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.

Michelle Fjetland is a Series 65-licensed advisor with Aspire Capital Advisors LLC in Kirkland, WA, where she has worked since 2021. She has eight years of experience at Kirkland Financial Advisers and previously spent eight years at Gary's Process Service. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, estates, businesses, and charities. The firm employs a primarily long-term, fundamental analysis-based investment approach and manages about $1 billion in client assets across multiple offices.

Kevin Massey is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation and three years of industry experience. Prior to joining Chaney Capital Management, he worked at WAFD Bank and Chase Bank. Chaney Capital Management provides discretionary investment management and financial planning to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis, uses active strategies tailored to client objectives, and maintains in-house portfolio management without outsourcing.

Angela Jolley is a CFP® professional with 23 years of industry experience. She is currently with Aspire Capital Advisors LLC, where she has worked since 2021. Her prior experience includes roles at M.S. Howells & Co., Kirkland Financial Adviser, Arbor Point Advisors, and Securities America, Inc., among others. 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 grounded in fundamental analysis and manages about $1 billion in client assets across multiple offices.

Peter Jacobs is a CFP® and CFA® with 28 years of industry experience. He has worked at Tschetter Group since 2022 and previously held roles at Stifel Nicolaus & Co. and Jacobs Broel Asset Management, LLC. He is also a partner in JHH Partners, LLC, a private investment vehicle. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models combined with fundamental, quantitative, and technical analysis, offering customized portfolios that include strategies such as dividend growth, capital appreciation, and a crypto/digital-asset ETF sleeve.

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.

Jared Black is a financial advisor at The Retirement Solution LLC with three years of industry experience. He holds a Series 65 designation and has worked in various roles since 2012, including positions at Pacific Ag and Brigham Young University before joining The Retirement Solution. 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, and charitable organizations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations incorporating mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Daniel Costello is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. He has worked at Tschetter Group since 2020 and previously spent eight years at E.K. Riley Investments, LLC. Tschetter Group provides asset management and investment consulting 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 varied strategies, including dividend growth, capital appreciation, and crypto/digital-asset ETFs, and also serves as an investment manager and sponsor to a private pooled vehicle focused on venture capital, private equity, and regional real estate.

Lynda Bartsch is a financial advisor at Chaney Capital Management Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chaney Capital since 2008, following positions at Wells Fargo Clearing and Prudential Equity Group. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm uses a combination of fundamental and technical analysis with active strategies tailored to client objectives and conducts regular reviews of investment plans.

Heather Carlson is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at LPL Financial, Financial Advocates Investment Management, B3 Wealth Strategies, and Waddell & Reed. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, estates, pension plans, and charitable organizations. The firm employs model portfolio allocations based on client objectives and risk tolerance, integrates tax-aware strategies, and provides estate-planning coordination through third-party platforms.

Sophie Thilenius is a financial advisor at Comprehensive Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Moneta. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and pension accounts. The firm utilizes a proprietary Performance Targeting System® and a mix of passive and active investment models, emphasizing downside protection and target returns.

Ron Elzig is a financial advisor at Hidden Cove Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. among other firms. He also serves as an insurance agent and acts as an industry expert witness for legal cases. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios and overseeing independent managers as fiduciaries.

Shane Dir is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Resources Investment Advisors, and Hornor, Townsend & Kent. Outside of his advisory role, he is the CEO and owner of an insurance agency, One Strategic Capital, where he manages staff and operations. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management combined with integrated financial planning and consulting, utilizing diversified portfolios and Independent Managers to serve several hundred client relationships.

Terry Thomason is a financial advisor at Elite Wealth Management, Inc. in Kirkland, WA, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Clarity Capital Partners LLC, American Trust Investment Services Inc, Fidelity Investment, and Unionbanc Investment Services. Outside of his advisory role, Thomason is president of Edmonds Devoted Family Care, a senior care business, and serves as head coach for the Edmonds Warriors Junior Football team. Elite Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and other financial services firms. The firm offers multiple named strategies delivered through separately managed accounts and model portfolios, using a mix of fundamental, technical, and cyclical analysis that includes ETFs, equities, alternatives, options, and derivatives.

Michael Mcferran is a financial advisor at Emerald Advisors, LLC, holding the ChFC® designation and Series 66 license with 18 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm offers financial planning, consulting, and discretionary portfolio management, emphasizing long-term, tax-efficient strategies tailored to clients’ risk tolerance and liquidity needs.