Stephen Emanuels is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He has worked at EQ Wealth Management since 2018 and previously at Capital Planning LLC from 2014 to 2018. Outside of his advisory role, he is a general partner with a 12.5% ownership in Axiom-West LLC, a real estate project development company. EQ Wealth Management serves a diverse client base including individuals, trusts, estates, corporations, and charitable organizations. The firm employs a model-driven investment approach overseen by an internal committee and manages approximately $723 million in assets with a team of eight advisors.

Brandon Accardo is a financial advisor at SPG Advisors LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and FSC Securities Corporation. Accardo is also an insurance agent at No Bull Financial, LLC dba Leverage Planners, where he dedicates approximately half of his time. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental and technical analysis. The firm employs mutual funds, ETFs, and specialized strategies while coordinating estate, tax, insurance, and retirement planning.

Michael Okamoto is a CFP® professional with 12 years of industry experience, currently serving at EQ Wealth Management in Bellevue, WA. He has worked with Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC since 2014. EQ Wealth Management is a nine-advisor registered investment adviser managing approximately $941.7 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management, financial planning, and access to various managed and customized investment programs.

Laurence Donohue is a CFP® and Series 66-licensed financial advisor at Fortis Capital Management LLC with five years of industry experience. Prior to joining Fortis in 2025, he worked at Bank of America and Merrill Lynch from 2020 to 2025. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning and discretionary portfolio management. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled investment vehicles, including private funds with performance-based fee arrangements.

Mie Field is a financial advisor at Bull Harbor Capital LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is the vice chair of the Women in Bio Sponsorship Committee and is the author of a children's book. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a range of investment vehicles, including mutual funds, ETFs, individual equities, and covered options.

Matthew Hill is a CFA® charterholder with one year of experience at Emerald Advisors, LLC. Prior to joining Emerald Advisors, he worked at Premera Blue Cross for six years and BlackRock for five years. Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations, and business entities through a multi-family office model combining financial planning, consulting, and discretionary investment management. The firm employs a customized, top-down approach focused on capital preservation and tax-aware strategies while monitoring and rebalancing portfolios across various asset types.

Brenda Lee is a financial advisor with Capital Planning, LLC in Issaquah, WA, holding the ChFC®, Series 63, and Series 65 designations and has 20 years of industry experience. She has been with Capital Planning since 2014. Outside of her advisory role, she is a demonstrator for Stamp' Up, a craft business. Capital Planning, LLC is an eight-advisor team providing fee-based wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm utilizes a structured wealth planning and investment process, offers a variety of model portfolios, and supports alternative and cryptocurrency-related investments.

Courtney Hanrahan is a CFP® with 15 years of industry experience. She currently works at EQ Wealth Management and was previously with Capital Planning LLC for eight years. EQ Wealth Management is a registered investment adviser managing approximately $941.7 million in assets with a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management alongside financial planning and access to customized and third-party managed investment models.

John Wright is a CFP® professional with three years of industry experience, currently serving as an advisor at MarsJewett Financial Group since 2020. Prior to joining the firm, he worked in educational and community organizations, including Central Washington University and The YMCA of Greater Seattle. MarsJewett Financial Group manages approximately $734.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and investment management services, utilizing a monthly investment planning committee to tailor portfolios based on risk tolerance, time horizon, and liquidity needs.

Casey Broderick is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Basecamp Wealth Advisors in 2026, he worked at The Caprock Group, Inc. for five years and Charles Schwab & Co for three years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm emphasizes tailored, tax-aware portfolios and multi-generational planning, managing approximately $1.08 billion across five advisors.

Brent Williams is a CFA® charterholder with nine years of experience in financial advisory roles. He is currently with Tschetter Group and previously worked at Principal Financial Group and D.A. Davidson & Co. Tschetter Group provides asset management and investment consulting to individuals, high‑net‑worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub‑advisory relationships. The firm’s investment approach includes proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across diverse strategies, including a privately offered fund-of-funds focused on venture capital, private equity, and real estate.

Brandon Steele is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Mainsail Financial Group. He has previously worked with Commonwealth Financial Network, MML Investors Services, and Metlife Securities. Steele is also the author of a retirement planning book. Mainsail Financial Group provides advisory services to individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm uses model portfolios developed by an investment committee and combines various analytical approaches to align with client goals and risk tolerances.

Peter Besel is a CFP® with five years of industry experience, currently serving as a financial advisor at Parcion Private Wealth LLC in Bellevue, WA. His work history includes a brief period at UBS Financial Services in 2019 and multiple roles at Parcion Private Wealth since 2019. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other business entities, offering comprehensive wealth management and consulting services. The firm manages approximately $2.95 billion in assets across about 165 clients, employing a tailored investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments.

Cheryl Hansford is a CFP® and Series 65 designated advisor with Evans Capital Management Associates in Bellevue, WA, where she has worked since 2020. She has five years of industry experience, including prior roles at Kimpton Hotels & Restaurants and TCS World Travel. Outside of advising, she is a self-employed notary and serves with the Inglemoor Cooperative Preschool. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm tailors asset allocation to client objectives and risk tolerance, using fundamental and technical analysis and managing most assets on a non-discretionary basis.

David Welty is a CFP® with 26 years of experience in the financial services industry. He has been with Avier Wealth Advisors (formerly Retirement Asset Management) since 2012. The firm provides investment management and financial planning for individuals, families, and various business entities. Avier’s approach emphasizes diversified asset allocation using institutional-class, low-cost mutual funds and ETFs, supported by academic factor research and ongoing due diligence of sub-advisers.

Peter Cline is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. He has been with Auxano Advisors since 2008 and serves as president of the BridgeHead Foundation, a private charitable organization. Auxano Advisors manages approximately $1.78 billion for a diverse client base, providing family office services and investment advisory with a focus on personalized investment policy and the use of both fundamental and technical analysis.

Nicholas Swanson is a financial advisor with Cutler Investment Group in Bellevue, WA. He holds a Series 65 designation and has been with the firm since 2024. His prior experience includes roles in education and professional services. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing through independent managers.

Dyllan Krouse is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Fortis Capital Management, he worked in roles at Gasworks Brewing, the University of Washington, Fluke Corporation, and Spiros Pizza and Pasta. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and recommendations for insurance and affiliated tax and accounting services. The firm combines active and passive investment strategies across a range of asset classes and manages pooled private funds using quantitative and qualitative analysis.

Peter Jacobs is a financial advisor at Tschetter Group in Bellevue, WA, with 27 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at Stifel Nicolaus & Co. and Jacobs Broel Asset Management, LLC. Jacobs is also a partner in JHH Partners, LLC, a private investment entity. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across diverse strategies, including dividend growth, capital appreciation, and a crypto/digital-asset ETF sleeve. Its notable role as a private fund adviser and sponsor includes managing a fund-of-funds with exposure to venture capital, private equity, and real estate managers.

Michael Smith is a financial advisor with Emerald Advisors, LLC in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill Lynch from 2007 to 2019 before joining Emerald Advisors in 2019. Outside of his advisory role, Smith serves on the Seattle Children’s Hospital Legacy Council, contributing to the nonprofit’s growth planning. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm employs a customized, top-down planning process focused on capital preservation through long-term, tax-efficient strategies while incorporating private equity, real estate, and other alternative investments when appropriate.