Scott Caufield is a financial advisor at Sophos Wealth Management with 14 years of industry experience. He holds the Series 65 designation and previously worked at Pacific Value, LLC for 10 years before founding Sophos Wealth Management in 2021. Sophos Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and trusts. The firm uses fundamental analysis and an asset-allocation framework incorporating equities, fixed income, alternatives, and cash, with regular account reviews and a willingness to hold elevated cash or short-term Treasuries when market valuations are high.

Scott Poepping is the sole advisor at Meridan Capital, LLC, an independent firm based in Seattle, WA. He holds a Series 65 designation and has 19 years of industry experience. Poepping has been with Meridan Capital in various capacities since 1999. Meridan Capital, LLC serves individual and high-net-worth investors as well as pooled investment vehicles. The firm offers portfolio management, financial consulting, and acts as general partner and investment adviser to a private investment fund that uses a proprietary quantitative model to capture short-term directional movements in U.S. equity indexes.

Robert Lockyer is a financial advisor with Business Wise Insurance, PLLC in Snohomish, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has led Business Wise Insurance entities since 2004, focusing on health insurance and financial advisory services. Outside of his advisory role, Lockyer serves as a board member of the Navy League of the U.S. Business Wise Insurance, PLLC is a state-registered independent advisory firm serving a small client base with services that include portfolio management, financial planning, and retirement plan advisory. The firm primarily uses third-party investment advisers and custodian platforms to provide tailored investment solutions, and it also operates as a licensed insurance producer offering group and personal lines within business-benefit and estate planning contexts.

Krisanne Heinze is a financial advisor at AyurAsset LLC with a Series 65 designation and no prior industry experience. Her background includes roles at Ayur Impact LLC and the Association for Spiritual Integrity, as well as long-term involvement with Ace Concrete Finishing, Inc. She has been self-employed for over two decades. AyurAsset LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with a focused discretionary investment management strategy. The firm specializes in a single, concentrated portfolio approach targeting undervalued, capital-efficient small- and micro-capitalization companies with long holding periods.

Bruce Rinne is a financial advisor with Kunath Karren Rinne & Atkin LLC in Seattle, WA, holding 42 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1983. Kunath Karren Rinne & Atkin LLC provides discretionary investment management to individuals, families, institutions, and offers family office services for very large clients. The firm focuses on building diversified portfolios using a combination of individual securities, ETFs, mutual funds, and third-party managers, with strategies tailored to both equity and fixed income markets.

David Donhoff is a financial advisor at Leverage Planners Wealth Management, LLC in Renton, WA, with nine years of industry experience. He holds a Series 65 designation and has been with Leverage Planners since 2017. Prior to this, he has been involved with No Bull Financial LLC since 2001, where he also engages in insurance sales and services on a limited basis. Leverage Planners primarily serves individual clients, offering discretionary asset management along with comprehensive financial planning and consulting. The firm emphasizes educational outreach through newsletters and public seminars, and employs a combination of fundamental, technical, and cyclical analysis in investment decisions, supported by a third-party sub-advisor for portfolio implementation and tax-efficient strategies.

Rizwan Rizwi is a financial advisor at SAR Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SAR Wealth Management since 2010. Outside of advisory work, he owns businesses in business consulting and rug import and distribution. SAR Wealth Management serves individual and high-net-worth clients, trusts, foundations, and other entities, including international clients and occasionally Royal Families and sovereign wealth funds. The firm emphasizes Sharia-compliant and socially responsible investment approaches and provides discretionary portfolio management alongside financial planning and consulting.

Scott Minnig is a financial advisor at Capital Investment Services, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Capital Investment Services since 2002 and at Vine Dahlen PLLC since 1999. Capital Investment Services, LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach emphasizing passive index and ETF core holdings alongside selective active funds, delivering advice primarily on a non-discretionary basis.

Jason Williams is a CFP® with 11 years of industry experience. He is the principal advisor at Williams 360 Financial Advisory, LLC, an independent firm he has led since 2015. His prior work includes a position at CGN Advisors, LLC. Williams 360 Financial Advisory serves individuals, couples, and families with fee-only financial planning and discretionary investment management, focusing on retirement, tax, estate, cash-flow, and risk-management needs. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost passive investments, and incorporates employer retirement plan holdings into overall asset allocations.

