John Storbeck is a financial advisor at Omega Financial Investments & Insurance in Kirkland, WA, holding a Series 65 designation with 18 years of industry experience. He has been associated with Omega Financial Corporation since 1982. Omega Financial Investments & Insurance provides discretionary portfolio management to both high-net-worth and non-HNW individual clients, combining advisory services with a licensed insurance agency. The firm uses technical and cyclical analysis to select securities and manages approximately $70 million on a discretionary basis.

Hannah Ahmed is a Certified Financial Planner™ with 19 years of industry experience, currently serving as an advisor at FAP, LLC in Bellevue, WA. Her career includes roles at Commonwealth Financial Network, Stack Financial Management, Merriman Wealth Management, Fisher Investments, Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. She also acts as an Investment Adviser Representative for Financial Advisory Partners, providing financial planning services. FAP, LLC is a small advisory firm that offers comprehensive financial planning, including retirement, tax, estate, business planning, risk/insurance analysis, and rollover guidance. The firm focuses on hourly planning engagements without discretionary portfolio management or custody of client assets, using technical analysis and tactical asset allocation in its investment guidance.

Victoria Hockenbury is a financial advisor at Leverage Planners Wealth Management, LLC with one year of industry experience. She previously worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at Whole Foods Flagstaff and Benson City Grille. In addition to her advisory work, she serves as a weekend site sitter managing model homes for Trailside Homes. Leverage Planners Wealth Management, LLC serves primarily non-high-net-worth individual clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm employs a documented investment process with quarterly account reviews and integrates fee-based annuity products, while providing educational seminars and newsletters.

Amy Mutal is the managing partner at Prevail Wealth Management in Kirkland, WA, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has led Prevail Wealth Management since 2012. Prevail Wealth Management provides personalized financial planning and advisory services to individuals, families, trusts, foundations, non-profits, and business entities. The firm operates as a fee-only fiduciary, managing approximately $260.8 million in assets for roughly 264 clients, using diversified, tax-aware portfolios primarily composed of ETFs, index, and mutual funds.

Timothy Khin is a CFP® with 33 years of industry experience currently serving at Westlake Wealth Management LLC. Prior to joining Westlake in 2026, he worked at Ameriprise Financial Services, Inc. for 33 years. In addition to his financial advisory role, he holds a real estate license and is an agent with Preview Properties. Westlake Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a combination of modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading strategies. The firm incorporates options and other derivatives in client accounts and offers tailored investment advice.

Jeffrey Kauffman is a financial advisor at Summit Family Office Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Snider Retirement Strategies, Inc., CrescitAl Capital LLC, and Le-Vel Brands, LLC. Summit Family Office Services provides portfolio management and financial planning to individual clients, including high-net-worth individuals. The firm uses a client-tailored approach with fundamental and cyclical analysis alongside modern portfolio theory, offering access to a broad range of investment types and both performance-based and asset-based fee arrangements.

Christopher Julien is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA. He holds a Series 65 designation and has five years of industry experience. Julien has worked in various roles including accounting and tax preparation, and he owns Julien CPA PLLC, where he provides income tax planning and preparation services. He also serves as Financial Controller for CloudFit Software LLC, an IT service provider. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers. The firm emphasizes due diligence and ongoing monitoring of recommended managers while integrating tax and accounting perspectives into client planning.

Stephen Kriha is a financial advisor at Tenere Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tenere LLC since 2015 and previously at Trutina Financial from 2012 to 2021. Tenere Financial provides discretionary investment management and fee-only financial planning to individuals, business entities, trusts, estates, foundations, and charitable organizations. The firm manages approximately $70 million in assets and employs a committee-driven investment process that combines qualitative and quantitative research across a range of investment vehicles.

Chris Wheeler is a financial advisor at Intirety, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWN Securities Inc. from 2014 to 2020. In addition to his advisory role, Wheeler is involved in the sale of fixed annuities and life insurance. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning services primarily to individual clients. The firm employs a variety of analytical approaches to portfolio construction and regularly reviews accounts to align with client objectives, managing approximately $73.6 million across several hundred households.

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.

Candace Swayne is a financial advisor at WMS Wealth Management LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at SANDLAPPER Wealth Management, LLC and Pacific West Securities, Inc. Outside of her advisory role, Candace supports operations at Chelan Ridge Winery, assisting with wine sales, staff management, and customer service. WMS Wealth Management LLC provides investment management, supervisory services, and occasional financial planning for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-high-net-worth clients, managing portfolios with a combination of active and passive strategies tailored to client objectives and risk tolerance.

