Robert Frey is a financial advisor with Lakeside Advisors Inc in Seattle, WA, holding a Series 63 designation and over 54 years of industry experience. He has been with Lakeside Advisors since 1984 and has been involved with Kms Financial Services since 1972. Outside of his advisory work, Frey serves as president of the Central Corner Condominium HOA and as a director of the Highline Heritage Museum. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans, offering discretionary portfolio management, ERISA 3(21) plan advice, financial planning, and consulting. The firm employs a combination of fundamental and technical analysis with individualized account management across fixed-income, balanced, and equity-focused strategies.

John Carney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Private Advisor Group since 2013 and is also affiliated with MyIcon and LPL Financial. Outside of his advisory roles, he is involved in managing a family LLC that owns and operates a family lake cabin. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Douglas Haack is a CFP® with 26 years of industry experience, currently serving as an advisor at Hamrick Investment Counsel, LLC since 2020. He previously worked at Cornerstone Advisors, Inc. for nine years and had a brief tenure at Key Bank. Outside of his advisory role, Haack is involved in a real estate business focused on buying, renovating, and selling properties. Hamrick Investment Counsel provides discretionary portfolio management to individuals, foundations, and nonprofit organizations, emphasizing a conservative, long-term investment approach centered on asset allocation. The firm manages substantial assets with a small advisory team, delivering individualized management and discretionary authority.

Hieu Nguyen is a financial advisor at XSTAR Fund Management LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Alphabet Inc and Dropbox Inc. XSTAR Fund Management LLC serves accredited and high-net-worth investors through its XSTAR Value Fund LP and separately managed accounts, focusing on U.S. publicly traded equities identified through top-down macro analysis and bottom-up fundamental research. The firm employs a concentrated, long-biased investment approach that may include options, margin, and technical analysis for position timing.

James Abodeely is a CFA® charterholder with 17 years of industry experience, currently serving at Sitka Pacific Capital Management, LLC since 2011. He is a non-profit board member, a due diligence and financial modeling consultant, and manages a blog and book review site focused on value investing. He is also a minority partner in an LLC that operates fitness studio franchises. Sitka Pacific Capital Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a valuation-aware approach focused on long-term preservation and prudent growth, utilizing a range of asset classes and proprietary methods combining fundamental, technical, and cyclical analysis.

Salvador Abarca is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is a founding advisor at Chimera Wealth, where he has worked since 2020, following prior roles at Tcs and Luvo Wealth Advisors. Outside of his advisory work, he owns Colibri Rising, LLC, which manages seed investments and provides consulting and fundraising services for start-ups; he also holds minority stakes in several companies, including a fabric start-up and a Latin American trading platform where he serves as an expert advisor. Chimera Wealth serves individual and high-net-worth clients with portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a combination of strategic and tactical investment approaches using ETFs and select mutual funds, integrates digital asset evaluation, and offers both discretionary and non-discretionary management alongside insurance services and subscription-based reporting.

Rodger Shute is a financial advisor at Johnson & Shute Investment Advisors, Inc. with 36 years of industry experience. He has been with Johnson & Shute since 1989. He holds a Series 63 designation. Johnson & Shute Investment Advisors provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, and business organizations. The firm offers client-selected model portfolios composed of low-cost, passively managed equity and fixed-income mutual funds, with a long-term buy-and-hold strategy and non-discretionary management.

Jill Mcvey is a financial advisor at Bellevue Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bellevue Asset Management since 2004. Bellevue Asset Management provides discretionary portfolio management and standalone financial planning to individuals, including high-net-worth clients, as well as pensions, trusts, estates, charitable organizations, and business entities. The firm employs a cycle-aware investment approach focused on diversification, tax efficiency, and the use of lower-cost instruments, alongside option-writing strategies and ongoing portfolio monitoring.

Kara Branson is a financial advisor at Singer Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and UBS Financial Services. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term investing through diversified, low-cost mutual funds and ETFs, offering discretionary portfolio management and tailored financial planning delivered via independent custodians.

