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.

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.

Chris Folgmann is the sole advisor at Folgmann Financial Group LLC in Woodinville, WA, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior work includes seven years at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., and ongoing experience since 2009 with Financial Advisers Of America, LLC. Folgmann Financial Group serves individual investors, company retirement plans, trusts, and estates by providing financial planning, non-discretionary portfolio management, and retirement-plan consulting. The firm employs model-based allocations using mutual funds, ETFs, and individual equities guided by investment policy statements and a proprietary fund-ranking methodology, and offers specialized services such as ERISA 3(21) advisory work, vendor search and cost assessment, and participant education for plan sponsors.

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.

Christine Maggio is a financial advisor at Retirement Planning Partner LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Unify Consulting and VMG Studios. Retirement Planning Partner LLC provides retirement-focused financial planning to individuals and couples, offering hourly engagements, comprehensive written plans, and ongoing membership options. The firm emphasizes strategic asset allocation using primarily passive investment vehicles and provides advice on a non-discretionary basis without managing or custodying client assets.

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.

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.

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.

George Sisti is a financial advisor at On Course Financial Planning with 21 years of industry experience. He holds a Series 65 designation and has worked as a pilot for United Airlines since 1978. On Course Financial Planning serves primarily individual clients, including high-net-worth individuals, by providing financial planning and investment advisory services. The firm uses a passive, indexing investment approach with globally diversified portfolios and operates as a single-advisor practice managing discretionary assets.

Sanjay Parikh is a Series 65-licensed financial advisor with Lotusment Advisors, LLC, where he has worked since 2019. He has five years of industry experience and previously worked at Lotus Data Services. In addition to his advisory role, Parikh serves as a Data Architect for Snohomish County, focusing on data analysis, management systems, and artificial intelligence. Lotusment Advisors serves individual investors, charitable organizations, and employer plan sponsors, offering portfolio management, retirement plan advisory, 529 plan advising, and 1031 exchange consulting. The firm employs a combination of fundamental, technical, and quantitative analysis within defined portfolio offerings and provides both discretionary management and third-party manager recommendations.

Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.

Reid Kitagawa is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Kanso Capital. He has worked at firms including Morgan Stanley, Integrity Financial Corporation, and Saturna Trust Company. Outside of his advisory role, he serves as a general board member of the Juanita Woods Homeowners' Association. Kanso Capital provides financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, non-profit entities, and trusts. The firm combines Modern Portfolio Theory with fundamental analysis, using primarily low-cost passive funds alongside selective active managers, and incorporates clients’ broader financial interests into portfolio recommendations.

Keyi Zhang is a financial advisor at Fempire Mindset LLC with a Series 65 designation and five years of industry experience. Prior to founding Fempire Mindset, Zhang worked at Liu Holdings LLC and Deep Blue AI. Fempire Mindset LLC provides personalized financial planning and consulting services to individuals and high-net-worth clients, focusing on comprehensive written plans and one-time consultations. The firm emphasizes fundamental analysis in its recommendations and operates under a fee-only model without managing client assets or executing transactions.

Steven Baldwin is a Series 65-licensed financial advisor with The Road Ahead Wealth Management LLC in Woodinville, WA, bringing two years of industry experience. Prior to founding his firm, he worked at Honeywell International, Inc. for 18 years and has held roles at Live Nation Worldwide, Inc. Outside of advising, he serves as a trustee for a friend's account. The Road Ahead Wealth Management LLC is an independent registered investment adviser serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs fundamental and technical analysis to create customized investment programs across various asset classes, including options strategies, and manages approximately $11.2 million for a small client base.

Robert Bergstrom is the sole advisor at his independent firm in Bothell, WA, holding a Series 63 designation with 38 years of industry experience. He has operated his advisory practice since 1988, following a prior legal career that informs his compliance-focused approach. His firm provides discretionary portfolio management and investment consulting primarily for individual clients and trusts. It emphasizes a long-term global perspective and multi-asset diversification, combining fundamental, technical, and charting analysis to guide investment decisions while generally avoiding market timing.

Deborah Gianelli is a CFP® professional with 29 years of industry experience. She has worked at Whole Family Financial Services, Inc. since 2018 and previously spent 13 years at KMS Financial Services, Inc. She holds Series 63 and Series 65 licenses. Whole Family Financial Services, Inc. is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and small business owners. The firm provides financial planning, investment consultation, and portfolio management, with a focus on non-discretionary accounts and customized asset-allocation models based on Modern Portfolio Theory and a combination of fundamental and technical analysis.

David Harry is the sole advisor at Dtm3 Corporation, an independent firm based in Snohomish, WA. He holds a Series 65 designation and has 15 years of industry experience, having led Dtm3 Corporation since 2009. Dtm3 Corporation offers investment advisory and financial planning services to individuals, trustees, charitable organizations, and business entities. The firm combines investment advice with non-securities services such as insurance evaluations, estate and trust consultation, and business consulting, often utilizing third-party managers and custodial platforms in its portfolio management.