David Young is a CFA® charterholder and registered investment advisor with 17 years of industry experience. He is a managing director at Summit Family Office Services, LLC and has held leadership roles at several affiliated firms since 2009. Outside of his advisory work, he is CEO of Deskless Workers, Inc., a technology company, and is involved in multiple entrepreneurial and investment ventures including youth soccer camps and technology platforms. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored investment approach using fundamental and cyclical analysis alongside modern portfolio theory, offering access to a wide range of traditional and alternative investment strategies.

Michael Bowers is a CFA® charterholder with 14 years of industry experience. He has been with PNW Asset Management since 2015 and also worked at FSG Wealth Advisors, LLC. Based in Seattle, WA, he holds a Series 63 license. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a strategic asset allocation approach using mutual funds and ETFs, emphasizing tax efficiency and a proprietary Cashflow Fingerprint model to guide portfolio risk.

Kevin Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Runde & Co. Incorporated since 1992. In addition to his advisory role, he is vice president of R B Hooper & Co. Incorporated, another investment management company operated concurrently. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other advisers, managing approximately $185 million in assets. The firm employs a fundamentally based, process-driven approach with proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocations and restrictions.

Wendy Britton is a CFP® professional with 25 years of experience in financial advising. She has worked at Charles Schwab and Northwest Asset Management before joining Adair Wealth Management in 2016. In addition to her advisory role, she is a licensed real estate broker in Washington, handling residential property transactions. Adair Wealth Management offers investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on asset allocation and periodic rebalancing, utilizing ETFs, mutual funds, and individual securities to meet client goals while acting as a fiduciary for retirement accounts.

William Serres II is a CFP® professional with 26 years of experience in financial advisory services. He has been with BBJS Financial Advisors, LLC since 2001 and is also a partner at Bancroft Buckley Johnston & Serres LLP, a certified public accounting firm. Serres dedicates significant time to the accounting practice alongside his advisory work. BBJS Financial Advisors, LLC provides investment management, financial planning, and consultation to individuals, families, trusts, retirement plans, charitable organizations, and businesses. The firm serves both high-net-worth and non-high-net-worth clients, offering integrated tax and financial planning through its affiliation with a CPA firm and managing portfolios using a proprietary model that incorporates fundamental and technical analysis as well as economic indicators.

James Ridgeway is a financial advisor at Leeward Financial Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Manning & Napier Associates. Outside of his advisory role, Ridgeway serves as chair of the finance committee for a boat and RV storage business in Boise, Idaho. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm employs a long-term, asset-allocation-driven investment approach focused on risk management, cost control, and transparency.

Donald Dempster is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at DLK Investment Advisors, LLC. His prior experience includes roles at Alpha Cubed Investments, LLC and DLK Investment Management. Outside of finance, he is a partner and CFO of Adaptive Motion Group LLC, a software robotics firm, where he contributes to accounting and strategy. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small institutional investors, and employer retirement plans. The firm employs a fundamental relative-value investment approach emphasizing strategic asset allocation and operates on a fee-only basis with a focus on discretionary management and tailored client relationships.

Richard Egan is a CFP® professional with 23 years of experience in the financial industry. He has been with Cadence Wealth Management, LLC since 2011. Outside of his advisory role, he is the lead guitarist and singer for a rock band called Goldbar. Cadence Wealth Management serves individual clients, including both high-net-worth and non-HNW households, offering portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a combination of modern portfolio theory, tactical asset allocation, and fundamental analysis, managing most accounts on a non-discretionary basis.

Hyun Park is the sole advisor at Park Wealth Management in Federal Way, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He is also the owner of Park & Associates PS CPA, where he has worked since 1995. Outside financial advising, he devotes part of his time to his accounting practice and is a member of a small commercial real estate investment venture. Park Wealth Management provides investment management and financial planning services primarily to individuals and small businesses. The firm employs model-driven portfolio construction focusing on mutual funds, ETFs, and selected individual securities, with ongoing monitoring supported by third-party performance data.

Andrew Barfoot is a CFP® with 11 years of industry experience, currently serving at Madison Park Capital Advisors, LLC since 2015. Located in Seattle, WA, he holds a Series 65 license. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses, managing approximately $295 million across several hundred client relationships. The firm employs a two-level asset allocation process combining strategic and tactical approaches and invests in mutual funds, ETFs, individual securities, and, where appropriate, privately placed securities and limited digital asset exposure.

