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.

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.

Belle Crause is a Series 65-licensed financial advisor with Integrity Advisory Solutions, based in Puyallup, WA, and has three years of industry experience. Prior to joining Integrity, she worked at Burlington Alliance Capital Management and has seven years as an Independent Agent. She is co-owner of Mission Focused Financial, an insurance agency offering life, health, annuity, and estate planning products, and also provides estate planning consultation through 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 fundamental and technical analysis alongside a variety of asset allocation strategies.

Born and raised in Fairbanks, Alaska, Sean A. Hummel, CFP®, grew up with a strategist's mind and a heart for service. A collegiate athlete and Eagle Scout, he learned early how to stay calm under pressure, lead with intention, and help others rise to their challenges. Those qualities ultimately drew him toward personal financial planning in college, where he realized his natural strengths in strategy and problem-solving could make a meaningful difference in people's lives. Sean began his career with McKinley Capital Management in Anchorage and later joined Merrill Lynch, where he helped clients navigate their most important financial decisions. Over time, however, he saw the industry drifting away from authentic personal service. Determined to change that, he first launched Hummel Planning and later founded Ten Ring Wealth Advisors in 2025; an independent, flat-fee, fee-only firm built to restore transparency, precision, and unwavering client-first guidance. Today, Sean leads Ten Ring with the same intentionality he brings to his life outside the office, where he and his wife, Aly (often with their golden-doodle Avicii in tow) travel the world, hike mountain ranges, scuba dive, ski, and explore new cultures. A passionate archer and lifelong adventurer, Sean channels that same focus and discipline into helping families achieve true financial sovereignty. At Ten Ring, his mission is simple: empower clients to live life on their terms, aim boldly at their goals, and hit the bullseye with confidence.

David Lloyd is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has worked at firms including MissionSquare Wealth Management, MWA Financial Services Inc., and SRQ Wealth Advisory, LLC. He is based in Puyallup, WA. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Troy Dawson is a financial advisor with Capital Analysts in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Shelgren Financial Group and Lincoln Investment Planning for 15 years. Outside of financial advising, he serves on the board of directors for Abiding Word Church Pacific Northwest and is the founder and president of Genesis NTB, LLC, a company focused on manufacturing and distributing a non-financial retail product. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizes an in-house Investment Management & Research team, and provides customized investment solutions through various program structures.

Gary Brooks Jr. is a Certified Financial Planner® with 18 years of industry experience. He joined Mission Wealth Management, LP in 2023 after 14 years at Brooks, Hughes & Jones, Inc. Outside of his advisory role, he serves as an official scorer for a professional baseball club and consults on the investment committee of a nonprofit foundation. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a variety of asset classes and offers comprehensive wealth management, financial planning, and fiduciary services.

Barry Reid is a financial advisor with Merit Financial Advisors in Des Moines, WA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at LPL Financial for 30 years and has been associated with Intervest Consultants Ltd. since 1982. Reid serves as an investor, minority partner, and volunteer board president for Pierce County Alliance, 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 that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Chad Johnson is a financial advisor at Trek Financial with seven years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Trek Financial, he worked at Clear Creek Financial Management and the First Assembly of God Life Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a combination of strategic and tactical portfolio approaches, incorporating rules-based and evidence-based models alongside fundamental and technical analysis, with access to a wide range of model strategies, alternative investments, and specialized hedging techniques.