Michael Stevenson

Kathleen Gallagher is the sole advisor at Gallagher Capital Corp., an independent firm based in Bainbridge Island, WA. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, having led Gallagher Capital Corp. since 2004. Gallagher Capital Corp. specializes in discretionary fixed-income portfolio management for high-net-worth individuals, trusts, and retirement accounts, focusing on income generation and capital preservation. The firm employs an active, risk-aware investment approach with an emphasis on holding bonds to maturity and uses independent credit research to guide investment selection.

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 Series 65-licensed financial advisor at Quantca Financial with one year of industry experience. He previously worked at Comcast for nine years and currently serves as CEO of Sapien LLC, a consulting firm. Since 2023, he has volunteered as CFO and board member for Volunteers for Ukraine Inc, a charity providing humanitarian aid to Ukraine. Quantca Financial offers discretionary portfolio management through a web-based platform, using automated algorithmic investment models with market-timing and tactical allocation features. The firm serves retail, accredited, and institutional clients and combines internet advice delivery with both standard AUM fees and performance-based fees for qualified investors.

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.

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.

Daniel Harkins is a financial advisor at Bedrock Advisors with three years of industry experience. He holds the Personal Financial Specialist (PFS™) designation and is also a principal owner of Bedrock CPA Group, LLC, an accounting firm, as well as part owner of a tax preparation firm and an investment holding company in Edmonds, WA. Bedrock Advisors is an independent, fee-only registered investment adviser serving individuals, plan sponsors, corporations, trusts, and other business clients. The firm offers investment management, comprehensive financial planning, and employee benefit retirement plan services, combining asset allocation strategies aligned with Modern Portfolio Theory and a range of investment vehicles, supported by the principal’s CPA background and PFS credential.