Loren Downs is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation and 10 years of industry experience. He has been with SPG Advisors since 2016 and is also involved with Strategic Benefits, Inc. DBA Sound Planning Group, where he spends 50% of his time managing client relations and supporting insurance services. SPG Advisors LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a mix of fundamental and technical analysis to implement diversified investment strategies. The firm’s offerings include coordinated estate, tax, insurance, and retirement planning, with unique affiliations and compliance structures distinguishing its approach.

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 with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining The Retirement Solution LLC, he worked at The Silver Cloud Inn Lake Union from 2015 to 2021. 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, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations that combine fundamental and technical analysis with strategic asset allocation.

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.

Justin Young is a financial advisor at Opal Advisors in Bellevue, WA. He holds a Series 65 designation and has been with Opal Advisors since 2025. Prior to his advisory role, he spent ten years at Flow Fitness. He is also the founder of Kahu LLC, a technology company based in Seattle, where he develops the business plan. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for about 221 clients. The firm serves individuals, small businesses, and retirement plans, offering discretionary portfolio management, integrated financial planning, and pension consulting.

Michael Tudor is a financial advisor with Sloy, Dahl & Holst, LLC in Bellevue, WA, holding a Series 65 designation and 12 years of industry experience. He has worked at Sloy, Dahl & Holst Holdings, Inc. since 2020 and Hallett Advisors since 2019. Tudor also serves as COO of Sloy, Dahl & Holst Holdings, managing a concentrated equity portfolio. Sloy, Dahl & Holst, LLC provides portfolio management and financial consulting services to individuals, pension and profit-sharing plans, trusts, and employer-sponsored retirement plans. The firm offers firm-developed model portfolios with various investment strategies and manages collective investment funds tailored to client objectives.

I'm passionate about helping people. I believe good financial management helps people live richer, happier lives; have closer, stronger families; and become better-contributing members to society. I'm proud to serve clients as a fiduciary and as their trusted steward as they make critical financial decisions in an uncertain world. I believe everyone should have a personal Chief Financial Officer (CFO) for their financial life. I am the founder and managing director of Tolsma Investments, LLC, a registered investment advisor (RIA) in Washington State. This registration allows me to serve clients as an investment advisor and financial planner under the fiduciary standard. I am an independent advisor. This allows me to serve clients by giving them the power of choice and removing conflicts of interests. I am a happily married family man with a wonderful wife and 4-daughters. I grew up in the suburbs of Atlanta, GA and attended college at Brigham Young University in Provo, Utah. I spent 6 years working for Fidelity Investments in their investing, brokerage, and financial planning business. I was a Financial Consultant in the Bellevue, WA office where I was the primary investment advisor and wealth manager for Fidelity’s high net worth clients in their private client group offering. The families I supported covered $450 million in assets and I held over 800 appointments per year on average. This pace of work was exciting and busy! This experience gave me the training, education, and experience that clients will come to appreciate as I serve them as their fiduciary advisor and an expert in this field. A key value for me in deciding if I should start my own planning and advising firm was the idea that I could work more comprehensively and in more detail with clients if I could serve them as an independent fiduciary in all circumstances. I feel I can serve clients better when there are no proprietary products I am required to sell, no sales targets to meet, and no management to answer to if clients choose one investment over the other. My focus really is on you, the client, and everything I do is built on this belief. This is what I bring to the table as your personal CFO and helping you craft and live the life you desire with the financial plan to make that possible.

Felicia Fly is a financial advisor with Mainsail Financial Group in Bellevue, WA, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at FLS Financial Group, Cetera Investment Advisors, Cascade Guided Wealth, and Wells Fargo. Outside of her advisory work, she is a commissioned notary public and is involved with a family ranch in Saint Maries, Idaho. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other businesses. The firm uses model portfolios and a variety of analytical strategies, offering both discretionary and non-discretionary services while maintaining approximately $404 million in assets under advisement.

Brian Leach is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the industry. He has been with Evans Capital Management Associates since 1993 and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, Leach serves as a notary and acts as co-trustee for a revocable living trust. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and family office services, employing both discretionary and non-discretionary approaches with ongoing monitoring based on clients’ objectives and risk tolerance.

Patrick Scanlan is a financial advisor at Alongside, LLC with eight years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Wells Fargo. Outside of financial services, he owns and operates a wedding and family portrait photography business in the Seattle area. Alongside, LLC is an SEC-registered advisory firm managing approximately $879 million for over 2,100 client relationships through an 18-advisor team. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services with an investment approach based on diversified, long-term asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Joseph Duncan is a Series 65-licensed financial advisor at SPG Advisors LLC with eight years of industry experience. He worked at The Retirement Solution from 2014 to 2020 before joining SPG Advisors, where he has been since 2020. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to implement portfolios using mutual funds, ETFs, and other strategies, and coordinates planning across estate, tax, insurance, and retirement issues.

David Geddes is a Series 66-licensed financial advisor with Snider Financial Group in Bellevue, WA, bringing 26 years of industry experience. He has worked with Snider Retirement Strategies, Inc. since 2009 and was previously associated with LPL Financial for 12 years. Geddes is also a partner in a CPA practice, Chaffee, Geddes, Chucka, LLC, where he spends the majority of his time involved in client tax planning and accounting. Snider Financial Group provides 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 utilizing managed funds, ETFs, individual securities, and third-party managers.

Joseph Levesque III is a CFA® charterholder with nine years of industry experience. He is currently with Basecamp Wealth Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Mercer Global Advisors, The Clarius Group, Laird Norton Wealth Management, and Filament LLC. He serves as a board member of the Seattle Alternative Investment Association. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities with integrated wealth management and family-office services. The firm constructs tailored, tax-aware portfolios using a blend of passive and selective active strategies and emphasizes a high level of personalized service and family-office coordination.

Kelly Kolstad is a CFP®-designated financial advisor with 14 years of industry experience. She is currently with Paul R. Ried Financial Group, LLC, where she has worked since 2015, alongside roles at Cetera and CETERA Advisor Networks LLC. She is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in assets across more than 1,000 client relationships, employing a dynamic asset allocation process that emphasizes fundamental valuation and diversified manager selection.

Sprague Kolp is a CFP® with 13 years of industry experience and is currently an advisor at Opal Advisors. He was previously with Renaissance Wealth Counsel for 12 years. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for individuals, small businesses, and retirement plans. The firm combines individualized financial planning, active portfolio management, and the use of third-party managers, with a focus on both liquid and illiquid equity positions through a private pooled vehicle.

Bao Ly is a financial advisor at Opal Advisors with a Series 65 license and four years of industry experience. He has worked at Opal Advisors since 2017 and also holds a role as COO of Bellevue Funding through BF Management LLC, which makes opportunistic real estate loans. Mr. Ly is a licensed real estate broker and insurance agent, though he limits his involvement in these areas. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for individuals, small businesses, and retirement plans. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing a combination of active security selection and third-party managers across a range of asset classes.

Don Petricic is a CFP® with 25 years of industry experience, currently serving at Asset One Wealth Management, LLC in Bellevue, WA. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Woodbury Financial Services. Asset One Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized strategic asset allocation with a long-term buy-and-hold investment approach and family-office style coordination for clients with at least $2 million in assets.