Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

Lewis Mc Murran is a financial advisor with A&M Advisory LLC in Puyallup, WA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include work at The Leaders Group Inc and Black Pearl Advanced LLC, as well as service with the State of Washington. Outside of advisory work, he has been involved with McMurran Enterprises. A&M Advisory LLC is an independent, sole-member advisory firm that provides financial planning and investment research services to individuals, couples, families, and accredited or sophisticated investors. The firm focuses on tailored financial plans and specific investment recommendations, emphasizing client education and personalized plans based on client data, goals, and risk tolerance, and employs both fundamental and technical analysis in its investment research.

Jacob Hall is a financial advisor at Pace Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including AE Wealth Management, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, Hall is an owner of four recreational cannabis dispensaries, where he oversees financial and management operations. Pace Wealth Advisors is an independent, single-advisor practice serving individuals, families, trusts, and business owners. The firm provides planning-driven, non-discretionary investment advisory services and financial planning, implementing investment strategies primarily through model portfolios of ETFs and mutual funds.

Cole Ferrier is the principal advisor at EnoughFP LLC, holding the ChFC® designation and a Series 65 license with two years of industry experience. Prior to founding EnoughFP, he worked at The Boeing Company and held a position at the U.S. Department of Housing and Urban Development. He has a professional background in information technology and public-sector roles. EnoughFP is a solo registered investment adviser providing comprehensive financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm follows a buy-and-hold passive indexing approach based on Modern Portfolio Theory and offers implementation-focused recommendations without discretionary management.

Joseph Dostal is the principal of J Dostal Investments and has 23 years of industry experience. He has operated his independent investment advisory firm since 2001. The firm provides discretionary portfolio management and financial advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. J Dostal Investments combines fundamental research with technical metrics to select individual securities, focusing on U.S. companies with global operations, durable business models, and histories of returning value to shareholders.

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.

Frank Gallo is a CFP® with 34 years of experience in financial services, currently affiliated with Investors Portfolio Services LLC. He has held positions at multiple firms, including Fortune Financial Services, United Planners Financial Services, and FMT Solutions. Outside of advisory work, he acts as trustee of the Joan M Gallo Trust and prepares federal tax returns. Investors Portfolio Services LLC provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charities, and qualified retirement plans. The firm integrates portfolio construction based on Investment Policy Statements with technology-driven implementation and offers tax preparation, estate planning, and educational seminars.

Thomas Bowman is a CFP® and CFA® with 10 years of experience in the financial services industry. He is currently affiliated with Investors Portfolio Services LLC and has held roles at TJB Advisory LLC and Fortune Financial Services, Inc. Bowman serves as treasurer for the Kiwanis Club of Puyallup Foundation, a nonprofit organization. Investors Portfolio Services LLC provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charities, and qualified retirement plans. The firm also offers financial planning, tax preparation, and educational seminars, utilizing a range of technology platforms and strategies including direct indexing and potential derivatives use in separately managed accounts.

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.

Benny Heeb is a financial advisor at Stock Management LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Stock Management LLC since 1984. Stock Management LLC provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, managing approximately $128 million in discretionary assets. The firm employs a fundamental analysis approach using Value Line data and manages portfolios with explicit sell rules and a bond-ladder strategy to reduce interest-rate risk.

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.

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.

Noah Fenz is a financial advisor at Investors Portfolio Services LLC with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Investors Portfolio Services in 2025, he worked at Russell Investments Implementation Services, LLC for three years and held several positions at Concourse Financial Group Advisors and Securities Inc. from 2021. Investors Portfolio Services LLC serves individual clients, trusts, charities, and retirement plans by providing discretionary and non-discretionary asset management, ERISA plan fiduciary services, financial planning, and tax preparation. The firm constructs tailored portfolios, employs model portfolios and sub-advisors when appropriate, and offers public educational seminars and in-house tax return preparation.

Susan Williams is a Series 65-licensed financial advisor with Stock Management LLC in Centralia, WA. She has 24 years of industry experience and has been with Stock Management LLC since 1997. Stock Management LLC provides discretionary investment supervisory services and portfolio management to a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and several institutional clients such as sovereign wealth funds and government entities. The firm employs a fundamental analysis approach grounded in Value Line data and manages portfolios to asset-allocation targets with explicit sell rules and a bond-ladder strategy to mitigate interest-rate risk.

Thomas Morton is a CFA® charterholder with 15 years of industry experience. He has worked at Hawkins Investment Counsel, LLC since 2011 and is the sole owner of Morton Partners, LLC, a property management and non-investment related services firm. At Hawkins, he focuses exclusively on investment-related activities. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process emphasizing diversification and client approval for all transactions.

Alan Gammel is a CFP® professional with 24 years of industry experience, currently serving at Horizons Sustainable Financial Services, Inc. since 2020. Prior to this, he worked at First Affirmative Financial Network LLC for ten years. He is also a part-time instructor for insurance pre-licensing at Primerica Financial Services University. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary investment management to individuals, trusts, foundations, and businesses. The firm focuses on sustainable, responsible, and impact investing, using a structured intake process and a combination of passive, active, and customized strategies.

Kelly Van Wyhe is a CFP® professional at Bright Road Wealth Management, LLC with three years of industry experience. She has been with Bright Road Wealth Management since 2020. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios aligned with client risk profiles.

Brett Garver is a financial advisor at 180 Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Key Investment Services, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with 180 Wealth Advisors since 2019. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority and integrates multiple analytical approaches along with financial planning services.

Sylvia Parker is a financial advisor at 180 Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years before joining 180 Wealth Advisors in 2017. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts, employing a combination of fundamental, technical, and asset allocation approaches.