Michael Vila is a CFP® with 27 years of industry experience and has been with Bellevue Asset Management, LLC since 2004. He holds a Series 66 credential and serves as a volunteer member of the board of directors for Family Law CASA of King County, a nonprofit organization where he contributes to strategic planning and marketing advice. Bellevue Asset Management provides discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm uses a cycle-aware investment approach focusing on diversification, tax efficiency, and lower-cost instruments, supplemented by option-writing strategies and educational guidance on plan rollovers.

Michael Herr is a financial advisor at Summit Family Office Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Summit since 2014. Outside of his advisory role, Herr serves as President of Deskless Workers, Inc., a company that develops mobile applications and technology for businesses and government, where he focuses on partnerships and global sales strategy. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored advisory process that incorporates fundamental and cyclical analysis alongside modern portfolio theory, offering a range of investment strategies including alternative and sophisticated options.

Mollie Snorsky is a Series 65-licensed financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, with five years of industry experience. She has worked previously at Berntson Porter & Company, PLLC, and since 2019 has been a 50% partner and CPA at BMMS Partners, PLLC, an affiliated accounting firm where she spends the majority of her time. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers for portfolio management. The firm emphasizes due diligence and ongoing manager monitoring while integrating tax and accounting insights, leveraging its close affiliation with an accounting practice.

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.

Douglas Springer is a financial advisor with Helmsman Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Partners Investment Network, Inc. and MRW Financial Services since the late 1990s. Outside of advising, he is a member of an LLC that owns a commercial building. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment strategy focused on current income, managing accounts on both discretionary and non-discretionary bases through multiple portfolio programs.

Michael Thayer is a financial advisor with Private Asset Management, Inc. in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Private Asset Management since 1996. Thayer also maintains active contracts as an insurance agent. Private Asset Management, Inc. provides wealth advisory and portfolio management services primarily to high-net-worth individuals, families, and charitable foundations. The firm develops individualized wealth strategies and manages diversified portfolios across multiple asset classes, offering both discretionary and non-discretionary account management alongside regular client communications and comprehensive reporting.

Connor Ridgeway is a CFA® charterholder with four years of industry experience. He is currently with Leeward Financial Partners, LLC in Bellevue, WA, where he has worked since 2022. Prior to joining Leeward, he worked at Verus Investments from 2017 to 2022. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services using a long-term, asset allocation–driven approach focused on risk management, cost control, and transparency.

Brendan Mc Auliffe is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, holding a Series 65 license and eight years of industry experience. He is also a CPA and 50% partner at BMMS Partners, PLLC, an affiliated accounting firm where he spends the majority of his time. Prior to his current roles, he worked at Berntson Porter & Company, PLLC for nine years. BMMS Wealth Advisory serves individuals and businesses by connecting them with third-party wealth managers for portfolio management while providing ongoing tax and planning coordination. The firm focuses on due diligence and manager selection, integrating tax and accounting perspectives alongside chosen wealth managers, and does not manage client assets or charge fees based on assets under management.

Shaina Englund is a financial advisor at Ceva Advisors with two years of industry experience. She holds a Series 65 designation and has worked at Ceva Capital LLC since 2022. Prior to that, she was involved with Sign and Wine LLC from 2019 to 2023. Ceva Advisors is a small, state-registered firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers customized portfolios that may include ETFs, mutual funds, individual securities, private placements, and digital assets.

April Kriha is a CFP® professional affiliated with Tenere Financial in Sammamish, WA, with 11 years of industry experience. She has been with Tenere Financial since 2015, working as part of a two-advisor team. Tenere Financial advises individual clients, including both high-net-worth and non-HNW households, providing portfolio management and financial planning services. The firm emphasizes an individualized approach to portfolio construction and client objectives, supported by a small-team model and regular educational seminars for clients and prospective clients.

Tiffany Stoner is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Avier Wealth Advisors in Bellevue, WA, where she has worked since 2024. Her prior experience includes roles at Badgley Phelps Wealth Managers, Brighton Jones, and Charles Schwab. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset allocation strategies using primarily mutual funds and ETFs, incorporates factor research into equity allocations, and offers integrated planning and portfolio management services, including handling held-away assets.

Tonye Wokoma is a financial advisor at Mainsail Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at LNW Wealth Management, Verus Investments, and Segal Marco Advisors. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process relies on model portfolios developed by an investment committee, utilizing asset allocation, fundamental, technical, and quantitative methods to align with client goals and risk tolerances.

Abigail Miller is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Her background includes roles at Corient Private Wealth and Stokes Lawrence, as well as entrepreneurial experience running a bakery. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, providing comprehensive wealth management and consulting services. The firm manages client assets through a tailored allocation of equities, fixed income, ETFs, mutual funds, and alternative investments, applying both fundamental and technical analysis.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

John Wilbourne is a financial advisor with Occidental Asset Management, LLC in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Private Advisor Group, Kestra Private Wealth Services, Wells Fargo Clearing, Wells Fargo Investments, Oppenheimer, and CIBC World Markets. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis with discretionary implementation of tailored investment plans, supporting approximately 945 clients across six offices with a 12-advisor team.

Kathryn Kokenge is a CFP® and CFA® with nine years of industry experience. She currently serves as a financial advisor at TrueWealth Financial Partners, joining the firm in 2024 after roles at Parametric Portfolio Associates and Russell Financial Services. Kathryn took a career break from 2017 to 2021. TrueWealth Financial Partners provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm offers portfolio management, tailored retirement and risk-management planning, and standalone financial planning, employing a family-first approach with ongoing account supervision and multiple investment analysis methods.

Andrew Hall is a financial advisor at MarsJewett Financial Group in Bellevue, WA, holding a Series 65 designation with two years of industry experience. Prior to joining MarsJewett Financial Group in 2022, he worked at Northwest University for seven years. MarsJewett Financial Group manages approximately $734.7 million for a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and investment management services, primarily on a discretionary basis, with a focus on tailored portfolios and thorough due diligence of independent investment managers.

Chase Ferderer is a financial advisor with Comprehensive Wealth Management in Lynnwood, WA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Independent Financial Group, LLC. Comprehensive Wealth Management serves individuals, trusts, and pension accounts by providing discretionary investment management, financial planning, and consulting. The firm employs a proprietary Performance Targeting System® and a blend of passive and active investment models emphasizing downside protection and target returns.

W. Curtis Erickson Jr. is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Garrett Erickson Financial Services and 1st Global Advisors Inc. Erickson also operates an RIA and CPA firm, Erickson & Associates, and is active as a licensed insurance agent offering fixed annuities, disability, health, life, and long-term care insurance. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning, discretionary portfolio management, and insurance recommendations. The firm combines active and passive strategies across various asset classes and manages pooled private funds using quantitative and qualitative analysis, including funds that employ systematic hedging and structured credit investments.

Erich Patten is a financial advisor at Cutler Investment Group with 14 years of industry experience. He holds the Series 65 designation and has been with Cutler Investment Counsel, LLC since 2003. 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, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, utilizing third-party technology and AI tools alongside customized portfolio management.