Jordan Cole is a financial advisor at Sage Advisors, LLC in Edmonds, WA, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Sage Advisors since 2004, including a period before its current formation, and previously spent eight years at Kms Financial Services, Inc. Sage Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized portfolios with diversified allocations and proprietary Model Portfolios under discretionary authority.

Jason Thonssen is a financial advisor at Ballast Rock Private Wealth with eight years of industry experience. He holds a Series 65 credential and has previously worked at Coldstream Wealth Management and Integrity Financial Corporation. He is based in Kirkland, Washington. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to tailor portfolios according to clients’ goals and risk tolerances.

Michael Miller is a CFP® and ChFC® with 41 years of industry experience. He has been with Capital Planning, LLC since 2014 and previously worked at Cetera Wealth Services, LLC from 1997 to 2009. Outside of advising, he has experience as a life and annuity insurance agent, a role he has held since 1983. Capital Planning, LLC provides wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a structured wealth planning and investment process using model portfolios, custom solutions, third-party managers, and variable-annuity sub-accounts.

Kamaljit Sahota Middleton is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 65 credential and two years of industry experience. Prior to joining Snider Financial Group, Middleton worked at Composition Wealth, LLC and Clear Creek Financial Management, LLC DBA Copper Financial Group. Outside of advisory work, Middleton is involved with KK Loans, LLC dba NEXA Mortgage as a mortgage broker. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, overseeing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning areas such as retirement, tax, cash flow, education funding, and estate considerations into its investment recommendations.

Jennifer Nagai is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with 20 years of industry experience. She holds a Series 66 designation and has worked at Parcion Private Wealth Management since 2019, following six years at UBS Financial Services Inc. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, using a tailored investment approach that includes direct equities, fixed income, ETFs, mutual funds, and alternative investments, while applying both fundamental and technical analysis.

Douglas Bean is a CFP® with 23 years of industry experience. He is currently with Private Advisory and has previously worked at Private Advisory Group LLC, Snider Financial Group, Kms Financial Services, Inc., and Pacific West Financial Consultants Inc. Private Advisory provides personalized financial planning and ongoing investment management to individual and institutional clients, including trusts, estates, charitable organizations, and small businesses. The firm uses a discretionary implementation model with diversified portfolios across equities, fixed income, and alternative exposures, employing instruments such as structured notes, options, and private placements.

Edward Riley is a financial advisor at Colmina, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Luminae, LLC and Stillwater Analytics LLC. Outside of financial advising, he is the owner and CEO of Riley Sexton Vintners, a wine producer and retailer. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm offers discretionary portfolio management and financial planning, employing active, passive, and hybrid strategies tailored to client needs.

Matthew Pickett is a financial advisor at Colmina, LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Colmina since 2021, with prior roles at First Financial Equity Corporation and Charles Schwab. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets using a combination of active, passive, and hybrid strategies tailored to each client’s needs.

Brandon Accardo is a financial advisor at SPG Advisors LLC in Kirkland, WA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and Leverage Planners Wealth Management. Outside of his advisory role, he is also actively engaged as an insurance agent with No Bull Financial, LLC dba Leverage Planners. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to implement portfolios through mutual funds, ETFs, and specialized strategies, while coordinating estate, tax, insurance, and retirement planning.

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.

Chase Matriotti is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Chaney Capital Management, he worked at Cooper Publications and has a diverse background including roles outside the financial industry. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in assets and employs both fundamental and technical analysis to guide investment decisions on a discretionary basis.

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 Bellevue, WA, holding the ChFC® designation as well as Series 63 and Series 65 licenses. She has 20 years of industry experience, including over 15 years with Capital Planning and its predecessor firm. Outside of her advisory role, she is a demonstrator for Stamp' Up, a craft business. Capital Planning, LLC provides wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm manages approximately $617.7 million in discretionary assets using a structured four-phase wealth planning framework and a seven-step investment process, incorporating model portfolios, custom solutions, third-party managers, and variable-annuity sub-accounts.

Max Mccain is a financial advisor at Sonata Capital Group Inc in Seattle, WA, holding a Series 65 designation with 24 years of industry experience. He has been with Sonata Capital Group since 2000. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment approach emphasizes asset allocation across stocks, bonds, and cash tailored to client needs, using both fundamental and technical analysis, and incorporates derivatives within separately managed accounts.

Norman Vitancol is a financial advisor at Arrivity Financial Planning in Seattle, WA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Wells Fargo Advisors, Randstad USA, and the AARP Foundation, as well as involvement with the nonprofit organization G.R.O.W. and experience as a franchised restaurant owner. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive, hourly financial planning. The firm emphasizes a globally diversified, low-cost passive investment approach and provides clients with written Investment Policy Statements and ongoing plan reviews without taking custody or discretionary trading authority.

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.

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.

James Donnelly is a financial advisor at The Institute with 12 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Institute For Wealth Management LLC and Dmk Advisor Group, Inc. Mr. Donnelly manages and services client annuities as a Registered Representative of DMK Advisor Group. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $1.37 billion for around 803 clients with a team of 17 advisors. The firm’s investment process relies on an internal Investment Committee that constructs model portfolios blending fundamental and technical analysis, offering both firm-managed and advisor-managed solutions, and participates actively in private fund and pooled vehicle advisory roles.

David Welty is a CFP®-certified financial advisor at Avier Wealth Advisors in Bellevue, WA, with 26 years of industry experience. He has worked at Raymond James Financial Services and has been with Avier Wealth Advisors (formerly Retirement Asset Management) since 2012. Avier Wealth Advisors provides financial planning and discretionary investment management services to individuals, families, and various business entities. The firm emphasizes broad asset allocation using low-cost mutual funds and ETFs, integrates held-away assets, and employs a team-based approach with multiple credentials and formal governance processes.