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.

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.

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.

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.

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.

Robyn Meyer is a financial advisor at PathMont Investment Management in Seattle, WA, holding Series 63 and Series 66 designations with 23 years of industry experience. She has worked at PathMont since 2018 and previously spent three years at Kms Financial Services, Inc. PathMont provides discretionary investment supervisory services and individual portfolio management primarily to high-net-worth individuals, charitable organizations, and corporations. The firm focuses on client-specific planning and employs an investment process centered on asset allocation and long-term holdings, occasionally using options strategies for income or risk management.

Keyi Zhang is a financial advisor at Fempire Mindset LLC with a Series 65 designation and five years of industry experience. Prior to founding Fempire Mindset, Zhang worked at Liu Holdings LLC and Deep Blue AI. Fempire Mindset LLC provides personalized financial planning and consulting services to individuals and high-net-worth clients, focusing on comprehensive written plans and one-time consultations. The firm emphasizes fundamental analysis in its recommendations and operates under a fee-only model without managing client assets or executing transactions.

Michael Lizon is a CFP® professional with 18 years of industry experience. He is the principal of Provident Living Advisors LLC, an independent advisory firm he has led since 2018. Prior to this, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2014 to 2017. Outside of advisory work, he operates a tax preparation and accounting business. Provident Living Advisors LLC provides fee-based discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, charting, and cyclical analysis within a multi-role structure, offering quarterly account reviews and ERISA-focused fiduciary services for qualified retirement plans.

Jeffrey Martin is a financial advisor at Capital Investment Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2002, he has been with CIM Financial Group, Inc., now operating as Capital Investment Management in Edmonds, WA. Capital Investment Management is a small, state-registered adviser serving primarily individual clients who are retired or preparing for retirement. The firm offers continuous investment advice and discretionary portfolio management alongside retirement-focused financial planning, employing a value-oriented approach with fundamental analysis across various asset classes.

Emanual Kahsai is the sole advisor at Aksum Wealth, LLC in Lynnwood, WA, holding a Series 65 designation with four years of industry experience. He has a background as a pharmacist, a role he continues to perform full-time alongside his financial advisory work. Aksum Wealth provides hourly financial planning services to individuals and high-net-worth clients, focusing on topics such as retirement, estate and incapacity planning, education savings, cash-flow and debt management, and investment analysis. The firm emphasizes passive, broadly diversified investment strategies and recommends outside managers without discretionary portfolio management or asset custody.

Hans Berkenhoff is a CFA charterholder and Series 63 registered advisor with 34 years of industry experience. He has been with Parkside Family Office LLC since its founding in 2025 and previously worked for Harbour Investment Management from 1991 to 2025. Parkside Family Office LLC is a fee-only registered investment adviser serving high-net-worth individuals, trusts, retirement plans, non-profits, and small businesses. The firm uses a blend of Modern Portfolio Theory, asset allocation, and various analytical methods to provide discretionary investment management and personalized planning, maintaining a focused client base with a single-advisor structure.

Dana Twight is a CFP® with 16 years of industry experience and is the principal of Twight Financial Education, LLC. She has worked at Zeiders Enterprises, Inc. since 2014 and provides personal financial counseling to military service members through that role. Additionally, she presents employee-assistance program workshops and webinars for My Secure Advantage. Twight Financial Education, LLC delivers financial education, written plans, and consulting to individuals, families, businesses, and nonprofits, focusing on workplace retirement education and group seminars. The firm emphasizes education and planning without discretionary asset management, serving both individual and institutional clients, including military personnel, through hourly-fee engagements.

Marilyn Miller is a financial advisor with Federal Benefits Advisors in Poulsbo, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has operated her own practice since 2011 and has also worked with Onpointe Advisory and Financial Services, LLC for over a decade. Her activities include teaching seminars and preparing individualized benefit analyses and Social Security reports. Federal Benefits Advisors serves primarily federal and state employees, offering financial planning, benefits education, and advice related to sub-advised mutual funds in variable annuities. The firm provides non-discretionary advice and refers clients to independent third-party asset managers while focusing on benefits education and licensed insurance activities.

Rongke Lin is the sole advisor at Jar Advisor, an independent firm based in Seattle, WA. He holds Series 63 and Series 65 credentials and has six years of industry experience. His prior roles include positions at InVisionApp and Spider.AI. Jar Advisor primarily serves individual and high-net-worth clients with discretionary portfolio management and investment consulting focused on goal-based outcomes. The firm employs a systematic, proprietary approach using a universe of ETFs and mutual funds, managing portfolios along glidepaths with algorithmic monitoring and periodic reviews.

Ivan Jevremovic is a financial advisor at Illumine Investment Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Illumine Investment Management since 2016, with a break during 2016 to 2021 when he was at CS Planning Corp. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management along with integrated financial planning. The firm uses a quantitatively driven investment approach based on proprietary multi-factor models and a disciplined asset-allocation framework tailored to client objectives and risk tolerances.

Rizwan Rizwi is a financial advisor at SAR Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SAR Wealth Management since 2010. Outside of advisory work, he owns businesses in business consulting and rug import and distribution. SAR Wealth Management serves individual and high-net-worth clients, trusts, foundations, and other entities, including international clients and occasionally Royal Families and sovereign wealth funds. The firm emphasizes Sharia-compliant and socially responsible investment approaches and provides discretionary portfolio management alongside financial planning and consulting.

Scott Minnig is a financial advisor at Capital Investment Services, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Capital Investment Services since 2002 and at Vine Dahlen PLLC since 1999. Capital Investment Services, LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach emphasizing passive index and ETF core holdings alongside selective active funds, delivering advice primarily on a non-discretionary basis.

Christopher Teofilak is a CFP® professional with 16 years of industry experience. He has worked at Clear Wealth Management, LLC since 2017, following roles at Index Fund Wealth Management, LLC and Northwest Asset Management. He holds Series 63 and Series 66 licenses. Clear Wealth Management provides discretionary investment management and retirement plan consulting to individuals, high-net-worth clients, and small businesses. The firm utilizes a globally diversified, tax-efficient investment approach combining active management and modern portfolio theory, with ongoing portfolio oversight and educational seminars.

William Culbertson is a financial advisor at MindState Capital LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked for Bastiât Capital, LLC for 15 years before joining MindState Capital in 2022. MindState Capital is a small advisory firm managing approximately $52 million for about 16 clients, primarily high-net-worth individuals, trusts, and other legal entities. The firm employs a combination of fundamental analysis, quantitative optimization, and third-party research to deliver customized portfolio management, including the use of options and derivatives for authorized clients.