Jack Stiger is a financial advisor at Fortis Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. from 2021 to 2024. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors, offering financial planning, discretionary portfolio management, and access to insurance, tax, and accounting services. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled private funds with performance-based fee arrangements.

Michael Boroughs is a financial advisor with Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 credential and bringing 11 years of industry experience. Outside of his advisory role, he is a part-owner and bookkeeper of De Mars's LLC, a company that sells hot sauce, where he also assists with financial strategy. Fortis Capital Management serves individuals, families, and institutional clients with financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive strategies, including index allocations, concentrated equities, and thematic approaches, and also manages held-away retirement assets and coordinates with other professionals as part of its comprehensive service offering.

Peter Sayah is a financial advisor with Pacific Asset Management, LLC and holds a Series 65 designation. He has six years of experience as an enrolled agent providing tax and bookkeeping services through his firm, Peter A Sayah EA LLC. Prior to joining Pacific Asset Management in 2025, he worked at Gardner Accounting, Turning Point Strategic Advisors, and Clothier Sayah Willsey LLC. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, offering discretionary portfolio management focused on evidence-based, passive investment strategies using low-cost index funds to build globally diversified portfolios.

Dallas Evans is a CFP® and ChFC® with 41 years of industry experience. He is a partner at Evans Capital Management Associates and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, he serves as a board member for the Brava Homeowners' Association and acts as a trustee for a private trust. Evans Capital Management Associates provides investment advisory and planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, with a focus on tailoring advice and asset allocation to each client’s objectives and risk tolerance.

Daryl Miller is a financial advisor at Continental Investors Services, Inc. with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Continental Investors Services since 2019, following 12 years at Sweetwater Investments, Inc. Continental Investors Services manages approximately $197 million primarily for non–high-net-worth individual clients. The firm provides portfolio management and investment advisory services through a team of nine advisors with varied backgrounds, and also offers brokerage and insurance products.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 registrations and seven years of industry experience. He has been associated with Horter Investment Management since 2017 and also serves as a Service Director at New Life Church in Renton, WA. Additionally, he operates Roadmap4Retirement, providing insurance-based solutions focused on pre-retirees and retirees. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios, provides alternative investment options, and offers a web-based platform to support independent advisers.

Jody Balmer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at B. Riley Wealth Advisors since 2005 and previously spent 27 years with National Securities Corporation. Outside of his advisory role, Balmer serves as president of 401K Retirement Inc., a business focused on payment of business expenses. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

David Paulson is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience. He currently works at Composition Wealth, LLC and previously held roles at Edgewater Wealth Management, Northwestern Mutual Investment Management, Becu, Lighthouse Institute, and Sumner School District. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven approach using diversified portfolios composed of mutual funds, ETFs, individual securities, and, when appropriate, alternatives, supported by fundamental and technical analysis across a multi-advisor platform.

Steve O'Flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Edward Jones, Energos Investment Advisors LLC, and several retirement-focused firms. Outside of his advisory work, he is involved with Elevated Financial Management, where he meets and speaks with new prospects and clients. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a large network of investment adviser representatives.

Ashton Guiltinan is a financial advisor at Altitude Capital Management LLC with a Series 66 designation and one year of industry experience. Before joining Altitude, he held roles at Simplicity Investments, Coastal Wealth Management, and Key Investment Services LLC. Outside of financial advising, he is the cofounder and Chief Financial Officer of DAGR Tech, a company that develops custom firmware to enhance cybersecurity on home Wi-Fi routers. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing discretionary assets through a multi-team structure across numerous offices.

Kaleb Cervantes is a financial advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors and McIrath & Eck. Outside of his advisory role, he manages retirement plan operations, including client support and plan review coordination. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus, while also offering ERISA-compliant retirement plan services.

