Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Berknell Financial Group prior to joining Elderrock in 2018. Sean participates in community and networking groups, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial provides financial planning, consulting, and portfolio management to individuals and sponsors of employer-sponsored retirement plans. The firm offers ERISA-focused fiduciary and administrative services for retirement plans alongside individual wealth management, using a blend of fundamental and technical analysis as well as modern portfolio theory to tailor investment strategies.

Shai Weinbaum is the sole advisor at Shai Weinbaum Investment Management in Poulsbo, WA, holding a Series 65 designation with five years of industry experience. He has operated his independent firm since 2013. The firm provides discretionary investment management services primarily to individual clients, high-net-worth individuals, and small businesses. It customizes portfolios based on bottom-up fundamental analysis focused on intrinsic value and long-term outperformance, avoiding margin, debt, derivatives, and technical or cyclical analysis.

Ronald Chan is a CFA® charterholder and the sole advisor at Lakeside Financial Inc. in Kirkland, WA, with 13 years of industry experience. He has been with Lakeside Financial since 2015. Outside of investment advisory, he spends significant time providing management consulting services, including financial analysis and strategic recommendations, notably for a corporate client in the furniture industry. Lakeside Financial is an independent, state-registered firm managing approximately $35 million for around 34 clients. The firm serves individuals, including high-net-worth clients, and business entities, offering investment management, financial planning, and management consulting. Its investment approach incorporates intrinsic-value, quantitative, and qualitative analysis across multiple asset classes and geographies, with features such as the use of margin, securities lending, and performance-based fee arrangements.

Dwayne Reinike is a financial advisor at Valiant Financial Planning, LLC in Kirkland, WA, holding CFP® and ChFC® designations with five years of industry experience. His prior work includes roles at Edward Jones and First Command Brokerage Services Inc, as well as service in the United States Navy. Valiant Financial Planning, LLC is an independent, fee-only firm serving individual clients, including high-net-worth households, with comprehensive financial planning and discretionary investment management. The firm employs customized asset allocation strategies combining passive and active investments, guided by Modern Portfolio Theory and client-specific goals, and uses a tiered, fixed annual fee structure based on asset thresholds.

Janice Brady is a financial advisor with Concepts Financial Services, LLC in Kirkland, WA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has previously worked with Avantax Investment Services, Avantax Advisory Services, and operates Gipson, Woodruff & Brady, LLC, which provides tax preparation and small business consulting. Concepts Financial Services offers portfolio management and comprehensive financial and business planning to individuals and small businesses, managing client accounts primarily on a non-discretionary basis through a sponsored wrap fee program. The firm integrates investment strategies with tax and business-planning services, distinguishing its approach from many independent advisors.

Michael Smith is a financial advisor at Focus Advisory, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Focus Advisory, an independent registered investment adviser, since 2008. Focus Advisory, LLC provides investment management services exclusively to individual private clients, managing approximately $38 million. The firm employs a global asset management approach using macroeconomic, fundamental, and technical analysis, with portfolios tailored to client suitability and risk tolerance.

Aaron Farrell is a financial advisor at Quantca Financial with a Series 65 designation and two years of industry experience. He previously worked at Comcast for nine years and has led Sapien LLC as CEO since 2021. Farrell also serves as CFO and volunteer board member for Volunteers for Ukraine Inc, a charity providing humanitarian aid. Quantca Financial offers discretionary portfolio management through an automated, algorithm-driven platform for retail, accredited, and institutional clients. The firm emphasizes quantitative models with market-timing and tactical allocation features, using a web-based interface for client engagement and offering both standard AUM fees and performance-based fee structures.

Mohammed Khalid is an investment advisor at Nabata Investment Group, LLC with three years of industry experience. He previously worked at Rubicon Halal Investment Advisors and Symetra Financial. Outside of his advisory work, he operates a ride-share service and provides educational consulting through Golden Orchard Group, LLC. Nabata Investment Group, LLC is a state-registered investment adviser serving individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with asset allocation and securities selection, offering both investment supervisory services and standalone financial planning.

Chris Folgmann is the sole advisor at Folgmann Financial Group LLC in Woodinville, WA, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and J.W. Cole Advisor Inc. from 2013 to the present. Folgmann Financial Group LLC is an independent, solo-registered investment adviser serving retail individual clients and business retirement plan sponsors. The firm provides non-discretionary portfolio management, comprehensive financial planning, and pension/profit-sharing plan advisory services, employing a range of investment analysis techniques and a multi-capitalization equity approach.

Jay Kaiser is a financial advisor at R & R Retirement Services, Inc. in Seattle, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with R & R Retirement Services since 1995. R & R Retirement Services is an independent firm serving clients with retirement planning and related financial services.