Thomas Fletcher is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at GenSphere Private Wealth, LLC and is an advisory committee member at Buffer Labs, providing internal technical guidance to its founders. Prior to joining GenSphere, he spent 21 years at Russell Investments Services, LLC. GenSphere Private Wealth, LLC is an investment manager that offers discretionary and non-discretionary asset management, alternative investment administrative services, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental and momentum analysis across multiple asset classes and incorporates option-writing and derivative strategies, along with alternative investment administration services.

Alexander Brueske is a CFP® professional with 14 years of industry experience, currently serving at B3 Wealth Strategies in Bellevue, WA. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, and Waddell & Reed. He also spent three years working within the Northshore School District. B3 Wealth Strategies provides discretionary asset management and investment advice to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, using LPL Financial’s SWM II platform for custody and execution.

Craig Davis is a CFA® charterholder and holds the Series 65 license, with 13 years of industry experience. He has worked at Harborview Asset Management LLC since 2018 and previously spent 10 years at Financial Insights, Inc., followed by four years at Drive Wealth Advisers. Harborview Asset Management LLC provides discretionary investment management to individual and high-net-worth clients, trusts, charitable organizations, and corporations. The firm focuses on fixed-income strategies supplemented by selective equity holdings and manages relatively large assets for a small client base, emphasizing customized, model-driven portfolios primarily in taxable accounts.

Kevin De Angelis is a CFP® certificant with nine years of industry experience. He currently serves as an advisor at Breakwater Investment Management, where he has worked since 2026. His prior experience includes roles at Stifel Nicolaus & Co Inc and Thrivent Financial. Breakwater Investment Management is a registered investment adviser managing over $300 million in discretionary assets for individual, high-net-worth, and institutional clients. The firm focuses on broadly diversified, primarily ETF-based portfolios and utilizes model strategies with automated rebalancing and tax-loss harvesting, while also providing financial planning and corporate trustee services.

Lincoln Granberg is a financial advisor at Avantia Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Khagos, Fehu Mining, King’s College London, Fera at Claridges, and the University of Washington Tacoma. Outside of his advisory role, he is the founder of Fehu Mining, a cryptocurrency mining business. Avantia Investment Services provides wealth management and financial consulting to individuals, high-net-worth clients, trusts, non-profit organizations, and business entities. The firm uses a custom, discretionary approach with ongoing monitoring and incorporates options and derivative strategies within separately managed accounts, supported by its affiliation with related family-office entities.

Dixie Kendrick is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, Washington, holding Series 63 and Series 65 designations and 14 years of industry experience. Her background includes roles at Avantax Advisory Services and Cetera Wealth Services, and she is involved in providing Medicare-related insurance services through DMM Senior Insurance LLC. Dixie's Tax & Financial Services offers wealth management to individuals, high-net-worth clients, trusts, and estates, integrating discretionary portfolio management with financial planning and tax services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, and incorporates Independent Managers through an institutional relationship with Altruist’s Model Marketplace.

Steven Poirier is a financial advisor at Greenrock Asset Management LLC with nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc., The Prudential Insurance Company of America, and Pruco Securities, LLC. Poirier holds Series 63 and Series 65 licenses. Greenrock Asset Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, companies, and institutional clients. The firm employs active, tactical portfolio management with continuous oversight and uses derivatives and performance-based fee arrangements, which are uncommon among similar independent advisers.

Tyson Farmer is a financial advisor at Vega Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Vega Financial in 2020. Vega Financial serves individual, high-net-worth, and corporate clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, using primarily passive portfolio construction complemented by tactical analysis and options strategies tailored to client-specific investment policies.

Roy Hamrick is a CFA® charterholder with 13 years of industry experience. He has been with Hamrick Investment Counsel, LLC since 2004, where he is one of two advisors at the firm based in Seattle, WA. Hamrick Investment Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as foundations and nonprofit organizations. The firm employs a conservative, long-term investment approach emphasizing asset allocation and uses low-cost index funds alongside selected active funds and a model stock portfolio.

Candace Duecker is a CFP® professional with eight years of experience currently serving at Seneschal Family Office. She previously worked at Threshold Group, LLC for nine years before joining Seneschal Advisors, LLC in 2018. Outside of her advisory role, she owns Soul Financial LLC, which provides consulting services focused on divorce financial planning and analysis. Seneschal Family Office serves individual and high-net-worth clients, offering financial planning, investment management, and comprehensive family office services. The firm employs a structured financial planning process and diversified asset allocation, combining mutual funds, ETFs, and third-party managers to align portfolios with client objectives.