Charles Borquist is a financial advisor with Mutual Advisors, LLC, holding Series 66 and Series 63 designations and 19 years of industry experience. He has been with Mutual Advisors and Mutual Securities, Inc. since 2018 and previously worked at Envestnet, Folio Dynamix, and Summit Advisor Solutions LLC. Outside of his advisory role, Borquist is a member of several real estate investment entities, including a family partnership with his father and brother. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base ranging from individuals and high-net-worth clients to institutional investors, including sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering services through a mix of active and passive strategies supplemented by third-party tools and managers.

Scott Terry is a Series 65-licensed advisor with Integrity Advisory Solutions and has been in the financial services industry since 2026. He also manages Terry Wealth Management, LLC, and has a legal practice with Terry Law Firm, PLLC, continuing a legal career that began in 1997. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and uses a range of investment strategies supported by third-party platforms.

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.

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.

Jacob Crause is a financial advisor with Integrity Advisory Solutions holding a Series 65 license and two years of industry experience. He has served as co-owner of Mission Focused Financial, LLC since 2017, providing life, health, and annuity insurance products alongside estate planning services. He also has a 25-year career in the United States Army. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, offering portfolio management, financial planning, retirement consulting, and model portfolio programs while managing approximately $1.1 billion in client assets.

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.

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.

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.

Caleb Brown is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2013 to 2026. Outside of financial advising, Brown is a managing partner and handles bookkeeping for a non-financial services LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using low-cost diversified funds, supplemented by individual securities and other instruments, with ongoing portfolio oversight and tax-sensitive rebalancing.

Quy Nguyen is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Sagepoint Financial, Inc., KMS Financial Services, Inc., and Mass Mutual. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates and multiple program platforms.

Miguel Villahermosa is a financial advisor at Trek Financial with four years of industry experience and holds a Series 65 credential. His prior roles include positions at Bulwark Capital Management, Patriot Roofing, and Redeem Church. Outside of finance, he has worked as a professional singer since 1999. 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 investment approaches, including the use of AI tools, and provides a wide range of model and alternative strategies along with direct indexing and tax-loss harvesting.

Brandon Bules is a Series 65-credentialed advisor at Integrity Advisory Solutions with two years of industry experience. He has prior experience at SAG 153 and has managed The Bules Group since 2017. Bules also served in the United States Army for 26 years. Outside of advisory work, he is involved in farming through Bules Farms, LLC, and provides estate planning consultation with Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Nathan Cruz is a financial advisor at Creative Financial Designs, Inc. in Tacoma, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Creative Financial Designs and its affiliated cfd Investments, Inc. since 2015. Outside of his advisory role, Cruz is involved in managing short-term rental properties through several LLCs. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans, offering a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and provides various strategies, including Biblical Responsible Investing, with flexible fee arrangements and specialized programs.

Robert Harkson is a CFP® with 21 years of industry experience, currently serving with Advisory Alpha, LLC since 2019. He has also worked at Phase 2 Wealth Advisors LLC and Parker Financial LLC. Outside of his advisory role, he receives trail commissions related to Genworth long-term care insurance policies issued earlier in his career. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, supported by a team of about 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Lincoln Kopetski is a CFP® with 27 years of industry experience, currently serving 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 is also the owner of Chinook Services LLC, a finance and accounting business entity. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, 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 Management team and Investment Committee.

Geoffrey Johnson is a financial advisor at Symmetry Partners with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Edward Jones, Virtus Investment Partners, and John Hancock. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and serves as adviser to registered investment companies and ETFs. The firm employs a quantitative, research-driven investment approach using model portfolios, separately managed accounts, and retirement programs, with a focus on Modern Portfolio Theory and factor-based methods.