Peter Lee is a financial advisor at Alongside, LLC with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of advising, he owns PLEE, LLC, an entity used for managing payroll expenses related to his business activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and is notable for its role in selecting and supervising other advisers and model providers, including outsourced CIO and model services.

James Black is a CFP® with 22 years of industry experience, currently serving as an advisor at The Retirement Solution LLC. He has worked at Absolute Return Insurance Solutions, LLC and Retirement Income Solutions Inc. He is also the manager of Geldboom, LLC, an administration business. 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 employs model-based portfolio construction using mutual funds and ETFs, with a focus on fundamental and technical analysis and strategic asset allocation.

Tyler Proffitt is a financial advisor at Aspire Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pacific Life Insurance for 13 years. In addition to his advisory role, he is a licensed insurance professional involved in the sales of fixed and traditional insurance products. 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 emphasizes a long-term investment approach grounded in fundamental analysis, utilizing low-cost mutual funds and ETFs, and operates multiple offices with approximately $1 billion in client assets.

Travis Bomgardner is an advisor at Tschetter Group with 21 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Transamerica Capital, Inc. for 16 years and Purshe Kaplan Sterling Investments for 2 years. In addition to his advisory role, he serves as Chief Business Development Officer at Tschetter Group. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models combined with fundamental, quantitative, and technical analysis, offering customized portfolios and managing a private fund with exposure to venture capital, private equity, and real estate managers.

Charles Scheinbaum is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at M.S. Howells & Co., Arbor Point Advisors, Securities America Advisors, and Valic Financial Advisors. Outside of his advisory work, he serves as president of a condominium association, involving decision-making and meeting coordination. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, businesses, charities, and retirement plans. The firm employs a primarily long-term, fundamental investment approach, constructing customized portfolios with low-cost mutual funds, ETFs, individual securities, and occasional trading, while serving clients through a multi-team advisory structure.

Amanda Mc Carty is a CFP® advisor at Tschetter Group in Bellevue, WA, with one year of industry experience. Prior to joining Tschetter Group, she worked at Pacific Northwest Behavior LLC and held positions at Gonzaga University and Anthropologie. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis to manage customized portfolios, and it also serves as investment manager and sponsor to a privately offered pooled vehicle focused on venture capital, private equity, and real estate investments.

Kristine Geer is a CFP® with 10 years of industry experience, currently serving at Guide Advisors, Inc. She has been with the firm, including its previous incarnation as Geer Financial Group, since 2016. Kristine also spent time at IDDeal Living from 2024 to 2025. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning and consulting, co-advisory asset management through a third-party platform, and insurance and annuity products sold by licensed agents. The firm provides public seminars and educational workshops focused on general investment education rather than individualized advice.

Thomas Black is a Series 65 licensed advisor with The Retirement Solution LLC in Redmond, WA, bringing 11 years of industry experience. He has been with The Retirement Solution since 2015. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses model portfolio allocations tailored to client objectives and risk tolerance, incorporates tax-aware strategies such as direct indexing and tax-loss harvesting, and provides coordinated estate-planning services through third-party platforms.

Angelina Bulbotka is a financial advisor at Private Advisory with a Series 65 designation and three years of industry experience. She has worked at Private Advisory Group LLC since 2020 and previously held positions at Builders Capital, Columbia Bank, and Starbucks. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios and offers performance-based fee options for qualified clients, along with specialized strategies and concierge services for larger relationships.

Amanda Dixon is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at American Seafoods and the University of Alaska Southeast. Private Advisory serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and small businesses, providing investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with customization options, and is noted for offering performance-based fee arrangements and concierge services for larger clients.

Emir Kljucanin is a financial advisor at Aspire Capital Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, KeyBank, J.P. Morgan Securities LLC, Amazon, JPMorgan Chase Bank, PacSun, and Men's Wearhouse. 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 based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with internal due diligence and periodic account reviews.

Noel Soderblom is a Series 65-licensed financial advisor with one year of industry experience, currently with Alongside, LLC. His prior roles include positions at Thrivent Advisor Network, Global Market Innovators, and Harbortech Mobility, Inc. In addition to his advisory work, he is a licensed real estate broker representing buyers and sellers of residential properties through Blue Pacific Real Estate. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes disciplined, long-term diversified asset allocation and routinely selects and monitors third-party managers and model providers while maintaining oversight to align with client objectives.

Sheila Snowdon is a financial advisor at Aspire Capital Advisors LLC in Seattle, WA, holding a Series 65 credential with eight years of industry experience. Her prior work includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of advisory services, she is also licensed as an insurance agent and devotes part of her time to insurance sales and implementation. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm manages customized portfolios using a primarily long-term, fundamental approach with diversified mutual funds, ETFs, individual securities, and occasional short-term trading, and operates as a multi-team adviser offering ongoing client contact and portfolio supervision.

Shane Perry is a Series 65-licensed advisor with The Retirement Solution LLC, based in Redmond, WA, and has seven years of industry experience. He has been with The Retirement Solution in its various forms since 2014. Outside of advisory work, he provides tax return processing and filings for a small group of family and friends. 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, and organizations. The firm manages approximately $573 million in discretionary assets and utilizes model-based portfolios focused on mutual funds and ETFs with fundamental and technical analysis.

Richard Tschetter is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 63 designation and over 53 years of industry experience. He has worked at Tschetter Wealth Advisors since 2017 and previously spent 12 years with D.A. Davidson & Co. Outside of advisory work, he serves as president and owner of Soaring Eagle Ventures, a personal investment company. 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, and it sponsors a private pooled investment vehicle focused on venture capital, private equity, and real estate strategies.

Mark Anderson is a financial advisor at Pacific Sage Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tradewinds Capital Management, LLC for ten years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using long-term, customized strategies built from ETFs, mutual funds, individual securities, and Independent Managers.

Kalena Laurent is a financial advisor with Parcion Private Wealth LLC in Bellevue, WA. She holds a Series 65 designation and has four years of industry experience. Prior to joining Parcion in 2022, she worked at Brighton Jones from 2018 to 2022. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with minimum relationship sizes of $10 million. The firm offers comprehensive wealth management and consulting services, including financial planning and portfolio management, using a mix of individual equities, fixed income, ETFs, mutual funds, and alternative investments tailored to each client’s risk tolerance and goals.

Chad Bushon is a CFP® professional with 26 years of industry experience, currently serving at SPG Advisors LLC since 2025. His prior experience includes roles at Joslin Capital Advisors, Charles Schwab and Co., and TD Ameritrade. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, employing a mix of fundamental and technical analysis in its investment approach. The firm uses mutual funds, ETFs, and other strategies, coordinating planning on estate, tax, insurance, and retirement matters.

Emily Weed is a CFP® certified financial advisor with ten years of industry experience. She currently works at Emerald Advisors, LLC, where she has been since 2019, and previously held roles at M.S. Howells & CO, Bank of America, Merrill, and AXA Advisors. Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations, and business entities through a multi-family office model combining financial planning, consulting, and discretionary investment management. The firm emphasizes capital preservation and tax-aware strategies while managing nearly $941.4 million in client assets with a small team, offering customized investment approaches and a variety of family office services.

Jared Kowalske is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles within The Retirement Solution entities since 2021, along with prior positions in employment services and logistics. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a range of clients including individuals, trusts, and corporate entities. The firm employs model portfolios tailored to client objectives and risk profiles, incorporates tax-aware strategies, and integrates estate-planning coordination and third-party options-based programs into its services.