Michael Thayer is a financial advisor with Private Asset Management, Inc. in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Private Asset Management since 1996. Thayer also maintains active contracts as an insurance agent. Private Asset Management, Inc. provides wealth advisory and portfolio management services primarily to high-net-worth individuals, families, and charitable foundations. The firm develops individualized wealth strategies and manages diversified portfolios across multiple asset classes, offering both discretionary and non-discretionary account management alongside regular client communications and comprehensive reporting.

Connor Ridgeway is a CFA® charterholder with four years of industry experience. He is currently with Leeward Financial Partners, LLC in Bellevue, WA, where he has worked since 2022. Prior to joining Leeward, he worked at Verus Investments from 2017 to 2022. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services using a long-term, asset allocation–driven approach focused on risk management, cost control, and transparency.

Brendan Mc Auliffe is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, holding a Series 65 license and eight years of industry experience. He is also a CPA and 50% partner at BMMS Partners, PLLC, an affiliated accounting firm where he spends the majority of his time. Prior to his current roles, he worked at Berntson Porter & Company, PLLC for nine years. BMMS Wealth Advisory serves individuals and businesses by connecting them with third-party wealth managers for portfolio management while providing ongoing tax and planning coordination. The firm focuses on due diligence and manager selection, integrating tax and accounting perspectives alongside chosen wealth managers, and does not manage client assets or charge fees based on assets under management.

Shaina Englund is a financial advisor at Ceva Advisors with two years of industry experience. She holds a Series 65 designation and has worked at Ceva Capital LLC since 2022. Prior to that, she was involved with Sign and Wine LLC from 2019 to 2023. Ceva Advisors is a small, state-registered firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers customized portfolios that may include ETFs, mutual funds, individual securities, private placements, and digital assets.

James Petricciani is a financial advisor at Convexity Wealth Management, LLC with 10 years of industry experience. He has held his Series 65 designation and previously worked at 2nd St. Capital Management LLC for eight years before joining Convexity Wealth Management in 2023. Convexity Wealth Management serves individual and high net worth clients by providing discretionary portfolio management alongside integrated financial planning. The firm primarily constructs portfolios using mutual funds and ETFs within a risk-based diversification framework that emphasizes equalizing each holding’s contribution to overall portfolio risk.

April Kriha is a CFP® professional affiliated with Tenere Financial in Sammamish, WA, with 11 years of industry experience. She has been with Tenere Financial since 2015, working as part of a two-advisor team. Tenere Financial advises individual clients, including both high-net-worth and non-HNW households, providing portfolio management and financial planning services. The firm emphasizes an individualized approach to portfolio construction and client objectives, supported by a small-team model and regular educational seminars for clients and prospective clients.

Matthew Lowe is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He has been with Greene Wealth Management, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. Greene Wealth Management combines independent managers, mutual funds, ETFs, individual securities, and options to create diversified portfolios tailored to clients' goals, using a process that includes forward-looking research, Monte Carlo stress-testing, and tax-sensitive strategies.

Tiffany Stoner is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Avier Wealth Advisors in Bellevue, WA, where she has worked since 2024. Her prior experience includes roles at Badgley Phelps Wealth Managers, Brighton Jones, and Charles Schwab. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset allocation strategies using primarily mutual funds and ETFs, incorporates factor research into equity allocations, and offers integrated planning and portfolio management services, including handling held-away assets.

Abigail Miller is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Her background includes roles at Corient Private Wealth and Stokes Lawrence, as well as entrepreneurial experience running a bakery. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, providing comprehensive wealth management and consulting services. The firm manages client assets through a tailored allocation of equities, fixed income, ETFs, mutual funds, and alternative investments, applying both fundamental and technical analysis.

Michelle George is a financial advisor at Aspire Capital Advisors LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Bovey & Associates. In addition to her advisory role, she assists clients with filing tax returns for a fee. 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 centered on fundamental analysis and low-cost mutual funds and ETFs, while also conducting internal due diligence and regular account reviews.

John Wilbourne is a financial advisor with Occidental Asset Management, LLC in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Private Advisor Group, Kestra Private Wealth Services, Wells Fargo Clearing, Wells Fargo Investments, Oppenheimer, and CIBC World Markets. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis with discretionary implementation of tailored investment plans, supporting approximately 945 clients across six offices with a 12-advisor team.

Christopher Downing is a CFP® professional with 18 years of experience in financial advising. He has been with Greene Wealth Management, LLC since 2007. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm emphasizes tailored portfolios using diversified strategies, forward-looking research, and tax-sensitive approaches, managing over $1.18 billion in assets with a focus on detailed planning and ongoing client communication.

Jack Hohimer is a Series 65-licensed advisor with seven years of industry experience, currently with Hohimer Wealth Management, LLC. He has previously worked at Wells Fargo Advisors and the University of Washington Bothell. Outside of his advisory role, he is involved in mortgage lending through LendinCo, where he guides mortgage applications. Hohimer Wealth Management is an SEC-registered multi-advisor firm serving 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 it manages private real estate funds as well as pooled investment vehicles.

Joseph Perry is a financial advisor with Aviso Wealth Management in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Osaic and Cetera Advisors, and has served as president and managing member for multiple related entities. Outside of advisory roles, he is involved in several business ventures, including a leadership position at Don Pepe's Garage LLC. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, using a variety of analytical approaches and investment vehicles tailored to client objectives, with services offered on both discretionary and non-discretionary bases.

Chase Ferderer is a financial advisor with Comprehensive Wealth Management in Lynnwood, WA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Independent Financial Group, LLC. Comprehensive Wealth Management serves individuals, trusts, and pension accounts by providing discretionary investment management, financial planning, and consulting. The firm employs a proprietary Performance Targeting System® and a blend of passive and active investment models emphasizing downside protection and target returns.

Charlotte Leon is a CFP® professional with two years of industry experience, currently serving as an advisor at trueNorth Wealth Advisors since 2019. Prior to joining trueNorth, she worked at Global Image Products and Eltana. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management to individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach using diversified portfolios of passive and active mutual funds and ETFs, supported by fundamental analysis and customized Investment Policy Statements.

Erich Patten is a financial advisor at Cutler Investment Group with 14 years of industry experience. He holds the Series 65 designation and has been with Cutler Investment Counsel, LLC since 2003. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, utilizing third-party technology and AI tools alongside customized portfolio management.

Cody Barney is a CFA® charterholder with 19 years of industry experience, currently serving at Garde Capital, Inc. since 2015. His prior experience includes roles at Rathbone Warwick Investment Management, Wells Fargo Clearing, and DB Fitzpatrick. Garde Capital, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, and institutional clients. The firm combines modern portfolio theory with behavioral finance insights to create diversified global portfolios, primarily using low-cost ETFs, and manages approximately $2.65 billion in client assets across a small team of nine advisors.

Cherish Sutull is a CFP® and CFA® with 17 years of industry experience. She has been with Blue Water Wealth since 2021 and previously worked at Paracle Advisors for eight years. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to construct customized portfolios.

Martin Nelson Jr. is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, with 56 years of industry experience. He has been with Martin Nelson & Co., Inc. since 1972. Outside of advisory work, he serves as a trustee and executor for various family and client trusts. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, as well as pension plans, trusts, and charitable organizations. The firm customizes investment programs based on each client’s financial profile and risk tolerance, employing a mix of charting, fundamental, technical, and cyclical analysis.