Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC with two years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2024. Prior to this, he held positions at Utah Valley University and The Vanguard Group. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting services, employing a mix of fundamental, technical, and cyclical analysis to manage client portfolios.

Peter Sayah is a financial advisor with Pacific Asset Management, LLC and holds a Series 65 designation. He has six years of experience as an enrolled agent providing tax and bookkeeping services through his firm, Peter A Sayah EA LLC. Prior to joining Pacific Asset Management in 2025, he worked at Gardner Accounting, Turning Point Strategic Advisors, and Clothier Sayah Willsey LLC. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, offering discretionary portfolio management focused on evidence-based, passive investment strategies using low-cost index funds to build globally diversified portfolios.

Daryl Miller is a financial advisor with Continental Investors Services, Inc. in Renton, WA. He holds Series 65 and Series 63 licenses and has 28 years of industry experience. Prior to joining Continental Investors Services in 2019, he worked for Sweetwater Investments, Inc. for 12 years. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and trading in fixed income and municipal markets.

Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Robert Toomey is a financial advisor at Northwest Asset Management with 23 years of industry experience. He holds the CFP® and CFA® designations and previously worked for S. R. Schill & Associates for 13 years before joining his current firm. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary investment approach based on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including retirement and financial planning, ERISA/401(k) consulting, and sub-advisory arrangements.

Lauren Snider is a financial advisor with Capital Analysts holding a Series 66 designation and four years of industry experience. She has previously worked at Thrivent Financial and Lincoln Investment. Outside of advising, she manages social media marketing for a horse gear boutique called Buckskin Brand. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and proprietary fund screening tools.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 registrations and seven years of industry experience. He has been associated with Horter Investment Management since 2017 and also serves as a Service Director at New Life Church in Renton, WA. Additionally, he operates Roadmap4Retirement, providing insurance-based solutions focused on pre-retirees and retirees. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios, provides alternative investment options, and offers a web-based platform to support independent advisers.

Maretta Menz is a CFA® charterholder with five years of industry experience. She has worked at Northwest Asset Management since 2026, following positions at R W Baird and Wells Fargo Advisors. She also manages a power of attorney for her mother. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

David Paulson is a CFP® and ChFC® with seven years of experience in financial services. He currently works at Composition Wealth, LLC and previously held roles at Edgewater Wealth Management, Northwestern Mutual Investment Management, Becu, Lighthouse Institute, and Sumner School District. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Steve O'flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Michael Van Sant is a CFP® with 23 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2022. He previously worked at Merriman Wealth Management from 2014 to 2022. Van Sant is also the Executive Director of Act of Giving, a nonprofit giving circle based in Seattle. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

James Van Hollebeke is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 2009 and Shelgren Financial Group, Inc. since 2001. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that utilizes proprietary screening tools and model portfolios.

Ashton Guiltinan is a financial advisor at Altitude Capital Management LLC with a Series 66 designation and one year of industry experience. Before joining Altitude, he held roles at Simplicity Investments, Coastal Wealth Management, and Key Investment Services LLC. Outside of financial advising, he is the cofounder and Chief Financial Officer of DAGR Tech, a company that develops custom firmware to enhance cybersecurity on home Wi-Fi routers. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing discretionary assets through a multi-team structure across numerous offices.

Kaleb Cervantes is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Triad Advisors and McIrath & Eck. He also serves as a retirement plan operations manager within affiliated companies of Alera Group, managing day-to-day client interactions and plan reviews. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Jason Dray is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, PepsiCo, and Fisher Investments. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates both as an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

Taylor Monson is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. Prior to joining Mission Wealth in 2025, Monson worked at Basel Capital in 2024 and has held various roles outside the financial industry, including positions at Costco and Table Catering Co. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients, with customized wealth management, financial planning, and investment strategies that incorporate a broad range of asset classes and advisory services.

John Keolker Jr. is a CFP® professional with 22 years of industry experience, currently serving at Fiduciary Counselling, Inc. since 2010. He is based in Tacoma, WA, and works within a multi-team firm of 17 advisors. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, corporations, and registered investment entities. The firm uses model portfolios based on asset allocation methodology and capital market assumptions, incorporating a range of investment types including registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Kimberly Ten Pas Bell is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and two years of industry experience. She is also the owner and president of Navigating Financial Solutions, LLC. Prior to her advisory career, she worked for the Federal Aviation Administration for nine years and owns a personal property management business. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies.

Paul Glenn is a financial advisor with Composition Wealth, LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Edgewater Wealth Management. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, complemented by other securities, and manages approximately $9.47 billion in discretionary assets.

James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wedbush Securities since 2006. Outside of his advisory role, he is involved in small business consulting through WARDDEN LLC and serves as owner and president of Northtown Auto Clinic, an automotive repair business. He also acts as a director for Barclay Place Homeowners, a nonprofit homeowners association. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and registered investment advisory services. The firm provides discretionary and non-discretionary managed accounts along with clearing, custodial, and prime services, with a notable integration of broker-dealer, capital markets, and commodities activities.