Jeffrey Mullen is a financial advisor with Madison Park Capital Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Madison Park Capital Advisors since 2014. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million across several hundred client relationships, employing a two-level asset allocation process that combines strategic allocation with a tactical overlay incorporating fundamental, technical, and cyclical analysis.

John Davis is a financial advisor at ACP Investment Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signaline Investments and Financial Advocates Investment Management. He is based in Seattle, WA. ACP Investment Management, established in 2025, provides discretionary investment management, financial planning, and pension/retirement-plan consulting primarily to institutional clients such as pension plans, charitable organizations, and corporations. The firm employs a customized investment approach using a range of assets and analysis methods, with a focus on retirement plan consulting and extensive plan-level advisory services.

Patricia Elmer is a financial advisor at Pacific Horizon Investment Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pacific Horizon since 2000. Outside of her advisory role, she is a Certified Divorce Financial Analyst and operates Creative Divorce Solutions, LLC, providing financial advice related to divorce on an hourly basis. Pacific Horizon Investment Management serves individuals, high-net-worth clients, charitable institutions, and a range of institutional clients, including other investment advisers and sovereign wealth funds. The firm offers discretionary portfolio management with a global asset allocation approach, utilizing primarily exchange-traded funds and no-load mutual funds, and provides regular client reviews and reporting.

Andrew Thibeault Jr. is a CFP® professional with 30 years of experience in financial advising, currently with Conestoga Wealth Partners in Gig Harbor, WA. He has previously worked at Commonwealth Financial Network and Wells Fargo Advisors. Thibeault also serves as a FINRA arbitrator in non-public dispute resolution. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management services.

Willard Bollenbach IV is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Agate Pass Investment, LLC. His prior experience includes six years at Foresight Global Investors and four years at Credit Suisse Asset Management. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million in discretionary assets. The firm employs a long-term, low-turnover investment approach focused on quality and growth at a reasonable price, primarily using individual stocks and investment-grade bonds, and is notable for its use of borrowing within separately managed accounts.

Michelle Robinson is a CFP® professional with 16 years of industry experience, currently affiliated with Stolz & Associates, PS since 2001. In addition to her advisory role, she serves as a notary, providing occasional document notarization services to clients at no charge. Stolz & Associates advises individuals, families, and retirement plans, managing approximately $282 million in client assets. The firm emphasizes long-term investing and diversified, lower-cost portfolios, offering comprehensive financial planning and retirement consulting through a team of three credentialed advisors.

Robert Frey is a financial advisor with Lakeside Advisors Inc in Seattle, WA, holding a Series 63 designation and over 54 years of industry experience. He has been with Lakeside Advisors since 1984 and has been involved with Kms Financial Services since 1972. Outside of his advisory work, Frey serves as president of the Central Corner Condominium HOA and as a director of the Highline Heritage Museum. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans, offering discretionary portfolio management, ERISA 3(21) plan advice, financial planning, and consulting. The firm employs a combination of fundamental and technical analysis with individualized account management across fixed-income, balanced, and equity-focused strategies.

Douglas Haack is a CFP® with 26 years of industry experience, currently serving as an advisor at Hamrick Investment Counsel, LLC since 2020. He previously worked at Cornerstone Advisors, Inc. for nine years and had a brief tenure at Key Bank. Outside of his advisory role, Haack is involved in a real estate business focused on buying, renovating, and selling properties. Hamrick Investment Counsel provides discretionary portfolio management to individuals, foundations, and nonprofit organizations, emphasizing a conservative, long-term investment approach centered on asset allocation. The firm manages substantial assets with a small advisory team, delivering individualized management and discretionary authority.

James Abodeely is a CFA® charterholder with 17 years of industry experience, currently serving at Sitka Pacific Capital Management, LLC since 2011. He is a non-profit board member, a due diligence and financial modeling consultant, and manages a blog and book review site focused on value investing. He is also a minority partner in an LLC that operates fitness studio franchises. Sitka Pacific Capital Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a valuation-aware approach focused on long-term preservation and prudent growth, utilizing a range of asset classes and proprietary methods combining fundamental, technical, and cyclical analysis.

