Connor Donnelly is a financial advisor at The Institute with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2010 to 2020 before joining The Institute for Wealth Management in 2020. 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 and manages over $1 billion in assets across various strategies, including ESG-focused ETFs, sector rotation, and alternative income.

Tyler Donnelly is a financial advisor at Arrivity Financial Planning in Seattle, WA, with three years of industry experience. He holds a Series 65 designation and has worked at Arrivity since 2022. His prior work experience includes roles outside the financial industry, including positions at Merit Electric and Corepower Yoga. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive hourly financial planning services. The firm emphasizes a globally diversified, low-cost passive investment approach and provides implementation support without taking custody or discretionary trading authority of client accounts.

Anthony Hollerich is a financial advisor at The Institute with a Series 65 designation and one year of industry experience. He previously worked at Madison Private Wealth Management and has been with The Institute since 2025. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across 803 clients. The firm utilizes an internally led Investment Committee to construct model portfolios and offers both firm-managed and advisor-managed investment options, with a strategy range that includes ESG-oriented core portfolios and tactical sector rotation.

Alden Gwinn is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Fidelity Investments and Norris & Stevens. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities, utilizing proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis. The firm manages discretionary accounts and a private pooled fund focused on venture capital, private equity, and regional real estate investments.

Chad Bearden is a financial advisor at Hidden Cove Wealth Management with four years of industry experience. He holds a Series 65 designation and previously served in the United States Navy for 20 years. In addition to his advisory role, he is an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages diversified portfolios primarily on a discretionary basis, utilizing a range of investment vehicles and Independent Managers, and serves several hundred client relationships.

Bryan Hays is a financial advisor with Prota Financial in Redmond, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Prota Financial since 2017 and previously spent seven years at Merrill. Outside of his advisory role, Bryan is a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm utilizes model-based portfolio management, including ETF, equity, and Sharia-compliant portfolios, and manages $270 million in regulatory assets under management.

Shaun Dean is a financial advisor at Aspire Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including M.S. Howells & Co., Arbor Point Advisors, and Securities America, Inc. Outside of his advisory role, he consults for a consumer services business, Anne Marie Aesthetics, in Bellevue, WA. 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 periodic use of individual securities and independent managers.

Eli Gripp is an advisor at Tschetter Group with a Series 65 designation and three years of industry experience. Prior to joining Tschetter Group in 2023, he worked at RXA @ OneMagnify and held roles at the University of Washington Disability Resources for Students and Young Financial Services. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across a diverse range of strategies, including a privately offered pooled vehicle focusing on venture capital, private equity, and regional real estate investments.

Eric Penz is a financial advisor at Private Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Advisory Group LLC since 2014, following a one-year tenure at Wells Fargo Clearing. Outside of his advisory role, he is the owner of Authorgate LLC, where he writes novels and screenplays. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolios across various asset classes and employs strategies including derivatives and borrowing to meet client objectives, often managing assets on a discretionary basis.

Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience. He is currently with Tschetter Group, where he has worked since 2017. Prior to joining Tschetter Group, he worked at D.A. Davidson & Co. from 2015 to 2017. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment process utilizes proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering customized portfolios and managing a private fund-of-funds with exposure to venture capital, private equity, and real estate.

Jason Sikma is a financial advisor at Lake Avenue Financial LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity and its affiliated entities for over a decade before joining Lake Avenue Financial. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and other financial institutions. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting services, emphasizing customized asset allocation and model-based portfolio construction.

James McBarron is a CFP® with five years of industry experience, currently serving at Pacific Sage Partners, LLC. His prior roles include positions at CAPTrust, Paul R. Ried Financial Group, and Milliman. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses with discretionary investment management and comprehensive wealth management services. The firm develops customized portfolios using fundamental and technical analysis within a fiduciary framework and combines delegated management with retirement plan advisory services.

Benjamin Ferguson is a CFP® and Series 65-registered financial advisor with Arrivity Financial Planning in Seattle, WA. He has two years of industry experience, including prior roles at 603 Financial, Inc. and several law firms. Arrivity Financial Planning is a fee-only firm that provides comprehensive hourly financial planning for individuals, couples, and families. The firm emphasizes cash flow and long-term goal planning using globally diversified, low-cost passive index funds and does not take custody or exercise discretionary authority over client accounts.

Robert Guild is a ChFC® with 19 years of experience in the financial advisory industry, currently serving as a Registered Investment Advisor Representative at Robinswood Financial since 2007. He operates independently through his personal holding company, Kilted Advisor LLC, established in 2013. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses by providing fee-only portfolio management alongside financial planning and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using primarily low-cost institutional index ETFs, Vanguard funds, and Dimensional Fund Advisors products, with discretionary management and periodic portfolio reviews.

Arijeet Singh is a financial advisor at Willow Grove Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at No Bull Financial, LLC dba Leverage Planners, where he was also involved in insurance services as an insurance agent. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving individual and high-net-worth clients, offering discretionary portfolio management, access to private fund investments, and comprehensive reporting. The firm employs a disciplined investment process combining strategic asset allocation with technical and economic analysis, utilizing ETFs, mutual funds, and private placements.

Terrance Cook is a financial advisor at Parcion Private Wealth LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parcion since 2019, following a 17-year tenure at UBS Financial Services Inc. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum of $10 million. The firm provides comprehensive wealth management and consulting services, employing both fundamental and technical analysis to tailor asset allocations across a range of investment types.

Jack Dolan is a CFA® credentialed advisor with two years of industry experience. He currently works at Parcion Private Wealth LLC and has held prior roles at DA Davidson and Russell Investments. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, offering comprehensive wealth management and consulting services, including financial planning and portfolio management tailored to each client’s risk tolerance and time horizon.

Miranda Edwards is a financial advisor at Martin Nelson & Co., Inc. with a Series 65 credential and no prior experience in financial advising. She has worked as a software engineer at Cisco Systems since 2018 in a non-investment role. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment programs based on each client’s financial profile and risk tolerance using various analytical methods.

Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.

Michael Rue is a financial advisor at Etesian Wealth Advisors, Inc. in Bothell, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. Prior to joining Etesian Wealth Advisors in 2024, he worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2008 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and transparent operational practices.