Scott Brueske is a CFP® professional with 42 years of industry experience, currently serving at B3 Wealth Strategies in Bellevue, WA. His career includes long tenures at Waddell & Reed and LPL Financial, as well as operating Brueske Advisory Services since 2005. He maintains limited services through Brueske Advisory Services during a transition of assets to LPL Financial. B3 Wealth Strategies provides discretionary asset management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $35.8 million in discretionary assets and employs a strategic asset allocation approach using LPL Financial’s Strategic Wealth Management platform.

James Furrow is a CFP® with 39 years of industry experience, currently serving at Senior Financial Advisors, Inc. in Bellevue, WA. His career includes long-standing roles at Senior Financial Advisors, Inc. and Cetera Wealth Services, LLC. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients, focusing on detailed, non-discretionary recommendations and primarily billing on an hourly basis.

Ryan Halleran is a financial advisor at GenSphere Private Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at D.A. Davidson & Co., Parcion Private Wealth Management, UBS Financial Services Inc, Wells Fargo Clearing, and Morgan Stanley. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, business owners, corporate executives, and charitable organizations. The firm employs fundamental and momentum analysis and incorporates strategies including options and derivatives while serving a broad range of wealth levels.

Dipit Gupta is a financial advisor at Finomenon Investments LLC in Kirkland, WA, holding a Series 65 license with one year of industry experience. Prior to joining Finomenon, Dipit completed full-time education at the University of California at Berkeley. Finomenon Investments provides fee-only investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a tailored asset allocation approach combining fundamental analysis with both passive and active strategies, and offers ongoing portfolio management, project-based planning, and public educational seminars.

Spencer Brueske is a CFP® professional with 14 years of experience in the financial services industry. He is currently with B3 Wealth Strategies in Bellevue, WA, where he has worked since 2019. His prior experience includes positions at Financial Advocates Investment Management and Waddell & Reed. He also provides limited advisory services through an independent registered investment advisor firm during asset transitions. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes customized asset allocation, long-term holdings, and uses LPL Financial’s Strategic Wealth Management platform for custody and execution.

Lydja Williams is the principal advisor at Williams 360 Financial Advisory, LLC in Bellevue, WA. She holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding her firm, she worked at Microsoft for six years and at Rendition Software for fourteen years. Williams 360 Financial Advisory, LLC is a fee-only independent firm serving individuals, couples, and families with broad-based financial planning and discretionary investment management. The firm follows Modern Portfolio Theory, emphasizing diversified, low-cost, passively managed index funds and ETFs, and uses a flat-fee pricing model rather than fees based on assets under management.

Charles Hamilton is a financial advisor with Senior Financial Advisors, Inc. in Bellevue, WA, holding the Series 63 and Series 66 designations and bringing 37 years of industry experience. His prior roles include long-term service at Fidelity Investments Institutional Services Company, Inc. and Cetera Advisor Networks LLC. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients, delivering detailed, non-discretionary recommendations primarily on an hourly billing basis. The firm does not offer discretionary portfolio management and does not custody client assets.

Todd Schliiter is a CFP® with 22 years of industry experience, currently serving as President and Chief Compliance Officer at Sila Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. In addition to his advisory work, he is licensed for life insurance and fixed annuity sales. Sila Financial provides fee-based portfolio management and comprehensive wealth-management services to individuals, businesses, qualified retirement plans, trusts, estates, and nonprofits. The firm constructs custom portfolios combining mutual funds, ETFs, REITs, and individual securities, prioritizing low-cost index options and employing both long-term and shorter-term investment strategies.

Eldon Harsin is a financial advisor at Pacific Financial Advisors with 39 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior roles include positions at Commonwealth Financial Network and LPL Financial, and he is owner of Harsin Wealth and co-owner of Harsin Tax Planning, where he offers tax preparation services. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, utilizing a range of strategies from long-term holdings to short-term trading, and may include third-party managers.

Samuel Stanus Ghib is a financial advisor at Steward Capital LLC with six years of industry experience. He holds Series 65 and Series 66 designations and has worked at Steward Capital since 2016, with prior experience at Ameriprise and Equitable Advisors. Outside of advisory roles, he was associated with Lam's Seafood Market for several years. Steward Capital LLC provides portfolio management and financial planning services primarily to individual clients, including high-net-worth and accredited investors. The firm employs fundamental analysis and modern portfolio theory, offering discretionary management and strategies involving alternative investments and derivatives, with a focus on customized planning for complex financial situations.

