James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Wedbush in 2006, he worked at UBS Financial Services and Piper Sandler & Co. Outside of his advisory role, Ward is involved in small business consulting through his ownership of WARDDEN LLC and operates an automotive repair business, Northtown Auto Clinic. He also serves as a director for a nonprofit homeowners association in Federal Way. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital market services including discretionary portfolio management and institutional research, operating with dual registration as both an adviser and a broker-dealer.

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.

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.

Gregory Harrison is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory role, he is the sole owner of Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, and it offers a range of affiliated services including tax coordination and sub-advisory arrangements.

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 with Global View Capital Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. His prior work experience spans several industries, including retail, transportation, healthcare, and insurance. Hernandez is currently involved with McKenzie Real Holdings, a senior management business. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

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.

Akeem Davis is a financial advisor at Alera Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Davis & Associates LLC. Outside of his advisory role, he is involved in investment due diligence and research through entities such as Wilson Albers and Alera Group Wealth Services. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Zachary Abraham is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Trek Financial since 2022 and previously spent five years at Clear Creek Financial Management and four years at Abraham & Co., Inc. Abraham serves as a director on the board of Tectonic Audio Labs, Inc., a non-investment-related company. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical approaches, including AI tools, direct indexing with tax-loss harvesting, and a wide range of systematic strategies and hedge options.

Tyler Hjelseth is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He spent 14 years with Northwestern Mutual Investment Management prior to joining Composition Wealth. Hjelseth is a finance committee member for Life Christian Academy, where he serves in a fiduciary capacity for the school’s endowment fund. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to 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 stocks, bonds, and other instruments, and manages approximately $9.47 billion in discretionary assets.

Jessica Lane is a financial advisor at Trek Financial in Tacoma, WA, holding a Series 65 license with two years of industry experience. Prior to joining Trek Financial, she worked at Modus Title and Escrow, Zillow Group, and Healthways. She is also licensed as a Washington life insurance producer. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a combination of strategic and tactical portfolio approaches, integrating evidence-based models, fundamental and technical analysis, and artificial intelligence tools within a comprehensive investment framework.