Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Robin Naylor is the principal of Sprylen Wealth Management, LLC in Kent, WA, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sandlapper Wealth Management and Sandlapper Securities. Naylor also operates Naylor Insurance & Financial Services, Inc., where he sells non-variable insurance products. Sprylen Wealth Management serves individuals, pension and profit-sharing plans, trusts, and small businesses by providing financial planning, retirement plan consulting, and investment advisory services. The firm primarily allocates client assets to third-party money managers and offers ongoing portfolio monitoring, client education, and a range of investment management styles.

Anita Gray is a CFP® professional with 16 years of industry experience. She is the sole advisor at Promenade Wealth, an independent firm she has led since 2020. Prior to founding Promenade Wealth, she worked at Northwest Asset Management and Vestory LLC, with a year spent traveling between those roles. Promenade Wealth serves individuals, trusts, estates, charitable organizations, and corporate clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a fiduciary, customized approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, with a distinctive focus on non-individual institutional clients and business-planning services.

Justus Rainwater is a financial advisor at Firewall Capital Management with four years of industry experience. He holds a Series 65 credential and has been with Firewall Capital Management since 2021. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm employs a tactical asset allocation approach combined with modern portfolio theory and offers financial planning services at no additional charge to advisory clients.

Nathan Ricks is a CFP® professional with 24 years of industry experience. He has served as an advisor at Financial Freedom for Dentists LLC since 2019 and previously worked at Dental Wealth Advisors, LLC from 2013 to 2019. Financial Freedom for Dentists LLC advises dentists, other individual and high-net-worth clients, as well as corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management, retirement-plan support, and tailored financial planning, employing Modern Portfolio Theory with regular monitoring, rebalancing, and tax-loss harvesting. Additionally, the firm provides public educational seminars and retirement-plan education for plan participants.

Loyd Burleson III is a CFP® professional with five years of industry experience, currently serving at Financial Freedom for Dentists LLC. His work history includes roles at Advanced Planning Educational Group, Inc. and BANDER Investments. Financial Freedom for Dentists LLC advises dentists and other high-net-worth individuals, as well as corporations and employer-sponsored retirement plans. The firm employs Modern Portfolio Theory in portfolio construction and offers discretionary management, comprehensive financial planning, public educational seminars, and retirement-plan support services.

Heath Rainwater is a financial advisor with Firewall Capital Management in Enumclaw, WA, holding Series 63 and Series 65 licenses and 24 years of industry experience. Since 2013, he has served as head pastor at Grace Point Northwest Community Church and also volunteers mentoring and teaching for the Full Gospel Church of Jesus Christ. Additionally, he is employed as a firefighter with the Seattle Fire Department. Firewall Capital Management provides discretionary investment management and financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm combines modern portfolio theory with tactical asset allocation using a range of securities, offering personalized services primarily on a discretionary basis.

Virginia Bruce is a CFP® professional with 25 years of industry experience. She has been with Firewall Capital Management in Enumclaw, WA, since 2011. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses. The firm’s investment approach combines modern portfolio theory with tactical asset allocation across various securities, managing approximately $66.9 million in client assets.

Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Beehive Federal Credit Union and a missionary from 2016 to 2018. Financial Freedom for Dentists LLC serves dentists, high-net-worth individuals, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management and tailored financial planning. The firm uses Modern Portfolio Theory in portfolio construction and provides educational seminars on investments and retirement topics.

King Rainwater is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Firewall Capital Management since 2022. Prior to this, he held various roles outside the financial sector. He is also the owner of Glass Capture, a business consulting venture for entrepreneurs and small businesses based in Enumclaw, WA. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm combines modern portfolio theory with tactical asset allocation, offering tailored accounts and free financial planning services to all clients and standalone planning to firefighters and their families.

Stephen Swadley is a financial advisor with Vanderbilt Advisory Services, holding Series 66 and Series 63 licenses and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and NY Life. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client goals.

Kelli Young is a financial advisor with Ascentis Independent Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. She has worked at Golden State Equity Partners d/b/a Longevity Wealth since 2016 and at Miller Advisors, Inc. prior to that. Young is also the owner of Longevity Navigator, LLC, a startup focused on developing long-term planning solutions. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a mix of public and private securities and featuring a Private Direct Investments program for select clients.

Shannon Loughery is an investment advisor at Blackridge Asset Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Blackridge Asset Management since 2021, with prior experience at PEAK Brokerage Services, FSIC, and SCS Systems. Outside of advisory work, she is involved in insurance sales and also hosts online events for Pampered Chef. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated platforms and third-party managers.

Joshua Bauer is a financial advisor with Eagle Strategies (NY Life) based in Enumclaw, WA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Bauer has been affiliated with New York Life Insurance Company since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Steve Weaver is a financial advisor with Eagle Strategies (New York Life) in North Bend, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Weaver Financial, LLC, an independent insurance brokerage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, non-discretionary advisory solutions delivered through a network of affiliated representatives.

Bryce Niemi is a CFP® with 11 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has previously worked at firms including Ameriprise Financial Services and Charles Schwab. In addition to his advisory role, he occasionally sells insurance products such as fixed annuities and life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm offers a range of services including investment management, financial planning, retirement consulting, and access to alternative investments through various program models.

David Youngmark is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked at Key Investment Services since 2012 and previously held roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory work, he performs live music as a guitarist and singer. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Cole Mattson is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors and KeyBank NA. Outside of finance, he has experience working in retail and service roles including at Panowicz Jewelers and Indian Summer Golf and Country Club. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed investment strategies with ongoing monitoring and third-party product due diligence.

Danny Kim is a financial advisor with Key Investment Services LLC in Maple Valley, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Co, and Equitable Advisors. Outside of his advisory work, Kim is appointed with outside carriers for brokering non-registered insurance products. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence while facilitating access to third-party discretionary managers and overseeing account supervision.

Mark Niemi is a financial advisor at Osaic Advisory Services, LLC with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors and Securities America Advisors. Niemi has also owned Niemi Investments since 1987. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.