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.

Richard Tschetter is a financial advisor with the Tschetter Group in Bellevue, WA, holding a Series 63 designation and over 53 years of industry experience. His prior roles include tenures at Wells Fargo Investments, D.A. Davidson & Co., and Tschetter Wealth Advisors. He is also president and owner of Soaring Eagle Ventures, a personal investment entity. 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, offering customized strategies that include dividend growth, capital appreciation, international, innovation, and crypto-related ETFs, and is notable for sponsoring a private fund-of-funds focused on venture capital, private equity, and real estate investments.

Mark Anderson is a financial advisor at Pacific Sage Partners, LLC with 18 years of industry experience. His prior roles include positions at CAPTrust, Tradewinds Capital Management, and Edward Jones. He holds Series 63 and Series 66 licenses. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses with discretionary investment management and wealth management services. The firm’s investment process combines fundamental and technical analysis with a long-term orientation while incorporating flexibility for rebalancing and shorter-term trades.

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.

Jonathan Magee is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at Resources Investment Advisors, One Strategic Capital, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, the University of Idaho, and Unvera Life Sciences. He is also licensed as an insurance agent and involved with One Strategic Capital, Inc., an insurance agency. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans with discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach using diversified asset allocation strategies and active portfolio monitoring, often implementing portfolios through independent managers and offering comprehensive financial planning services.

Chad Bushon is a CFP® professional with 27 years of industry experience, currently serving at SPG Advisors LLC. His prior work includes roles at Charles Schwab and TD Ameritrade, among others. SPG Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, using mutual funds, ETFs, and other strategies, and coordinates planning across estate, tax, insurance, and retirement matters.

Emily Weed is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Emerald Advisors, LLC, where she has worked 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 that combines financial planning, consulting, and discretionary investment management. The firm emphasizes capital preservation and tax-aware strategies while offering a range of portfolio management and family office services.

Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.

Brian Lockett is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is a lead advisor and vice president at Comprehensive Wealth Management, where he has worked since 2002, and was previously with Independent Financial Group LLC. Outside of his advisory role, Lockett serves as a board member of the Washington State University Foundation and is a 50% owner of B&S Lockett, Inc. He also volunteers with the Association of Financial Educators, conducting financial workshops. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model-based strategies that incorporate ETFs, mutual funds, tactical allocations, and Direct Indexing, while also providing ongoing monitoring and reporting on a householded basis.

Anne Marie Consentino is a CFP® with four years of industry experience, currently serving as an advisor at Arrivity Financial Planning in Seattle, WA. She has worked at Arrivity Financial Planning since 2021 and previously held a position at CPA Seattle. Arrivity Financial Planning is a fee-only advisory firm offering comprehensive, hourly financial planning to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and provides clients with written Investment Policy Statements and periodic plan reviews, while clients maintain full discretion over implementation.

Robert Bauer is a financial advisor with Madrona Financial & CPAs in Everett, WA, holding a Series 65 credential and 18 years of industry experience. He has been affiliated with Bauer Evans Inc, PS since 1989. Outside of advising, he serves as a director for a family help corporation that manages real estate holdings. Madrona Financial & CPAs provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs model-based investment strategies using primarily ETFs and also advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Jacob O'Connell is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Allstate, USTA, and Pemco, among others. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis and uses active investment strategies tailored to client objectives, with in-house management and attention to operational and cybersecurity risks.

Todd Carter is a financial advisor with Investor Fan, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Private Client Services LLC, Trutina Financial, Pacific West Financial Consultants Inc, and Mutual Service Corporation, as well as a period of retirement from 2021 to 2024. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a Modern Portfolio Theory approach and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Melinda Crary is a CFP® professional with 22 years of industry experience, currently serving at Creative Money LLC since 2011. Her prior experience includes roles at Save 9 LLC and Ameriprise. In addition to her financial advisory work, she manages a separate business coaching practice, providing individual and group trainings on business topics. Creative Money LLC offers comprehensive financial planning services to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes written financial plans and implementation guidance, using fundamental research and recommending passive, low-cost asset allocation without managing client assets directly.

Jack Jarvis is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding a Series 66 designation. He has one year of industry experience, including previous roles at Trueline Capital and Shelter Holdings LLC. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management services primarily to individual investors along with pension plans, trusts, and charitable organizations. The firm customizes investment programs based on each client’s financial profile and employs a variety of analytical approaches to support multiple investment strategies.

Kathleen Carbone is a CFP® with 10 years of industry experience, currently serving as an advisor at Parcion Private Wealth LLC since 2019. Prior to joining Parcion, she worked at UBS Financial Services from 2015 to 2019. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and business entities, providing comprehensive wealth management and consulting services. The firm employs a customized investment approach that includes equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to clients’ risk tolerance and time horizons.