Patrick Rhodes is a financial advisor at PWR Financial Services with 24 years of industry experience. He holds the Series 65 designation and has managed Rhodes & Associates since 1978. Outside of advising, he manages a certified public accounting firm and is involved in multiple business ventures, including ownership and operational roles in hospitality, property management, and manufacturing companies. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on manager-of-managers and third-party money manager selection and monitoring. The firm emphasizes due diligence, asset allocation, and long-term, non-discretionary portfolio management.

Matthew Lybarger is a Series 65-credentialed financial advisor at Soundpath Retirement Strategies, LLC with three years of industry experience. His prior work includes roles at Brainsway, KMBS, PBS, and Copiers NW. In addition to advisory duties, he is also licensed as an insurance agent and involved in insurance sales and services. Soundpath Retirement Strategies serves individual and high-net-worth clients, providing both discretionary and non-discretionary portfolio management along with retirement-focused financial planning. The firm offers an annual flat fee structure based on engagement scope and conducts educational seminars and workshops.

Tiffany Cote is a financial advisor at B3 Wealth Strategies in Bellevue, WA, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Financial Advocates Investment Management. She also serves as a notary in Bellevue. B3 Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and supports clients through discretionary management, fiduciary consulting, and educational seminars.

Janice Hammond is a financial advisor at Sunrise Financial Services LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Madison Avenue Securities LLC and Questar Asset Management. Outside of her advisory role, she owns JJH Business Development Corp, a marketing company. Sunrise Financial Services LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm applies Modern Portfolio Theory through risk-adjusted model portfolios and uses quantitative tools for asset allocation and monitoring.

Matthew Linker is a financial advisor at Arta Finance with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley. Outside of his advisory role, he serves as President of the Board of Directors for Hawaii Pacific Model United Nations and is a remote course facilitator for a Stanford University professional development course on artificial intelligence. Arta Finance provides investment services primarily to accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodologies, complemented by human oversight, to manage public and private market strategies, structured products, and alternative investments.

Huey Luu is a CFP® with 26 years of industry experience, currently serving as an advisor at Westlake Wealth Management LLC since 2020. Prior to this, he worked for Ameriprise Financial Services, LLC for 20 years. In addition to his advisory role, he is a licensed independent insurance agent. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and fiduciary retirement rollover advice. The firm employs investment strategies based on technical and fundamental analysis as well as modern portfolio theory, and it is notable for its explicit disclosure and use of options and derivatives in client accounts.

Elizabeth Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding a Series 65 designation and 33 years of industry experience. She has been with Runde & Co Incorporated since 1992 and also owns and operates R B Hooper & Co Incorporated, another investment management company where she serves as president. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other investment advisers. The firm employs a fundamentally based, process-driven approach using proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocation and investment restrictions.

Robert Sander is the principal of Sander Capital Advisors, Inc. in Seattle, WA, with 39 years of industry experience. He has led Sander Capital Advisors since 1986. Outside of his advisory role, he maintains a part-time family real estate business. Sander Capital Advisors manages discretionary, individually tailored large-cap equity portfolios primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combined top-down macro and industry analysis with bottom-up fundamental research, focusing on widely followed companies with above-market growth prospects and reasonable valuations.

Paul Pineda is a financial advisor at Asymmetric Advantage Capital Management, LLC in Bellevue, WA, with 23 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of his advisory role, Pineda serves on the boards of several nonprofit organizations focused on youth services and philanthropy, including Youth Eastside Services, ScoutReach Foundation, and SeeYourImpact.org. Asymmetric Advantage Capital Management is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and nonprofits. The firm employs a blend of fundamental and technical analysis alongside a proprietary quantitative risk-management system to manage diversified portfolios and focused active strategies.

Winston Chen is a financial advisor at Westlake Wealth Management LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Westlake Wealth Management since 2020, following eight years at Apic. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, employing a range of investment approaches including options and derivatives, supported by a documented risk framework.

Chris Featherstone is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Madison Park Capital Advisors, LLC since 2014. Located in Seattle, WA, Featherstone holds a Series 66 registration. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million across several hundred client relationships and employs a two-level asset allocation process combining strategic and tactical approaches.