Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Suzette Rothberg is a CFP® with 36 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2017. She previously worked at Prestige Wealth Management and Securities America Inc. Rothberg also owns Suzette Rothberg Consulting LLC, where she provides practice management consulting and professional speaking engagements focused on communication skills for financial advisors. Additionally, she volunteers with the Foundation for Financial Planning, offering pro-bono financial planning services to cancer patients. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach centered on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including investment management, retirement planning, and ERISA consulting.

Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Geoffrey Burke is a financial advisor at Northwest Asset Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is involved in farm and winery ownership through Mosier LLC. Northwest Asset Management provides customized investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory with diversified investments and offers sub-advisory and back-office support to other RIAs.

Robert Toomey is a financial advisor at Northwest Asset Management with 23 years of industry experience. He holds the CFP® and CFA® designations and previously worked for S. R. Schill & Associates for 13 years before joining his current firm. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary investment approach based on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including retirement and financial planning, ERISA/401(k) consulting, and sub-advisory arrangements.

Maretta Menz is a CFA® charterholder with five years of industry experience. She has worked at Northwest Asset Management since 2026, following positions at R W Baird and Wells Fargo Advisors. She also manages a power of attorney for her mother. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Michael Van Sant is a CFP® with 23 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2022. He previously worked at Merriman Wealth Management from 2014 to 2022. Van Sant is also the Executive Director of Act of Giving, a nonprofit giving circle based in Seattle. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Jo Aldridge is a financial advisor at Northwest Asset Management with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS Financial Services Inc. since 2010. Aldridge is also licensed to sell life, accident, health, and HMO insurance in Texas. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Matthew Stelmas is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Northwest Asset Management since 2017. Prior to this, he worked at Wells Fargo Advisors from 2013 to 2017. Outside of advising, he has a small rental property interest in Alaska. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm uses strategic asset allocation and Modern Portfolio Theory with diversified investments, providing customized investment management, financial planning, consulting, tax preparation, and sub-advisory services.

Julie Johnson is a CFA® charterholder with 24 years of industry experience. She currently works at Northwest Asset Management and has previously held roles at Nia Impact Capital and Reynders, McVeigh Capital Management, among others. Johnson serves as a compensated trustee for several trusts and charitable foundations, a role she has maintained for over two decades. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and diversified portfolios built on Modern Portfolio Theory.

Mahum Prasad is a financial advisor at Northwest Asset Management with nine years of industry experience. He holds a Series 65 designation and has been with Northwest Asset Management since 2015. Outside of his advisory role, he does freelance marketing for non-financial firms, assisting with website creation and marketing materials for small businesses and individuals. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized investment approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Sheila Noble is a Series 65 licensed advisor at Northwest Asset Management with seven years of industry experience. She has been with Northwest Asset Management since 2017 and previously worked at Clearwater Wealth Management, Inc. from 2016 to 2017. Outside of her advisory role, she is a sales representative for ZYIA Active Wear. Northwest Asset Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and Modern Portfolio Theory with a range of diversified investment options.

Joie Hurtado Wyatt is a financial advisor at Northwest Asset Management with one year of industry experience. She holds the Series 65 designation and has previously worked at Absolute Independent Living Service, Uber, and Athens Administrators. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services.

William Ziehl Jr. is a financial advisor with Northwest Asset Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Northwest Asset Management since 2009. Outside of his advisory role, he is the proprietor of ZVENTURES LLC, a non-investment business focused on a personal real estate property. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm uses a strategic, diversified investment approach based on Modern Portfolio Theory and offers a range of services including customized investment management, retirement and financial planning, and tax preparation.

John Lee is a CFP® with 13 years of experience in financial advisory roles. He is currently with Northwest Asset Management and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA/401(k) consulting, using a fiduciary approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Brittany Schuler is a financial advisor at Northwest Asset Management in Bend, OR, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Edward Jones and involvement in the real estate and beverage industries, including six years with Bend Premier Real Estate and two years each at Humm Kombucha and Good Life Brewing Co. Northwest Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management and financial planning services based on strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments.

Nelly Mubashi is a financial advisor with Northwest Asset Management in Redmond, WA, holding a Series 66 credential and 22 years of industry experience. She has worked at Northwest Asset Management since 2008, with a brief tenure at Purshe Kaplan Sterling from 2008 to 2025. Mubashi serves as a board member and chairman of the investment committee for Plymouth Housing, a nonprofit organization, and is the Pacific Northwest co-head of Women in ETFs, where she supports membership growth and educational events. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach grounded in Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing retirement planning, tax preparation, and consulting services.

Kimberley Evermon is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Northwest Asset Management since 2018 and previously worked at Paul R. Reid Financial Group from 2015 to 2018. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Haleigh Thompson is a financial advisor at Northwest Asset Management with two years of industry experience. She holds a Series 65 designation and has previously worked at Investors Portfolio Services and Fortune Financial Services. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers investment management, retirement and financial planning, ERISA/401(k) consulting, tax preparation, and other services, employing a fiduciary approach with portfolio diversification and periodic rebalancing.

Gretchen Prskalo is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Her prior work includes roles at Eagle Wealth Management and First American Title and Escrow. She also has experience in real estate and childcare services. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, and individual securities, and offers a range of services including investment management, retirement and financial planning, consulting, and tax preparation.