Richard Lackey is a CFP® professional with 21 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at KG Advisors II, L.P., S & A Wealth Management, LLC, and Shannon & Associates, LLP. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individual, institutional, trust, and retirement plan clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a combination of passive and active investment strategies tailored to client objectives.

Venise Lee is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial. Outside of her advisory role, she is involved with BLISS Financial Wellness, a business related to her LPL activities. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, wealth management, and retirement plan consulting services. The firm allocates client assets across diversified mutual funds, ETFs, individual securities, and independent managers, employing both fundamental and technical analysis.

Mee Kyong Lee is a CFP® professional with nine years of industry experience, currently advising at Core Planning in Tacoma, WA. Prior to joining Core Planning in 2025, Lee operated MK Lee Coaching LLC and has been involved with Seamfi, LLC since 2018. Outside of financial advising, Lee engages in online content creation under a sole proprietorship. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach combining fundamental analysis and both long- and short-term strategies, utilizing in-house advice, third-party money managers, and model portfolios.

David Hooper is a financial advisor with Kingsview Wealth Management, LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Kingsview Partners and Kingsview Wealth Management since 2019, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Hooper provides pro-bono financial planning for the Washington Physicians Health Program, a medical-focused nonprofit. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

Jacob Mortensen is a CFP® professional at Mission Wealth Management, LP with one year of industry experience. His prior roles include positions at Hightower Advisors and Trellis Advisors, among others. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management and financial planning with an emphasis on long-term strategies using a diverse set of investment vehicles and offers services including cross-border planning and ERISA retirement plan consulting.

Carl Middleton IV is a financial advisor at Composition Wealth, LLC with 24 years of industry experience. He previously worked for Northwestern Mutual Investment Services, LLC from 2002 to 2026. Middleton holds Series 63 and Series 65 licenses. Composition Wealth is an SEC-registered investment adviser that provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven approach, using diversified portfolios with low-cost mutual funds, ETFs, and individual securities, supported by fundamental and technical analysis within a multi-advisor platform managing roughly $9.5 billion in discretionary assets.

Ronald Devon is a financial advisor at Alera Investment Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Triad Advisors and Wilson & Albers Company, LLC. Outside of his advisory role, he assists with operations at The Wilson Agency. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm employs a diversified investment approach using internal management, affiliate platforms, and independent managers, focusing on long-term allocations across mutual funds, ETFs, equities, and fixed income.

Gregory Harrison is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and having six years of industry experience. He has previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory work, he owns and operates Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies, utilizing model portfolios, third-party sub-advisers, and a wide range of investment products.

Jason Totedo is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Mutual Advisors, LLC since 2019 and previously worked at Ameriprise Financial Service, Inc. from 2012 to 2019. Outside of advising, he serves as a ski instructor for the Mohan Ski School, a nonprofit organization. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, and ERISA plan advisory services using a combination of passive and active investment strategies tailored to client objectives.

Charles Greth is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Equitable Advisors, Cetera Investment Services, CUSO Financial Services, and One Nevada Credit Union. Outside of his advisory work, he provides Medicare guidance and enrollment services in Tacoma, WA. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting without account minimums. The firm’s approach centers on client goals, risk tolerance, and time horizon, using various strategies to maintain long-term purchasing power.

Jeffrey Huff is a financial advisor with NFSG Corporation in Tacoma, WA, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Kestra Investment Services, among others. Outside of his advisory work, he is involved in marketing through Jeff Huff & Associates LLC and has experience as an insurance agent with Western United Life Insurance Company. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers in its investment approach.

Casey Elkins is a financial advisor with Foundations Investment Advisors LLC in Renton, WA, holding a Series 65 credential and five years of industry experience. Prior to joining Foundations in 2021, Elkins worked at Elevated Capital Advisors, Rust Automation & Controls, United Rentals, Baker Corp, and Ryan Herco Flow Solutions. He is also involved in fixed insurance sales, working with clients to integrate these products into their overall financial plans. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base, utilizing model portfolios and third-party sub-advisers across custodial platforms including Fidelity, Schwab, and Pershing.

Petros Koumantaros is a financial advisor at Intellicents Investment Solutions Inc. with seven years of industry experience. He holds a Series 65 designation and has been with Intellicents since 2018. Koumantaros is involved in several nonprofit organizations, including serving on the advisory board of the Seattle Rotary Boys & Girls Club and as a director of the Pano Koumantaros Cancer Research Fund. He also teaches financial literacy to middle school students at St. Joseph School of Seattle. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts by providing retirement plan consulting, individual wealth management, and participant education services. The firm focuses on long-term, buy-and-hold investment strategies overseen by a chief investment officer and employs both discretionary and non-discretionary solutions across various asset types.

Joseph Cilley is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He serves as a board member of the Graham Hill Mutual Water Company, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, with advisors able to customize portfolios on various platforms.

Charles Borquist is a financial advisor with Mutual Advisors, LLC, holding Series 66 and Series 63 designations and 19 years of industry experience. He has been with Mutual Advisors and Mutual Securities, Inc. since 2018 and previously worked at Envestnet, Folio Dynamix, and Summit Advisor Solutions LLC. Outside of his advisory role, Borquist is a member of several real estate investment entities, including a family partnership with his father and brother. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base ranging from individuals and high-net-worth clients to institutional investors, including sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering services through a mix of active and passive strategies supplemented by third-party tools and managers.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 5 years of industry experience. He has worked at Foundations Investment Advisors since 2021, following a one-year tenure at Elevated Capital Advisors, and has operated his own advisory practice, Mark A. Stimpson and Associates, since 1980. In addition to his advisory work, he is involved in insurance sales, specifically life insurance and fixed annuities. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 representatives using tailored asset allocations and a variety of investment products.

Eric Mcginnis is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds the Series 66 designation and has worked previously at DecisionPoint Financial and Pacific Asset Management. Outside of his advisory role, he serves as President of RBJ Holdings, Inc., a holding company based in Gig Harbor, WA. Forum Financial Management provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also offers sub-advisory services and a turn-key asset management platform for other independent RIAs, utilizing model portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Akeem Davis is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Triad Advisors and Davis & Associates LLC. He is also involved in investment due diligence and research under the DBA names Wilson Albers and Alera Group Wealth Services. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm uses a combination of internal management, affiliate platforms, and independent managers to build portfolios primarily focused on mutual funds, ETFs, equities, and fixed income with a long-term orientation, while also offering ERISA-focused plan services and participant education.

Zachary Abraham is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Trek Financial since 2022 and previously spent five years at Clear Creek Financial Management and four years at Abraham & Co., Inc. Abraham serves as a director on the board of Tectonic Audio Labs, Inc., a non-investment-related company. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical approaches, including AI tools, direct indexing with tax-loss harvesting, and a wide range of systematic strategies and hedge options.

Irene Lee Sluys is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. Her previous roles include positions at LPL Financial and Securities America Advisors. Outside of her advisory work, she is involved in real estate development through ownership of Portal 8 LLC and operates Studio B, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser that serves individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm utilizes a diversified investment approach, allocating assets among low-cost mutual funds, ETFs, individual securities, and independent managers.