Paul Ried is a CFP® with 40 years of experience in financial advising. He is the founder of Paul R. Ried Financial Group, LLC in Bellevue, WA, where he has worked since 2018. Prior to that, he spent nearly three decades with Cetera Wealth Services and related firms. Outside of his advisory work, he serves as a board member for a networking group focused on leadership principles and is involved in ministry board activities. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in client assets through a team of nine advisors, emphasizing a dynamic asset allocation process that integrates fundamental valuation, manager specialization, and diversified selection supported by third-party research.

John Heffel is a CFP® with 10 years of industry experience. He has worked at Fortis Capital Management LLC since 2018 and previously worked at UBS Financial Services from 2015 to 2018. Fortis Capital Management serves individuals and families, including high-net-worth clients, as well as businesses, trusts, foundations, charities, and private fund investors. The firm provides financial planning and discretionary portfolio management using both active and passive strategies across a broad range of investments.

Adam Jordan is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Paul R. Ried Financial Group since 2002 and was previously associated with Cetera and Cetera Advisor Networks from 2013 to 2024. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets across more than 1,000 client relationships. The firm’s investment approach emphasizes a dynamic asset allocation process based on fundamental valuation, manager specialization, and diversified selection, supported by third-party research and ongoing client education.

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.

Matthew Behning is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Bank of America, and Merrill Lynch. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, incorporates a range of securities including options, and uses technology partnerships for portfolio management, estate, and tax planning services.

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.

Brock Mackenzie is a financial advisor at MarsJewett Financial Group in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Phoenix Hagen, Idaho State University, and Cetera Advisor Networks LLC. MarsJewett Financial Group manages approximately $735 million for a diverse client base, offering financial planning, consulting, and investment management services. The firm employs a monthly investment planning committee to select mutual funds and ETFs based on qualitative and quantitative criteria, tailoring portfolios to individual client needs and also allocates assets to independent managers under ongoing due diligence.

Tenzin Zingkha is a financial advisor at The Retirement Solution LLC in Redmond, WA, holding a Series 65 credential with three years of industry experience. Prior to joining The Retirement Solution, Zingkha worked at the US Department of Labor and Seattle Approves. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm employs model-based portfolio allocations tailored to client objectives and risk tolerance, incorporating tax-aware strategies and third-party options-based programs.

Janet Weisman is a financial advisor at Robinswood Financial with 23 years of industry experience. She holds the Series 65 designation and is based in Kirkland, WA. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses by providing fee-only investment management alongside financial planning and retirement distribution guidance. The firm uses a globally diversified, long-term asset allocation strategy grounded in academic research and primarily implements portfolios with low-cost institutional index funds and ETFs.

Ngoc Thuy Vy Nguyen is a financial advisor at Private Advisory with a Series 65 designation and three years of industry experience. Prior to joining Private Advisory Group LLC in 2022, Nguyen worked at GSLabs and Emirate. Private Advisory provides personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model using firm-generated model portfolios that combine equities, fixed income, and alternative exposures, and incorporates strategies such as structured notes, options, and private placements.

Colleen Bracy is a financial advisor at Robinswood Financial with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years. Outside of her advisory role, she is a co-owner and co-host of a rental property in Abilene, Texas. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses with fee-only investment management and financial planning. The firm employs a globally diversified, long-term asset allocation strategy using low-cost institutional index and asset-class ETFs, Vanguard funds, and select Dimensional Fund Advisors products.

Rachel Tolbert is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential. She joined the firm in 2025 and has prior experience at TransPecos Banks, SSB. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, standalone financial planning, and third-party sub-advisory relationships. The firm is noted for its private market fund, which invests in venture capital, private equity, and real estate through a fund-of-funds structure.

Daniel Reuben is a CFP® professional with five years of industry experience. He is currently with Parcion Private Wealth LLC in Bellevue, WA, where he has worked since 2025. Prior to that, he held roles at Pathstone from 2021 to 2025 and at Mutual of Omaha between 2020 and 2021. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with relationships starting at $10 million. The firm offers comprehensive wealth management and consulting services, employing a tailored investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments.

Steven Goldbloom is a financial advisor with Goldbloom Wealth Management LLC in Mercer Island, WA, holding a Series 65 credential and having 16 years of industry experience. He has been with Goldbloom Wealth Management since 2009 and also manages AGT Tax & Insurance Services. Outside of advisory, he is a speaker for Cause Based Capitalism, manages a CRM software business for insurance professionals, and serves as an ambassador-level coach providing life planning services. Goldbloom Wealth Management LLC is a team-based registered investment adviser serving individual and high-net-worth clients with tailored portfolio management, financial planning, and retirement guidance. The firm employs a discretionary investment approach informed by fundamental, quantitative, and technical analysis and utilizes third-party platforms and managers, including option strategies and illiquid investments.

Warren Langsford is a financial advisor at Integrity Financial Corporation in Bellevue, WA, holding a Series 65 designation with 13 years of industry experience. He has been with Integrity Financial Corporation since 2013. Integrity Financial Corporation serves individuals, families, family offices, business owners, corporate retirement plans, and charitable organizations, providing investment and wealth management, comprehensive financial and legacy planning, and consulting services. The firm employs a Modern Portfolio Theory framework using indexed and actively managed ETFs, mutual funds, and alternative strategies for qualified clients, combining in-house research with third-party consulting and technology tools under human oversight.

Daniel Shen is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at U.S. Bank National Association and A-1 Piano Sales and Rentals. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses, using a dynamic asset allocation approach combined with behavioral finance concepts. The firm emphasizes client education and manages most accounts on a discretionary basis.

Henry Roberts is a financial advisor at Tschetter Group in Bellevue, WA, with four years of industry experience. He holds a Series 65 designation and previously worked at Holm & Cawley Financial Group, LLC, as well as the University of Washington. Outside of finance, Roberts is the founder of Jetxco, a manufacturing business. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models combining fundamental, quantitative, and technical analysis across diverse strategies, and serves as investment manager and sponsor of a privately offered pooled fund focused on venture capital, private equity, and real estate.

Alexander Dorell is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management Company and Charles Schwab. Outside of his advisory role, he works as a driver for Uber and Postmates. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, using a range of investment vehicles and customized allocations, and integrates third-party technology for reporting and estate and tax planning.

Sean Closson is a financial advisor at The Retirement Solution LLC in Redmond, WA, holding a Series 65 designation with two years of industry experience. He has been with The Retirement Solution LLC since 2021 and previously worked six years at The Silver Cloud Inn Lake Union. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs model-based portfolio allocations tailored to client objectives and integrates tax-aware strategies alongside estate-planning coordination and third-party options programs.

Adam Laibson is a financial advisor with Mainsail Financial Group in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, providing portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process incorporates model portfolios developed by an investment committee using asset allocation, fundamental, technical, and quantitative methods tailored to client goals and risk tolerances.