Ryan Halleran is a financial advisor at GenSphere Private Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at D.A. Davidson & Co., Parcion Private Wealth Management, UBS Financial Services Inc, Wells Fargo Clearing, and Morgan Stanley. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, business owners, corporate executives, and charitable organizations. The firm employs fundamental and momentum analysis and incorporates strategies including options and derivatives while serving a broad range of wealth levels.

Dipit Gupta is a financial advisor at Finomenon Investments LLC in Kirkland, WA, holding a Series 65 license with one year of industry experience. Prior to joining Finomenon, Dipit completed full-time education at the University of California at Berkeley. Finomenon Investments provides fee-only investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a tailored asset allocation approach combining fundamental analysis with both passive and active strategies, and offers ongoing portfolio management, project-based planning, and public educational seminars.

Joseph Turley is a CFP® and CFA® with 22 years of industry experience. He has been with Breakwater Investment Management since 2009 and has held a role at IDS Life Insurance Company since 2003. Turley occasionally provides telephone consultations as an outside consultant and subject matter expert. Breakwater Investment Management oversees approximately $250.8 million in discretionary assets, serving individuals, high-net-worth clients, qualified retirement plans, trusts, businesses, and non-profit organizations. The firm employs model portfolios that emphasize low-cost, primarily passive ETFs, with global diversification and discretionary management tailored to client-specific needs.

Martin Lundgren is a CFP® and CFA® with 14 years of experience in the financial industry. He has been with Northern Lights Advisors, Inc. in Seattle, WA since 2013. Northern Lights Advisors serves both individual and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm combines traditional advisory relationships with a web-based automated portfolio program that uses proprietary model portfolios to provide investment recommendations.

Bryce James is a financial advisor at Smart Portfolios, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Smart Portfolios since 2005, following prior roles at Shield Investment Advisors, LLC and Morgan Stanley DW Inc. Smart Portfolios, LLC provides investment management and financial planning services to retail and high-net-worth clients using a model-driven approach centered on five core strategies powered by a proprietary Dynamic Portfolio Optimization engine. The firm employs ETFs for tactical exposure, integrates multi-source research, and maintains a structured sub-advisory relationship with O’Shaughnessy Asset Management.

Mark Bergeron is a CFP® with 26 years of industry experience, currently serving at WLFB Inc. in Bellevue, WA. He has worked at WLFB since 1997 and has been involved with Smart Portfolios, LLC since 2019. Bergeron is also active as an insurance broker, focusing on life and disability insurance. WLFB Inc. is a small, supported registered investment adviser that serves individuals, trusts, closely held businesses, and pension plans. The firm provides financial and retirement planning and refers clients to third-party investment managers, operating on a non-discretionary basis with an emphasis on diversification and manager monitoring.

Todd Schliiter is a CFP® with 22 years of industry experience, currently serving as President and Chief Compliance Officer at Sila Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. In addition to his advisory work, he is licensed for life insurance and fixed annuity sales. Sila Financial provides fee-based portfolio management and comprehensive wealth-management services to individuals, businesses, qualified retirement plans, trusts, estates, and nonprofits. The firm constructs custom portfolios combining mutual funds, ETFs, REITs, and individual securities, prioritizing low-cost index options and employing both long-term and shorter-term investment strategies.

Samuel Stanus Ghib is a financial advisor at Steward Capital LLC with six years of industry experience. He holds Series 65 and Series 66 designations and has worked at Steward Capital since 2016, with prior experience at Ameriprise and Equitable Advisors. Outside of advisory roles, he was associated with Lam's Seafood Market for several years. Steward Capital LLC provides portfolio management and financial planning services primarily to individual clients, including high-net-worth and accredited investors. The firm employs fundamental analysis and modern portfolio theory, offering discretionary management and strategies involving alternative investments and derivatives, with a focus on customized planning for complex financial situations.

Paul Horng is a CFA® charterholder with 12 years of industry experience. He currently works at MindState Capital LLC, where he has been since 2024. Prior to this, he spent eight years at Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers and three years at Badgley Phelps Wealth Managers, LLC. MindState Capital is a small registered investment adviser serving high-net-worth individuals, trusts, and other legal entities. The firm combines fundamental research with quantitative optimization and computer models to construct customized portfolios and offers discretionary portfolio management along with derivatives strategies such as options, covered calls, collars, and straddles.