Shana Moffatt is a financial advisor at Sonata Capital Group Inc with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sonata since 2000. Sonata Capital Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments. The firm focuses on asset allocation using both fundamental and technical analysis, incorporating options and derivatives within separately managed accounts as part of its investment strategy.

Robert Fairbrook is a financial advisor at Wise Planning, Inc. in Seattle, WA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wise Planning since 2007 and Ernst & Young Investment Advisers LLP since 2009. In addition to his advisory role, he provides educational seminars to employees of Ernst & Young’s corporate clients. Wise Planning, Inc. serves individuals, families, and institutional clients, offering comprehensive financial planning and portfolio management primarily on a non-discretionary basis. The firm emphasizes low-cost, broad-market index investments and operates with a flat fee structure rather than charging based on assets under management.

Richard Severs is a CFP® and CFA® credentialed advisor at Garde Capital, Inc. in Seattle, WA, with 21 years of industry experience. He has been with Garde Capital since 2009. Outside of his advisory role, he serves as treasurer for a local homeowners association that manages liability protection for a neighborhood park. 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 and behavioral finance, utilizing diversified portfolios primarily composed of low-cost exchange-traded funds alongside select individual securities and alternatives.

Patrick Conklin is a CFP® professional with 13 years of industry experience, currently serving at Hohimer Wealth Management, LLC since 2019. He previously worked at Wells Fargo Clearing and PRUCO Securities, LLC. Outside of advisory work, he is a licensed insurance agent connecting individuals with life and long-term care insurance products. Hohimer Wealth Management is an SEC-registered multi-advisor firm that provides investment and wealth management, financial planning, consulting, and ERISA fiduciary services to individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private real estate funds and pooled investment vehicles.

Michelle Moyer is a financial advisor at Strong Retirement Solutions with Series 63 and Series 65 credentials and four years of industry experience. She has worked at MassMutual Investors Services, Commonwealth Financial Network, and Kitsap Bank. Outside of advising, she is the owner of Adept Wealth Management LLC, a marketing and bookkeeping business, and volunteers at Grace Point Kitsap church. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, focusing on retirement, estate planning, and investment product recommendations. The firm customizes investment strategies based on client objectives and manages assets primarily on a discretionary basis, utilizing a range of approaches including sub-advisors while maintaining supervisory responsibility.

Nathan Dively is a financial advisor at Colmina, LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Colmina in 2021, he was involved with Genoa Cellars for two years and has maintained a small ownership stake in Riley Sexton Vintners since 2014. Outside of finance, he participates in winery operations, including managing tasting room activities and administrative duties. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm provides discretionary portfolio management and financial planning, employing a range of active, passive, and hybrid strategies tailored to clients’ specific needs.

Myra Reinhardt is a Series 65-credentialed financial advisor with Elliott Cove Capital Management in Seattle, WA, where she has worked since 2005. She has 21 years of industry experience and also has a longstanding affiliation with Coastal Bank since 2004. Reinhardt serves on the board of the Stanwood Camano Food Bank, a community organization in Stanwood, WA. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients as well as pension plans, trusts, charitable organizations, and government entities. The firm employs an asset-allocation approach based on efficient-market theory, managing portfolios primarily with Dimensional Fund Advisors mutual funds and ETFs, and offers fiduciary services under ERISA guidelines.

Jeffrey Fortner is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He currently works at Geometric Wealth Advisors, LLC as part of a 10-advisor team and previously spent 13 years at Bain & Company and eight years at Gould Asset Management LLC. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related support. The firm emphasizes a long-term, broadly diversified investment approach using primarily “passive, but not-indexed” mutual funds and ETFs, and maintains a national footprint with ten offices.

Joey Day is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Bear Mountain Capital since 2009. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily using a discretionary portfolio management approach. The firm emphasizes long-term, diversified, tax-efficient portfolios grounded in Modern Portfolio Theory and also manages private fund-of-funds for accredited investors.

John Flavin is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA, holding CFP® and ChFC® designations and 24 years of industry experience. He has worked at Aspire since 2018 and previously spent over 16 years with Synergy Financial Services, Inc. and Synergy Financial Management LLC. Flavin also operates Flavin Financial, Inc., a business he has maintained since 1998, and is licensed in insurance-related activities outside of investment advisory work. 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, fundamental analysis-driven investment approach, utilizing low-cost mutual funds and ETFs, and operates multiple offices managing approximately $1 billion in client assets.

Marc Girardot is a CFP® with seven years of experience in financial advising. He is currently associated with CS Planning Corp and its dba Vertical Ascent Wealth Management. His prior experience includes roles at Veintek, LLC and Chastain Wealth Management, LLC. Outside of advisory work, he is involved with Veintek, LLC, a medical device company developing technologies for licensing. CS Planning Corp provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients’ risk tolerances, managing accounts often on a discretionary basis.

Peter Kulseth is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Bear Mountain Capital, he was associated with Vignoble LLC and has teaching experience at Gonzaga University and Friday Harbor High School. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and hourly financial planning. The firm also manages private funds, focusing on diversified, tax-efficient portfolios grounded in Modern Portfolio Theory.

Don Morgan Sr. is a financial advisor at Colmina, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Kestra Financial Services, Wells Fargo Advisors, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he is also an author. Colmina, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets, employing active, passive, and hybrid investment strategies tailored to each client’s circumstances through customized financial planning and ongoing portfolio management.

Nancy Dienes is a CFP® professional with 15 years of experience in financial planning. She has worked at Arrivity Financial Planning since 2017, including its predecessor firms, and previously at Blue Canoe Financial Planning. Outside of her advisory role, she serves as sole trustee of the John and Marilyn Dienes Trust and acts as general partner for La Jolla Investors, LLLP. Arrivity Financial Planning is a fee-only advisory firm that provides hourly financial planning services to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and does not take custody or discretionary trading authority, supporting clients who retain full discretion over implementation.

Ka Law is a financial advisor with WaFd Wealth, Inc., holding a Series 66 designation and 21 years of industry experience. Prior to joining WaFd Wealth in 2025, Ka Law worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years. 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 offers a range of services including financial planning, wealth management, and retirement plan consulting, employing a variety of analytical approaches and investment strategies tailored to client objectives.

Brooke Trinh is a financial advisor at trueNorth Wealth Advisors in Seattle, WA, holding a Series 65 designation with 10 years of industry experience. She has been with trueNorth Wealth Advisors since 2013. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management across multiple advisory programs. The firm emphasizes strategic asset allocation and diversified portfolios using both passive and active funds, supported by fundamental analysis and tailored Investment Policy Statements.

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.

Andrew Holte is a financial advisor at Wise Planning, Inc. in Seattle, WA, with 4 years of industry experience. He holds a Series 65 designation and previously worked at Plexus Scientific Corporation for 14 years before joining Wise Planning in 2021. Wise Planning, Inc. serves individuals, families—including high net worth clients—and corporate pension and profit-sharing plans, trusts, and estates. The firm emphasizes comprehensive personal financial planning and portfolio management, primarily on a non-discretionary basis, with investment strategies focused on low-cost, broad-market index funds and ETFs.

Kyle O'Connor is a CFP® professional with 12 years of experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2015. He holds the Series 66 designation and is based in Seattle, WA. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees, providing integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports and operates primarily on a non-discretionary basis, seeking client approval before implementing portfolio changes.

Ralph Chiocco Jr. is a financial advisor with Elliott Cove Capital Management in Seattle, WA, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been with Elliott Cove Capital Management since 2003. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined asset-allocation approach using index-style, allocation-based model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.