Andrew Loechl is a CFA® charterholder with 25 years of industry experience. He has been with Eagle Harbor Asset Management, Inc. in Seattle, WA since 2000. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and security selection. The firm combines fundamental and technical analysis, primarily using individual stocks and bonds, and maintains affiliations with other financial practices to support service capacity.

Christopher Niemela is a financial advisor at Foresee Wealth Advisors in Bellevue, WA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Foresee Wealth Advisors since 2010, including a current role at FC Wealth, Inc. Niemela also offers life insurance and fixed annuity products as an independent producer. Foresee Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm manages approximately $146 million in assets, providing portfolio management, financial planning, and pension consulting with a focus on diversified investment strategies and plan-level services.

William Reece is a financial advisor at Madison Park Capital Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Madison Park Capital Advisors since 2016. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million using a two-level asset allocation process that combines strategic allocation with a tactical overlay applied across mutual funds, ETFs, and individual securities.

Stephen Kunath is a financial advisor with Kunath Karren Rinne & Atkin LLC in Seattle, WA, holding 41 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1983. Kunath Karren Rinne & Atkin LLC provides discretionary investment management and family office services to individuals, high-net-worth families, institutions, and corporations. The firm employs a research-based approach to construct diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers across equity and fixed income, with a focus on tailored strategies and in-state tax-exempt issues.

Michael Sander is a financial advisor at Sander Capital Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2015 to 2018. Sander Capital Advisors manages individually tailored equity portfolios for high-net-worth individuals, trusts, estates, and charitable organizations, focusing on large-capitalization securities and money market funds. The firm employs a combined top-down economic analysis and bottom-up fundamental research investment approach, maintaining relatively concentrated portfolios with modest turnover.

Adam Zimmerman is a ChFC® with 22 years of experience in the financial industry. He has been with Columbia River Advisors LLC since 2016. Columbia River Advisors manages portfolios and provides financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses a discretionary, asset-based management approach, employing internally developed model portfolios supplemented with third-party managers and a broad range of securities.

Mackenzie Wamble is a financial advisor with PNW Asset Management in Seattle, WA, holding a Series 65 designation and starting their advisory career in 2024. Prior to joining PNW Asset Management, Mackenzie worked at Brooklyn Legal Services Corp. A, Nordstrom, and the U.S. State Department. PNW Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on tax efficiency and employs a proprietary Cashflow Fingerprint model to assist in setting portfolio risk exposures.

Kristopher Kohtz is a CFP® certificant and holds a Series 66 license with 12 years of industry experience. He is currently with Two Firs Financial and has previously worked at firms including Nestle and H.D. Vest Advisory Services. Outside of his advisory role, he is involved with Thirty9 Twenty9 LLC, a real estate rental business. Two Firs Financial serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm’s investment approach emphasizes asset allocation informed by Modern Portfolio Theory and includes the use of options strategies, such as covered calls, to manage risk and generate income.

Michael Emery is a CFA® charterholder with eight years of industry experience. He is an advisor at Leeward Financial Partners, LLC, where he has worked since 2017. Emery also serves as Co-Head of US Equity Portfolio Management and a senior portfolio manager at Rainier Investment Management, LLC, focusing on domestic growth equity strategies for institutional investors. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services with an institutional investment approach emphasizing long-term asset allocation, risk management, and cost control.

Leonard Skiena is a financial advisor with S. R. Schill & Associates, Inc. in Mercer Island, WA. He holds a Series 65 designation and has 20 years of industry experience, all with his current firm since 2006. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a range of model portfolio allocations across multiple asset classes and employs a combination of fundamental, technical, charting, and cyclical investment analysis methods.

Leland Jeppesen is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. He has managed Jeppesen Financial Services LLC since 2019 and previously worked at Jeppesen Financial Services from 2009 to 2019. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, offering tailored model portfolios that incorporate stocks, bonds, options, mutual funds, and ETFs. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis across passive and active strategies, with the option for performance-based fees on selected models.