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.

Douglas Donnelly is a financial advisor with The Institute in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Institute For Wealth Management LLC, Institute for Wealth Consultants, Inc., Stephen A. Kohn & Associates, Ltd., Concert Wealth Management, Inc., and Concert Global Group Ltd. Outside of finance, he is a 25% partner in Passing Time Winery, a wine label venture. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across about 803 clients. The firm employs an internally led Investment Committee to develop diversified model portfolios and offers both firm-managed and advisor-managed customizable investment strategies, with notable involvement in private fund advisory and pooled investment vehicles.

Penelope Claire Holmes is a CFP® professional with two years of industry experience. She currently works at Creative Money LLC and previously held roles at Compass Wealth Management, LLC, E*Trade Securities LLC, and as an entrepreneur at Sebastian Enterprises LLC, operating Piedmont BARK. Creative Money LLC provides fee-only financial planning to individual clients, focusing on comprehensive plans that cover retirement, cash flow, debt management, college savings, estate planning, business planning, insurance, and tax planning. The firm does not manage or custody client assets, leaving investment implementation to clients and their chosen custodians.

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 Series 65 and 66 licenses and five years of industry experience. He has worked at Parcion Private Wealth LLC since 2025 following six years at Tschetter Group. Parcion Private Wealth LLC serves high-net-worth individuals, trusts, estates, corporations, and other entities, offering customized wealth management and consulting services that include financial planning, retirement and tax strategies, and portfolio management. The firm combines fundamental and technical analysis to tailor asset allocation and manages approximately $2.95 billion in assets across about 165 clients.

Aalok Shah is a CFP® with nine years of industry experience, currently serving as an advisor at Harbour Investment Management L.L.C. He has worked at firms including Lair Hill Partners Inc, Zuna, LLC, Northwest Capital Management, and Heintzberger Payne. Shah is based in Edmonds, WA, and holds Series 63 and Series 65 licenses. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term portfolio management, overseeing approximately $470 million in assets for around 195 clients through a five-advisor team.

Joshua Betts is a CFP® and CFA® with 13 years of experience in financial advising. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously spent three years at Cornerstone Advisors, Inc. He has been involved in shareholder dividend distribution initiatives to enhance company profitability. Aletheian Wealth Advisors is a team-based firm serving high-net-worth individuals and families, offering multi-family office investment management and comprehensive financial planning for complex or illiquid assets. The firm employs a tailored, discretionary investment process with an emphasis on ETF-centric portfolios and coordination with outside professionals.

Nathan Dively is a financial advisor at Colmina, LLC in Seattle, WA, with five years of industry experience and a Series 65 designation. He has been with Colmina since 2021 and has prior experience in the wine industry, including roles at Genoa Cellars and Riley Sexton Vintners, where he maintains a small ownership stake and is involved in various operational activities. Colmina provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $85 million across around 40 clients. The firm offers active, passive, and hybrid investment strategies, employing multiple analytic methods, and delivers tailored advice with options for discretionary authority and flat-fee or hourly financial planning.

Tyler Rockwell is an advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at The Meating Place and Wildwood Trading Group, as well as academic involvement at Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships starting at $10 million. The firm provides comprehensive wealth management and consulting, using a combination of fundamental and technical analysis to tailor asset allocation and offers access to both traditional and alternative investments.

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.

Jason Falk is a financial advisor at The Retirement Solution LLC in Redmond, WA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services, among others. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a broad client base including individuals, trusts, and corporations. The firm utilizes model portfolios tailored to client objectives and risk tolerance, incorporates tax-aware strategies like direct indexing and tax-loss harvesting, and coordinates estate planning through third-party platforms.

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.

Victoria Crosby is a financial advisor at The Institute with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including DMK Advisor Group Inc. and Purshe Kaplan Sterling Investments. She also assists as a registered representative with DMK Advisor Group Inc. for one hour a week. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and other business entities. The firm manages approximately $1.37 billion for about 803 clients through a team of 17 advisors, offering financial planning, portfolio management, and access to private fund investments. Its investment process involves an internal committee that constructs model portfolios and incorporates outside consultants and third-party managers, with a focus on both firm-managed and customized strategies.

John Flavin is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA, holding CFP® and ChFC® designations and 24 years of industry experience. He has worked at Aspire since 2018 and previously spent over 16 years with Synergy Financial Services, Inc. and Synergy Financial Management LLC. Flavin also operates Flavin Financial, Inc., a business he has maintained since 1998, and is licensed in insurance-related activities outside of investment advisory work. 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, fundamental analysis-driven investment approach, utilizing low-cost mutual funds and ETFs, and operates multiple offices managing approximately $1 billion in client assets.

Russell Cole is a financial advisor at Sage Advisors, LLC with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Sage Advisors in 2019, he worked for Kms Financial Services, Inc. from 2007 to 2019. Outside of his advisory role, he is also licensed to sell long-term care, disability, health, and term insurance products. Sage Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, financial planning, and pension consulting services. The firm employs customized investment strategies using mutual funds, ETFs, individual securities, and proprietary models, and is notable for its pension consulting and participant education offerings.

Stephen Chaney is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. He holds a Series 65 designation and has 30 years of industry experience, including 27 years with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in discretionary assets and employs investment strategies based on both fundamental and technical analysis with discretionary trading authorization.

Kelli Porter is a CFP® professional with eight years of industry experience, currently affiliated with Tschetter Group. She has worked at Purshe Kaplan Sterling Investments since 2019 and had prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub-advisory relationships. The firm manages discretionary accounts and a privately offered pooled fund focused on venture capital, private equity, and real estate, employing a proprietary investment process that combines fundamental, quantitative, and technical analysis.

Don Morgan Sr. is a financial advisor at Colmina, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and Kestra Financial Services, Inc. In addition to his advisory role, he has authored written work since 2023. Colmina, LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $85 million across about 40 clients, employing active, passive, and hybrid investment strategies tailored to client goals, and provides financial planning on flat-fee or hourly bases.

Nancy Dienes is a CFP® with 15 years of experience in financial planning, currently with Arrivity Financial Planning in Seattle, WA. She previously worked at Blue Canoe Financial Planning and other related firms. Outside of her advisory role, she serves as the sole trustee of the John and Marilyn Dienes Trust and acts as attorney in fact for property management related to her family. Arrivity Financial Planning offers hourly, fee-only comprehensive financial planning for individuals and families, focusing on cash flow, retirement, tax, estate, education, and risk-management topics. The firm generally favors passively managed, low-cost index funds within globally diversified portfolios and does not serve as a discretionary portfolio manager or take custody of client assets.