David Paulson is a CFP® and ChFC® with seven years of experience in financial services. He currently works at Composition Wealth, LLC and previously held roles at Edgewater Wealth Management, Northwestern Mutual Investment Management, Becu, Lighthouse Institute, and Sumner School District. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Jon Murdock is a financial advisor with Navy Federal Investment Services, LLC and holds the Series 66 designation. He has 11 years of industry experience, including seven years at Edward Jones and one year at Hohimer Wealth Management prior to joining Navy Federal. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach centers on managed advisory programs that utilize third-party portfolio managers and incorporates layered solutions such as unified managed accounts and tax or impact overlays.

Kaleb Cervantes is a financial advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors and McIrath & Eck. Cervantes is involved in retirement plan operations management within affiliated entities of Alera Group, working directly with plan clients on various account and plan-related matters. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored plans. The firm employs a primarily long-term, fundamental analysis approach and integrates insurance and pension consulting platforms to support a wide range of client needs.

Taylor Monson is a financial advisor with Mission Wealth Management, LP, holding a Series 65 credential and starting his industry career in 2025. His prior work experience includes roles at Basel Capital and various non-financial industries, as well as completing his education at the University of California, Santa Barbara. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment consulting services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include a range of traditional and alternative investments.

John Keolker Jr. is a CFP® professional with 22 years of industry experience, currently serving at Fiduciary Counselling, Inc. since 2010. He is based in Tacoma, WA, and works within a multi-team firm of 17 advisors. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment types including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Paul Glenn is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 65 and Series 63 licenses with 13 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Edgewater Wealth Management. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other investment vehicles, and offers fiduciary retirement plan services with regular portfolio oversight.

William Foley is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Gig Harbor, WA. Prior to joining Mission Wealth, he worked at Gonzaga University and had a brief period away from the industry. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning, offering customized portfolio management with a range of investment vehicles and advisory arrangements.

Linda Jensen is a financial advisor at Simplicity Wealth with over 26 years of industry experience. She holds the ChFC® designation along with Series 65, 66, and 63 licenses. Her prior roles include positions at Wealth Watch Advisors, Impact Partnership Wealth, Asset Care Financial, and FOUNDATIONS INVESTMENT ADVISORS. Outside of advising, she is an author and has been involved in insurance sales through Heart Financial Group since 1994. 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 strategy utilizing ETFs, mutual funds, and individual securities, offering portfolio management, retirement plan services, and a technology-driven managed account platform for advisers.

Chad Kasper is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Edelman Financial Engines and Financial Engines Advisors L.L.C., among other firms. Kasper is currently based in Tacoma, WA. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm uses discretionary portfolio management and a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs.

Roxana Rodriguez is a CFP® professional with seven years of industry experience. She has worked at Fiduciary Counselling, Inc. since 2026 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Bank from 2014 to 2026. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and administration services to individuals, trusts, charitable organizations, and corporations. The firm uses model portfolios based on asset allocation and capital market assumptions, offering a variety of investment vehicles including private investments and sustainable strategies.

Mee Kyong Lee is a CFP®-certified financial advisor at Core Planning with 10 years of industry experience. Prior to joining Core Planning in 2025, Lee worked at J.P. Morgan Securities and operated MK Lee Coaching LLC. Lee also engages in online content creation through a sole proprietorship. Core Planning offers fee-only financial planning and wealth management primarily for individual and high-net-worth clients, using model portfolios and automated rebalancing tools to tailor investment strategies and provide ongoing portfolio oversight.

Jacob Mortensen is a CFP® professional with two years of experience in the financial advisory industry. He has worked with several firms including Mission Wealth Management, LP, Hightower Advisors, and Trellis Advisors. Prior to his financial career, he was employed at the Olympia Police Department and has experience as a homemaker. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and third-party sub-advisors to tailor portfolios to client needs.

Carl Middleton IV is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 2002 to 2026 before joining Composition Wealth. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Ronald Devon is a financial advisor at Alera Investment Advisors, LLC based in Tacoma, WA, holding a Series 66 credential with 13 years of industry experience. He has worked at several firms including Triad Advisors, Wilson & Albers Company, LLC, Kms Financial Services, Inc., and Dynamic Capital Management. Outside of traditional advisory roles, he assists in client service activities at The Wilson Agency. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach, using mutual funds, ETFs, individual equities, and fixed-income securities, and integrates its advisory services with insurance and pension consulting platforms.

Charles Greth is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Equitable Advisors, Cetera Investment Services, CUSO Financial Services, and One Nevada Credit Union. Outside of his advisory work, he provides Medicare guidance and enrollment services in Tacoma, WA. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting without account minimums. The firm’s approach centers on client goals, risk tolerance, and time horizon, using various strategies to maintain long-term purchasing power.

Jeffrey Huff is a financial advisor with NFSG Corporation in Tacoma, WA, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Kestra Investment Services, among others. Outside of his advisory work, he is involved in marketing through Jeff Huff & Associates LLC and has experience as an insurance agent with Western United Life Insurance Company. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers in its investment approach.

Petros Koumantaros is a financial advisor at Intellicents Investment Solutions Inc. with eight years of industry experience. He holds a Series 65 credential and has been with Intellicents since 2018. In addition to his advisor role, he serves on the advisory board of the Seattle Rotary Boys & Girls Club, is a director of the Pano Koumantaros Cancer Research Fund, and teaches financial literacy to 7th and 8th grade students at St. Joseph School of Seattle. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, and individual clients, including charitable institutions and municipalities. The firm employs a long-term, buy-and-hold investment approach with oversight from a CFA-designated Chief Investment Officer and offers a range of services, including ERISA consulting, individual wealth management, and wrap fee programs.

Joseph Cilley is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He is also a board member of the Graham Hill Mutual Water Company, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centralized model portfolios and supports both discretionary and non-discretionary accounts.

Charles Borquist is a financial advisor with Mutual Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. His prior work includes roles at Envestnet, Folio Dynamix, Summit Advisor Solutions, and Strategic Capital Group LLC. Outside of advisory services, he is a member of multiple real estate investment LLCs, including a family-related venture with his father and brother. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management, financial planning, and consulting services, utilizing both active and passive strategies with an emphasis on diversification and tailored portfolio construction.

Eric Mcginnis is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds the Series 66 designation and has worked previously at DecisionPoint Financial and Pacific Asset Management. Outside of his advisory role, he serves as President of RBJ Holdings, Inc., a holding company based in Gig Harbor, WA. Forum Financial Management provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also offers sub-advisory services and a turn-key asset management platform for other independent RIAs, utilizing model portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.