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.

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.

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.

Martin Bublitz is a financial advisor with Treeview Capital, holding a Series 65 credential and four years of industry experience. Before joining Treeview Capital, he worked at Cornerstone Alternatives and operates Cascade Cloud Services LLC, an IT consultancy where he serves as principal consultant. He is also the managing member of Bublitz Holdings LLC, a holding company. Treeview Capital provides fee-based investment advisory services primarily through an interactive online platform, offering fund-only advice to individuals, trusts, employer-sponsored plans, estates, charitable organizations, and corporate entities. The firm uses a software-based algorithm to tailor recommendations and focuses on lowering entry barriers to funds with high minimum investments.

Jason Nelson is a CFP® and CFA® with 21 years of industry experience. He has been the principal of Viceroy Investment Advisors LLC since 2009. Outside of his advisory role, he manages a part-time commercial real estate business as the managing member of BlueSteal LLC. Viceroy Investment Advisors provides investment advisory and financial planning services primarily to individuals and their related entities. The firm focuses on U.S. exchange-traded securities and employs a risk framework that considers multiple layers of potential loss exposure while offering both discretionary portfolio management and project-based financial advisory.

Thomas Nowak is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Quantum Financial Planning LLC in Langley, WA. He has been with the firm since 2005. Nowak is also a published author on low-fee socially responsible and vegan investing, earning royalty income from his books. Quantum Financial Planning LLC provides financial planning and investment consultation to individuals, families, and small organizations, including retirement-plan advice and rollovers. The firm offers hourly, fee-for-service advice emphasizing long-term, diversified, tax-efficient, and low-cost investment strategies without ongoing discretionary management.

William Mcelroy is a financial advisor with Guardian Plus Inc. in Mill Creek, WA, holding Series 63 and Series 65 credentials and accumulating 46 years of industry experience. He has been with Guardian Plus Inc. since 2005. Outside of advisory work, he serves as secretary and treasurer for Samantha Anne Person Inc., a retail and wholesale business. Guardian Plus Inc. is an independent, fee-only registered investment adviser serving individuals, financial planners, corporations, and non-profit organizations. The firm focuses on asset allocation and active rebalancing using ETFs, bonds, equities, and limited option strategies, managing a range of portfolios including proprietary Plus+ tiers with income and covered-call enhanced strategies.

Jesse Deason is a CFP® and holds a Series 65 license with nine years of industry experience. She is the principal of Serene Wealth Planning, LLC in Everett, Washington, and also owns Serene Divorce Planning LLC, a divorce financial consulting firm. Her work history includes roles at HDR Engineering Inc., Madrona Financial Services, LLC, McDevitt & Duffy CPAs, and Finn Street Financial, LLC. Serene Wealth Planning LLC is a fee-only advisory firm serving individual clients with comprehensive financial planning and discretionary investment management. The firm creates personalized Investment Policy Statements and manages portfolios considering goals, risk tolerance, and tax factors, offering defined services such as divorce retirement projections and hourly engagements.

Darron Kuehn is a financial advisor at Pacific Crest Financial Advisors, LLC in Everett, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Crest Financial Advisors since 2010. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach emphasizing passive index and ETF core holdings combined with selective active funds, providing discretionary portfolio management, comprehensive financial planning, and project-based advisory services.

Erin Eddins is a CFP® with 17 years of industry experience and is currently affiliated with Pacific Crest Financial Advisors, LLC. She has prior experience with United Capital Financial Advisers, LLC and is involved in merchandise sales at Climate Pledge Arena in Seattle. Eddins also volunteers at the Cascadia Art Museum in Edmonds. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite investment approach emphasizing passive index and ETF core holdings combined with selective active funds, and provides comprehensive financial planning and discretionary portfolio management.

Alexander Williamson is a CFP® professional with 20 years of industry experience. He has been with Pacific Crest Financial Advisors, LLC since 2010 and serves as president and board member of Avenal Land & Oil Company. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach with globally diversified portfolios, combining passive index and ETF core holdings with selective active funds.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

Stephen Guss is a financial advisor at Sound Investment Strategies, Inc. in Langley, WA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Sound Investment Strategies since 2007. Sound Investment Strategies provides discretionary portfolio management and investment supervisory services to individuals, retirement and profit-sharing plans, trusts, estates, and corporations. The firm uses a combination of fundamental and quantitative analysis to tailor asset allocation and security selection according to each client’s risk tolerance, managing approximately $52.1 million in assets for around 97 clients.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Anchor Financial since 2020, with prior experience at Gradient Securities and Covenant Senior Life. Reed is also the owner of The Medicare Exchange, an insurance sales organization he has overseen since 2013. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing nearly $7 million across about 56 client relationships. The firm offers discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA plan services and third-party manager referrals.

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.

Candace Swayne is a financial advisor at WMS Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at SANDLAPPER Wealth Management, LLC and Pacific West Securities, Inc. Outside of financial advising, Candace is involved with Chelan Ridge Winery, where she supports the tasting room operations. WMS Wealth Management LLC provides discretionary investment management and supervisory services, along with hourly financial planning for individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients with a fee-only asset-under-management model.

Kristi Henderson is a CFP® and PFS™ with 18 years of experience in financial services. She is a partner at Madrona Financial & CPAs and related entities, including Madrona Advisory Group, LLC and Bauer Evans, Inc., P.S. Since 2019, she has served on the board of directors for Mountain Pacific Bank, a non-investment-related position. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, and businesses. The firm manages client accounts using model asset-allocation portfolios and incorporates a variety of investment instruments while operating in conjunction with a CPA firm and an affiliated insurance agency.

Danielle Meister is a financial advisor at Madrona Financial & CPAs with nine years of industry experience. She has held positions at several firms including Trajan Wealth, Scottsdale Wealth Advisory, Kavo Kerr, and UBS Financial Services. Meister is licensed with Series 63 and Series 65 credentials and is also involved in insurance sales, working approximately 30 hours per month selling various insurance products. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, and businesses. The firm uses model asset-allocation portfolios primarily with ETFs and offers sub-advisory and DST management services, operating in conjunction with a CPA firm and affiliated insurance agency.

Andrew Conner is a financial advisor at Madrona Financial & CPAs with 27 years of industry experience. He has worked at Madrona Financial Services since 2020 and previously held roles at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. In addition to his advisory duties, he presents monthly online webinars on long-term care. Madrona Financial & CPAs provides discretionary portfolio management, comprehensive financial planning, and consulting to individuals, pension and profit-sharing plans, and businesses. The firm employs model asset-allocation portfolios primarily using exchange-traded funds and offers sub-advisory and administrative services, operating alongside a CPA firm and an affiliated insurance agency.