Salvador Abarca is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is a founding advisor at Chimera Wealth, where he has worked since 2020, following prior roles at Tcs and Luvo Wealth Advisors. Outside of his advisory work, he owns Colibri Rising, LLC, which manages seed investments and provides consulting and fundraising services for start-ups; he also holds minority stakes in several companies, including a fabric start-up and a Latin American trading platform where he serves as an expert advisor. Chimera Wealth serves individual and high-net-worth clients with portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a combination of strategic and tactical investment approaches using ETFs and select mutual funds, integrates digital asset evaluation, and offers both discretionary and non-discretionary management alongside insurance services and subscription-based reporting.

Jill Mcvey is a financial advisor at Bellevue Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bellevue Asset Management since 2004. Bellevue Asset Management provides discretionary portfolio management and standalone financial planning to individuals, including high-net-worth clients, as well as pensions, trusts, estates, charitable organizations, and business entities. The firm employs a cycle-aware investment approach focused on diversification, tax efficiency, and the use of lower-cost instruments, alongside option-writing strategies and ongoing portfolio monitoring.

Jennifer Emmons Carlson is a financial advisor at Gould Capital, LLC with 22 years of industry experience. She has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Carlson holds Series 63 and Series 65 licenses. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, providing portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis, asset allocation, and income-focused approaches, and offers ERISA 3(38) fiduciary services for employer-sponsored retirement plans.

Kara Branson is a financial advisor at Singer Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and UBS Financial Services. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term investing through diversified, low-cost mutual funds and ETFs, offering discretionary portfolio management and tailored financial planning delivered via independent custodians.

Patrick Rhodes is a financial advisor at PWR Financial Services with 24 years of industry experience. He holds the Series 65 designation and has managed Rhodes & Associates since 1978. Outside of advising, he manages a certified public accounting firm and is involved in multiple business ventures, including ownership and operational roles in hospitality, property management, and manufacturing companies. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on manager-of-managers and third-party money manager selection and monitoring. The firm emphasizes due diligence, asset allocation, and long-term, non-discretionary portfolio management.

Daniel Rutter is a CFA® charterholder with 22 years of industry experience. He has been with Agate Pass Investment Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC from 2012 to 2018. He is based in Bainbridge Island, WA. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 discretionary client accounts. The firm focuses on quality and growth at a reasonable price through fundamental research and builds diversified portfolios primarily composed of individual stocks and investment-grade short-to-intermediate bonds, with a long-term, low-turnover investment approach.

Tiffany Cote is a financial advisor at B3 Wealth Strategies in Bellevue, WA, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Financial Advocates Investment Management. She also serves as a notary in Bellevue. B3 Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and supports clients through discretionary management, fiduciary consulting, and educational seminars.

Janice Hammond is a financial advisor at Sunrise Financial Services LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Madison Avenue Securities LLC and Questar Asset Management. Outside of her advisory role, she owns JJH Business Development Corp, a marketing company. Sunrise Financial Services LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm applies Modern Portfolio Theory through risk-adjusted model portfolios and uses quantitative tools for asset allocation and monitoring.

Matthew Linker is a financial advisor at Arta Finance with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley. Outside of his advisory role, he serves as President of the Board of Directors for Hawaii Pacific Model United Nations and is a remote course facilitator for a Stanford University professional development course on artificial intelligence. Arta Finance provides investment services primarily to accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodologies, complemented by human oversight, to manage public and private market strategies, structured products, and alternative investments.

Huey Luu is a CFP® professional with 27 years of industry experience, currently serving at Westlake Wealth Management LLC since 2020. Prior to that, he spent 20 years at Ameriprise. In addition to his advisory role, he is an independent insurance agent based in Seattle, WA. Westlake Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach incorporates modern portfolio theory, fundamental and technical analysis, and uses options and derivatives within client accounts, supported by documented risk management procedures.

Elizabeth Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding a Series 65 designation and 33 years of industry experience. She has been with Runde & Co Incorporated since 1992 and also owns and operates R B Hooper & Co Incorporated, another investment management company where she serves as president. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other investment advisers. The firm employs a fundamentally based, process-driven approach using proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocation and investment restrictions.