Irene Lee Sluys is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. She has previously worked at LPL Financial, Securities America Advisors, and Waddell & Reed. Outside of her advisory role, she is a business owner involved in a real estate development company and co-owner of Studio B. Gateway Wealth Partners is a registered investment adviser that serves individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Kurt Hilger is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corp from 2016 to 2022. He is also president of Hilger Financial PLLC, a non-investment-related entity established for accounting purposes. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Leonard Van Dorp is a financial advisor with Northwest Asset Management, holding a Series 66 designation and 17 years of industry experience. He previously worked at Garde Capital, Inc. from 2015 to 2019 before joining Northwest Asset Management in 2019. Outside of his advisory role, he serves as the Honorary Consul for the Netherlands, covering Washington, Idaho, and Montana. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation, utilizing fundamental and technical analysis to build diversified portfolios and provide ongoing monitoring.

Matthew Loreen is a financial advisor at Northwest Asset Management with a Series 65 credential and four years of industry experience. His prior work includes roles at Mutual of Omaha, Foresters Financial, and the Carson Center for Student Success. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and Modern Portfolio Theory with diversified ETFs, mutual funds, and individual securities.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 34 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Merrill, Kovack Advisors, and Wayfinding Financial. Roth is also the owner of CBR Investment Advisors, LLC, where he assists clients with life insurance and annuity needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, and it leverages a large network of affiliated offices and sub-advisers to deliver its services.

Robin Gruber is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment Planning and NW Tax Planning. Gruber is also an insurance agent specializing in fixed life products such as fixed annuities, long-term care, and life insurance through FS Financial Strategies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Douglass Mccrae is a financial advisor at Northwest Asset Management with 13 years of industry experience and holds the Series 66 designation. He previously worked at Securities America Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, he provides probate court assistance as a legal attorney. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients, offering customized investment management and financial planning built around strategic asset allocation and Modern Portfolio Theory.

Spencer Graham serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop and maintain customized financial plans, aiming to provide clarity and peace of mind as they pursue their financial goals. His professional background includes various positions at Fidelity Investments, such as Financial Consultant, Planning Consultant, Audit Manager, and Senior Audit Analyst, spanning from 2018 to the present. Prior to this, he worked as a Financial Institution Specialist at the Federal Deposit Insurance Corporation from 2014 to 2017. Spencer holds a California Insurance License. Outside of his professional life, Spencer has interests that include board games, golf, outdoor adventures, skiing, traveling, and volunteering.

Shannon Loughery is an investment advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Blackridge in 2021, she worked at FSIC for 18 years and SCS Systems for 24 years. Outside of her advisory role, she is involved in insurance sales and serves as a host/representative for Pampered Chef. Blackridge Asset Management provides financial planning, investment management, and related consulting services through a network of representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management, utilizing model strategies and third-party managers primarily via an affiliated turnkey asset management platform.

Bijan Ramirez is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Real Talk Capital, Facet Wealth, Wealth Enhancement Group, and Sva Wealth Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy with customizable model portfolios, supported by an internal investment management team and external sub-advisers.

Quy Nguyen is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Inc. and Key Bank. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting using customized strategies and a variety of wrap and non-wrap solutions.

Tait Lane is a financial advisor with Merit Financial Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Triad Financial Strategies, Financial Advocates Investment Management, and LPL Financial. Lane serves as a board member of the Pearl Professional Condominium Association in Tacoma, WA. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation strategies managed by an internal investment team and committee, offering both discretionary and non-discretionary account options.

Kathleen O’dell is a financial advisor at Merit Financial Advisors with five years of industry experience. She holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Ameriprise, and SG Long Financial. Prior to her financial career, she held retail positions at Bath & Body Works and Maurices. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and supports both discretionary and non-discretionary accounts.

Brad Landry is a financial advisor at Northwest Asset Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer from 2015 to 2017. In addition to his advisory role, Landry is also a licensed insurance agent. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation, utilizing a fiduciary approach with strategic asset allocation and both fundamental and technical analysis.

Jay Porter is a financial advisor with Realta Investment Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Realta Investment Advisors and its affiliated firm, Realta Equities, Inc., since 2015. Prior to that, he operated Porter Advisory Group, a stock broker DBA based in Sammamish, WA. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, implementing diversified investment strategies across multiple asset classes and utilizing third-party manager programs and aggregation platforms.

Jeffrey Cygan is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northwest Asset Management in 2021, he worked at Charles Schwab for 24 years and had brief roles at UPS and BMW of Bellevue. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, utilizing both fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Antriksh Kandhari is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Northwest Asset Management since 2018 and previously worked at Roy Street Coffee and Tea and Trader Joe’s. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm follows a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jesse Doran is a financial advisor at Northwest Asset Management with one year of industry experience and holds a Series 65 credential. Before joining Northwest Asset Management, he was involved with Metadude LLC for five years and has served as a Quality Improvement Project Manager in behavioral health treatment services at YFA Connections since 2017. Northwest Asset Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans and charitable organizations. The firm employs strategic asset allocation and Modern Portfolio Theory to manage diversified portfolios and offers a range of services including customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory support.

Mary Moon is a financial advisor at Northwest Asset Management with 42 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Hightower Advisors, and Charles Schwab in various capacities. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including high-net-worth individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Julie Price is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked with Advisory Services Network, LLC and Juniper Investments & Retirement Planning, LLC since 2013. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.