Jean Pierre Pedinielli is a financial advisor at MKT and Associates LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Moser Wealth Advisors for 10 years. His advisory services are also offered under Watermark Wealth Partners LLC in Gig Harbor, WA. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) and retirement plan consulting under ERISA. The firm uses client-specific strategies supported by a range of analytical approaches and employs various investment vehicles, managing significant assets with a focus on both individual and institutional clients.

Susan Risner is a financial advisor at Sound Financial Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sound Financial Advisors since 1996 and at Kms Financial Services, Inc. from 1999 to 2019. In addition to her advisory work, she is licensed as an insurance agent, selling long-term care, disability, and other insurance products. Sound Financial Advisors serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations by providing investment advisory services and standalone financial planning. The firm manages portfolios through a third-party platform using model allocations created by independent strategists, focusing on client risk/return objectives rather than customized security selection.

Paul Hegdahl is a CFA® charterholder and the principal of Hegdahl Investment Management, LLC with 12 years of industry experience. He has worked at Amazon from 2016 to 2024 and has been with his own firm since 2014. Based in Seattle, WA, he leads the investment and compliance oversight at his firm. Hegdahl Investment Management is a state-registered advisory firm that serves individuals, retirement plans, private foundations, and nonprofit organizations. The firm employs a macroeconomic and modern portfolio theory-based approach, utilizing ETFs, mutual funds, and separately managed accounts, and offers tactical overlays and customized third-party UMA/SMA solutions.

Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.

Jason Houghton is a financial advisor at Sunrise Financial Services LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sunrun Inc. and Fortune Poker. Outside of advising, he is a licensed insurance agent, dedicating part of his time to that activity. Sunrise Financial Services LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm uses a risk-adjusted investment approach based on Modern Portfolio Theory, leveraging advanced modeling tools and offers portfolio oversight with periodic reviews and rebalancing.

Klaudia Anna Conradt is a financial advisor at Conestoga Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Commonwealth Financial Network. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management and investment advisory services.

Jarah Macfarlane is a financial advisor at Macfarlane Investors with a Series 65 license and four years of industry experience. She has held prior roles at WaFd Bank and has also worked in academic and service industry positions. In addition to her advisory work, she is the owner and managing member of Macfarlane Tax LLC, which provides tax preparation and compliance services. Macfarlane Investors offers investment advisory and portfolio management, financial planning, and access to alternative investments for a diverse client base. The firm emphasizes fundamental research and long-term investing with concentrated equity portfolios and integrates financial planning into its portfolio process.

Jose Barbosa is a financial advisor at Singer Wealth Management with 20 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at LPL Financial, self-employment, and Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers. Singer Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach using diversified, low-cost mutual funds and ETFs while offering tailored financial plans and discretionary portfolio management.

Michelle Huffman is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Strategies Inc since 2016. Portfolio Strategies Inc provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in discretionary assets. The firm employs a variety of model programs that may trade frequently and use diverse instruments, serving clients on a discretionary, custodian-neutral basis.

Jacqueline Degideo is a financial advisor at Anchor Financial in Tacoma, WA, with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Anchor Financial since 2021. In addition to her advisory role, she is involved with The Medicare Exchange and Sound Medicare Advisors, LLC, both insurance-related businesses she has operated for over a decade. Anchor Financial manages discretionary asset portfolios for individual investors and qualified retirement plans, emphasizing mutual funds and ETFs. The firm provides tailored investment programs and ERISA 3(38) fiduciary services, and maintains a referral relationship with a third-party manager.

Thomas Ryan is a financial advisor at Hawkins Investment Counsel, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Stolz & Associates, Bernstein Private Wealth Management, and BNY Mellon Wealth Management. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, high-net-worth clients, families, businesses, trusts, and institutions. The firm emphasizes a top-down economic research approach combined with quantitative screening and fundamental analysis, managing portfolios with a focus on diversification and client-directed trading authority.

Alexander Adams is the sole advisor at Adams Financial Concepts, LLC in Seattle, WA, holding Series 63 and 65 licenses with 40 years of industry experience. He founded Adams Financial Concepts in 2005 and has served on the board of directors for Evdense Holding Company since 2017. Adams Financial Concepts provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, including acting as an ERISA 3(38) investment manager for some employer plans. The firm employs a bottom-up, fundamentally driven investment process with concentrated portfolios, supplemented by technical analysis, and offers both customary asset-based and performance-based fee programs for qualified clients.

Matthew Lowe is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He has been with Greene Wealth Management, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. Greene Wealth Management combines independent managers, mutual funds, ETFs, individual securities, and options to create diversified portfolios tailored to clients' goals, using a process that includes forward-looking research, Monte Carlo stress-testing, and tax-sensitive strategies.

Christopher Downing is a CFP® professional with 18 years of experience in financial advising. He has been with Greene Wealth Management, LLC since 2007. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm emphasizes tailored portfolios using diversified strategies, forward-looking research, and tax-sensitive approaches, managing over $1.18 billion in assets with a focus on detailed planning and ongoing client communication.

Cameron Barsness is a CFP® with 14 years of industry experience, currently serving as an advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA. He has been with the firm since 2006. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports, using proprietary asset-allocation models and a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Daniel Barnes is a CFA® charterholder with 19 years of industry experience. He has been with Strait & Sound Wealth Management LLC since 2020 and has prior experience running Barnes Capital, Inc. and RB Capital Management, LLC. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios focused on diversification and capital preservation.

Charlotte Leon is a CFP® professional with two years of industry experience, currently serving as an advisor at trueNorth Wealth Advisors since 2019. Prior to joining trueNorth, she worked at Global Image Products and Eltana. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management to individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach using diversified portfolios of passive and active mutual funds and ETFs, supported by fundamental analysis and customized Investment Policy Statements.

Cody Barney is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Garde Capital, Inc. since 2015. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm employs a customized investment approach that integrates modern portfolio theory with behavioral finance, using diversified portfolios that include low-cost ETFs, individual securities, and alternatives.

Matthew Daley is a CFP® with eight years of industry experience, currently serving as a financial advisor at DecisionPoint Financial, LLC since 2018. Prior to this, he worked at Arista Wealth Management, LLC and Moss Adams Wealth Advisors, and held roles related to money management and resource centers at Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers pension consulting services, including plan investment selection and participant education.

Stacy Shields is a Series 65 licensed financial advisor with seven years of industry experience. She is currently with Fortitude Advisory Group L.L.C. and has prior experience at Dynamic Wealth Advisors, SJ Wealth Management LLC, and TRUEBLUE. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a network of financial advisors who offer portfolio management, third-party manager selection, and overlay services, operating from multiple offices and utilizing affiliated entities to support its advisory activities.