Richard Graham is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush since 2006, following prior roles at UBS Financial Services and Piper Sandler & Co. He is also managing member of an LLC related to inherited real estate. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Stephen Swadley is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and NY Life. Vanderbilt Advisory Services serves a diverse clientele, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment process that combines strategic asset allocation and multiple analysis techniques tailored to client objectives.

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.

Christopher Loutsis is a financial advisor at Merit Financial Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Advisors Financial Network, and PKS Investments. Outside of his advisory work, he serves as president of two nonprofit organizations focused on public benefits: Civil Liberty Training and Affordable Housing Services. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach centered on long-term, diversified portfolios managed through centrally overseen model allocations, allowing advisors flexibility to customize client strategies.

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® 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.

David Hooper is a financial advisor at Kingsview Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kingsview since 2019, following three years at Wells Fargo Clearing. Hooper provides pro-bono financial planning services for the Washington Physicians Health Program, a medical-focused nonprofit assisting professionals with personal and professional challenges. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services utilizing both in-house portfolio strategies and third-party managers across a range of investment products.

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.

Ryan Masterson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at NorthRock Partners since 2023 and previously held roles at Ameriprise and First Allied Advisory Services. Outside of his advisory work, he owns a non-investment-related business in Issaquah, WA. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach using broad asset allocation, diversification, periodic rebalancing, and integrates private market allocations, supported by AI tools and human oversight.

Michael Baer is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and Charles Schwab. Outside of his advisory role, Baer serves as a mascot for the Seattle Sounders Football Club and consults on RIA industry trends for Dialectica. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients nationally. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach combining centrally managed portfolios with advisor customization options.

Robert Seibel Jr. is a Series 66-licensed financial advisor at Merit Financial Advisors with eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fidelity Investments, Edward Jones, and Pacific Life Insurance Company. Outside of his advisory work, he has experience in the food service industry, having worked at Taste of Belgium and Trio Bistro. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and nearly $24 billion in assets under management. The firm offers coordinated wealth-management services using a long-term, diversified investment approach with customizable models overseen by an internal Investment Management team and supports both discretionary and non-discretionary authority arrangements.

Scott Terry is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of experience. He has over 29 years of experience practicing law through his own firm and other legal entities. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets and provides portfolio management, financial planning, retirement consulting, and other advisory services utilizing various investment strategies and third-party platforms.

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.

Jaclyn Roof is a CFP® and Series 65-licensed advisor with six years of industry experience. She currently works at Fiduciary Counselling Inc. and previously held roles at Laird Norton Tyee Asset Strategies, LLC and Fisher Investments. 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, incorporating registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.