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.

Marat Mor is a financial advisor at Asymmetric Advantage Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. In addition to his advisory role, Mor serves as an affiliate associate professor at the University of Washington’s Department of Aeronautics and Astronautics, where he teaches and conducts research. Asymmetric Advantage Capital Management is a small registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and non-profits. The firm combines fundamental and technical analysis with a proprietary quantitative risk-management system to manage diversified and focused portfolios, offering clients documented risk-tolerance profiling and options for leverage and enhanced hedging in eligible accounts.

Michael Rose is a financial advisor with Fulcrum Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 66 credentials and possessing 50 years of industry experience. He has been with Fulcrum Wealth Advisors since 2013. Outside of his advisory role, he serves as a consultant to Castle Builders, a construction business. Fulcrum Wealth Advisors serves individual and institutional clients, offering discretionary investment management, financial planning, and consulting services. The firm employs a combination of quantitative and qualitative analysis and utilizes a diverse range of investment instruments, managing approximately $208 million in discretionary assets.

Noah Hernandez is a financial advisor at Soundpath Retirement Strategies, LLC in Bellevue, WA. He holds a Series 65 credential and has been with the firm since 2025. Prior to his advisory role, he was a full-time student from 2016 to 2025. Soundpath Retirement Strategies provides financial consulting and planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management as well as retirement-focused advice. The firm serves approximately 181 clients with a team of four advisors and employs an annual flat fee structure based on the complexity and scope of engagements.

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.

Joel Petersen is a financial advisor with Sound Legacy Wealth Advisors, LLC in Kirkland, WA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Sound Legacy in 2020, he worked at Bank of America and Merrill Lynch from 2011 to 2019. Outside of his advisory role, he serves on the board of the Rotary Club of Emerald City and holds board and management positions in several non-investment related businesses, including a licensed streaming technology reseller and a manufacturer of AI-based sports cameras. Sound Legacy Wealth Advisors provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, qualified purchasers, and some institutional clients. The firm uses a combination of passive and active investment techniques tailored to client suitability, risk tolerance, and time horizon, while offering multi-generational legacy and family-office style services under separately negotiated engagements.

John Carney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Private Advisor Group since 2013 and is also affiliated with MyIcon and LPL Financial. Outside of his advisory roles, he is involved in managing a family LLC that owns and operates a family lake cabin. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

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.

Hieu Nguyen is a financial advisor at XSTAR Fund Management LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Alphabet Inc and Dropbox Inc. XSTAR Fund Management LLC serves accredited and high-net-worth investors through its XSTAR Value Fund LP and separately managed accounts, focusing on U.S. publicly traded equities identified through top-down macro analysis and bottom-up fundamental research. The firm employs a concentrated, long-biased investment approach that may include options, margin, and technical analysis for position timing.

Paul Szilassy is a financial advisor at Cornerstone Alternatives with one year of industry experience. He holds a Series 65 credential and also serves as a senior manager in sales and market support at Philips Healthcare, where he has worked for over 25 years. Cornerstone Alternatives primarily serves individual and high-net-worth accredited investors, focusing on private market offerings such as private placements, closed-end funds, structured notes, and special-purpose vehicle private funds. The firm emphasizes tactical allocation using fundamental, technical, and cyclical analysis and provides a mix of trade execution, non-discretionary recommendations, and discretionary management services.

Rodger Shute is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 36 years of industry experience. He has been with Johnson & Shute since 1989. He holds a Series 63 designation. Johnson & Shute Investment Advisors provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm offers client-selected model portfolios composed of low-cost, passively managed equity and fixed-income mutual funds, with a long-term buy-and-hold strategy and non-discretionary management.

Ronald Peck II is a CFP® professional with 19 years of industry experience, currently operating as the sole advisor at Fearless Wealth, LLC since 2004. He is also the owner of an investment education company that publishes a monthly research letter. Fearless Wealth provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, including certain retirement and employee benefit plans. The firm emphasizes individualized portfolios with ongoing supervision, employing economic, technical, and cyclical analysis to implement diverse investment strategies tailored to client goals.

Michael Tudor is a financial advisor with Hallett Advisors, holding a Series 65 designation and bringing 12 years of industry experience. He serves as COO at SLOY, Dahl & Holst Holdings, managing a concentrated equity portfolio. Tudor has worked with Hallett Advisors since 2019 and has been involved with SLOY, Dahl & Holst entities since 2008. Hallett Advisors provides customized financial planning and portfolio management services to individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm employs a mix of fundamental and technical analysis with both long- and short-term strategies and offers specialist services such as ERISA/pension consulting and expert-witness engagements.

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.

Matthew Lybarger is a Series 65-credentialed financial advisor at Soundpath Retirement Strategies, LLC with three years of industry experience. His prior work includes roles at Brainsway, KMBS, PBS, and Copiers NW. In addition to advisory duties, he is also licensed as an insurance agent and involved in insurance sales and services. Soundpath Retirement Strategies serves individual and high-net-worth clients, providing both discretionary and non-discretionary portfolio management along with retirement-focused financial planning. The firm offers an annual flat fee structure based on engagement scope and conducts educational seminars and workshops.

Huey Luu is a CFP® with 26 years of industry experience, currently serving as an advisor at Westlake Wealth Management LLC since 2020. Prior to this, he worked for Ameriprise Financial Services, LLC for 20 years. In addition to his advisory role, he is a licensed independent insurance agent. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and fiduciary retirement rollover advice. The firm employs investment strategies based on technical and fundamental analysis as well as modern portfolio theory, and it is notable for its explicit disclosure and use of options and derivatives in client accounts.

Robert Sander is the principal of Sander Capital Advisors, Inc. in Seattle, WA, with 39 years of industry experience. He has led Sander Capital Advisors since 1986. Outside of his advisory role, he maintains a part-time family real estate business. Sander Capital Advisors manages discretionary, individually tailored large-cap equity portfolios primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combined top-down macro and industry analysis with bottom-up fundamental research, focusing on widely followed companies with above-market growth prospects and reasonable valuations.

Henry Schliiter is a Series 65-licensed financial advisor at Sila Financial, LLC with one year of industry experience. Prior to joining Sila Financial, he worked as a real estate broker at Metropolitan Park, where he held open houses and represented clients. Sila Financial provides fee-based portfolio management and wealth-management services to individuals, businesses, retirement plans, trusts, estates, and nonprofit organizations. The firm builds custom portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, favoring low-cost index options and actively managing portfolios without relying on technical security analysis.

Paul Pineda is a financial advisor at Asymmetric Advantage Capital Management, LLC in Bellevue, WA, with 23 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of his advisory role, Pineda serves on the boards of several nonprofit organizations focused on youth services and philanthropy, including Youth Eastside Services, ScoutReach Foundation, and SeeYourImpact.org. Asymmetric Advantage Capital Management is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and nonprofits. The firm employs a blend of fundamental and technical analysis alongside a proprietary quantitative risk-management system to manage diversified portfolios and focused active strategies.

Winston Chen is a financial advisor at Westlake Wealth Management LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Westlake Wealth Management since 2020, following eight years at Apic. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, employing a range of investment approaches including options and derivatives, supported by a documented risk framework.