Stanislav Vorobets is a financial advisor at Fortis Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Royal Eagle Inc. and Equitable Advisors, LLC. His background also includes roles outside finance, such as positions at Doordash and the University of Washington. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and related insurance and tax referral services. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled private funds with performance-based fee arrangements.

Dorothy Lewis is a CFP® and Series 63 licensed advisor with 41 years of experience, currently with Financial Insights Wealth Management in Tacoma, WA. She has been with Financial Insights, Inc. since 1980. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering comprehensive wealth management, retirement planning, and portfolio management. The firm’s investment approach focuses on asset allocation and fundamental analysis, complemented by educational seminars and a Bridge Program for retired financial professionals.

Ralph Latza is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at Pacific Asset Management, LLC since 2021 and previously was self-employed and worked at NR Smith and Associates, PS. Pacific Asset Management serves individuals, employer retirement plans, and business entities, providing portfolio management and pension consulting services. The firm employs an evidence-based, primarily passive investment approach using low-cost mutual funds, ETFs, equities, and fixed income, with an emphasis on long-term holding and documented client risk tolerance.

Corban Parker is a financial advisor with Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 designation and nine years of industry experience. He has worked at Fortis since 2016 and was previously with Coldstream Capital Management from 2015 to 2018. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and also manages held-away retirement assets while coordinating with other professionals as needed.

Brian Cox is a financial advisor at Pacific Asset Management, LLC in Gig Harbor, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Asset Management since 2007. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing discretionary portfolio management and pension consulting services. The firm employs an evidence-based, primarily passive investment approach using low-cost index funds to build diversified portfolios tailored to client goals and risk tolerances.

Thomas Oakes is a Certified Financial Planner (CFP®) with 30 years of experience, serving at American Northwest Advisory Services L.L.C. since 1994. He is also involved as a member and manager of a third-party retirement plan administration business that provides plan oversight and overall business planning. American Northwest Advisory Services, L.L.C. offers fee-only investment management and financial planning to individuals, retirement plans, small businesses, and charitable organizations. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension plans alongside discretionary individual accounts.

Jordan Ford is a financial advisor at Financial Insights Wealth Management with two years of industry experience. He holds a Series 65 designation and has been with the firm since 2022. Outside of his advisory role, Ford is a minority owner of Ford Center LLC, a commercial property management business. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering wealth management, retirement planning, portfolio management, and financial planning. The firm’s investment approach emphasizes asset allocation and fundamental analysis, complemented by educational seminars and specialized client programs.

Timothy Heisey is a financial advisor at 180 Wealth Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning through a wrap comprehensive portfolio management program and other tailored planning engagements. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates a mix of analytical approaches alongside financial planning in its services.

Tracy Schaff is a financial advisor at Stirlingshire Investments with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Allstate Insurance Co for eight years. Outside of her advisory role, she is involved in selling insurance and annuity products, including variable annuities and 529 plans. Stirlingshire Investments provides discretionary portfolio management and financial planning services to individuals, trusts, and other entities without a firmwide account minimum. The firm uses a variety of analytical methods and investment strategies, managing accounts primarily on a discretionary basis and offering access to third-party and proprietary model strategies.

Jordan Stover is a CFP® professional with seven years of experience in financial advising. He has been with Fortis Capital Management LLC since 2020 and previously worked at TD Ameritrade Institutional and several other firms. Outside of finance, his background includes roles at Draft Republic and the YMCA. Fortis Capital Management serves individuals, families, businesses, and institutional clients by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and manages private pooled funds while coordinating with other professionals as needed.

Gary Lucy is a CFP® professional with 27 years of industry experience, currently serving at Pacific Asset Management, LLC since 1998. He also has over four decades of experience with Cox & Lucy, CPA's. Pacific Asset Management serves individual and high-net-worth clients, as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm uses an evidence-based, primarily passive investment approach focused on low-cost, globally diversified index funds and emphasizes long-term investor behavior and tax efficiency.

Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

Amanda Burrows is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at J.P. Morgan Securities for six years before joining Financial Insights Wealth Management in 2019, where she is part of a nine-advisor team. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses with wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, offering both discretionary and non-discretionary portfolio management while providing educational seminars and in-house tax preparation services.

Justin Evans is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience and previously worked at Mahaffey Enterprises, Inc., Pahlisch Homes, McKinstry, Wood, PLC, Apollo Mechanical, and Chicago Bridge & Iron. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes advice and asset allocation based on client objectives and risk tolerance, managing assets through both discretionary and largely non-discretionary programs.

Crystal Mcmahon is a CFP® professional at Arrowroot Family Office, LLC with 10 years of industry experience. She has held roles at Great Life Investing LLC, Great Life Realty LLC, David Noble Insurance, and City Closers / Coldwell Banker Commercial. In addition to her advisory work, she provides tax preparation services as an enrolled agent through Great Life Investing LLC. Arrowroot Family Office offers investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm emphasizes customized asset allocation using analytic tools and provides both discretionary and non-discretionary management, complemented by administrative services such as bill-paying and tax return preparation.

Thomas Oakes is a financial advisor at American Northwest Advisory Services L.L.C. with 11 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment involving activities such as video creation, tutoring, and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation with a core-and-satellite approach and has a significant concentration of assets in pension consulting relationships.

Jeffrey Hughes is a financial advisor at Investor FAN with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Investor FAN since 2014. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a multifaceted investment approach that includes Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.

Ethan Cox is a financial advisor with American Northwest Advisory Services L.L.C. based in Federal Way, WA. He holds a Series 65 designation and has 10 years of industry experience. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm uses a core-and-satellite approach with strategic asset allocation primarily for clients nearing retirement and has a significant focus on pension consulting relationships.

Michael Schwartz is a financial advisor at Decker Retirement Planning Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Centaurus Financial Inc. Decker Retirement Planning offers personalized retirement and financial planning along with discretionary investment management to a diverse client base, including individuals, high-net-worth clients, and business entities. The firm employs a model-driven investment approach using quantitative strategies and a range of financial products, serving approximately 900 clients with about $285 million in assets under management.

Jacinta Earl is a financial advisor with Fortitude Advisory Group L.L.C. holding a Series 66 designation and eight years of industry experience. She has worked at several firms including Quint Capital Corp, Commonwealth Financial Network, Kitsap Bank, and LPL Financial. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individual investors and retirement accounts, along with employee retirement plans, charitable organizations, and business entities. The firm delivers a range of portfolio management and financial planning services through a team approach, tailoring recommendations based on clients’ goals, risk tolerances, and time horizons.