Chase Munoz is a financial advisor with Rainier Capital Investments LLC in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Key Investment Services and Ameriprise Financial Services Inc. Outside of advisory work, he is a managing member of Puzzle Investors, LLC, a real estate business. Rainier Capital Investments LLC is a single-advisor registered investment adviser serving individuals and high net worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a variety of investment instruments and model portfolios developed by unaffiliated managers.

Angel Cruz is a CFP®-designated financial advisor with 20 years of industry experience. He has operated Cruz Registered Investment Advisor, LLC since 2008. Cruz Wealth Management, LLC provides personal financial planning and discretionary investment management to individuals, families, trusts, estates, and related entities, including small family businesses. The firm uses a value-oriented, strategic asset allocation approach combined with fundamental and technical analysis to create customized portfolios, managing approximately $3.91 million for 18 clients.

Bret Wilhelm is a CFP® with 25 years of industry experience and the sole advisor at Wilhelm Financial Services, PLLC, an independent firm he has led since 2000 in Olympia, WA. Wilhelm Financial Services primarily serves individual clients by providing portfolio management, comprehensive financial planning, and asset-tracking services tailored to each client’s circumstances. The firm emphasizes nondiscretionary management, using mutual funds, index funds, and occasional individual securities, with a focus on a concentrated number of high-balance accounts.

Janet Pack is a financial advisor at Advisors Asset Management, Inc. in Tacoma, WA, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Federal Retirement Resources and Senior Care Alliance, where she is also the owner and spends a significant portion of her time involved in the sale of insurance products. Advisors Asset Management primarily serves individual and retirement-age clients by providing financial planning and consulting services and referring investment management to third-party money managers. The firm facilitates insurance and annuity products through an affiliated insurance practice and offers client support without directly managing or trading client assets.

Austin Goddard is a Series 65-licensed financial advisor with 19 years of industry experience. He is the principal of Taylor Goddard Investments in Yelm, WA, and has prior experience at Tempus Investment Corp and Stock Management LLC. Goddard also owns Automation LLC, a business providing back-office software and scheduling services to RIA firms, charter fishing operations, and the hospitality industry. Taylor Goddard Investments offers discretionary investment advisory services to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a fundamental screening process based on Value Line data combined with technical analysis to manage portfolios that include equities, ETFs, mutual funds, and bonds.

Troy Sapp is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been with Commencement Financial Planning LLC since 2010 and is based in Lakewood, WA. Commencement Financial Planning LLC provides fee-only comprehensive financial planning and wealth management services primarily to individuals and families. The firm emphasizes a collaborative, consultative process and manages client accounts on a non-discretionary basis, focusing on low-cost passive mutual funds and ETFs, periodic rebalancing, and tax-loss harvesting.

Julie Wurst is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She founded Julie A. Wurst, CFP, LLC in 2017 after working for Seneschal Advisors, LLC from 2014 to 2016. The firm serves individual clients, including high-net-worth individuals, as well as small businesses and trusts, providing investment management, financial planning, and consulting services. It emphasizes a globally diversified, low-cost investment approach focused on index mutual funds and ETFs, with portfolios constructed and monitored according to client risk tolerance.

Gregory Merrill is the sole advisor at Strategic Asset Management in Tacoma, WA, holding a Series 65 designation with 31 years of industry experience. He has been with Strategic Asset Management since 1995. Strategic Asset Management serves individual investors across various account types, offering discretionary portfolio management and investment advice. The firm employs a combination of fundamental and technical analysis to guide investment decisions and incorporates private limited partnerships for accredited clients, along with operational practices aimed at fairness in trade execution.

Laurence Elvins is the sole advisor at Tacoma Investment Group in Tacoma, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Tacoma Investment Group since its founding in 1995. Tacoma Investment Group provides discretionary portfolio management for individuals, trusts, retirement accounts, corporations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental and qualitative analysis, asset allocation, and long-term investment strategies tailored to client-specific considerations, and it uniquely serves both individual and institutional clients as an independent solo advisor.

Laurence Poplack is a financial advisor at Cooper Point Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cooper Point Advisors since 2004. Cooper Point Advisors LLC is an independent Registered Investment Adviser serving individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation using exchange-traded funds and diversified portfolios of stocks, bonds, and mutual funds, managing accounts primarily on a non-discretionary basis with client approval for trades and changes.