Jason Dray is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, PepsiCo, and Fisher Investments. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates both as an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

Taylor Monson is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. Prior to joining Mission Wealth in 2025, Monson worked at Basel Capital in 2024 and has held various roles outside the financial industry, including positions at Costco and Table Catering Co. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients, with customized wealth management, financial planning, and investment strategies that incorporate a broad range of asset classes and advisory services.

John Keolker is a CFP® professional with 21 years of industry experience, currently serving at Fiduciary Counselling, Inc. since 2010. He is based in Tacoma, WA. Fiduciary Counselling, Inc. provides investment advisory and administrative services to individuals, trusts, charitable organizations, corporations, and family-related entities. The firm employs a structured investment approach using asset allocation, modern portfolio theory, and both registered and private investment vehicles, supported by due diligence and portfolio management activities.

Kimberly Ten Pas Bell is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and two years of industry experience. She is also the owner and president of Navigating Financial Solutions, LLC. Prior to her advisory career, she worked for the Federal Aviation Administration for nine years and owns a personal property management business. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies.

Paul Glenn is a financial advisor with Composition Wealth, LLC, holding Series 65 and Series 63 licenses and having 13 years of industry experience. Prior to joining Composition Wealth, he worked at Northwestern Mutual Investment Management and Edgewater Wealth Management. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a focus on long-term, asset-allocation driven portfolio construction using diversified investments including mutual funds, ETFs, stocks, and bonds. The firm operates a multi-advisor platform managing approximately $9.5 billion and offers comprehensive wealth management, financial planning, and retirement plan advisory services.

James Ward is a financial advisor with Wedbush Securities Inc. in Federal Way, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wedbush Securities since 2006. Outside of his advisory role, he is involved in small business consulting through WARDDEN LLC and serves as owner and president of Northtown Auto Clinic, an automotive repair business. He also acts as a director for Barclay Place Homeowners, a nonprofit homeowners association. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and registered investment advisory services. The firm provides discretionary and non-discretionary managed accounts along with clearing, custodial, and prime services, with a notable integration of broker-dealer, capital markets, and commodities activities.

Hi, I'm Kyle Wilke, CFP®, founder of Equi Financial Planning. I grew up in Southeast Asia, where my parents followed their passion for philanthropy to Thailand and worked in refugee camps in the years after the Vietnam War. Watching the difference compassion made shaped how I define wealth. I came to believe that the only way to truly feel wealthy is by enriching the lives of others. At Equi, we measure wealth two ways: your financial well-being, and the difference your money makes for your family, and your community. As a fee-only fiduciary, I don't sell products or earn commissions, I'm legally and ethically bound to put your interests first, every time. I do my best work with people driven by a genuine passion for what they do: • Early-career professionals building confident money habits from the ground up • Established professionals pursuing big goals around family legacy and charitable endeavors. • Families at a crossroads; navigating the emotional and financial complexity of moving themselves or a loved one into a new living arrangement Whether you need a one-time plan or a long-term partner, we start with your goals and values, not a product. Together we'll tackle the real questions: How do I make the most of my equity comp and benefits? When should I take Social Security? How do I retire with confidence? Can I invest in a way that's good for my returns and good for the world? And how do I leave a legacy that reflects what I care about? If money is a tool, let's make sure yours is building the life and the impact you actually want. I'd love to get acquainted. Reach out, and let's talk.

William Foley is a CFP® professional with four years of industry experience, currently serving at Mission Wealth Management, LP since 2021. Prior to this, he spent five years at Gonzaga University and had a one-year gap in employment. Mission Wealth Management is a multi-team advisory firm that offers wealth management, financial planning, and portfolio management primarily to affluent individuals, families, and various institutional clients. The firm employs customized, long-term strategies across a diverse range of investments and provides a range of tiered service models including consulting and fiduciary plan services.

Chad Kasper is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Edelman Financial Engines, Financial Engines Advisors L.L.C., and Prudential. Kasper operates in Tacoma, WA, and currently works under the Kasper Wealth Management brand within RFG Advisory. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive investment strategies with a focus on risk management and offers access to proprietary models, alternative investments, and annuity management.