Andrew Loechl is a CFA® charterholder with 25 years of industry experience. He has been with Eagle Harbor Asset Management, Inc. in Seattle, WA since 2000. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and security selection. The firm combines fundamental and technical analysis, primarily using individual stocks and bonds, and maintains affiliations with other financial practices to support service capacity.

Christopher Niemela is a financial advisor with Foresee Wealth Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at ClearPoint Financial and Snider Financial Group. He also provides term and permanent life insurance, fixed annuities, long-term care insurance, Medicare supplement insurance, and disability insurance as an independent producer. Foresee Wealth Advisors serves individuals, including high-net-worth clients, as well as charitable organizations, corporations, and retirement plans. The firm offers ongoing portfolio management, financial planning, and pension consulting, using investment approaches such as ETFs, mutual funds, equities, fixed income, and options strategies tailored to client goals and risk tolerance.

William Reece is a financial advisor at Madison Park Capital Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Madison Park Capital Advisors since 2016. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million using a two-level asset allocation process that combines strategic allocation with a tactical overlay applied across mutual funds, ETFs, and individual securities.

Stephen Kunath is a financial advisor with Kunath Karren Rinne & Atkin LLC in Seattle, WA, holding 41 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1983. Kunath Karren Rinne & Atkin LLC provides discretionary investment management and family office services to individuals, high-net-worth families, institutions, and corporations. The firm employs a research-based approach to construct diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers across equity and fixed income, with a focus on tailored strategies and in-state tax-exempt issues.

Nathan Unger is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, holding a Series 65 credential and two years of industry experience. He is also the owner of Julien Unger & Associates PLLC, an accounting and tax preparation firm. His prior experience includes roles at NW Unger CPA PLLC, Cbiz, and Berntson Porter & Company PLLC. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers for ongoing portfolio management. The firm emphasizes due diligence in manager selection and integrates tax and accounting perspectives into client planning alongside the chosen wealth manager.

Michael Sander is a financial advisor at Sander Capital Advisors, Inc. with 18 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank. Sander Capital Advisors manages tailored equity portfolios for high-net-worth individuals, trusts, estates, and charitable organizations, focusing on large-capitalization stocks and money market funds. The firm employs a combination of top-down economic analysis and bottom-up fundamental research, maintaining relatively concentrated portfolios managed on a discretionary basis.

Adam Zimmerman is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Columbia River Advisors since 2016 and previously worked at Blue Moon Wealth Advisory, Summit Asset Strategies Wealth Management, Advisory Resource Group, and Hornor, Townsend & Kent. Columbia River Advisors serves primarily individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, private funds, and pooled investment vehicles. The firm employs customized asset allocations through internally developed model portfolios and uses a buy-and-manage approach informed by Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis.

Mackenzie Wamble is a financial advisor with PNW Asset Management in Seattle, WA, holding a Series 65 designation and starting their advisory career in 2024. Prior to joining PNW Asset Management, Mackenzie worked at Brooklyn Legal Services Corp. A, Nordstrom, and the U.S. State Department. PNW Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on tax efficiency and employs a proprietary Cashflow Fingerprint model to assist in setting portfolio risk exposures.

Kristopher Kohtz is a CFP® certificant and holds a Series 66 license with 12 years of industry experience. He is currently with Two Firs Financial and has previously worked at firms including Nestle and H.D. Vest Advisory Services. Outside of his advisory role, he is involved with Thirty9 Twenty9 LLC, a real estate rental business. Two Firs Financial serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm’s investment approach emphasizes asset allocation informed by Modern Portfolio Theory and includes the use of options strategies, such as covered calls, to manage risk and generate income.

Michael Emery is a CFA® charterholder with eight years of industry experience. He is an advisor at Leeward Financial Partners, LLC, where he has worked since 2017. Emery also serves as Co-Head of US Equity Portfolio Management and a senior portfolio manager at Rainier Investment Management, LLC, focusing on domestic growth equity strategies for institutional investors. 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 with an institutional investment approach emphasizing long-term asset allocation, risk management, and cost control.

Leonard Skiena is a financial advisor with S. R. Schill & Associates, Inc. in Mercer Island, WA. He holds a Series 65 designation and has 20 years of industry experience, all with his current firm since 2006. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a range of model portfolio allocations across multiple asset classes and employs a combination of fundamental, technical, charting, and cyclical investment analysis methods.

Leland Jeppesen is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. He has managed Jeppesen Financial Services LLC since 2019 and previously worked at Jeppesen Financial Services from 2009 to 2019. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, offering tailored model portfolios that incorporate stocks, bonds, options, mutual funds, and ETFs. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis across passive and active strategies, with the option for performance-based fees on selected models.

Christopher Teofilak is a CFP® professional with 16 years of industry experience. He has worked at Clear Wealth Management, LLC since 2017, following roles at Index Fund Wealth Management, LLC and Northwest Asset Management. He holds Series 63 and Series 66 licenses. Clear Wealth Management provides discretionary investment management and retirement plan consulting to individuals, high-net-worth clients, and small businesses. The firm utilizes a globally diversified, tax-efficient investment approach combining active management and modern portfolio theory, with ongoing portfolio oversight and educational seminars.

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.

Erik Schei is a CFA® charterholder with 19 years of industry experience. He is a financial advisor at Gates Pass Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Aria Wealth Management, Sowell Management Services, Omniscient Holdings, and Concert Wealth Management. Outside of his advisory work, he owns a consulting business, SVGRP, LLC, based in Bainbridge Island, Washington. Gates Pass Advisors provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm emphasizes asset allocation, diversification, and tax-aware portfolio construction, often implementing client portfolios through third-party independent managers and pooled investment vehicles accessed via a turn-key asset management platform.

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.

Perry Sikes Jr. is a financial advisor with Investor Resources Inc. in Bothell, WA, holding the CFP® designation and Series 63 and 65 licenses, with 19 years of industry experience. He has been with Investor Resources Inc. since 2007. Investor Resources Inc. provides discretionary investment advisory services to individuals, high-net-worth clients, related trusts, and retirement plans, focusing on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also offers Qualified Retirement Plan Trustee support and manages portfolios ranging from concentrated to sector-focused strategies.

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.

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.