Jarah Macfarlane is a financial advisor at Macfarlane Investors with a Series 65 license and four years of industry experience. She has held prior roles at WaFd Bank and has also worked in academic and service industry positions. In addition to her advisory work, she is the owner and managing member of Macfarlane Tax LLC, which provides tax preparation and compliance services. Macfarlane Investors offers investment advisory and portfolio management, financial planning, and access to alternative investments for a diverse client base. The firm emphasizes fundamental research and long-term investing with concentrated equity portfolios and integrates financial planning into its portfolio process.

Eric Johnson is a financial advisor with Seattle Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at American Institutional Assets, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as a business advisor to Zeolite Composites, LLC. Seattle Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term, disciplined, and diversified investment approach, managing approximately $131 million in discretionary client assets across about 100 clients.

Jose Barbosa is a financial advisor at Singer Wealth Management with 20 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at LPL Financial, self-employment, and Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers. Singer Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach using diversified, low-cost mutual funds and ETFs while offering tailored financial plans and discretionary portfolio management.

Edmund Van Winkle is a financial advisor at DLK Investment Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Empyrean Capital Partners and DLK Investment Management. Van Winkle is also a professor at the Foster School of Business at the University of Washington and has a general partner ownership in Human Intelligence Technologies Corp. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small institutional clients. The firm employs a fundamental relative-value approach to asset allocation and offers retirement plan consulting, operating as a fee-only advisor with a concentrated client base.

Hi, I’m Leslie. I co-founded Humanize Wealth out of my desire to create connections between clients and their communities that have a positive impact on social and economic equity, racial justice, and the environment. I have spent most of my 15+ year career in wealth management – from working with billionaires at a global Wall Street firm to tech entrepreneurs at an independent firm in Seattle. My work at Humanize Wealth combines my years of experience managing portfolios and building financial plans with my desire to help people realize the power of their wealth to make meaningful & systemic change. As a financial planner, I help people gain clarity around their situation, envision the life and impact they want to have, and serve as a guide to develop and implement solutions. Humanize Wealth's integrated offering combines detailed financial planning, thoughtful investment management and the opportunity to engage with community. Our clients are committed to using the power of their wealth to promote the well being of their families, communities and the planet. If this sounds like you, we'd love to connect!

Stuart Mcgehee is a financial advisor at PNW Asset Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Financial Strategy Group, LLC since 2012. Outside of advising, he owns a digital media and web design company and co-owns a luxury treehouse rental near Mt. Rainier. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a strategic asset allocation approach focusing on tax efficiency and employs a proprietary Cashflow Fingerprint model to help set portfolio risk exposures.

James Petricciani is a financial advisor at Convexity Wealth Management, LLC with 10 years of industry experience. He has held his Series 65 designation and previously worked at 2nd St. Capital Management LLC for eight years before joining Convexity Wealth Management in 2023. Convexity Wealth Management serves individual and high net worth clients by providing discretionary portfolio management alongside integrated financial planning. The firm primarily constructs portfolios using mutual funds and ETFs within a risk-based diversification framework that emphasizes equalizing each holding’s contribution to overall portfolio risk.

Alexander Adams is the sole advisor at Adams Financial Concepts, LLC in Seattle, WA, holding Series 63 and 65 licenses with 40 years of industry experience. He founded Adams Financial Concepts in 2005 and has served on the board of directors for Evdense Holding Company since 2017. Adams Financial Concepts provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, including acting as an ERISA 3(38) investment manager for some employer plans. The firm employs a bottom-up, fundamentally driven investment process with concentrated portfolios, supplemented by technical analysis, and offers both customary asset-based and performance-based fee programs for qualified clients.

Matthew Lowe is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He has been with Greene Wealth Management, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. Greene Wealth Management combines independent managers, mutual funds, ETFs, individual securities, and options to create diversified portfolios tailored to clients' goals, using a process that includes forward-looking research, Monte Carlo stress-testing, and tax-sensitive strategies.

Michelle George is a financial advisor at Aspire Capital Advisors LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Bovey & Associates. In addition to her advisory role, she assists clients with filing tax returns for a fee. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach centered on fundamental analysis and low-cost mutual funds and ETFs, while also conducting internal due diligence and regular account reviews.

Christopher Downing is a CFP® professional with 18 years of experience in financial advising. He has been with Greene Wealth Management, LLC since 2007. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm emphasizes tailored portfolios using diversified strategies, forward-looking research, and tax-sensitive approaches, managing over $1.18 billion in assets with a focus on detailed planning and ongoing client communication.

Cameron Barsness is a CFP® with 14 years of industry experience, currently serving as an advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA. He has been with the firm since 2006. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports, using proprietary asset-allocation models and a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Jack Hohimer is a financial advisor with Hohimer Wealth Management, LLC in Seattle, WA, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Wells Fargo Advisors and the University of Washington - Bothell. Outside of his advisory work, he is involved in mortgage lending through his role as a Mortgage Loan Originator with LendinCo. Hohimer Wealth Management serves a diverse client base including individuals, pension plans, trusts, and charitable institutions. The firm employs a team-based approach to investment and wealth management, utilizing active and passive strategies across various asset classes while integrating alternative investments and private funds.

Joseph Perry is a financial advisor with Aviso Wealth Management in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Osaic and Cetera Advisors, and has served as president and managing member for multiple related entities. Outside of advisory roles, he is involved in several business ventures, including a leadership position at Don Pepe's Garage LLC. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, using a variety of analytical approaches and investment vehicles tailored to client objectives, with services offered on both discretionary and non-discretionary bases.

Daniel Barnes is a CFA® charterholder with 19 years of industry experience. He has been with Strait & Sound Wealth Management LLC since 2020 and has prior experience running Barnes Capital, Inc. and RB Capital Management, LLC. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios focused on diversification and capital preservation.

Charlotte Leon is a CFP® professional with two years of industry experience, currently serving as an advisor at trueNorth Wealth Advisors since 2019. Prior to joining trueNorth, she worked at Global Image Products and Eltana. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management to individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach using diversified portfolios of passive and active mutual funds and ETFs, supported by fundamental analysis and customized Investment Policy Statements.

Cody Barney is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Garde Capital, Inc. since 2015. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm employs a customized investment approach that integrates modern portfolio theory with behavioral finance, using diversified portfolios that include low-cost ETFs, individual securities, and alternatives.

Cherish Sutull is a CFP® and CFA® with 17 years of industry experience. She has been with Blue Water Wealth since 2021 and previously worked at Paracle Advisors for eight years. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to construct customized portfolios.

Martin Nelson Jr. is a financial advisor with Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with Martin Nelson & Co., Inc. since 1972. Nelson also serves as trustee and executor for several personal and client trusts and estates. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment programs based on each client’s financial profile and risk tolerance, utilizing various analytical methods to support multiple investment strategies.

Matthew Daley is a CFP® with eight years of industry experience, currently serving as a financial advisor at DecisionPoint Financial, LLC since 2018. Prior to this, he worked at Arista Wealth Management, LLC and Moss Adams Wealth Advisors, and held roles related to money management and resource centers at Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers pension consulting services, including plan investment selection and participant education.