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.

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.

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.

Paul Henderson is a CFP® and holds a Series 65 license with 16 years of experience in the financial industry. He has worked at Heritage Road Advisors since 2021 and previously spent six years at Laird Norton Wealth Management and one year at One Day Wealth. Heritage Road Advisors serves individuals, high-net-worth clients, small business owners, trusts, estates, and institutional accounts including charitable organizations and municipalities. The firm focuses on independent financial planning and investment advisory services using a passive, low-cost asset allocation approach and offers additional services such as estate paraplanning and tax-related portfolio reviews.

Danika Waddell is a CFP® credentialed financial advisor with seven years of industry experience, currently with Xena Financial Planning, LLC. Her prior roles include four years at Goddard Financial Planning and five years with the predecessor to her current firm. Outside of advisory work, she is CEO of Xena Rising LLC, where she speaks at events and leads retreats for financial advisors. Xena Financial Planning, LLC provides discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using low-cost index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis, and offers services including retirement planning, tax-aware strategies, and estate planning.

Li Tang is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at BBJS Financial Advisors, LLC. Li has been with Radnorwood Capital since 2013. BBJS Financial Advisors provides fee-only investment management, financial planning, and consultation services to individuals, families, trusts, pension and nonprofit plans, and business entities. The firm serves a client base that includes high-net-worth households and employs a proprietary three-factor model to inform tactical portfolio decisions.

Brett Anderson is a CFA® charterholder based in Seattle, WA, with four years of industry experience. He has worked at Lesa Sroufe & Company, Inc. since 2021, following prior roles at Aristotle Capital Management and Rimrock Capital Management. Lesa Sroufe & Company, Inc. provides portfolio management and investment research to individuals, corporate pension plans, and charitable institutions. The firm employs a research-driven, value-oriented investment approach with focused, diversified portfolios and offers sub-advisory services alongside direct account management.

Spencer Reppond is a financial advisor at Reppond Investments, Inc. with a Series 65 designation and four years of industry experience. His prior work includes positions at Amazon.com, Inc. as an M&A Analyst in Corporate Development and at Ernst & Young. Reppond Investments, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a quantitative, rules-based investment process driven by proprietary mathematical algorithms. The firm offers diversified strategies including trend-following, sector rotation, and AI-enhanced approaches, and also licenses its proprietary signals to third-party adviser platforms.

Kyle Mylius is a CFA® charterholder with 13 years of industry experience. He has worked at Humanize Wealth Partners LLC since 2023 and previously held roles at Newground Social Investment, SPC, Braided Water, LLC, Green Canopy, Inc., and Threshold Group, LLC. Based in Seattle, WA, he holds Series 63 and Series 65 licenses. Humanize Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, foundations, endowments, and family-owned entities. The firm employs a fiduciary, tailored approach integrating asset allocation, tax-aware portfolio construction, and ESG considerations, often incorporating institutional sub-advisors and offering educational seminars alongside continuous portfolio oversight.

Bradley Van Aken is a financial advisor with Agate Pass Investment, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Agate Pass Investment Management since 2011. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on long-term, low-turnover portfolio management emphasizing quality and growth at a reasonable price, primarily through individual stocks and investment-grade bonds, and employs a borrowing strategy within separately managed accounts.

Bethany Steinhaus is a CFP® professional with 11 years of experience, currently serving as the sole advisor at Breakwater Investment Management in Seattle, WA. She has been with Breakwater since 2009. Breakwater Investment Management oversees approximately $250.8 million in discretionary assets for about 150 clients, including individuals, high-net-worth clients, qualified retirement plans, trusts, businesses, and non-profit organizations. The firm employs model portfolios that emphasize low-cost, primarily passive ETFs alongside some actively managed funds, focusing on globally diversified portfolios with exposure to international and emerging markets.

Colby Goodner is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Dixie's Tax & Financial Services, he worked at Cetera Wealth Services and Avantax Advisory Services. He manages DMM Senior Insurance LLC, assisting seniors with Medicare-related enrollments. Dixie's Tax & Financial Services provides wealth management to individuals, high-net-worth clients, trusts, and estates, combining discretionary portfolio management with comprehensive financial planning and separate tax and accounting services. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs and accesses unaffiliated Independent Managers through institutional relationships, while also offering tax preparation and insurance consulting services.

Matthew Hawkins is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Hawkins Investment Counsel, LLC since 2006, where he serves as one of three advisors. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process that combines quantitative screening with fundamental analysis to construct diversified, customized portfolios.

Brian Whitaker is a CFP® professional affiliated with Northern Lights Advisors, Inc. in Seattle, WA, with 23 years of industry experience. He previously worked for LNW Wealth Management, LLC for 19 years before joining Northern Lights Advisors. Northern Lights Advisors serves both individual and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a client-specific approach combined with proprietary model portfolios and web-based automation, emphasizing mutual funds, ETFs, and direct indexing.

Robert Bjur is a CFP® with 33 years at Coast Capital Management and 20 years of industry experience. He operates an income tax preparation business outside of his advisory work. Coast Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses with personalized financial planning and investment management. The firm emphasizes strategic asset allocation using no-load, passively managed funds, global diversification, and written Investment Policy Statements, managing approximately $18 million for about 51 clients with a low client-to-advisor ratio.

Timothy Khin is a CFP® with 33 years of industry experience currently serving at Westlake Wealth Management LLC. Prior to joining Westlake in 2026, he worked at Ameriprise Financial Services, Inc. for 33 years. In addition to his financial advisory role, he holds a real estate license and is an agent with Preview Properties. Westlake Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a combination of modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading strategies. The firm incorporates options and other derivatives in client accounts and offers tailored investment advice.