Nemanja Grujicic is a CFP® and CFA® working with North Pine Strategic Wealth in Kirkland, WA, with four years of experience in the financial industry. Prior to founding North Pine Strategic Wealth in 2026, he worked at Hightower Advisors and Highland Private Wealth Management. North Pine Strategic Wealth is an independent, fee-only registered investment adviser serving individual and high-net-worth clients. The firm focuses on diversified asset allocation using a blend of passive and active strategies informed by modern portfolio theory, offering discretionary and non-discretionary portfolio management alongside project-based financial planning.

Glenn Gregory is the sole advisor at Obsidian Investment Advisers, LLC in Redmond, WA, with 26 years of industry experience. He has led Obsidian since 1998 and also serves as managing member and president of Green Book Ventures LLC, a venture capital firm where he participates in investment selection and operations. Obsidian Investment Advisers is a fee-only registered investment adviser serving individuals, charitable organizations, foundations, and corporate clients. The firm focuses on discretionary portfolio management guided by written investment policy statements and integrates institutional-style services with a small, long-standing practice.

Stephen Gattis is the principal advisor at SKG Investment Services, LLC in Seattle, WA, holding a Series 65 license with 21 years of industry experience. He has been the owner and operator of Gattis Stewart & Associates, P.S., an accounting firm established in 1978, which he continues to actively manage. SKG Investment Services provides selection and ongoing monitoring of third-party money managers primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm does not provide direct portfolio management and focuses on due diligence and oversight of independent registered investment advisers on a non-discretionary basis.

Christine Maggio is a financial advisor at Retirement Planning Partner LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Unify Consulting and VMG Studios. Retirement Planning Partner LLC provides retirement-focused financial planning to individuals and couples, offering hourly engagements, comprehensive written plans, and ongoing membership options. The firm emphasizes strategic asset allocation using primarily passive investment vehicles and provides advice on a non-discretionary basis without managing or custodying client assets.

Martin Bublitz is a financial advisor with Treeview Capital holding a Series 65 designation and five years of industry experience. Prior to joining Treeview Capital, he worked at Cornerstone Alternatives and has been the principal consultant at Cascade Cloud Services LLC, an IT consultancy, since 2016. Bublitz also serves as managing member of Bublitz Holdings LLC, a holding company. Treeview Capital provides fee-based investment advisory services primarily online, focusing on offering access to investment funds with high minimums but lower initial investment requirements. The firm uses a software-driven algorithm and comprehensive questionnaires to tailor fund-only advice for individuals, trusts, employer-sponsored plans, estates, charitable organizations, and corporate entities.

Jason Nelson is a CFP® and CFA® with 21 years of industry experience. He has been the principal of Viceroy Investment Advisors LLC since 2009. Outside of his advisory role, he manages a part-time commercial real estate business as the managing member of BlueSteal LLC. Viceroy Investment Advisors provides investment advisory and financial planning services primarily to individuals and their related entities. The firm focuses on U.S. exchange-traded securities and employs a risk framework that considers multiple layers of potential loss exposure while offering both discretionary portfolio management and project-based financial advisory.

George Sisti is a financial advisor at On Course Financial Planning with 21 years of industry experience. He holds a Series 65 designation and has worked as a pilot for United Airlines since 1978. On Course Financial Planning serves primarily individual clients, including high-net-worth individuals, by providing financial planning and investment advisory services. The firm uses a passive, indexing investment approach with globally diversified portfolios and operates as a single-advisor practice managing discretionary assets.

Christopher Files is a financial advisor at Van Ray Wealth Management in Edmonds, WA, holding Series 65 and Series 66 credentials with seven years of industry experience. He has been with Van Ray Wealth Management since 2019 and also manages the Van Winkle Agency, an insurance brokerage, where he has worked for over 15 years. Van Ray Wealth Management serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable entities, providing portfolio management, comprehensive financial planning, ongoing advising, and retirement-plan consulting. The firm emphasizes strategic asset allocation with periodic rebalancing and blends financial planning, retirement-plan education, and insurance distribution within a boutique advisory structure.

Shan Kumar is the sole advisor at PI Square Capital, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has led PI Square Capital since 2010 and is also a licensed insurance agent, dedicating a significant portion of his time to insurance activities. The firm provides discretionary investment supervisory services to individuals, trusts, corporations, and pension plans, combining fundamental and technical analysis with modern portfolio theory and tactical asset allocation. It offers ongoing portfolio management and may include insurance advice upon client request.

Sanjay Parikh is the principal advisor at Lotusment Advisors, LLC, an independent firm based in Bothell, WA. He holds a Series 65 designation and has six years of experience in financial advising. Parikh also works as a Data Architect for Snohomish County, focusing on data analysis, management systems, and artificial intelligence. Lotusment Advisors provides discretionary and non-discretionary portfolio management primarily for individual clients, as well as retirement plan consulting and 1031 exchange advising. The firm offers model portfolios combining ETFs, mutual funds, and selected large-cap stocks, using a mix of fundamental, technical, and quantitative analysis while retaining ongoing portfolio monitoring responsibilities.