Qing Lu is a financial advisor at Kavout Algo Financial LLC with seven years of industry experience. He holds a Series 65 credential and has worked with affiliated entities including Kavout Asset Management, LLC and Kavout Corporation, where he serves as CEO of the technology company. Outside advisory roles, he dedicates part of his time to overseeing technology operations at Kavout Corporation. Kavout Algo Financial provides continuous asset management services primarily on a non-discretionary basis to individual and high-net-worth clients. The firm integrates quantitative and traditional investment methods with a value-oriented, long-only focus while employing tactical allocation and trading strategies as appropriate.

Baltej Kochar is a financial advisor at Cedar River Capital, LLC in Seattle, WA, holding a Series 65 designation with nine years of industry experience. He previously operated Kochar Capital for two years before joining Cedar River Capital in 2017. Kochar is also a limited partner and minority shareholder in a private equity fund, TOC Equity Partners Alpha, LLC. Cedar River Capital provides discretionary portfolio management and consulting services primarily to individual and high-net-worth clients, while also serving institutions and other advisers through subadvisory and model-portfolio offerings. The firm employs multiple equity-focused investment strategies that integrate fundamental research with macroeconomic, technical, and quantitative analyses.

John Robertson is a CFP® with eight years of industry experience, currently serving as an advisor at Greystone Financial & Estate Services, Inc. He previously worked at Securities America Advisors, Inc. and KMS Financial Services Inc. In addition to his advisory role, Robertson operates as an independent insurance agent, providing sales and consulting services related to life insurance and annuities. Greystone Financial & Estate Services serves individual and high-net-worth clients and offers retirement plan consulting to plan sponsors and fiduciaries. The firm provides discretionary portfolio management and tailored financial consulting, managing approximately $103.6 million across about 196 clients.

Nicoletta Schaff is a CFP®-designated financial advisor with eight years of industry experience, currently with FAP, LLC in Bellevue, WA. Her prior roles include positions at Financial Advisory Partners and Commonwealth Financial Network. FAP, LLC is a small advisory firm focusing on financial planning services such as retirement, tax, estate, business planning, risk/insurance analysis, and rollover guidance. The firm emphasizes hourly planning engagements and client-directed implementation rather than discretionary portfolio management or percentage-of-AUM billing.

Donald Foy is a financial advisor at Columbia River Advisors with 22 years of experience in the industry. He holds a Series 66 designation and has worked with firms including LPL Financial and Raymond James Financial Services. In addition to his advisory role, he owns Summit Tax Services. Columbia River Advisors provides investment advice and portfolio management primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, private funds, and pooled investment vehicles. The firm uses customized asset allocations based on internally developed model portfolios, employing a buy-and-manage approach that incorporates Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis.

Jeffrey Atkin is a financial advisor at Kunath Karren Rinne & Atkin LLC in Seattle, WA, with 38 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1986. Kunath Karren Rinne & Atkin LLC provides discretionary investment management and family office services to individuals, high-net-worth families, institutions, and corporations. The firm constructs diversified portfolios based on academic research and emphasizes strategies across equity and fixed income, managing approximately $345.6 million with a small client base and a low advisor-to-client ratio.

Dan Kanivas is a CFP®, CFA®, and Series 65 credentialed financial advisor with nine years of industry experience. He has been with Triple Summit Advisors, LLC since 2015. Triple Summit Advisors, LLC manages approximately $90.3 million in discretionary assets for around 170 clients, including individuals, trusts, and corporate entities. The firm offers a range of investment strategies, including ETF-based global asset allocation, global compounding value, and event-driven approaches that incorporate performance-based fees and specialized techniques such as merger arbitrage and options trading.

Daniel De Whitt is a financial advisor at Waystone Advisors LLC with two years of industry experience. He holds a Series 65 designation. Outside of advising, he serves as president of Continents for Christ, a nonprofit missions organization. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized fiduciary approach focusing on fundamental analysis and long-term asset allocation, utilizing ETFs, mutual funds, individual securities, and alternative investments.

Denton Olde is a CFP® professional at Olde Wealth Management, LLC with 31 years of industry experience. He has worked at multiple firms including Financial Network Wealth Management, LLC and Cetera Advisor Networks LLC, and operated as a sole proprietor for over two decades. Outside of advisory services, he has experience as a licensed insurance agent selling life, disability, annuities, and long-term care products. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach, utilizing a broad array of securities and option strategies, supported by third-party research and Schwab’s institutional custody and trading services.

Richard Philipovich is a Series 65-licensed advisor with Adair Wealth Management in Bellevue, WA, where he has worked since 2022. He has four years of industry experience and previously worked at BNBuilders and Cornerstone General Contractors. Adair Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plans, and other entities with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm emphasizes customized plans and ongoing oversight, using asset allocation, periodic rebalancing, ETFs, mutual funds, and selective individual securities or third-party sub-advisors.

