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.

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.

Kyle Balcos is a financial advisor at Hohimer Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Outside of his advisory role, he is involved with Balcos Wealth Strategies, an insurance business. Hohimer Wealth Management serves a diverse client base including individuals, pension plans, trusts, and charitable institutions. The firm uses a team-based model to provide investment and wealth management services, employing both active and passive strategies across various asset classes while integrating alternative and pooled investments.

Edward Riley is a financial advisor with Colmina, LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has previously worked at Luminae, LLC, Stillwater Analytics LLC, and managed Ek Riley Investments, LLC for 18 years. Outside of financial advising, he is the owner and CEO of Riley Sexton Vintners, a wine production and retail business. Colmina, LLC provides discretionary portfolio management and financial planning services to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm manages approximately $85 million across around 40 clients, offering a range of investment strategies including active, passive, and hybrid portfolios tailored to client needs.

Matthew Pickett is a financial advisor at Colmina, LLC in Seattle, WA, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and First Financial Equity Corporation before joining Colmina in 2021. Colmina provides discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm manages approximately $85 million across about 40 clients and offers active, passive, and hybrid investment strategies tailored to client needs.

John Morbeck is a Series 65-licensed financial advisor with First Washington Corporation in Seattle, WA, where he has worked since 2005. He has 21 years of industry experience. First Washington Corporation provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a growth-at-a-reasonable-price investment approach across an all-cap universe, managing over $500 million in assets for a small client base through a disciplined and fundamentally oriented process.

Emily Schwartz is a financial advisor at WaFd Wealth, Inc. in Seattle, WA, with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets across 274 relationships. The firm employs a range of investment strategies including exchange-traded funds, individual securities, and independent managers, offering financial planning, wealth management, and ERISA fiduciary services through a team of seven advisors.

Jeffery Lippens is a financial advisor with Garde Capital, Inc. in Seattle, WA. He holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized investment approach that combines modern portfolio theory with behavioral finance, utilizing diversified portfolios of ETFs, individual securities, and alternative strategies tailored to client risk profiles.

Thomas Owens is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized, globally diversified investment approach that incorporates modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Austin Jodrey is a CFP® with four years of industry experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2020. Prior to joining KBBS, he worked at National Life Group from 2016 to 2020. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management, emphasizing a disciplined planning process with routine written reports and client involvement. The firm uses proprietary asset-allocation models and a combination of active and passive managers, operating primarily on a non-discretionary basis.

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. Prior to joining Arrivity, he worked at Wells Fargo Advisors and the AARP Foundation, and he has experience as a franchised restaurant owner. Arrivity Financial Planning offers hourly, fee-only comprehensive financial planning to individuals, couples, and families, focusing on aligning near-term cash needs with long-term goals through passively managed, low-cost index funds in globally diversified portfolios. The firm provides written plans and implementation support without discretionary portfolio management or asset custody.

Leslie Christian is a CFA® charterholder with 27 years of industry experience and has been with Northstar Asset Management, Inc. since 2012. Prior to joining Northstar, she operated her own advisory firm, Leslie E Christian, LLC, from 2013 to 2016. Based in Seattle, WA, Christian holds Series 63 and Series 65 licenses. Northstar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations with a focus on socially responsible investing. The firm’s investment approach centers on five social and environmental pillars and combines discretionary portfolio management with shareholder engagement and tailored client portfolios.

David Limoges is a CFP® professional with one year of industry experience, currently serving as an advisor at Fulcrum Capital, LLC. Prior to joining Fulcrum Capital, he worked at Emerald Advisors, LLC and spent eight years at the Private Bank, Bank of America. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs both fundamental and technical analysis across a range of strategies and investment types, with an emphasis on liquid assets and transparency in its practices.

Taylor Bohot is a financial advisor at Fulcrum Capital, LLC with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Fulcrum Capital in 2026, he worked at Ameriprise for five years and has a background that includes financial planning specialization at HCL Management, LLC. Fulcrum Capital, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $1.07 billion in client assets and employs a range of strategies including fundamental and technical analysis, asset allocation, and option strategies, with a focus on tailored advice and integrating ESG factors when requested.

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.