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 eight years of industry experience currently serving at Cedar River Capital, LLC since 2017. Prior to this, he worked at PL Consulting and Glacier Peak Capital. He is an advisory board member of GMJ Technologies and holds stock options in the company. Cedar River Capital provides discretionary portfolio management and advisory services to individuals, institutional investors, and other advisers through separately managed accounts and model-portfolio arrangements. The firm employs four equity-focused strategies and operates multiple offices while managing approximately $51 million in assets.

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.

Matthew Mckellar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Private Advisor Group since 2013 and has been affiliated with MyICON and LPL Financial since 2005. Outside of his advisory roles, he is involved in non-variable insurance activities and manages a commercial rental property. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

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 10 years of industry experience. He holds a Series 66 designation and has worked at MassMutual and Northwest Asset Management prior to joining The Planner’s Edge. Rourke serves as a volunteer member of the Board of Trustees at The Bertschi School, a child education nonprofit in Seattle. 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™, which emphasizes asset allocation, diversification, and disciplined investment principles. The firm offers personalized reporting and a monthly client newsletter as part of its service.

Brent Davidson is a financial advisor with FinSym Partners, LLC, holding a Series 65 designation and 10 years of industry experience. He is based in Seattle, WA. FinSym Partners is an independent, SEC-registered wealth management firm serving individuals, trusts, estates, and select employer retirement plan sponsors. The firm employs a research-based approach that emphasizes efficient markets and structured passive strategies, with systematic tilts toward value, small-cap, and higher-profit companies, managing roughly $188 million across about 90 client relationships.

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 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Tegus, Canalyst, Foster Point Capital, and Wells Fargo Advisors. The Capeloto & Hedrick Co serves individual and high-net-worth clients, offering discretionary asset management and financial planning. The firm uses a combination of strategic and tactical allocation based on an Investor Risk Profile and employs fundamental, macroeconomic, quantitative, and technical analysis, with portfolio management typically passive and discretionary.

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.

George Chacko is a financial advisor at Convexity Wealth Management, LLC in Seattle, WA, with one year of industry experience and a Series 65 designation. He has been affiliated with Santa Clara University since 2006. Convexity Wealth Management serves individual and high net worth clients, providing discretionary portfolio management and integrated financial planning. The firm manages approximately $64 million across fewer than 100 client accounts, employing a risk-based diversification approach centered on mutual funds and ETFs, with individual equities used selectively.

Shelly Maas is a financial advisor with Sunrise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has previously worked at Merrill and Empower Advisory Group, and currently holds roles at both Sunrise Financial Services and Madison Avenue Securities. Sunrise Financial Services LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, utilizing a Modern Portfolio Theory-based investment process with risk-adjusted model portfolios and periodic account reviews.

Yue Cheng is a financial advisor at Mercer Island Capital Management, LLC with one year of industry experience. Cheng holds a Series 65 designation and has prior work experience at Mercer Island Telecom, LLC, Seattle University, and Shanghai International Studies University. Mercer Island Capital Management provides discretionary portfolio management, financial planning, and educational seminars for individuals, high-net-worth clients, trusts, retirement plans, and nonprofit entities. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combined with fundamental and quantitative stock selection, and utilizes various risk management strategies including derivatives within Separately Managed Accounts.

Todd Wathey is a financial advisor at Hamrick Investment Counsel, LLC in Seattle, WA, holding Series 65 and Series 66 licenses with 16 years of industry experience. He has been with Hamrick Investment Counsel since 2011. Hamrick Investment Counsel provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as foundations and nonprofit organizations. The firm employs a conservative, longer-term investment approach focused on asset allocation and utilizes a combination of low-cost index funds, selected active funds, and a model stock portfolio based on bottom-up research.

Graham Williams is a CFP® professional with 30 years of experience in the financial industry. He currently works at Optimist Retirement Group, LLC and has held roles at M. S. Howells & Co., Cetera Advisors LLC, and Williams Palmer, where he is a managing member. Outside of his advisory work, he is an author with self-published books available on Amazon. Optimist Retirement Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis with Modern Portfolio Theory to build customized portfolios and manages approximately $243 million in client assets.

Jeffrey Mullen is a financial advisor with Madison Park Capital Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Madison Park Capital Advisors since 2014. 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 across several hundred client relationships, employing a two-level asset allocation process that combines strategic allocation with a tactical overlay incorporating fundamental, technical, and cyclical analysis.

John Davis is a financial advisor at ACP Investment Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signaline Investments and Financial Advocates Investment Management. He is based in Seattle, WA. ACP Investment Management, established in 2025, provides discretionary investment management, financial planning, and pension/retirement-plan consulting primarily to institutional clients such as pension plans, charitable organizations, and corporations. The firm employs a customized investment approach using a range of assets and analysis methods, with a focus on retirement plan consulting and extensive plan-level advisory services.

Patricia Elmer is a financial advisor at Pacific Horizon Investment Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pacific Horizon since 2000. Outside of her advisory role, she is a Certified Divorce Financial Analyst and operates Creative Divorce Solutions, LLC, providing financial advice related to divorce on an hourly basis. Pacific Horizon Investment Management serves individuals, high-net-worth clients, charitable institutions, and a range of institutional clients, including other investment advisers and sovereign wealth funds. The firm offers discretionary portfolio management with a global asset allocation approach, utilizing primarily exchange-traded funds and no-load mutual funds, and provides regular client reviews and reporting.

Kristina Draper is a financial advisor at Northern Lights Advisors, Inc. in Seattle, WA, holding Series 65 and Series 63 credentials with six years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Voya Financial Advisors, Inc., and Morrison Hershfield Corporation. Northern Lights Advisors serves individual and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses both traditional advisory methods and a web-based automated portfolio program featuring proprietary model portfolios and emphasizes client-specific objectives, continuous monitoring, and a range of investment strategies including mutual funds, ETFs, and direct indexing.

Willard Bollenbach IV is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Agate Pass Investment, LLC. His prior experience includes six years at Foresight Global Investors and four years at Credit Suisse Asset Management. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million in discretionary assets. The firm employs a long-term, low-turnover investment approach focused on quality and growth at a reasonable price, primarily using individual stocks and investment-grade bonds, and is notable for its use of borrowing within separately managed accounts.