Robert Davidson Jr. is a financial advisor at FinSym Partners, LLC with 15 years of industry experience. He holds the Series 63 designation and has been with the firm since 2009. FinSym Partners is an independent, SEC-registered wealth management firm serving individuals, trusts, estates, and select employer retirement plans. The firm employs a research-driven, predominantly passive investment approach with systematic tilts and fundamental analysis, offering comprehensive financial planning and discretionary portfolio management.

Timothy Tenbrink is a financial advisor at Parker Financial LLC with two years of industry experience and holds a Series 65 designation. His prior roles include positions at Eiler Wealth Management and Northwest Baptist Church. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, employing a discretionary investment approach that emphasizes ETFs and mutual funds. The firm also offers educational seminars and free e-newsletters for the public, alongside bespoke portfolio management and consulting services.

Tiffany Lally is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 66 designation and two years of industry experience. She previously worked at Baird Private Wealth Management for seven years and has a background in education from Eastern Washington University and community colleges. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm uses a discretionary investment approach focused on fundamental analysis and offers educational seminars and free e-newsletters for the public.

Bryan Rogowski is the sole advisor at Rogowski Wealth Management LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 designation and has 13 years of industry experience. Prior government retirement-policy analysis experience is noted in the firm's leadership background. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, using a fee-only model focused on portfolio management with complementary planning advice. The firm employs an evidence-based, globally diversified approach that emphasizes low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency, with portfolios customized to client liquidity needs and risk tolerance.

Feifei Li is a financial advisor at Kavout Algo Financial LLC with a Series 65 designation and one year of industry experience. She previously worked at Research Affiliates LLC for 17 years and remains a passive shareholder there. Kavout Algo Financial provides continuous, primarily non-discretionary asset management services to individual and high-net-worth clients, combining quantitative and traditional investment methods with a value-oriented approach.

Lesa Sroufe is a CFA® charterholder with 22 years of industry experience. She is the principal of Lesa Sroufe & Company, Inc., a Seattle-based firm she has led since 2004. Lesa holds a Series 63 license and manages a small team of three advisors. Lesa Sroufe & Company, Inc. provides portfolio management and investment research to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and trusts. The firm employs a research-driven, value-oriented investment approach with focused portfolios typically diversified across 25–35 stocks and may hold up to 50% cash at management discretion. It also acts as a sub-adviser and wrap program sponsor, offering trading, accounting, and performance reporting services in addition to direct portfolio management.

Louise Alexander is a CFP®-certified financial advisor at Gates Pass Advisors, LLC with one year of industry experience. Prior to joining Gates Pass Advisors, she held roles at Merrill, Newground Social Investment, and O'Meara Financial Group. Outside of finance, she is involved in property management and serves as a co-trustee in a fiduciary capacity for family trusts. Gates Pass Advisors offers comprehensive financial planning and wealth management primarily for individual and high-net-worth clients, managing approximately $207 million in discretionary assets. The firm emphasizes financial-planning-driven asset allocation, diversification, and tax-aware management, using a turn-key platform with third-party independent managers to implement client portfolios.

Daniel Ervin is a financial advisor at Ervin Investment Management with seven years of industry experience. He holds a Series 65 designation and has worked at Ervin Investment Management since 2019, alongside roles at Reis Investment Management and as an Instructional Specialist for Highline Public Schools. Outside of advising, he serves as a successor trustee of a family trust. Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach combining individual equity selection with low-cost index ETFs, managing approximately $270 million across diverse client types including institutional entities.

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.

Celeste Yu is a CFP® with 11 years of industry experience, currently serving as an advisor at Two Firs Financial. Her prior experience includes roles at Morgan Street Financial LLC, Kohtz & Co. LLC, Hd Vest Financial Services, and Starbucks. Outside of financial advising, she is involved with Thirty9 Twenty9 LLC, a real estate rental business. Two Firs Financial serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management along with financial planning and tax-related services. The firm’s investment approach emphasizes asset allocation based on Modern Portfolio Theory and incorporates options strategies such as covered calls to manage risk and generate income.

Jeffrey Ross is a CFP® and holds a Series 63 license with 14 years of industry experience. He has been with The Planner’s Edge LLC since 1998 and has worked as a financial advisor under his own name since 1983. Outside of his advisory work, he serves as the treasurer for the Islandaire HOA. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, providing customized financial planning and discretionary portfolio management through its Serious Money Approach™. The firm emphasizes asset allocation, diversification, and rebalancing, combining fundamental manager due diligence with technical analysis and guiding principles.

Kyle Lunde is a financial advisor at SmartHarvest Portfolios with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Eaton Vance Management, Parametric Portfolio Associates, and Catalina Capital Group LLC. SmartHarvest Portfolios provides discretionary sub‑advisory investment management to financial advisors who serve high‑net‑worth individuals, families, trusts, estates, and businesses. The firm applies modern portfolio theory and quantitative analysis to construct primarily long‑term, customized portfolios using equities, ETFs, mutual funds, and fixed-income instruments.

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.

Trevor Cobb is a financial advisor at Avantia Investment Services, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Goldman Sachs for five years before joining Avantia in 2020. Cobb serves on the Finance Committee for Americas Automotive Trust, a nonprofit organization, where he oversees financial matters. Avantia Investment Services provides tailored wealth management and financial consulting to individuals, trusts, nonprofit organizations, and private entities, typically serving clients at or above its stated account minimum. The firm combines discretionary portfolio management, third-party money manager selection, and coordination with clients’ legal, tax, and insurance advisors as part of comprehensive wealth plans.

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 Kunkel is a financial advisor at Agate Pass Investment, LLC with 11 years of industry experience. He previously worked at Robert Baird & Co. from 2014 to 2020 and has held Series 63 and Series 65 licenses. He also spent time as an MBA student in 2020. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on a long-term, low-turnover investment approach emphasizing quality and growth at a reasonable price through fundamental research, primarily using individual stocks and investment-grade bonds.

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.

Christopher Gemmill is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He has worked at Westlake Wealth Management LLC since 2021 and previously spent 22 years with Ameriprise Financial Services, Inc. Gemmill serves as President of the Alterra Condo Owners Association in Seattle. Westlake Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, offering tailored investment strategies that include equities, mutual funds, ETFs, and options. The firm employs both technical and fundamental analysis along with modern portfolio theory, managing approximately $61.7 million for about 97 clients.