Alicia Singer is a ChFC® and Series 66 holder with 12 years of experience in the financial services industry. She has worked at Singer Wealth Management since 2018 and previously spent two years at Badgley Phelps Wealth Managers. Alicia is based in Seattle, WA. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses, including retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified, low-cost mutual funds and ETFs, and operates with a boutique advisory model managing approximately $119 million in discretionary assets.

Shaun Corry is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Lesa Sroufe & Company, Inc. since 2006. The firm provides portfolio management and investment research services to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and trusts. Lesa Sroufe & Company employs a research-driven, value-oriented investment approach with focused portfolios typically diversified across 25–35 stocks, offering both discretionary and sub-advised wrap accounts along with special-project research on equity matters.

William Robbins is a Certified Financial Planner® with eight years of industry experience, currently serving as an advisor at Pacific Horizon Investment Management LLC since 2014. He holds the Series 65 designation and is based in Seattle, WA. Robbins assists on administrative and client service tasks for a separate entity, Creative Divorce Solutions, LLC, founded by his colleague Patricia Elmer, a Certified Divorce Financial Analyst®. Pacific Horizon Investment Management provides discretionary investment management to individuals, high-net-worth clients, charitable institutions, foundations, and endowments. The firm employs a global asset allocation strategy utilizing exchange-traded funds and no-load mutual funds and serves a client base that includes several institutional types uncommon for a firm of its size.

Bruce Herbert is a financial advisor at Newground Social Investment with 25 years of industry experience. He has worked with Newground Investment Services since 1994. Herbert holds a Series 63 designation. Newground Social Investment provides values-aligned portfolio management and financial planning to individuals and institutions seeking to integrate environmental, social, and governance (ESG) factors into their investments. The firm serves investors with $1.5 million or more in investable assets, offering customized portfolios that emphasize sustainable, responsible, and impact investing.

Kristi Mandt is a Certified Financial Planner® with over 42 years of experience in the financial services industry. She has been with Lakeside Advisors, Inc. since 2005 and also co-owns Millikin Mandt Associates, Inc., where she provides investment advice and financial planning. Outside of her advisory roles, she serves as secretary for the Lenore Hanauer Foundation, a charitable organization. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans by providing discretionary portfolio management, ERISA 3(21) plan advice, financial planning, and consulting. The firm employs a combination of fundamental and technical analysis across multiple strategies, managing accounts on an individualized basis with a long-established advisory team overseeing several hundred million in assets.

Dan Uhm is a financial advisor at Seattle Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including American Institutional Assets, LLC, RCX Capital Group LLC, Ross Securities Corporation, and Commonwealth Financial Network. Outside of his advisory role, he is involved as a partner and manager in multiple non-investment related business ventures, including Zeolite Composites, LLC. Seattle Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term, disciplined, and broadly diversified investment approach and manages approximately $131 million in discretionary client assets.

Robert Davidson is a financial advisor at FinSym Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Amazon and Washington University in St. Louis. FinSym Partners is an independent SEC-registered wealth management firm serving individuals, trusts, estates, and employer retirement plan sponsors. The firm employs a research-based investment approach focused on efficient markets, combining passive strategies with systematic tilts and fundamental analysis, and manages client portfolios through individualized planning and periodic reviews.

Brian Mcauley is a financial advisor at Eagle Harbor Asset Management, Inc. with 21 years of industry experience. He holds a Series 65 designation and has worked at Sitka Pacific Capital Management, LLC since 2005. Mcauley is also a member of the Board of Directors for 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 the selection of individual equities and fixed-income securities. The firm combines fundamental and technical analysis and employs both long-term holdings and occasional short-term trades.

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.

Kevin Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Runde & Co. Incorporated since 1992. In addition to his advisory role, he is vice president of R B Hooper & Co. Incorporated, another investment management company operated concurrently. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other advisers, managing approximately $185 million in assets. The firm employs a fundamentally based, process-driven approach with proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocations and restrictions.

William Serres is a CFP® professional with 25 years of industry experience, currently serving at BBJS Financial Advisors, LLC since 2001. He is also a partner at the certified public accounting firm Bancroft Buckley Johnston & Serres LLP, where he has worked since 1997 and dedicates significant time. BBJS Financial Advisors provides fee-only investment management and financial planning services to individuals, families, trusts, pension and nonprofit plans, and business entities, including high-net-worth households. The firm uses customized investment policies and a proprietary three-factor model to guide diversified portfolio construction and tactical asset allocation.

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.

Donald Dempster is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at DLK Investment Advisors, LLC. His prior experience includes roles at Alpha Cubed Investments, LLC and DLK Investment Management. Outside of finance, he is a partner and CFO of Adaptive Motion Group LLC, a software robotics firm, where he contributes to accounting and strategy. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm employs a fundamental relative-value investment approach emphasizing strategic asset allocation and operates on a fee-only basis with a focus on discretionary management and tailored client relationships.

Richard Egan is a CFP® professional with 23 years of experience in the financial industry. He has been with Cadence Wealth Management, LLC since 2011. Outside of his advisory role, he is the lead guitarist and singer for a rock band called Goldbar. Cadence Wealth Management serves individual clients, including both high-net-worth and non-HNW households, offering portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a combination of modern portfolio theory, tactical asset allocation, and fundamental analysis, managing most accounts on a non-discretionary basis.

Andrew Barfoot is a CFP® with 11 years of industry experience, currently serving at Madison Park Capital Advisors, LLC since 2015. Located in Seattle, WA, he holds a Series 65 license. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses, managing approximately $295 million across several hundred client relationships. The firm employs a two-level asset allocation process combining strategic and tactical approaches and invests in mutual funds, ETFs, individual securities, and, where appropriate, privately placed securities and limited digital asset exposure.

Heather Hughes Henrichsen is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 65 credential and 13 years of industry experience. She has been with Parker Financial since 2009. Outside of her advisory role, she operates Heather Dawn Design, a sole proprietorship offering graphic design, bookkeeping, and administrative assistance. Parker Financial LLC provides investment supervisory services, financial planning, and investment consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party money managers, and is known for its public educational activities including e-newsletters and seminars.

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.

Lincoln Granberg is a financial advisor at Avantia Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Khagos, Fehu Mining, King’s College London, Fera at Claridges, and the University of Washington Tacoma. Outside of his advisory role, he is the founder of Fehu Mining, a cryptocurrency mining business. Avantia Investment Services provides wealth management and financial consulting to individuals, high-net-worth clients, trusts, non-profit organizations, and business entities. The firm uses a custom, discretionary approach with ongoing monitoring and incorporates options and derivative strategies within separately managed accounts, supported by its affiliation with related family-office entities.

Dixie Kendrick is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, Washington, holding Series 63 and Series 65 designations and 14 years of industry experience. Her background includes roles at Avantax Advisory Services and Cetera Wealth Services, and she is involved in providing Medicare-related insurance services through DMM Senior Insurance LLC. Dixie's Tax & Financial Services offers wealth management to individuals, high-net-worth clients, trusts, and estates, integrating discretionary portfolio management with financial planning and tax services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, and incorporates Independent Managers through an institutional relationship with Altruist’s Model Marketplace.

Steven Poirier is a financial advisor at Greenrock Asset Management LLC with nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc., The Prudential Insurance Company of America, and Pruco Securities, LLC. Poirier holds Series 63 and Series 65 licenses. Greenrock Asset Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, companies, and institutional clients. The firm employs active, tactical portfolio management with continuous oversight and uses derivatives and performance-based fee arrangements, which are uncommon among similar independent advisers.