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.

Wendy Britton is a Certified Financial Planner® with 25 years of industry experience. She has been with Adair Wealth Management since 2016, after a brief tenure at Northwest Asset Management. In addition to her advisory role, she is a licensed real estate broker in Washington, acting as a residential real estate agent. Adair Wealth Management offers investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on asset allocation and periodic rebalancing using ETFs, mutual funds, and individual securities, operating as a fiduciary for retirement accounts and sponsoring a wrap fee program.

Shabrish Menon is a financial advisor at Finomenon Investments LLC with a Series 66 designation and two years of industry experience. Prior to joining Finomenon in 2024, he worked at Ameriprise Financial Services for one year and spent seven years at Amazon. Outside of his advisory role, he serves as Chief Investment Officer for Panum Capital, his private family office in India, and is the Fundraising Chair for Voice of Planet, a nonprofit supporting small businesses. Finomenon Investments LLC offers investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active strategies tailored to client goals, risk tolerance, and tax considerations, and provides educational seminars alongside personalized advisory services.

Shelby Miller is a financial advisor at Helmsman Financial Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Helmsman Financial Group since 2004. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other non-individual entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment approach focused on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

William Serres is a CFP® professional with 25 years of industry experience, currently serving at BBJS Financial Advisors, LLC since 2001. He is also a partner at the certified public accounting firm Bancroft Buckley Johnston & Serres LLP, where he has worked since 1997 and dedicates significant time. BBJS Financial Advisors provides fee-only investment management and financial planning services to individuals, families, trusts, pension and nonprofit plans, and business entities, including high-net-worth households. The firm uses customized investment policies and a proprietary three-factor model to guide diversified portfolio construction and tactical asset allocation.

Christopher Kenney is a financial advisor with Waystone Advisors LLC in Redmond, WA, holding a Series 65 credential and 17 years of industry experience. He has held roles at multiple firms including Forthright Capital Partners and MassMutual Investors Services. Kenney is also associated with Christopher Dean and Associates PC, where he provides financial and retirement planning as well as insurance services. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary approach focused on strategic asset allocation, utilizing ETFs, mutual funds, individual securities, and alternative investments, and manages approximately $179 million in client assets.

Miki Okamoto Swanson is a CFA® charterholder with 13 years of industry experience. She has been with Lakeside Advisors Inc in Seattle, WA since 2006. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans, offering discretionary portfolio management, ERISA 3(21) plan advice, and financial planning. The firm uses a combination of fundamental and technical analysis with active management strategies tailored to client objectives.

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.

Sally Mccray is a CFP® professional with 40 years of experience in the financial services industry. She is affiliated with FAP, LLC and Commonwealth Financial Network and has been involved with Financial Advisory Partners since 2001. In addition to her advisory work, she is involved in fixed insurance sales and owns a private entity that facilitates advisory business and manages commercial real estate in Bellevue, WA. FAP, LLC is a small advisory firm serving a limited number of clients with financial planning services, 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, often coordinating implementation through licensed representatives at Commonwealth Financial Network.

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.

Brandon Springer is a financial advisor at Helmsman Financial Group, LLC in Woodinville, WA, holding a Series 65 credential with 11 years of industry experience. He has been with Helmsman Financial Group since 2012. Helmsman Financial Group primarily serves individual clients, as well as trusts, estates, and other non-individual entities, providing portfolio management and financial planning services. The firm follows a value-oriented, long-term investment approach with an emphasis on current income, utilizing mutual funds, ETFs, and individual stocks and bonds.

Austin Dean is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Waystone Advisors LLC, having joined in 2024, and previously held roles at Lion Street Financial and Guide Advisors. Outside of advising, he owns Dean Family Real Estate LLC, which focuses on personal real estate investing and private lending. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary, customized approach with portfolios commonly constructed from ETFs, mutual funds, individual securities, and alternative investments.

Donald Creech is a CFP® with 35 years of industry experience, currently serving at Investor Resources Inc. since 1990. He is also the President and Owner of Donald Creech Consulting, providing investment consulting and pre-market analysis to advisors nationwide. Investor Resources Inc. offers discretionary investment advisory services to individuals, high-net-worth clients, trusts, and pension plans, with a focus on momentum-based investment strategies using mutual funds, ETFs, equities, and bond funds. The firm also provides qualified retirement plan trustee support and manages small, concentrated portfolios alongside formal retirement plan services.

Philip Murphy is a CFA® charterholder with 22 years of industry experience. He is affiliated with Smart Portfolios, LLC and has worked at PLM Investment Advisers, Inc. since 2006. Smart Portfolios serves retail clients, including high-net-worth individuals, by providing model-based portfolio management, signal subscription services, and standalone financial planning. The firm uses a proprietary Dynamic Portfolio Optimization engine and combines in-house modeling with third-party research and sub-advisory relationships to manage discretionary and non-discretionary assets.

Justin Vestman is a financial advisor with Lake Avenue Financial LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Golden State Equity Partners, LPL Financial, LLC, and Golden State Wealth Management, LLC. Outside of his advisory work, he serves as a basketball coach at Bellevue High School. Lake Avenue Financial provides financial planning, discretionary portfolio management, and referrals to third-party advisers for individuals, trusts, estates, charitable organizations, and brokerage clients. The firm offers a subscription education and coaching product and employs a multi-method research approach with a range of strategies implemented through both traditional discretionary management and a web-based platform.

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.

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.

Clarissa Candelario is a financial advisor with Private Asset Management Inc in Kirkland, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her prior roles include positions at Fidelity Investments, The Retirement Solution Inc., HighTower Advisors LLC, Coldstream Wealth Management, and Ameriprise Financial Services, Inc. Private Asset Management Inc provides wealth management and investment consulting to individuals, high-net-worth families, and charitable foundations, offering customized portfolio construction across multiple asset classes and regular, bound quarterly reporting with market-overview letters. The firm also facilitates direct and pooled real estate investments and supports clients with educational resources, hourly advisory engagements, and specialized services such as retirement-plan rollovers and tax-report preparation.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Anchor Financial since 2020, with prior roles at Gradient Securities, Covenant Senior Life, and Packerland Brokerage Services. Reed is also the owner of The Medicare Exchange, an insurance sales organization specializing in Medicare products. Anchor Financial serves primarily individual, non-high-net-worth clients through discretionary asset management focused on mutual funds and ETFs. The firm offers retirement plan services and third-party manager referrals, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances.