Mark Chin is a Series 65-credentialed financial advisor with The Retirement Solution LLC in Redmond, WA. He has prior experience at Portlock Labs, Squishy Squad, Inc., and the University of Hawaii. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a variety of clients including individuals, trusts, and corporations. The firm uses model portfolios tailored to client objectives and risk tolerance, offers tax-aware strategies, and integrates estate-planning coordination and third-party options programs into its services.

Eric Penz is a financial advisor with Private Advisory in Redmond, WA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Private Advisory Group LLC since 2014. Outside of finance, he is the owner of Authorgate LLC, where he writes novels and screenplays. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model using firm-generated model portfolios and a range of investment strategies including structured notes, options, and derivatives.

James Mcbarron is a financial advisor at Pacific Sage Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Paul R. Ried Financial Group and Milliman. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, supported by fundamental and technical analysis and regular portfolio monitoring.

Michael Rue is a financial advisor at Etesian Wealth Advisors, Inc. in Bothell, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. Prior to joining Etesian Wealth Advisors in 2024, he worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2008 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and transparent operational practices.

Joel Maher is a financial advisor at Madrona Financial & CPAs with 10 years of industry experience. He holds a Series 65 designation and has worked at Madrona Advisory Group, Madrona Insurance Services, Madrona Financial & CPAs, and Bauer Evans, Inc. P.S. He is also an owner/member of a real estate sales company, Maher Group LLC, where he assists with administrative tasks, bookkeeping, marketing, and property research. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies and offers tailored account placement, combining core ETF portfolios with alternative and real estate-related investments.

S Bean is a financial advisor at Private Advisory with 14 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Private Advisory Group LLC since 2013, while also maintaining involvement with Bean Financial Advisors since 2007. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that combine equities, fixed income, and alternative investments, allowing advisors to tailor allocations or select third-party managers as needed.

Andrew Amoroso is a financial advisor at Abraham & Co., Inc. in Lynnwood, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Abraham & Co. in 2023, he worked at Thomas Consulting for six years and operated Amoroso Enterprises LLC, where he serves as a notary public. Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high-net-worth clients, employing client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios that include mutual funds, ETFs, options, and selective small-cap holdings.

Maranda Blackwell is a Series 65 licensed financial advisor with six years of industry experience. She has been with Sound Financial, LLC since 2016. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach, relying on model allocations and third-party money managers, and provides tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.

Michael Gill More is a CFA® charterholder with two years of industry experience. He is currently an advisor at Harbour Investment Management L.L.C., where he has worked since 2023. Prior to joining Harbour, he was with PaxJor Investments from 2020 to 2023 and Edge Asset Management from 2005 to 2020. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and continuous supervision to build diversified portfolios tailored to longer-term objectives, managing approximately $470 million in assets for about 195 clients.

Adam Powell is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Private Advisory, he worked at The Retirement Solution Inc. from 2020 to 2025. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with equity, fixed income, and alternative exposures, offering tailored allocations and performance-based fee options for qualified clients.

Matthew Perrone is a financial advisor with The Retirement Solution LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with The Retirement Solution since 2015, including its predecessor entities. Outside of his advisory role, Perrone co-owns Change Brothers LLC, a business developing online courses and podcasts aimed at supporting young fathers. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes model-based portfolio allocations with mutual funds and ETFs, focusing on both fundamental and technical analysis to balance growth potential and risk.

Brian Dawson is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience at Bear Mountain. He is also a shareholder and CPA at The Dawson Group, PS, a CPA firm he has been involved with since 2013, focusing on tax return compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily constructed from index ETFs, mutual funds, equities, and fixed-income securities.

Mark Weatherly is a ChFC® and holds a Series 66 license with 10 years of industry experience. He is currently with IP Financial Advisory Services LLC and has prior experience at Edward Jones. Outside of his advisory work, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non‑high-net-worth individuals and utilizes a range of analyses and third-party investment advisors to construct and monitor customized portfolios.

Sean Bolen is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Leverage Planners Wealth Management and Edelman Financial Engines. Outside of his advisory role, Bolen is an owner and insurance agent for Harbourview Advisors, specializing in primary principal protected insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers through its managed account platform.

Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Todd Mccaffray is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2022. He has previously worked at Kestra Advisory Services, Kestra Investment Services, Equity Services, Inc., and other firms. In addition to his advisory role, he is an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.

Eric Cumley is a financial advisor at Merit Financial Advisors with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 15 years at Olympic Wealth Management LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach through model portfolios and customizable strategies, supported by an Investment Management team and committee.

Jeffrey Bogdanovich is a financial advisor at Forum Financial Management, LP with over 27 years of industry experience. He holds the PFS™ designation and previously operated Bogdanovich Wealth Management, PLLC, where he provided tax preparation services alongside his advisory work. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA mutual funds and ETFs, and manages approximately $9 billion in assets.

Amanda Klug is a financial advisor at Integrated Advisors Network LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Candid Financial, LLC and Katz Family Financial Advisors, LLC. Prior to her advisory career, she worked at Arizona State University. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, using a range of investment approaches and third-party manager platforms to implement client plans.

Aliina Anton Erik is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation and seven years of industry experience. She has worked at Avantax Planning Partners since 2022 and has been involved with Anton-Erik & Co., PLLC, a tax, accounting, and business consulting firm in which she manages firm operations and client services. Prior to that, she worked at Werner, O'Meara, & Co., PLLC from 2012 to 2020. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm delivers discretionary portfolio management through model-based style allocation strategies and offers tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.