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.

Dana Franco Young is a financial advisor with Sage Rhino Capital LLC in Federal Way, WA, holding a Series 66 designation and 26 years of industry experience. Prior to joining Sage Rhino Capital in 2017, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years and Bank of America for one year. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, sector, and cyclical analysis, with a noted use of derivatives and options-related strategies in their portfolio construction.

Michael Okamoto is a CFP® professional with 12 years of industry experience, currently serving at EQ Wealth Management in Bellevue, WA. He has worked with Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC since 2014. EQ Wealth Management is a nine-advisor registered investment adviser managing approximately $941.7 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management, financial planning, and access to various managed and customized investment 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.

Laurence Donohue is a CFP® and Series 66-licensed financial advisor at Fortis Capital Management LLC with five years of industry experience. Prior to joining Fortis in 2025, he worked at Bank of America and Merrill Lynch from 2020 to 2025. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning and discretionary portfolio management. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled investment vehicles, including private funds with performance-based fee arrangements.

Austin Jodrey is a CFP® with four years of industry experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2020. Prior to joining KBBS, he worked at National Life Group from 2016 to 2020. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management, emphasizing a disciplined planning process with routine written reports and client involvement. The firm uses proprietary asset-allocation models and a combination of active and passive managers, operating primarily on a non-discretionary basis.

Brenda Lee is a financial advisor with Capital Planning, LLC in Issaquah, WA, holding the ChFC®, Series 63, and Series 65 designations and has 20 years of industry experience. She has been with Capital Planning since 2014. Outside of her advisory role, she is a demonstrator for Stamp' Up, a craft business. Capital Planning, LLC is an eight-advisor team providing fee-based wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm utilizes a structured wealth planning and investment process, offers a variety of model portfolios, and supports alternative and cryptocurrency-related investments.

Max Mccain is a financial advisor at Sonata Capital Group Inc in Seattle, WA, holding a Series 65 designation with 24 years of industry experience. He has been with Sonata Capital Group since 2000. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment approach emphasizes asset allocation across stocks, bonds, and cash tailored to client needs, using both fundamental and technical analysis, and incorporates derivatives within separately managed accounts.

Courtney Hanrahan is a CFP® with 15 years of industry experience. She currently works at EQ Wealth Management and was previously with Capital Planning LLC for eight years. EQ Wealth Management is a registered investment adviser managing approximately $941.7 million in assets with a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management alongside financial planning and access to customized and third-party managed investment models.

John Wright is a CFP® professional with three years of industry experience, currently serving as an advisor at MarsJewett Financial Group since 2020. Prior to joining the firm, he worked in educational and community organizations, including Central Washington University and The YMCA of Greater Seattle. MarsJewett Financial Group manages approximately $734.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and investment management services, utilizing a monthly investment planning committee to tailor portfolios based on risk tolerance, time horizon, and liquidity needs.

Leslie Christian is a CFA® charterholder with 27 years of industry experience and has been with Northstar Asset Management, Inc. since 2012. Prior to joining Northstar, she operated her own advisory firm, Leslie E Christian, LLC, from 2013 to 2016. Based in Seattle, WA, Christian holds Series 63 and Series 65 licenses. Northstar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations with a focus on socially responsible investing. The firm’s investment approach centers on five social and environmental pillars and combines discretionary portfolio management with shareholder engagement and tailored client portfolios.

David Limoges is a CFP® professional with one year of industry experience, currently serving as an advisor at Fulcrum Capital, LLC. Prior to joining Fulcrum Capital, he worked at Emerald Advisors, LLC and spent eight years at the Private Bank, Bank of America. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs both fundamental and technical analysis across a range of strategies and investment types, with an emphasis on liquid assets and transparency in its practices.

Casey Broderick is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Basecamp Wealth Advisors in 2026, he worked at The Caprock Group, Inc. for five years and Charles Schwab & Co for three years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm emphasizes tailored, tax-aware portfolios and multi-generational planning, managing approximately $1.08 billion across five advisors.

Taylor Bohot is a financial advisor at Fulcrum Capital, LLC with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Fulcrum Capital in 2026, he worked at Ameriprise for five years and has a background that includes financial planning specialization at HCL Management, LLC. Fulcrum Capital, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $1.07 billion in client assets and employs a range of strategies including fundamental and technical analysis, asset allocation, and option strategies, with a focus on tailored advice and integrating ESG factors when requested.

Brandon Steele is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Mainsail Financial Group. He has previously worked with Commonwealth Financial Network, MML Investors Services, and Metlife Securities. Steele is also the author of a retirement planning book. Mainsail Financial Group provides advisory services to individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm uses model portfolios developed by an investment committee and combines various analytical approaches to align with client goals and risk tolerances.

William Small is a financial advisor with Highland Capital Advisors, LLC, holding a Series 66 credential and 15 years of industry experience. He has been with Highland Capital Advisors since 2006. Outside of his advisory role, Small is a member of Rainier Set Sail, LLC, an entity that owns and occupies the office building used by his firm. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm provides non-discretionary investment consulting focused on pooled vehicles and third-party separate account managers, utilizing institutional analytic techniques to develop investment policy statements and strategic allocations.

Cheryl Hansford is a CFP® and Series 65 designated advisor with Evans Capital Management Associates in Bellevue, WA, where she has worked since 2020. She has five years of industry experience, including prior roles at Kimpton Hotels & Restaurants and TCS World Travel. Outside of advising, she is a self-employed notary and serves with the Inglemoor Cooperative Preschool. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm tailors asset allocation to client objectives and risk tolerance, using fundamental and technical analysis and managing most assets on a non-discretionary basis.

Vishnu Amrith is a financial advisor at Goldbloom Wealth Management LLC with a Series 65 designation and three years of industry experience. Prior to joining Goldbloom, he worked at Amazon and ColdStone Creamery and attended the University of Washington, Seattle. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for about 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, utilizing fundamental, quantitative, and technical analysis along with third-party platforms and managers.

David Welty is a CFP® with 26 years of experience in the financial services industry. He has been with Avier Wealth Advisors (formerly Retirement Asset Management) since 2012. The firm provides investment management and financial planning for individuals, families, and various business entities. Avier’s approach emphasizes diversified asset allocation using institutional-class, low-cost mutual funds and ETFs, supported by academic factor research and ongoing due diligence of sub-advisers.

Peter Cline is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. He has been with Auxano Advisors since 2008 and serves as president of the BridgeHead Foundation, a private charitable organization. Auxano Advisors manages approximately $1.78 billion for a diverse client base, providing family office services and investment advisory with a focus on personalized investment policy and the use of both fundamental and technical analysis.