Paul Latta is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Cedar River Capital, LLC since 2017. Prior to this, he operated PL Consulting for one year. He is an advisory board member of GMJ Technologies and holds stock options representing approximately 0.5% ownership in the company. Cedar River Capital provides discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, while also serving institutions and other advisers through subadvisory and model-portfolio services. The firm employs multiple equity-focused strategies combining fundamental and quantitative analyses and maintains a broader operational footprint than typical for its size.

Kelsey Gray is a financial advisor at WLFB Inc with 16 years of industry experience. She holds a Series 65 designation and has been the owner and operator of Spectrum, LLC since 2008, providing labor relations and efficiency consulting services. WLFB Inc. is a supported registered investment adviser serving individuals, trusts, closely held businesses, and pension plans. The firm offers financial and retirement planning and refers clients to third-party investment managers, focusing on diversified, non-discretionary manager allocation plans rather than direct portfolio management.

Nathan Ricks is a CFP® professional with 24 years of industry experience. He has served as an advisor at Financial Freedom for Dentists LLC since 2019 and previously worked at Dental Wealth Advisors, LLC from 2013 to 2019. Financial Freedom for Dentists LLC advises dentists, other individual and high-net-worth clients, as well as corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management, retirement-plan support, and tailored financial planning, employing Modern Portfolio Theory with regular monitoring, rebalancing, and tax-loss harvesting. Additionally, the firm provides public educational seminars and retirement-plan education for plan participants.

Matthew Mckellar is a financial advisor at MyICON with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Private Advisor Group, LPL Financial, Advisory Resource Group, and Hornor, Townsend & Kent. Outside of advisory roles, he is involved in non-variable insurance activities. MyICON provides fee-only financial planning and consulting to individuals, families, and businesses, focusing on cash-flow modeling and asset allocation based on Modern Portfolio Theory. The firm emphasizes needs-based planning aligned with client objectives and offers services without discretionary account management or asset custody.

Austin Collins is a financial advisor at Integrated Wealth Advisors, LLC in Bellevue, WA, with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial and Commonwealth Financial Network. Collins is also involved in fixed insurance sales. Integrated Wealth Advisors is an SEC-registered investment adviser serving individual and high-net-worth clients with financial planning, retirement-plan consulting, and discretionary portfolio management. The firm uses a combination of in-house management and third-party platforms to deliver customized investment strategies tailored to client objectives and risk tolerance.

Ryan Rourke is a financial advisor at The Planner’s Edge LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including MassMutual Life Insurance Company, Mass Mutual Investors Services, Northwest Asset Management, and Raymond James Financial. Outside of his advisory work, he serves as a volunteer member of the Board of Trustees for The Bertschi School. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, providing customized financial planning and discretionary portfolio management through its Serious Money Approach™. The firm emphasizes asset allocation, diversification, rebalancing, and combines fundamental due diligence with technical analysis, while offering clients periodic reporting and a monthly newsletter.

Brent Davidson is a financial advisor at FinSym Partners, LLC in Seattle, WA, holding a Series 65 designation with 11 years of industry experience. He has been with FinSym Partners since 2015. FinSym Partners is an independent wealth management firm that serves individuals, trusts, estates, and select employer retirement plan sponsors. The firm emphasizes a research-based, efficient market investment approach, generally using structured passive strategies complemented by fundamental analysis and systematic tilts, and offers fee-only, discretionary portfolio management with a focus on individualized financial planning.

Ryan Sawyer is a financial advisor at Viewpoint Capital Management in Seattle, WA, with 21 years of industry experience. He holds a Series 66 designation and has been with Viewpoint Capital Management since 2011. Viewpoint Capital Management provides portfolio management and investment advice to individuals, personal trusts or estates, and small business owners. The firm focuses on value and tactical investing, emphasizing income-producing securities, global diversification, and tailored portfolios constructed from individual stocks, bonds, and passive ETFs.

Anthony Capeloto is a financial advisor at The Capeloto & Hedrick Co with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Foster Point Capital, LLC. The Capeloto & Hedrick Co provides discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and entities such as trusts and family offices. The firm uses a blend of strategic allocation, tactical adjustments, and diverse investment instruments, managing portfolios primarily with a passive approach while incorporating options and other strategies as needed.

Edward Malakoff is the sole advisor at Helm Capital Management, where he has worked since 2002. He holds a Series 65 designation and has 23 years of industry experience. Based in Seattle, WA, Malakoff leads a firm notable for managing over $200 million in assets with a single lead advisor. Helm Capital Management provides personalized investment supervisory services primarily to high-net-worth individuals, trusts, and estates. The firm employs a fundamental, research-driven investment process with a focused equity approach, combining long-term, short-term, and trading strategies tailored to client needs.