Mary Bold is a financial advisor at Abacus Financial Planning with two years of industry experience. She holds a Series 65 designation and has worked in consulting and academic roles, including as an adjunct professor at National University’s JFK School of Psychology and Social Sciences. Abacus Financial Planning is a small, advisor-led firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based approach, primarily using passive mutual funds and ETFs, and integrates financial planning directly into its investment management services.

Keith Campbell is a financial advisor at Smart Portfolios, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Smart Portfolios since 2012. Smart Portfolios serves retail clients, including high-net-worth individuals, by providing model-based portfolio management, signal subscription services, and standalone financial planning and consulting. The firm uses a proprietary Dynamic Portfolio Optimization engine informed by Dynamic Risk Theory to adjust asset allocations and offers both discretionary management and non-discretionary signal services.

Jedediah Sires is a Series 65 licensed financial advisor with 25 years of industry experience. He has worked at Sound Investment Strategies, Inc. since 2006 and previously spent six years at Guardian Capital Inc. Sound Investment Strategies, Inc. provides discretionary portfolio management and ongoing advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm combines fundamental and quantitative analysis with documented investment policies and continuous portfolio monitoring, offering both asset-based and negotiated flat fees, along with a distinct covered-call income program.

Kristi Mandt is a Certified Financial Planner® with over 42 years of experience in the financial services industry. She has been with Lakeside Advisors, Inc. since 2005 and also co-owns Millikin Mandt Associates, Inc., where she provides investment advice and financial planning. Outside of her advisory roles, she serves as secretary for the Lenore Hanauer Foundation, a charitable organization. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans by providing discretionary portfolio management, ERISA 3(21) plan advice, financial planning, and consulting. The firm employs a combination of fundamental and technical analysis across multiple strategies, managing accounts on an individualized basis with a long-established advisory team overseeing several hundred million in assets.

William Ironmonger is a financial advisor with Intirety, LLC in Bellevue, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He worked at GWN Securities, Inc. from 2016 to 2020 before joining Intirety in 2020. Intirety primarily serves individual clients, offering ongoing asset management alongside financial planning and retirement rollover guidance. The firm uses a range of analytical approaches to manage portfolios consisting mainly of mutual funds, ETFs, and individual equities, and it sponsors a wrap fee program that integrates advisory, trading, and custody services.

Isaac Ansley is a financial advisor at Pacific Financial Advisors in Bellevue, WA, holding a Series 65 designation. He has seven years of experience with Pacific Insurance Advisors and previously worked at Mod Pizza. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations, employing a variety of investment strategies that include fundamental, technical, and cyclical analysis. The firm uses both passive and actively managed funds as well as alternative investment instruments, tailoring services to each client’s needs.

David Young is a CFA® charterholder and registered investment advisor with 17 years of industry experience. He is a managing director at Summit Family Office Services, LLC and has held leadership roles at several affiliated firms since 2009. Outside of his advisory work, he is CEO of Deskless Workers, Inc., a technology company, and is involved in multiple entrepreneurial and investment ventures including youth soccer camps and technology platforms. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored investment approach using fundamental and cyclical analysis alongside modern portfolio theory, offering access to a wide range of traditional and alternative investment strategies.

Ian Hobson is a financial advisor at NWT Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NWT Advisors since 2009. In addition to his advisory role, he is a licensed insurance producer who markets and services life insurance and annuity products. NWT Advisors, LLC provides portfolio management, investment advisory, and financial planning services primarily to individual clients, trusts, and estates. The firm employs a combined top-down fundamental and technical analysis approach to construct tailored portfolios that may include a variety of securities and insurance products.

Wendy Britton is a Certified Financial Planner® with 25 years of industry experience. She has been with Adair Wealth Management since 2016, after a brief tenure at Northwest Asset Management. In addition to her advisory role, she is a licensed real estate broker in Washington, acting as a residential real estate agent. Adair Wealth Management offers investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on asset allocation and periodic rebalancing using ETFs, mutual funds, and individual securities, operating as a fiduciary for retirement accounts and sponsoring a wrap fee program.

