Scott Terry is a financial advisor with Integrity Advisory Solutions holding a Series 65 designation and beginning his advisory career in 2026. His background includes nearly three decades practicing law at Terry Law Firm, PLLC, and related legal roles. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and business clients through a network of independent advisors, managing approximately $1.1 billion in client assets with services ranging from portfolio management to retirement plan consulting.

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 with Alera Investment Advisors, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Triad Advisors and Davis & Associates LLC. He is also involved in investment due diligence and research under the DBA names 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, and institutions. The firm uses a combination of internal management, affiliate platforms, and independent managers to build portfolios primarily focused on mutual funds, ETFs, equities, and fixed income with a long-term orientation, while also offering ERISA-focused plan services and participant education.

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. He is currently with Composition Wealth, LLC and previously worked for Northwestern Mutual Investment Management for 14 years. He serves on the finance committee for Life Christian Academy’s endowment fund in Tacoma, WA. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a multi-advisor platform managing approximately $9.5 billion. The firm emphasizes a long-term, asset allocation-driven approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and selective alternative investments, while providing ongoing portfolio oversight and rebalancing.

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 and holds a Series 65 credential. He has two years of industry experience and previously served 25 years in the United States Army. Crause is also co-owner of Mission Focused Financial, LLC, an insurance agency offering life, health, annuity, and estate planning products. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement consulting through a network of advisers, utilizing third-party platforms and sub-advisers to deliver customized investment strategies.

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 experience in the financial services industry. He has worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company before joining Composition Wealth, LLC. He is also a part owner and managing partner of a non-financial services business. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a long-term, asset-allocation driven approach that includes diversified portfolios using mutual funds, ETFs, stocks, bonds, and selective alternative investments.

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-licensed advisor at Integrity Advisory Solutions with two years of industry experience. He has served in the United States Army for 26 years and is involved in farming through Bules Farms, LLC, as well as estate planning consultation with Integrated Trust Systems. He also has prior experience with SAG 153 and operates The Bules Group. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network of advisers and third-party platforms to provide tailored investment strategies.

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.

Matthew Bumstead is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation, with nine years at the latter. Outside of advising, he serves as president of Clarity Tax Management, a tax preparation and accounting business. SB Advisory, LLC is a multi-team SEC-registered firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion primarily on a non-discretionary basis, employing a combination of mutual funds, ETFs, individual equities, and third-party managers guided by fundamental, technical, and qualitative analysis.

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.