Ronald Geer is a financial advisor at Guide Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Guide Advisors, formerly Geer Financial Group, since 1996. Approximately 10% of his time is spent on insurance product sales and services as a licensed insurance agent. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning, co-advisory asset management through a third-party platform, and insurance and annuity products. The firm offers public seminars and educational workshops and generally acts as a co-advisor, handling client documentation and reviews while third-party managers implement investment strategies.

Katherine Policani is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA. She holds a Series 65 designation and has been with the firm or its dba, AFG Financial, LLC, since 2017. Prior to this, she was involved with Seed Church from 2015 to 2018. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm takes a primarily long-term, fundamental approach to investing, offering customized portfolios that utilize low-cost mutual funds, ETFs, individual securities, and occasional short-term trading, and serves clients through a multi-team structure.

Edward Ward is a financial advisor at Robinswood Financial in Kirkland, WA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Robinswood Financial since 2007. Outside of his advisory role, he serves as the sole trustee overseeing a family-run vacation rental property business in Oregon. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses, offering fee-only investment management and financial planning. The firm employs a globally diversified, long-term asset allocation strategy using low-cost institutional index funds and ETFs, managing portfolios on a discretionary basis with regular reviews.

Andrew Weiss is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential. He has two years of industry experience, including time at Tschetter Group and prior roles at the University of Washington and Glendale Country Club, as well as service in the United States Marine Corps. 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 and a combination of fundamental, quantitative, and technical analysis, offering strategies that include dividend growth, capital appreciation, international, and a crypto/digital-asset ETF sleeve.

Ali Memaran Dadgar is a Series 65-licensed financial advisor at Elite Wealth Management, Inc. with two years of industry experience. He is also the principal owner of Elite Accounting & Financial Services, a full-service accounting firm he has operated since 2009. Elite Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, as well as other financial firms through model portfolios and white-label arrangements. The firm employs a variety of investment strategies, including dynamic option overlays and tactical long/short approaches, and maintains an operational affiliation with Lattice Capital Management, which manages affiliated private funds.

Keaton Dean is an Investment Consultant at Fidelity Investments, where he works closely with clients and their families to develop financial plans tailored to their individual goals and preferences. He focuses on understanding each client's financial situation to implement effective retirement and investment strategies. Keaton began his career at Fidelity Investments as a Financial Representative in 2022 before advancing to his current role in 2023. His experience centers on creating comprehensive financial plans that address clients' unique needs. Outside of his professional work, Keaton engages in board games, fitness activities, reading, and volunteering.

Jordan Tuchek is a financial advisor at Comprehensive Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Saturna Capital Corporation and Integrity Financial Corporation. Tuchek is based in Lynnwood, WA. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, and pension accounts. The firm uses a proprietary Performance Targeting System® and combines passive and active strategies with an emphasis on downside protection and target returns.

Randall Buck is a CFA® charterholder with 16 years of industry experience, currently serving at The Institute in Seattle, WA. He has held roles at Institute For Wealth Management LLC since 2019 and previously worked at Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis to construct diversified model portfolios, and manages over $1 billion in assets with strategies ranging from ESG-focused ETFs to alternative-income and sector-rotation approaches.

Ashok Ramji is a financial advisor with Insight Folios in Kirkland, WA, holding Series 63, 65, and 66 licenses and possessing 12 years of industry experience. Prior to joining Insight Folios in 2019, he worked at Virtue Capital Management, Blue Duck Wealth Management, and Transamerica Financial Advisors. Outside of finance, he operates a tutoring business focused on K-12 math and exam preparation, as well as a warehousing and logistics enterprise. Insight Folios serves a diverse individual client base, including high-net-worth households, ERISA retirement plans, and other registered investment advisers. The firm offers discretionary portfolio management and comprehensive financial planning through its proprietary Simplicitree platform, integrating long-term trading strategies, artificial intelligence tools, and multi-disciplinary planning services.

Robert Mac Rae is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Robinswood Financial LLC since 2017 and previously held a position at VMware, Inc. from 2013 to 2017. He also operates a personal holding company, Fortitude LLC, for his independent contractor work as a Registered Investment Advisor Representative. Robinswood Financial serves individual investors as well as trusts, charitable organizations, and businesses by providing fee-only portfolio management, financial planning, and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using low-cost institutional index funds, Vanguard products, and Dimensional Fund Advisors, with discretionary portfolio management and periodic reviews.

Erika Berkenhoff is a CFA® charterholder with 19 years of industry experience. She has been with Harbour Investment Management L.L.C. since 2006. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Harbour Investment Management emphasizes fundamental analysis and ongoing portfolio supervision, managing approximately $470 million in assets for about 195 clients through a team of five advisors.

Travis Johnson is a financial advisor at The Retirement Solution LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining his current firm. 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 various organizations. The firm uses model-based portfolio allocations focused on mutual funds and ETFs, employing fundamental and technical analysis with strategic asset allocation.

Matthew Beyer is a CFP® professional with 29 years of experience in financial advisory services. He has worked at Madrona Financial Services since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Cetera, and HomeStreet Bank. Beyer is also licensed to sell fixed insurance products. Madrona Financial & CPAs serves individuals, high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm employs model-based investment strategies and integrates accounting and insurance services through affiliated entities.

Clinton Coburn is a financial advisor at The Retirement Solution LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Edward Jones. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to manage risk and capture growth opportunities.

Michael Seely is a financial advisor at Madrona Financial & CPAs with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Cetera, Cetera Investment Services, and Homestreet Bank. Outside of his advisory role, he is involved in selling fixed insurance products. 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 with ETFs and alternative investments, tailoring solutions to clients’ financial profiles and offering related accounting and insurance services through affiliated entities.

Eric Lansford is a financial advisor at Aspire Capital Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Sound Financial Investments, Inc. and Puget Sound Financial Strategies, Inc. Lansford is also involved in private lending through LAKEN Investments, LLC. 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 focused on fundamental analysis and uses a mix of low-cost mutual funds, ETFs, individual securities, and independent managers, operating across multiple offices with about $1 billion in client assets.

Sandra Jones is a CFP® professional with seven years of experience currently at Arrivity Financial Planning. She previously worked at Perkins Coie Trust Company for nine years. Outside of financial advising, she is a distributor for Advocare nutrition products. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning focusing on cash flow, retirement, tax, estate, education, and risk-management topics for individuals, couples, and families. The firm emphasizes passively managed, low-cost index funds within globally diversified allocations and offers advice without discretionary portfolio management or custody of client assets.

William Cantus is a financial advisor at Pacific Sage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. for ten years and WR Cantus Group, LLC for one year before joining Pacific Sage Partners in 2022. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management alongside financial planning, consulting, and retirement plan advisory services. The firm develops customized portfolios using fundamental and technical analysis, combining delegated management and fiduciary plan advisory services with a client base of approximately 804 clients and nearly $1 billion in assets under management.

Sabine Koenig is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Martin Nelson & Co., Inc. since 2002. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers tailored investment programs using a combination of charting, fundamental, technical, and cyclical analysis and manages client assets held at Hilltop Securities and Charles Schwab without imposing a firmwide account minimum.

Zachary Cleveland is a CFA® charterholder and holds Series 65 and Series 66 licenses with one year of industry experience. He currently works at Parcion Private Wealth LLC and has prior experience with firms including Cresset Asset Management and CH Investment Partners. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and corporations, providing comprehensive wealth management and consulting services. The firm employs a combination of fundamental and technical analysis to tailor asset allocation, managing approximately $2.95 billion across about 165 clients.