Shabrish Menon is a financial advisor at Finomenon Investments LLC with a Series 66 designation and two years of industry experience. Prior to joining Finomenon in 2024, he worked at Ameriprise Financial Services for one year and spent seven years at Amazon. Outside of his advisory role, he serves as Chief Investment Officer for Panum Capital, his private family office in India, and is the Fundraising Chair for Voice of Planet, a nonprofit supporting small businesses. Finomenon Investments LLC offers investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active strategies tailored to client goals, risk tolerance, and tax considerations, and provides educational seminars alongside personalized advisory services.

Shelby Miller is a financial advisor at Helmsman Financial Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Helmsman Financial Group since 2004. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other non-individual entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment approach focused on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

Garrett Grigas is a financial advisor at Gevers Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Cetera Wealth Services. Grigas serves as vice-president of the CFA Society of Seattle. Gevers Wealth Management offers discretionary wealth management and financial consulting services primarily to business owners, trusts, estates, charitable organizations, corporations, associations, and broker-dealer customers. The firm utilizes a blend of quantitative and qualitative analysis to construct portfolios and may recommend third-party independent managers.

Christopher Kenney is a financial advisor with Waystone Advisors LLC in Redmond, WA, holding a Series 65 credential and 17 years of industry experience. He has held roles at multiple firms including Forthright Capital Partners and MassMutual Investors Services. Kenney is also associated with Christopher Dean and Associates PC, where he provides financial and retirement planning as well as insurance services. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary approach focused on strategic asset allocation, utilizing ETFs, mutual funds, individual securities, and alternative investments, and manages approximately $179 million in client assets.

Miki Okamoto Swanson is a CFA® charterholder with 13 years of industry experience. She has been with Lakeside Advisors Inc in Seattle, WA since 2006. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans, offering discretionary portfolio management, ERISA 3(21) plan advice, and financial planning. The firm uses a combination of fundamental and technical analysis with active management strategies tailored to client objectives.

James Ridgeway is a financial advisor at Leeward Financial Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Manning & Napier Associates. Outside of his advisory role, Ridgeway serves as chair of the finance committee for a boat and RV storage business in Boise, Idaho. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm employs a long-term, asset-allocation-driven investment approach focused on risk management, cost control, and transparency.

Sally Mccray is a CFP® professional with 40 years of experience in the financial services industry. She is affiliated with FAP, LLC and Commonwealth Financial Network and has been involved with Financial Advisory Partners since 2001. In addition to her advisory work, she is involved in fixed insurance sales and owns a private entity that facilitates advisory business and manages commercial real estate in Bellevue, WA. FAP, LLC is a small advisory firm serving a limited number of clients with financial planning services, including retirement, tax, estate, business planning, risk/insurance analysis, and rollover guidance. The firm focuses on hourly planning engagements without discretionary portfolio management or custody of client assets, often coordinating implementation through licensed representatives at Commonwealth Financial Network.

Donald Dempster is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at DLK Investment Advisors, LLC. His prior experience includes roles at Alpha Cubed Investments, LLC and DLK Investment Management. Outside of finance, he is a partner and CFO of Adaptive Motion Group LLC, a software robotics firm, where he contributes to accounting and strategy. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm employs a fundamental relative-value investment approach emphasizing strategic asset allocation and operates on a fee-only basis with a focus on discretionary management and tailored client relationships.

Brandon Springer is a financial advisor with Helmsman Financial Group, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Helmsman Financial Group since 2012. Helmsman Financial Group provides portfolio management and financial planning services primarily for individual clients, as well as trusts, estates, and other entities. The firm emphasizes an asset-allocation approach with a value-oriented, longer-term focus on current income, utilizing a mix of discretionary and non-discretionary investment management programs.

Austin Dean is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Waystone Advisors LLC, having joined in 2024, and previously held roles at Lion Street Financial and Guide Advisors. Outside of advising, he owns Dean Family Real Estate LLC, which focuses on personal real estate investing and private lending. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary, customized approach with portfolios commonly constructed from ETFs, mutual funds, individual securities, and alternative investments.

Donald Creech is a CFP® with 35 years of industry experience, currently serving at Investor Resources Inc. since 1990. He is also the President and Owner of Donald Creech Consulting, providing investment consulting and pre-market analysis to advisors nationwide. Investor Resources Inc. offers discretionary investment advisory services to individuals, high-net-worth clients, trusts, and pension plans, with a focus on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also provides qualified retirement plan trustee support and manages small, concentrated portfolios alongside formal retirement plan services.