Samantha Torres is a CFP® with 11 years of industry experience and is currently with Avier Wealth Advisors. Her prior experience includes roles at Vista Capital Partners, Fisher Investments, and Northwestern Mutual. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm manages approximately $1.19 billion in assets and focuses on broad asset-allocation strategies using low-cost mutual funds and ETFs, with portfolio oversight conducted by an investment committee.

Jordan Cole is a financial advisor at Sage Advisors, LLC in Edmonds, WA, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Sage Advisors since 2004, including a period before its current formation, and previously spent eight years at Kms Financial Services, Inc. Sage Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized portfolios with diversified allocations and proprietary Model Portfolios under discretionary authority.

Jason Thonssen is a financial advisor at Ballast Rock Private Wealth with eight years of industry experience. He holds a Series 65 credential and has previously worked at Coldstream Wealth Management and Integrity Financial Corporation. He is based in Kirkland, Washington. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to tailor portfolios according to clients’ goals and risk tolerances.

Kenneth Powell is a CFP® professional with three years of experience in financial advisory. He currently works at Paul R. Ried Financial Group, LLC and previously held roles at Ronald Blue Trust and Alaska USA Federal Credit Union. Before entering financial services, he spent 12 years at The Boeing Company. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets. The firm utilizes a dynamic asset allocation process focused on fundamental valuation and diversified manager selection, supplemented by third-party research and client education.

Michael Miller is a CFP® and ChFC® with 41 years of industry experience. He has been with Capital Planning, LLC since 2014 and previously worked at Cetera Wealth Services, LLC from 1997 to 2009. Outside of advising, he has experience as a life and annuity insurance agent, a role he has held since 1983. Capital Planning, LLC provides wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a structured wealth planning and investment process using model portfolios, custom solutions, third-party managers, and variable-annuity sub-accounts.

Kamaljit Sahota Middleton is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 65 credential and two years of industry experience. Prior to joining Snider Financial Group, Middleton worked at Composition Wealth, LLC and Clear Creek Financial Management, LLC DBA Copper Financial Group. Outside of advisory work, Middleton is involved with KK Loans, LLC dba NEXA Mortgage as a mortgage broker. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, overseeing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning areas such as retirement, tax, cash flow, education funding, and estate considerations into its investment recommendations.

Kyle Balcos is a financial advisor at Hohimer Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower and Wells Fargo in various roles spanning over a decade. Balcos also operates Balcos Wealth Strategies, an insurance business. 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 manages private funds and pooled investment vehicles.

Jennifer Nagai is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with 20 years of industry experience. She holds a Series 66 designation and has worked at Parcion Private Wealth Management since 2019, following six years at UBS Financial Services Inc. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, using a tailored investment approach that includes direct equities, fixed income, ETFs, mutual funds, and alternative investments, while applying both fundamental and technical analysis.

Douglas Bean is a CFP® with 23 years of industry experience. He is currently with Private Advisory and has previously worked at Private Advisory Group LLC, Snider Financial Group, Kms Financial Services, Inc., and Pacific West Financial Consultants Inc. Private Advisory provides personalized financial planning and ongoing investment management to individual and institutional clients, including trusts, estates, charitable organizations, and small businesses. The firm uses a discretionary implementation model with diversified portfolios across equities, fixed income, and alternative exposures, employing instruments such as structured notes, options, and private placements.

Edward Riley is a financial advisor at Colmina, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Luminae, LLC and Stillwater Analytics LLC. Outside of financial advising, he is the owner and CEO of Riley Sexton Vintners, a wine producer and retailer. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm offers discretionary portfolio management and financial planning, employing active, passive, and hybrid strategies tailored to client needs.

Matthew Pickett is a financial advisor at Colmina, LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Colmina since 2021, with prior roles at First Financial Equity Corporation and Charles Schwab. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets using a combination of active, passive, and hybrid strategies tailored to each client’s needs.

Stephen Emanuels is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He has worked at EQ Wealth Management since 2018 and previously at Capital Planning LLC from 2014 to 2018. Outside of his advisory role, he is a general partner with a 12.5% ownership in Axiom-West LLC, a real estate project development company. EQ Wealth Management serves a diverse client base including individuals, trusts, estates, corporations, and charitable organizations. The firm employs a model-driven investment approach overseen by an internal committee and manages approximately $723 million in assets with a team of eight advisors.

Jeffery Lippens is a financial advisor with Garde Capital, Inc. in Seattle, WA. He holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Garde Capital since 2009. 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 that combines modern portfolio theory with behavioral finance, utilizing diversified portfolios of ETFs, individual securities, and alternative strategies tailored to client risk profiles.

Brandon Accardo is a financial advisor at SPG Advisors LLC in Kirkland, WA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and Leverage Planners Wealth Management. Outside of his advisory role, he is also actively engaged as an insurance agent with No Bull Financial, LLC dba Leverage Planners. 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 implement portfolios through mutual funds, ETFs, and specialized strategies, while coordinating estate, tax, insurance, and retirement planning.

Michael Okamoto is a CFP® professional with 12 years of industry experience. He is currently with EQ Wealth Management in Bellevue, WA, and previously worked at Fidelity Personal and Workplace Advisors for six years. EQ Wealth Management is a registered investment adviser managing approximately $941.7 million in assets for individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm employs fundamental and cyclical analysis through an Investment Policy Committee to guide discretionary and non-discretionary investment management and offers access to customized models and third-party managed programs.

Thomas Owens is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Garde Capital since 2009. 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, globally diversified investment approach that incorporates modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Mie Field is a financial advisor at Bull Harbor Capital LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is the vice chair of the Women in Bio Sponsorship Committee and is the author of a children's book. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a range of investment vehicles, including mutual funds, ETFs, individual equities, and covered options.

Chase Matriotti is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Chaney Capital Management, he worked at Cooper Publications and has a diverse background including roles outside the financial industry. 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 assets and employs both fundamental and technical analysis to guide investment decisions on a discretionary basis.

Matthew Hill is a CFA® charterholder with one year of experience at Emerald Advisors, LLC. Prior to joining Emerald Advisors, he worked at Premera Blue Cross for six years and BlackRock for five years. Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations, and business entities through a multi-family office model combining financial planning, consulting, and discretionary investment management. The firm employs a customized, top-down approach focused on capital preservation and tax-aware strategies while monitoring and rebalancing portfolios across various asset types.

Brenda Lee is a financial advisor with Capital Planning, LLC in Bellevue, WA, holding the ChFC® designation as well as Series 63 and Series 65 licenses. She has 20 years of industry experience, including over 15 years with Capital Planning and its predecessor firm. Outside of her advisory role, she is a demonstrator for Stamp' Up, a craft business. Capital Planning, LLC provides wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm manages approximately $617.7 million in discretionary assets using a structured four-phase wealth planning framework and a seven-step investment process, incorporating model portfolios, custom solutions, third-party managers, and variable-annuity sub-accounts.