Paul Glenn is a financial advisor with Composition Wealth, LLC, holding Series 65 and Series 63 credentials and 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, estates, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, complemented by other securities, and manages approximately $9.47 billion in discretionary assets.

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 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 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 at Foundations Investment Advisors LLC with six 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 owns Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors serves a diverse client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, providing financial planning and portfolio management through a broad network of affiliated offices and representatives. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios and third-party sub-advisers to tailor investment strategies.

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 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 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.

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.