Admand Wong is a financial advisor at Integrity Financial Corporation in Bellevue, WA, holding a Series 65 credential with 14 years of industry experience. He has been with Integrity Financial Corporation since 2011 and also owns and operates Artizo LLC, a life insurance agency specializing in life insurance and fixed annuities. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing mutual funds and ETFs, with additional alternative investment options for qualified clients.

Ryan Alderfer is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Boone Wealth Advisors, LLC in Bellevue, WA. He has been with Boone Wealth Advisors and LPL Financial since 2016. Outside of his advisory role, he hosts The Middlemen Podcast, a social media project started in 2023. Boone Wealth Advisors is an SEC-registered firm managing approximately $507 million in assets for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies including discretionary management, wrap-fee programs, and algorithm-based portfolios.

Patrick Severson is a financial advisor at TrueWealth Financial Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for eight years. Severson also maintains a separate business entity for tax and investment purposes. 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 or hourly financial planning, using multiple analysis methods to customize portfolios according to client goals and risk tolerances.

Jared Davis is a CFP® professional with Series 65 and Series 63 licenses and three years of industry experience. He is currently with Auxano Advisors, where he has worked since 2020, and previously spent six years at Key Investment Services and seven years at KEY BANK. Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing comprehensive Family Office Services and advisory portfolio management. The firm employs fundamental, technical, and cyclical analysis in investment policy development and uses strategies including derivatives and borrowing within separately managed accounts.

Adrian Fernandez is a financial advisor at Opal Advisors with a Series 65 credential and one year of industry experience. Prior to joining Opal Advisors, he held roles at Qualcomm and Upway, among other positions. Opal Advisors is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses with portfolio management and integrated financial planning. The firm manages separately managed accounts, pension and profit-sharing consulting, and a private pooled investment vehicle, employing a range of strategies including public equities, ETFs, options, and private investments.

John Griffin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mainsail Financial Group in Bellevue, WA. Before joining Mainsail in 2026, he worked at Lido Advisors, Brighton Jones, and Fidelity in various roles. Mainsail Financial Group offers portfolio management, individualized financial planning, and retirement plan consulting to a diverse client base, including high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios developed by its investment committee and employs multiple strategies such as asset allocation and fundamental and quantitative techniques, with services provided on both discretionary and non-discretionary bases.

Carin Sevigny is a CFP® with 12 years of industry experience. She is currently with Consilio Wealth Advisors, LLC, where she has worked for one year. Her prior experience includes positions at The Retirement Solution and the College of Financial Planning. Sevigny is also a licensed insurance agent, dedicating part of her time to implementing insurance recommendations. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm combines Modern Portfolio Theory and fundamental analysis with a long-term investment approach, customizing allocations and utilizing third-party tools to monitor and rebalance portfolios.

Tyler Lively is a CFP® certificant with 11 years of industry experience. He currently works at SPG Advisors LLC, where he has been since 2023, following eight years at The Retirement Solution Inc. From 2015 to 2017, he was also associated with Retirement Income Solutions Inc. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to develop portfolios that include mutual funds, ETFs, and other strategies, while coordinating planning around estate, tax, insurance, and retirement issues.

Kevin Penner is a CFP® with 10 years of experience in the financial advisory industry. He is currently with Parcion Private Wealth LLC, where he has worked since 2021. His prior experience includes roles at Pathstone, Cornerstone Advisors, Inc., and Financial Resources Group. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum of $10 million. The firm offers comprehensive wealth management and consulting services, including financial planning, retirement and tax planning, and portfolio management, employing a tailored investment approach that incorporates fundamental and technical analysis.

Nathan Mumford is a CFA® charterholder with five years of industry experience. He is currently an advisor at Parcion Private Wealth LLC, where he has worked since 2025, following six years at the Tschetter Group. Prior to his financial career, his background includes roles at Kalispel Golf & Country Club and Whitworth University. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other entities, offering comprehensive wealth management and consulting services. The firm uses a mix of fundamental and technical analysis to tailor investment strategies across equities, fixed income, ETFs, mutual funds, and alternative investments.

Joshua Betts is a CFP® and CFA® with 13 years of industry experience. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously held roles at Cornerstone Advisors, Inc., Charles Schwab, and Windhaven Investment Management, Inc. Betts has been involved in increasing shareholder dividend distributions for improved company profitability. Aletheian Wealth Advisors is a team-based firm serving high-net-worth individuals and families, providing multi-family office investment management and financial planning for complex or illiquid balance sheets. The firm manages approximately $412 million in assets using tailored Investment Policy Statements and a discretionary, ETF-centric approach that may include alternative investments and trading strategies.

Tyler Rockwell is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His background includes roles at The Meating Place, Wildwood Trading Group, and Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, using fundamental and technical analysis to tailor asset allocations across a range of investment types.

Tingwei Chiang is a CFP® professional at Cutler Investment Group with 10 years of industry experience. He has worked with Cutler Investment Counsel since 2018 and previously with Pacific Portfolio Consulting from 2013 to 2018. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm specializes in risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, while utilizing third-party technology and AI tools to support its services.

Diego Arias is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Corient Services LLC, Columbia Pacific Wealth Management, and Copacino Fujikado. Prior to his financial career, he was involved with Maria's Cocina Mexicana and Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically working with clients who have a minimum relationship size of $10 million. The firm offers comprehensive wealth management and consulting services, combining fundamental and technical analysis to tailor asset allocation according to risk tolerance and time horizon.

Kevin Erwert is a CFP® professional with 13 years of experience in financial advising. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously held roles at Vestory and Cornerstone Advisors. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services for complex, often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analysis, emphasizing ETFs and alternative investments, and collaborates closely with clients’ tax, legal, and philanthropic advisors.

Jason Falk is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company, Mutual of Omaha Investor Services, WMS Wealth Management, and SANDLAPPER Securities. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs model portfolios aligned with client objectives and risk profiles, incorporates tax-aware strategies such as direct indexing and tax-loss harvesting, and offers estate-planning coordination alongside access to third-party options-based strategies.

Christopher Boisjolie is a financial advisor at Snider Financial Group in Bellevue, WA, with seven years of industry experience. He holds the Series 66 designation and has been with Snider Financial Group since 2018. Prior to joining Snider, he worked at LPL Financial and West Coast Entertainment. Boisjolie is also licensed to sell insurance products. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and offering integrated planning services.

Christian Miller is a financial advisor at Capital Planning, LLC in Bellevue, WA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Clear Conscience Sealants and Utah State University. Capital Planning, LLC provides wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm uses a structured four-phase wealth planning framework and a seven-step investment process, employing a range of models and third-party platforms, and operates multiple offices while offering educational seminars and webinars.

Christopher Moreton is a financial advisor at Cutler Investment Group in Bellevue, WA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Brighton Jones, USI Securities, and Parametric Portfolio Associates. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating client customization, ESG options, and technology-supported research and reporting.

Emme Osborne is a Series 65 licensed advisor with Fortis Capital Management LLC in Bellevue, WA, where she has three years of industry experience. Prior to joining Fortis Capital Management, she held positions at The University of Arizona, Pine Lake Cellars, Farmers Insurance, Duke's Seafood, and The Juicy Cafe. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and recommendations for insurance along with referrals to affiliated tax and accounting providers. The firm combines active and passive investment approaches across a range of instruments and manages pooled private funds with performance-based fee arrangements.