. Reach out, and let's talk.

Richard Graham is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush since 2006, following prior roles at UBS Financial Services and Piper Sandler & Co. He is also managing member of an LLC related to inherited real estate. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Alfredo Manzanarez is a financial advisor with Capital Analysts in Renton, WA, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Lincoln Investment Planning, Ameriprise, Lincoln Investment, Shelgren Financial Group, Inc., and MM Ascend Life Investor Services, LLC. Outside of his advisory role, he is a part owner of Musically Minded, an early childhood music education business, and owns Glacier Consulting, which provides business consulting services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, with investment management delivered both discretely by an in-house team and non-discretely via advisors and third-party managers.

Chad Kasper is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Edelman Financial Engines and Financial Engines Advisors L.L.C., among other firms. Kasper is currently based in Tacoma, WA. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm uses discretionary portfolio management and a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs.

Christopher Loutsis is a financial advisor at Merit Financial Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked with firms including PKS Investments, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he serves as president of two nonprofit organizations, Civil Liberty Training and Affordable Housing Services, focused on public benefits. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and financial wellness programs, with an investment approach centered on long-term diversified asset allocation through centrally managed portfolios.

Richard Lackey is a CFP® professional with 22 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at KG Advisors II, L.P., S & A Wealth Management, LLC, and Shannon & Associates, LLP. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm offers a range of services such as asset management, financial planning, ERISA plan advisory, and the selection of third-party money managers, managing portfolios through a combination of active and passive strategies tailored to client objectives.

Roxana Rodriguez is a CFP® professional with seven years of industry experience. She has worked at Fiduciary Counselling, Inc. since 2026 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Bank from 2014 to 2026. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and administration services to individuals, trusts, charitable organizations, and corporations. The firm uses model portfolios based on asset allocation and capital market assumptions, offering a variety of investment vehicles including private investments and sustainable strategies.

Mee Kyong Lee is a CFP®-certified financial advisor at Core Planning with 10 years of industry experience. Prior to joining Core Planning in 2025, Lee worked at J.P. Morgan Securities and operated MK Lee Coaching LLC. Lee also engages in online content creation through a sole proprietorship. Core Planning offers fee-only financial planning and wealth management primarily for individual and high-net-worth clients, using model portfolios and automated rebalancing tools to tailor investment strategies and provide ongoing portfolio oversight.

David Hooper is a financial advisor at Kingsview Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kingsview since 2019, following three years at Wells Fargo Clearing. Hooper provides pro-bono financial planning services for the Washington Physicians Health Program, a medical-focused nonprofit assisting professionals with personal and professional challenges. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services utilizing both in-house portfolio strategies and third-party managers across a range of investment products.

Carl Middleton IV is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 2002 to 2026 before joining Composition Wealth. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Ronald Devon is a financial advisor at Alera Investment Advisors, LLC based in Tacoma, WA, holding a Series 66 credential with 13 years of industry experience. He has worked at several firms including Triad Advisors, Wilson & Albers Company, LLC, Kms Financial Services, Inc., and Dynamic Capital Management. Outside of traditional advisory roles, he assists in client service activities at The Wilson Agency. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach, using mutual funds, ETFs, individual equities, and fixed-income securities, and integrates its advisory services with insurance and pension consulting platforms.

Steve Shelgren is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. His prior roles include positions at WWR, Lincoln Investment Planning Inc., and his own firm, Shelgren Financial Group, Inc. Outside of advising, he is a limited partner in ventures related to land ownership and water rights. Capital Analysts serves a range of clients including individual, high-net-worth, institutional, and charitable organizations, providing portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches supported by an in-house research team and third-party managers.

Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Her career includes roles at Lincoln Investment Planning since 2012 and Valic Financial Advisors from 2003 to 2012, alongside ongoing insurance sales since 2014. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team using a proprietary fund screening process.

Gregory Harrison is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory role, he is the sole owner of Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, and it offers a range of affiliated services including tax coordination and sub-advisory arrangements.

Charles Greth is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Equitable Advisors, Cetera Investment Services, CUSO Financial Services, and One Nevada Credit Union. Outside of his advisory work, he provides Medicare guidance and enrollment services in Tacoma, WA. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting without account minimums. The firm’s approach centers on client goals, risk tolerance, and time horizon, using various strategies to maintain long-term purchasing power.

Jeffrey Huff is a financial advisor with NFSG Corporation in Tacoma, WA, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Kestra Investment Services, among others. Outside of his advisory work, he is involved in marketing through Jeff Huff & Associates LLC and has experience as an insurance agent with Western United Life Insurance Company. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers in its investment approach.