Benjamin Farrow is a financial advisor at Soundpath Retirement Strategies, LLC in Bellevue, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Soundpath, he worked at Carta, King County, Microsoft, and Amazon. Soundpath Retirement Strategies serves individual and high-net-worth clients with financial consulting, planning, and both discretionary and non-discretionary portfolio management. The firm focuses on retirement-related services and offers comprehensive advice on a range of common liquid securities.

Michael Vila is a CFP® with 27 years of industry experience and has been with Bellevue Asset Management, LLC since 2004. He holds a Series 66 credential and serves as a volunteer member of the board of directors for Family Law CASA of King County, a nonprofit organization where he contributes to strategic planning and marketing advice. Bellevue Asset Management provides discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm uses a cycle-aware investment approach focusing on diversification, tax efficiency, and lower-cost instruments, supplemented by option-writing strategies and educational guidance on plan rollovers.

Michael Herr is a financial advisor at Summit Family Office Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Summit since 2014. Outside of his advisory role, Herr serves as President of Deskless Workers, Inc., a company that develops mobile applications and technology for businesses and government, where he focuses on partnerships and global sales strategy. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored advisory process that incorporates fundamental and cyclical analysis alongside modern portfolio theory, offering a range of investment strategies including alternative and sophisticated options.

Mollie Snorsky is a Series 65-licensed financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, with five years of industry experience. She has worked previously at Berntson Porter & Company, PLLC, and since 2019 has been a 50% partner and CPA at BMMS Partners, PLLC, an affiliated accounting firm where she spends the majority of her time. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers for portfolio management. The firm emphasizes due diligence and ongoing manager monitoring while integrating tax and accounting insights, leveraging its close affiliation with an accounting practice.

Douglas Springer is a financial advisor with Helmsman Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Partners Investment Network, Inc. and MRW Financial Services since the late 1990s. Outside of advising, he is a member of an LLC that owns a commercial building. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment strategy focused on current income, managing accounts on both discretionary and non-discretionary bases through multiple portfolio programs.

Michael Thayer is a financial advisor with Private Asset Management, Inc. in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Private Asset Management since 1996. Thayer also maintains active contracts as an insurance agent. Private Asset Management, Inc. provides wealth advisory and portfolio management services primarily to high-net-worth individuals, families, and charitable foundations. The firm develops individualized wealth strategies and manages diversified portfolios across multiple asset classes, offering both discretionary and non-discretionary account management alongside regular client communications and comprehensive reporting.

Connor Ridgeway is a CFA® charterholder with four years of industry experience. He is currently with Leeward Financial Partners, LLC in Bellevue, WA, where he has worked since 2022. Prior to joining Leeward, he worked at Verus Investments from 2017 to 2022. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services using a long-term, asset allocation–driven approach focused on risk management, cost control, and transparency.

Brendan Mc Auliffe is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, holding a Series 65 license and eight years of industry experience. He is also a CPA and 50% partner at BMMS Partners, PLLC, an affiliated accounting firm where he spends the majority of his time. Prior to his current roles, he worked at Berntson Porter & Company, PLLC for nine years. BMMS Wealth Advisory serves individuals and businesses by connecting them with third-party wealth managers for portfolio management while providing ongoing tax and planning coordination. The firm focuses on due diligence and manager selection, integrating tax and accounting perspectives alongside chosen wealth managers, and does not manage client assets or charge fees based on assets under management.

Shaina Englund is a financial advisor at Ceva Advisors with two years of industry experience. She holds a Series 65 designation and has worked at Ceva Capital LLC since 2022. Prior to that, she was involved with Sign and Wine LLC from 2019 to 2023. Ceva Advisors is a small, state-registered firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers customized portfolios that may include ETFs, mutual funds, individual securities, private placements, and digital assets.

April Kriha is a CFP® professional affiliated with Tenere Financial in Sammamish, WA, with 11 years of industry experience. She has been with Tenere Financial since 2015, working as part of a two-advisor team. Tenere Financial advises individual clients, including both high-net-worth and non-HNW households, providing portfolio management and financial planning services. The firm emphasizes an individualized approach to portfolio construction and client objectives, supported by a small-team model and regular educational seminars for clients and prospective clients.