Peter Kulseth is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Bear Mountain Capital, he was associated with Vignoble LLC and has teaching experience at Gonzaga University and Friday Harbor High School. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and hourly financial planning. The firm also manages private funds, focusing on diversified, tax-efficient portfolios grounded in Modern Portfolio Theory.

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 has worked at firms including LPL Financial, Kestra Financial Services, Wells Fargo Advisors, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he is also an author. Colmina, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets, employing active, passive, and hybrid investment strategies tailored to each client’s circumstances through customized financial planning and ongoing portfolio management.

Nancy Dienes is a CFP® professional with 15 years of experience in financial planning. She has worked at Arrivity Financial Planning since 2017, including its predecessor firms, and previously at Blue Canoe Financial Planning. Outside of her advisory role, she serves as sole trustee of the John and Marilyn Dienes Trust and acts as general partner for La Jolla Investors, LLLP. Arrivity Financial Planning is a fee-only advisory firm that provides hourly financial planning services to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and does not take custody or discretionary trading authority, supporting clients who retain full discretion over implementation.

Ka Law is a financial advisor with WaFd Wealth, Inc., holding a Series 66 designation and 21 years of industry experience. Prior to joining WaFd Wealth in 2025, Ka Law worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets across 274 relationships. The firm offers a range of services including financial planning, wealth management, and retirement plan consulting, employing a variety of analytical approaches and investment strategies tailored to client objectives.

Brooke Trinh is a financial advisor at trueNorth Wealth Advisors in Seattle, WA, holding a Series 65 designation with 10 years of industry experience. She has been with trueNorth Wealth Advisors since 2013. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management across multiple advisory programs. The firm emphasizes strategic asset allocation and diversified portfolios using both passive and active funds, supported by fundamental analysis and tailored Investment Policy Statements.

Katherine Policani is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA. She holds a Series 65 designation and has been with the firm or its dba, AFG Financial, LLC, since 2017. Prior to this, she was involved with Seed Church from 2015 to 2018. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm takes a primarily long-term, fundamental approach to investing, offering customized portfolios that utilize low-cost mutual funds, ETFs, individual securities, and occasional short-term trading, and serves clients through a multi-team structure.

David Gearring Jr. is a financial advisor at Goldbloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldbloom Wealth Management since 2018. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Andrew Holte is a financial advisor at Wise Planning, Inc. in Seattle, WA, with 4 years of industry experience. He holds a Series 65 designation and previously worked at Plexus Scientific Corporation for 14 years before joining Wise Planning in 2021. Wise Planning, Inc. serves individuals, families—including high net worth clients—and corporate pension and profit-sharing plans, trusts, and estates. The firm emphasizes comprehensive personal financial planning and portfolio management, primarily on a non-discretionary basis, with investment strategies focused on low-cost, broad-market index funds and ETFs.

Kyle O'Connor is a CFP® professional with 12 years of experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2015. He holds the Series 66 designation and is based in Seattle, WA. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees, providing integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports and operates primarily on a non-discretionary basis, seeking client approval before implementing portfolio changes.

Ralph Chiocco Jr. is a financial advisor with Elliott Cove Capital Management in Seattle, WA, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been with Elliott Cove Capital Management since 2003. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined asset-allocation approach using index-style, allocation-based model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.

Luke Collova is a CFP® with 13 years of industry experience, currently serving at Bear Mountain Capital Inc. in Seattle, WA. He has been with Bear Mountain Capital Management, Inc. since 2013. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and separate hourly financial planning engagements. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios with index ETFs, mutual funds, equities, and fixed-income securities.

Kory Lackey is a financial advisor at Cloud Capital Management with 20 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Columbia Pacific Wealth Management and Kibble & Prentice Holding Company. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, providing discretionary investment management as well as standalone financial consulting and due-diligence services. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage portfolios and advises on private placements and alternative investments.

Aidan Tinnon is a financial advisor at WaFd Wealth, Inc. in Seattle, WA, holding a Series 65 credential with one year of industry experience. His prior work experience includes roles at WaFd Bank, Andonian Rugs, Inc., Office Depot, TA Petro, Northwest University, and Limitless Spokane Church. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm provides financial planning, wealth management, and investment consulting with portfolios tailored to client objectives using a range of investment strategies and ongoing account monitoring.

Daniel Gill is a financial advisor at Greene Wealth Management, LLC in Seattle, WA, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Greene Wealth Management in 2025, he worked at The Vanguard Group for six years and has held roles at Isagenix, Gonzaga University, and Smead Capital Management. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, businesses, qualified retirement plans, and charitable organizations, generally serving portfolios at or above $1 million. The firm employs a disciplined, research-based investment process featuring diversified global asset allocation, independent managers, and periodic plan reviews.

Randall Buck is a CFA® charterholder with 16 years of industry experience, currently serving at The Institute in Seattle, WA. He has held roles at Institute For Wealth Management LLC since 2019 and previously worked at Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis to construct diversified model portfolios, and manages over $1 billion in assets with strategies ranging from ESG-focused ETFs to alternative-income and sector-rotation approaches.

William Schatz is a CFP® with 34 years of industry experience and is affiliated with Elliott Cove Capital Management. He has been with Elliott Cove Capital Management since 2003 and also worked at Lincoln Investment Planning, Inc. since 2009. Outside of his advisory work, he serves as president of the Tacoma Swiss Sportsman Club and is a board member of the Stanwood Camano Community Fair; he also assists with his family’s cattle farming operations. Elliott Cove Capital Management is a multi-team advisory firm providing fee-based portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined asset-allocation approach rooted in the efficient-market hypothesis, using index-style, allocation-based model portfolios primarily comprised of Dimensional Fund Advisors mutual funds and ETFs.

Henry Wurst is a CFP® with six years of industry experience, currently serving as a financial advisor at Garde Capital, Inc. He has held roles at several firms including Coldstream Wealth Management, Paracle Advisors, and The Vanguard Group. Garde Capital provides investment management and financial planning services to individuals, families, trusts, and institutional clients. The firm employs a portfolio approach based on modern portfolio theory and behavioral finance, primarily using low-cost exchange-traded funds tailored to client risk profiles.

Randy Lundy is a financial advisor with PracticeCFO Investments in Seattle, WA, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Hightower Advisors and Highland Private Wealth Management, as well as a five-year tenure at Downtown Cornerstone Church. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using low-cost ETFs and a blend of passive core exposure with tactical asset allocation.

Nikolas Grosch is a CFP® with 10 years of industry experience, currently serving as an advisor at Elliott Cove Capital Management since 2019. Prior to joining Elliott Cove, he worked at Dimensional Fund Advisors from 2016 to 2019. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm uses a disciplined asset-allocation approach focused on index-style, allocation-based model portfolios, primarily composed of Dimensional Fund Advisors mutual funds and ETFs.

Ashley Fancher is a financial advisor at Garde Capital, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been involved with Veritas Development, Inc., a real estate development company, where she serves as president overseeing development projects. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized investment approach combining modern portfolio theory and behavioral finance, managing diversified portfolios primarily through low-cost ETFs and other securities tailored to client risk profiles.