Brian Lockett is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is a lead advisor and vice president at Comprehensive Wealth Management, where he has worked since 2002, and was previously with Independent Financial Group LLC. Outside of his advisory role, Lockett serves as a board member of the Washington State University Foundation and is a 50% owner of B&S Lockett, Inc. He also volunteers with the Association of Financial Educators, conducting financial workshops. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model-based strategies that incorporate ETFs, mutual funds, tactical allocations, and Direct Indexing, while also providing ongoing monitoring and reporting on a householded basis.

Robert Bauer is a financial advisor with Madrona Financial & CPAs in Everett, WA, holding a Series 65 credential and 18 years of industry experience. He has been affiliated with Bauer Evans Inc, PS since 1989. Outside of advising, he serves as a director for a family help corporation that manages real estate holdings. Madrona Financial & CPAs provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs model-based investment strategies using primarily ETFs and also advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Jacob O'Connell is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Allstate, USTA, and Pemco, among others. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis and uses active investment strategies tailored to client objectives, with in-house management and attention to operational and cybersecurity risks.

Todd Carter is a financial advisor with Investor Fan, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Private Client Services LLC, Trutina Financial, Pacific West Financial Consultants Inc, and Mutual Service Corporation, as well as a period of retirement from 2021 to 2024. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a Modern Portfolio Theory approach and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Melinda Crary is a CFP® professional with 22 years of industry experience, currently serving at Creative Money LLC since 2011. Her prior experience includes roles at Save 9 LLC and Ameriprise. In addition to her financial advisory work, she manages a separate business coaching practice, providing individual and group trainings on business topics. Creative Money LLC offers comprehensive financial planning services to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes written financial plans and implementation guidance, using fundamental research and recommending passive, low-cost asset allocation without managing client assets directly.

Paul Adams is a financial advisor with Sound Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Sound Financial, he worked at Guardian Life and Park Avenue Securities. He is an author and co-hosts a podcast focused on organizational leadership, and he serves on the board of Gold Creek Community Church while also teaching financial stewardship there. Sound Financial serves individual and high-net-worth clients as well as business entities, providing financial planning and portfolio management primarily through third-party advisers. The firm emphasizes model portfolios and modern portfolio theory, generally recommending mutual funds and insurance products while overseeing third-party managers and wrap programs.

Jason Sikma is a financial advisor at Lake Avenue Financial LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity and its affiliated entities for over a decade before joining Lake Avenue Financial. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and other financial institutions. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting services, emphasizing customized asset allocation and model-based portfolio construction.

James McBarron is a CFP® with five years of industry experience, currently serving at Pacific Sage Partners, LLC. His prior roles include positions at CAPTrust, Paul R. Ried Financial Group, and Milliman. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses with discretionary investment management and comprehensive wealth management services. The firm develops customized portfolios using fundamental and technical analysis within a fiduciary framework and combines delegated management with retirement plan advisory services.

Arijeet Singh is a financial advisor at Willow Grove Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at No Bull Financial, LLC dba Leverage Planners, where he was also involved in insurance services as an insurance agent. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving individual and high-net-worth clients, offering discretionary portfolio management, access to private fund investments, and comprehensive reporting. The firm employs a disciplined investment process combining strategic asset allocation with technical and economic analysis, utilizing ETFs, mutual funds, and private placements.

Michael Rue is a financial advisor at Etesian Wealth Advisors, Inc. in Bothell, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. Prior to joining Etesian Wealth Advisors in 2024, he worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2008 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and transparent operational practices.

Joel Maher is a financial advisor at Madrona Financial & CPAs with 10 years of industry experience. He holds a Series 65 designation and has worked at Madrona Advisory Group, Madrona Insurance Services, Madrona Financial & CPAs, and Bauer Evans, Inc. P.S. He is also an owner/member of a real estate sales company, Maher Group LLC, where he assists with administrative tasks, bookkeeping, marketing, and property research. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies and offers tailored account placement, combining core ETF portfolios with alternative and real estate-related investments.

Andrew Amoroso is a financial advisor at Abraham & Co., Inc. in Lynnwood, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Abraham & Co. in 2023, he worked at Thomas Consulting for six years and operated Amoroso Enterprises LLC, where he serves as a notary public. Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high-net-worth clients, employing client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios that include mutual funds, ETFs, options, and selective small-cap holdings.

Maranda Blackwell is a Series 65 licensed financial advisor with six years of industry experience. She has been with Sound Financial, LLC since 2016. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach, relying on model allocations and third-party money managers, and provides tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.

Michael Gill More is a CFA® charterholder with two years of industry experience. He is currently an advisor at Harbour Investment Management L.L.C., where he has worked since 2023. Prior to joining Harbour, he was with PaxJor Investments from 2020 to 2023 and Edge Asset Management from 2005 to 2020. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and continuous supervision to build diversified portfolios tailored to longer-term objectives, managing approximately $470 million in assets for about 195 clients.

Brian Dawson is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience at Bear Mountain. He is also a shareholder and CPA at The Dawson Group, PS, a CPA firm he has been involved with since 2013, focusing on tax return compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily constructed from index ETFs, mutual funds, equities, and fixed-income securities.

Mark Weatherly is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Kingsview Partners LLC, Kingsview Wealth Management LLC, and Edward Jones. Outside of advising, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial and benefits consulting.

Sean Bolen is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Simplicity Wealth and Harbourview Advisors, where he is also an owner and insurance agent selling primary principal protected products. His prior experience includes roles at Leverage Planners Wealth Management, Financial Engines Advisors L.L.C., and Edelman Financial Engines. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and optional overlays such as tax optimization and customized screening.

Christopher Reedy is a CFP® professional with 18 years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Personal Investment Management Inc., FAC Wealth Management, Charles Schwab, and Securian Financial Services. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning processes.

Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Todd Mccaffray is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2022. He has previously worked at Kestra Advisory Services, Kestra Investment Services, Equity Services, Inc., and other firms. In addition to his advisory role, he is an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.