William Swayne

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.

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.

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.

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.

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.

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.