Jason Totedo is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Mutual Advisors, LLC since 2019 and previously worked at Ameriprise Financial Service, Inc. from 2012 to 2019. Outside of advising, he serves as a ski instructor for the Mohan Ski School, a nonprofit organization. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, and ERISA plan advisory services using a combination of passive and active investment strategies tailored to client objectives.

Charles Greth is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Equitable Advisors, Cetera Investment Services, CUSO Financial Services, and One Nevada Credit Union. Outside of his advisory work, he provides Medicare guidance and enrollment services in Tacoma, WA. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting without account minimums. The firm’s approach centers on client goals, risk tolerance, and time horizon, using various strategies to maintain long-term purchasing power.

Jeffrey Huff is a financial advisor with NFSG Corporation in Tacoma, WA, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Kestra Investment Services, among others. Outside of his advisory work, he is involved in marketing through Jeff Huff & Associates LLC and has experience as an insurance agent with Western United Life Insurance Company. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers in its investment approach.

Casey Elkins is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 65 designation and has worked at Elevated Capital Advisors, Rust Automation & Controls, United Rentals, Baker Corp, and Ryan Herco Flow Solutions. In addition to his advisory role, he engages in fixed insurance sales, discussing fixed insurance products with clients as part of their overall financial planning. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

Petros Koumantaros is a financial advisor at Intellicents Investment Solutions Inc. with eight years of industry experience. He holds a Series 65 credential and has been with Intellicents since 2018. In addition to his advisor role, he serves on the advisory board of the Seattle Rotary Boys & Girls Club, is a director of the Pano Koumantaros Cancer Research Fund, and teaches financial literacy to 7th and 8th grade students at St. Joseph School of Seattle. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, and individual clients, including charitable institutions and municipalities. The firm employs a long-term, buy-and-hold investment approach with oversight from a CFA-designated Chief Investment Officer and offers a range of services, including ERISA consulting, individual wealth management, and wrap fee programs.

Joseph Cilley is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He serves as a board member of the Graham Hill Mutual Water Company, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, with advisors able to customize portfolios on various platforms.

Kelly Shelgren is a financial advisor with Capital Analysts in Renton, WA, holding the Series 66 designation and bringing 10 years of industry experience. He has been affiliated with Lincoln Investment since 2015 and previously operated Shelgren Financial. Shelgren is also a member and registered agent of RSA 405 LLC, managing certain regulatory filings unrelated to investment activities. Capital Analysts serves a diverse range of clients including individual and high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment team that uses proprietary screening processes and offers a range of customized portfolio solutions.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Elevated Capital Advisors, LLC and has operated Mark A. Stimpson and Associates since 1980. Outside of advisory services, he is also involved in insurance sales, specifically life insurance and fixed annuities. Foundations Investment Advisors LLC 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, employs model portfolios with an asymmetric rebalancing approach, and engages a network of affiliated offices and sub-advisers to deliver tailored investment advice.

Eric Mcginnis is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds the Series 66 designation and has worked previously at DecisionPoint Financial and Pacific Asset Management. Outside of his advisory role, he serves as President of RBJ Holdings, Inc., a holding company based in Gig Harbor, WA. Forum Financial Management provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also offers sub-advisory services and a turn-key asset management platform for other independent RIAs, utilizing model portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Rory Cannon is a financial advisor with Capital Analysts who holds a Series 66 designation and has 12 years of industry experience. His previous roles include positions at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, and Charles Schwab. He is also involved as a salaried financial professional with Sagient Financial Group. 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 multiple programs and relies on an in-house Investment Management & Research team to drive investment decisions.

Akeem Davis is a financial advisor at Alera Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Davis & Associates LLC. Outside of his advisory role, he is involved in investment due diligence and research through entities such as Wilson Albers and Alera Group Wealth Services. 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.

Zachary Abraham is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Trek Financial since 2022 and previously spent five years at Clear Creek Financial Management and four years at Abraham & Co., Inc. Abraham serves as a director on the board of Tectonic Audio Labs, Inc., a non-investment-related company. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical approaches, including AI tools, direct indexing with tax-loss harvesting, and a wide range of systematic strategies and hedge options.

Tyler Hjelseth is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He spent 14 years with Northwestern Mutual Investment Management prior to joining Composition Wealth. Hjelseth is a finance committee member for Life Christian Academy, where he serves in a fiduciary capacity for the school’s endowment fund. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to 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 stocks, bonds, and other instruments, and manages approximately $9.47 billion in discretionary assets.

Jessica Lane is a financial advisor at Trek Financial in Tacoma, WA, holding a Series 65 license with two years of industry experience. Prior to joining Trek Financial, she worked at Modus Title and Escrow, Zillow Group, and Healthways. She is also licensed as a Washington life insurance producer. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a combination of strategic and tactical portfolio approaches, integrating evidence-based models, fundamental and technical analysis, and artificial intelligence tools within a comprehensive investment framework.

Jaclyn Roof is a CFP® and Series 65-licensed advisor with six years of industry experience. She currently works at Fiduciary Counselling Inc. and previously held roles at Laird Norton Tyee Asset Strategies, LLC and Fisher Investments. Fiduciary Counselling Inc. provides investment advisory, accounting, tax, trust, estate planning, and administration services to individuals, trusts, charitable organizations, and corporations. The firm uses model portfolios based on asset allocation and capital market assumptions, incorporating registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Kurt Hilger is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corp from 2016 to 2022. He is also president of Hilger Financial PLLC, a non-investment-related entity established for accounting purposes. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Justin Fisher is a financial advisor at Moss Adams Wealth Advisors LLC in Tacoma, WA, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has been associated with Moss Adams entities since 2007, including Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Moss Adams Wealth Advisors serves individual and institutional clients such as high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, offering comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in client assets using a core-and-satellite approach with a range of investment vehicles and customized strategies, supported by ongoing portfolio monitoring.

Travis Off is a financial advisor at Trek Financial in Tacoma, WA, with 16 years of industry experience. He previously worked at COUNTRY FINANCIAL for 12 years before joining Trek Financial in 2022. Off holds Series 63 and Series 65 licenses. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical approaches using various quantitative and fundamental models, and it offers a broad range of investment strategies including alternative investments, direct indexing, and options-based overlays.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Wayfinding Financial, Goldbloom Wealth Management, and CUNA Brokerage Services. Roth is also the owner of CBR Investment Advisors, LLC, where he assists clients with life insurance and annuity needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analysis, offering a range of services through a large network of affiliated offices.

Meaghan Brassey is a CFP® professional with seven years of experience at Fiduciary Counselling, Inc. in Tacoma, WA, where she has worked continuously since 2015. Outside of her advisory role, she assists with financial recordkeeping for her husband’s self-employed novelist activities. Fiduciary Counselling, Inc. provides investment advisory and administrative services to a range of clients, including high-net-worth individuals, trusts, charitable organizations, and family entities. The firm employs written investment policy statements and model portfolios based on modern portfolio theory and offers integrated services such as accounting, tax, estate planning, and trust administration.