Cory Shepherd

Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 license and has worked previously at Berknell Financial Group, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Edward Jones. Sean is involved in community and professional organizations, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial LLC provides portfolio management, financial planning, and consulting services to individual investors and sponsors of employer-sponsored retirement plans. The firm combines investment management with comprehensive planning, offering discretionary and non-discretionary account management, and works actively with pension and profit-sharing plan clients on ERISA fiduciary and non-fiduciary consulting.

Nathan Frerichs is a financial advisor at Blue Mountain Wealth Management with a Series 65 designation and one year of industry experience. Prior to his advisory career, he served 20 years in the United States Coast Guard. Blue Mountain Wealth Management is a registered investment adviser providing wealth management and financial planning services primarily for individuals and high-net-worth clients. The firm employs a fee-only, discretionary management approach that integrates Modern Portfolio Theory, fundamental analysis, and both passive and active investment vehicles, offering tailored portfolios and project-based financial planning.

Michael Smith is the sole advisor at Focus Advisory, LLC in Everett, WA, with 21 years of industry experience. He holds a Series 66 designation and has led Focus Advisory since 2008. Focus Advisory, LLC provides discretionary and non-discretionary investment management services to individual private clients, managing approximately $32.6 million for about 22 clients. The firm employs a global asset management approach based on macroeconomic analysis and implements asset allocation primarily through mutual funds, supplemented by fundamental and technical analysis.

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes service in the U.S. Navy from 1994 to 2017 and roles at Axa Advisors, LLC and Anchored Risk Management, LLC. He is also involved in licensed insurance activities through an affiliated entity, recommending commissionable life, disability, and long-term care insurance products. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating investment management through third-party advisers. The firm operates a non-discretionary, manager-of-managers model, focusing on building manager allocation plans and monitoring alignment with client objectives without taking custody of assets.

Daniel Adams is a CFP® professional with four years of industry experience, currently serving as the sole advisor at CEG Life Financial Services. He previously worked at Capital Enhancement Group for twelve years. Adams is also involved in insurance agency operations, owning and managing CEG Life Insurance Services. CEG Life Financial Services provides financial planning to individuals and families, offering comprehensive or segmented plans that address investments, insurance, taxes, and estate issues. The firm emphasizes written recommendations and referrals based on detailed client analysis and operates on an hourly billing model without managing client assets directly.

Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.