Trent O'neal is a financial advisor at Wayfinding Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors Financial Network LLC and Merrill. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan advisory and consulting services. The firm manages over $350 million in assets across about 361 accounts and utilizes a planning-driven consultative approach combined with disciplined asset allocation and a variety of investment implementation strategies.

Brian McAuley is a financial advisor at Eagle Harbor Asset Management, Inc. with 21 years of industry experience. He holds a Series 65 credential and has been associated with Sitka Pacific Capital Management, LLC since 2005. McAuley serves on the Board of Directors of McAuley LCX Corporation, a private family-owned real estate holding company. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and selecting specific equity and fixed-income securities. The firm combines fundamental analysis with technical methods, emphasizing individual stocks and bonds, and maintains formal affiliations with other registered advisers and CPA-affiliated practices to support service capacity.

Michael Bowers is a CFA® charterholder with 14 years of industry experience. He has been with PNW Asset Management since 2015 and also worked at FSG Wealth Advisors, LLC. Based in Seattle, WA, he holds a Series 63 license. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a strategic asset allocation approach using mutual funds and ETFs, emphasizing tax efficiency and a proprietary Cashflow Fingerprint model to guide portfolio risk.

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.

Shelby Miller is a financial advisor at Helmsman Financial Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Helmsman Financial Group since 2004. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other non-individual entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment approach focused on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

Miki Okamoto Swanson is a CFA® charterholder with 13 years of industry experience. She has been with Lakeside Advisors Inc in Seattle, WA since 2006. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans, offering discretionary portfolio management, ERISA 3(21) plan advice, and financial planning. The firm uses a combination of fundamental and technical analysis with active management strategies tailored to client objectives.

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.

Brandon Springer is a financial advisor with Helmsman Financial Group, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Helmsman Financial Group since 2012. Helmsman Financial Group provides portfolio management and financial planning services primarily for individual clients, as well as trusts, estates, and other entities. The firm emphasizes an asset-allocation approach with a value-oriented, longer-term focus on current income, utilizing a mix of discretionary and non-discretionary investment management programs.

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.

Donald Creech is a CFP® with 35 years of industry experience, currently serving at Investor Resources Inc. since 1990. He is also the President and Owner of Donald Creech Consulting, providing investment consulting and pre-market analysis to advisors nationwide. Investor Resources Inc. offers discretionary investment advisory services to individuals, high-net-worth clients, trusts, and pension plans, with a focus on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also provides qualified retirement plan trustee support and manages small, concentrated portfolios alongside formal retirement plan services.

Philip Murphy Jr. is a CFA® charterholder with 23 years of industry experience. He is currently with Smart Portfolios, LLC in Lake Forest Park, WA, and previously worked at PLM Investment Advisers, Inc. for 17 years, as well as Aviso Wealth Management, Florida Investment Advisors, and Banc Of America Investment Services. Smart Portfolios, LLC provides investment management and financial planning services to retail and high-net-worth clients, using a model-driven approach based on proprietary Dynamic Portfolio Optimization and multiple research sources. The firm employs pre-developed asset-allocation models and customized strategies, favoring ETFs for tactical exposure, and maintains a formal referral compensation practice with disclosures to clients.

Kevin De Angelis is a CFP® certificant with nine years of industry experience. He currently serves as an advisor at Breakwater Investment Management, where he has worked since 2026. His prior experience includes roles at Stifel Nicolaus & Co Inc and Thrivent Financial. Breakwater Investment Management is a registered investment adviser managing over $300 million in discretionary assets for individual, high-net-worth, and institutional clients. The firm focuses on broadly diversified, primarily ETF-based portfolios and utilizes model strategies with automated rebalancing and tax-loss harvesting, while also providing financial planning and corporate trustee services.

Roy Hamrick is a CFA® charterholder with 13 years of industry experience. He has been with Hamrick Investment Counsel, LLC since 2004, where he is one of two advisors at the firm based in Seattle, WA. Hamrick Investment Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as foundations and nonprofit organizations. The firm employs a conservative, long-term investment approach emphasizing asset allocation and uses low-cost index funds alongside selected active funds and a model stock portfolio.

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.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Gradient Securities, Covenant Senior Life, and Packerland Brokerage Services. Reed is also the owner of The Medicare Exchange, an insurance sales organization focused on Medicare products. Anchor Financial serves mostly individual clients with a small, concentrated practice managing approximately $5.7 million in assets. The firm provides discretionary asset management primarily through mutual funds and ETFs, offers retirement plan services, and coordinates with a third-party manager under specific referral arrangements.

Benjamin Englund is a financial advisor at Ceva Advisors with a Series 65 designation and three years of industry experience. Prior to joining Ceva Advisors, he worked at SLC Management for 16 years and held roles at several other firms including Aberdeen Capital LLC and NWAM, LLC. Ceva Advisors is a state-registered advisory firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory-based approach, using diversified, low-cost funds and bespoke portfolio adjustments, and offers private investment recommendations and direct digital-asset allocations as part of its services.

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.

Neil Rose is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial services industry. He has been with Regency Capital Management Inc. since 2021 and previously worked at Cadinha & Co., LLC from 2007 to 2020. Regency Capital Management provides discretionary investment and wealth management services primarily to individuals, trusts, retirement plans, and institutions with approximately $1 million or more in investable assets. The firm combines fundamental analysis with quantitative tools to offer both model and bespoke portfolio strategies and serves a diverse client base that includes pooled investment vehicles and institutional entities.

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.