Jason Dray is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, PepsiCo, and Fisher Investments. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates both as an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

Taylor Monson is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. Prior to joining Mission Wealth in 2025, Monson worked at Basel Capital in 2024 and has held various roles outside the financial industry, including positions at Costco and Table Catering Co. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients, with customized wealth management, financial planning, and investment strategies that incorporate a broad range of asset classes and advisory services.

John Keolker is a CFP® professional with 21 years of industry experience, currently serving at Fiduciary Counselling, Inc. since 2010. He is based in Tacoma, WA. Fiduciary Counselling, Inc. provides investment advisory and administrative services to individuals, trusts, charitable organizations, corporations, and family-related entities. The firm employs a structured investment approach using asset allocation, modern portfolio theory, and both registered and private investment vehicles, supported by due diligence and portfolio management activities.

Kimberly Ten Pas Bell is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and two years of industry experience. She is also the owner and president of Navigating Financial Solutions, LLC. Prior to her advisory career, she worked for the Federal Aviation Administration for nine years and owns a personal property management business. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies.

Paul Glenn is a financial advisor with Composition Wealth, LLC, holding Series 65 and Series 63 licenses and having 13 years of industry experience. Prior to joining Composition Wealth, he worked at Northwestern Mutual Investment Management and Edgewater Wealth Management. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a focus on long-term, asset-allocation driven portfolio construction using diversified investments including mutual funds, ETFs, stocks, and bonds. The firm operates a multi-advisor platform managing approximately $9.5 billion and offers comprehensive wealth management, financial planning, and retirement plan advisory services.

James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wedbush Securities since 2006. Outside of his advisory role, he is involved in small business consulting through WARDDEN LLC and serves as owner and president of Northtown Auto Clinic, an automotive repair business. He also acts as a director for Barclay Place Homeowners, a nonprofit homeowners association. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and registered investment advisory services. The firm provides discretionary and non-discretionary managed accounts along with clearing, custodial, and prime services, with a notable integration of broker-dealer, capital markets, and commodities activities.

William Foley is a CFP® professional with four years of industry experience, currently serving at Mission Wealth Management, LP since 2021. Prior to this, he spent five years at Gonzaga University and had a one-year gap in employment. Mission Wealth Management is a multi-team advisory firm that offers wealth management, financial planning, and portfolio management primarily to affluent individuals, families, and various institutional clients. The firm employs customized, long-term strategies across a diverse range of investments and provides a range of tiered service models including consulting and fiduciary plan services.

Chad Kasper is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Edelman Financial Engines, Financial Engines Advisors L.L.C., and Prudential. Kasper operates in Tacoma, WA, and currently works under the Kasper Wealth Management brand within RFG Advisory. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive investment strategies with a focus on risk management and offers access to proprietary models, alternative investments, and annuity management.

Mee Kyong Lee is a CFP® professional with nine years of industry experience, currently advising at Core Planning in Tacoma, WA. Prior to joining Core Planning in 2025, Lee operated MK Lee Coaching LLC and has been involved with Seamfi, LLC since 2018. Outside of financial advising, Lee engages in online content creation under a sole proprietorship. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach combining fundamental analysis and both long- and short-term strategies, utilizing in-house advice, third-party money managers, and model portfolios.

Jacob Mortensen is a CFP® professional at Mission Wealth Management, LP with one year of industry experience. His prior roles include positions at Hightower Advisors and Trellis Advisors, among others. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management and financial planning with an emphasis on long-term strategies using a diverse set of investment vehicles and offers services including cross-border planning and ERISA retirement plan consulting.

Carl Middleton IV is a financial advisor at Composition Wealth, LLC with 24 years of industry experience. He previously worked for Northwestern Mutual Investment Services, LLC from 2002 to 2026. Middleton holds Series 63 and Series 65 licenses. Composition Wealth is an SEC-registered investment adviser that provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven approach, using diversified portfolios with low-cost mutual funds, ETFs, and individual securities, supported by fundamental and technical analysis within a multi-advisor platform managing roughly $9.5 billion in discretionary assets.

Ronald Devon is a financial advisor at Alera Investment Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Triad Advisors and Wilson & Albers Company, LLC. Outside of his advisory role, he assists with operations at The Wilson Agency. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm employs a diversified investment approach using internal management, affiliate platforms, and independent managers, focusing on long-term allocations across mutual funds, ETFs, equities, and fixed income.

Gregory Harrison is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and having six years of industry experience. He has previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory work, he owns and operates Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies, utilizing model portfolios, third-party sub-advisers, and a wide range of investment products.

Jason Totedo is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Mutual Advisors, LLC since 2019 and previously worked at Ameriprise Financial Service, Inc. from 2012 to 2019. Outside of advising, he serves as a ski instructor for the Mohan Ski School, a nonprofit organization. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, and ERISA plan advisory services using a combination of passive and active investment strategies tailored to client objectives.

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.

Daniel Hernandez is a financial advisor at Global View Capital Management LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Global View Capital Advisors, JAR Insurance Services, Elite Financial Freedom, and Spark (Walmart, Inc.). He also has experience working with companies such as Roadie, Universal Wealth, and Amazon. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach using proprietary algorithmic research, supporting model-based strategies aligned with client risk profiles and objectives.

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 seven years of industry experience. He holds a Series 65 designation and has been with Intellicents since 2018. Koumantaros is involved in several nonprofit organizations, including serving on the advisory board of the Seattle Rotary Boys & Girls Club and as a director of the Pano Koumantaros Cancer Research Fund. He also teaches financial literacy to middle school students at St. Joseph School of Seattle. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts by providing retirement plan consulting, individual wealth management, and participant education services. The firm focuses on long-term, buy-and-hold investment strategies overseen by a chief investment officer and employs both discretionary and non-discretionary solutions across various asset types.

Joseph Cilley is a CFP® with 25 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 serves as a board member of the Graham Hill Mutual Water Company, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, with advisors able to customize portfolios on various platforms.

Charles Borquist is a financial advisor with Mutual Advisors, LLC, holding Series 66 and Series 63 designations and 19 years of industry experience. He has been with Mutual Advisors and Mutual Securities, Inc. since 2018 and previously worked at Envestnet, Folio Dynamix, and Summit Advisor Solutions LLC. Outside of his advisory role, Borquist is a member of several real estate investment entities, including a family partnership with his father and brother. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base ranging from individuals and high-net-worth clients to institutional investors, including sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering services through a mix of active and passive strategies supplemented by third-party tools and managers.