Daniel Gill is a financial advisor at Greene Wealth Management, LLC in Seattle, WA, holding Series 65 and Series 63 credentials with six years of industry experience. Before joining Greene Wealth Management in 2025, he worked at The Vanguard Group for six years and held other roles including positions at Isagenix and Gonzaga University. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, businesses, qualified retirement plans, and charitable organizations, typically managing portfolios over $1,000,000. The firm employs a disciplined, research-based investment process with 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® professional with nine years of industry experience, currently serving at Elliott Cove Capital Management where he has worked since 2019. Prior to that, he was employed at Dimensional Fund Advisors from 2016 to 2019. Grosch is based in Seattle, WA. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and government entities. The firm follows a disciplined asset-allocation investment approach centered on index-style, allocation-based model portfolios primarily using 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.

Ryan Stevens is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Kutscher Benner Barsness & Stevens, Inc. since 2011. Based in Seattle, WA, Stevens is part of a six-advisor team at the firm. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process, preparing routine written reports and using proprietary asset-allocation models with a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Erika Berkenhoff is a CFA® charterholder with 19 years of industry experience. She has been with Harbour Investment Management L.L.C. since 2006. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Harbour Investment Management emphasizes fundamental analysis and ongoing portfolio supervision, managing approximately $470 million in assets for about 195 clients through a team of five advisors.

Larry Knudsen is a financial advisor at Hohimer Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors, LLC for 10 years. Outside of advisory roles, he is involved as a managing member in several LLCs owning commercial properties and is a 50% owner of Red Fern Properties, LLC and Red Fern Stables, LLC. Hohimer Wealth Management, LLC serves a diverse client base including individuals, trusts, foundations, and business entities. The firm employs a team-based approach utilizing active and passive investments across multiple asset classes, integrating alternative and pooled investments, and providing discretionary portfolio management and financial planning services.

Eric Lansford is a financial advisor at Aspire Capital Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Sound Financial Investments, Inc. and Puget Sound Financial Strategies, Inc. Lansford is also involved in private lending through LAKEN Investments, LLC. 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 focused on fundamental analysis and uses a mix of low-cost mutual funds, ETFs, individual securities, and independent managers, operating across multiple offices with about $1 billion in client assets.

Joseph Morrison is a financial advisor with Cloud Capital Management in Seattle, WA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He previously worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities for 11 years before joining Cloud Capital Management. Cloud Capital Management serves individuals, families, and various entity clients by managing discretionary investment portfolios and providing financial consulting. The firm uses a combination of quantitative and qualitative analysis across a broad range of securities and strategies, including private fund activity and alternative investments.

Sandra Jones is a CFP® professional with seven years of experience currently at Arrivity Financial Planning. She previously worked at Perkins Coie Trust Company for nine years. Outside of financial advising, she is a distributor for Advocare nutrition products. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning focusing on cash flow, retirement, tax, estate, education, and risk-management topics for individuals, couples, and families. The firm emphasizes passively managed, low-cost index funds within globally diversified allocations and offers advice without discretionary portfolio management or custody of client assets.

William Cantus is a financial advisor at Pacific Sage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. for ten years and WR Cantus Group, LLC for one year before joining Pacific Sage Partners in 2022. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management alongside financial planning, consulting, and retirement plan advisory services. The firm develops customized portfolios using fundamental and technical analysis, combining delegated management and fiduciary plan advisory services with a client base of approximately 804 clients and nearly $1 billion in assets under management.

Heike Lautenschlaeger is a CFP® and Series 65 credentialed advisor with two years of industry experience, currently serving at Chicory Wealth. Prior to joining Chicory Wealth, she worked for seven years at the International Labour Organization. She volunteers with Savvy Ladies Inc., providing free financial education for women. Chicory Wealth delivers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, along with tax preparation, estate planning assistance, and business consulting. The firm employs a comprehensive investment approach incorporating fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios.

Sabine Koenig is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Martin Nelson & Co., Inc. since 2002. 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 offers tailored investment programs using a combination of charting, fundamental, technical, and cyclical analysis and manages client assets held at Hilltop Securities and Charles Schwab without imposing a firmwide account minimum.

Arlie Skurdal is a CFP® with 20 years of experience in the financial industry and is affiliated with Fortis Capital Management LLC in Seattle, WA. He serves as the club secretary for the University Kiwanis Foundation and provides professional consulting, including conducting Goals & Money seminars. Fortis Capital Management serves individuals, families, and institutional clients by offering financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive investment strategies, combining low-cost index allocations with concentrated equity approaches and thematic strategies.

Janet Welcher is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Fulcrum Capital, LLC since 2015. She is based in Seattle, WA, and works within a team of seven advisors at the firm. 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 a mix of fundamental and technical analysis with both long- and short-term strategies, incorporating equities, fixed income, ETFs, and occasionally illiquid investments, while focusing on serving affluent households.

Tyler Proffitt is a financial advisor at Aspire Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pacific Life Insurance for 13 years. In addition to his advisory role, he is a licensed insurance professional involved in the sales of fixed and traditional insurance products. 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 emphasizes a long-term investment approach grounded in fundamental analysis, utilizing low-cost mutual funds and ETFs, and operates multiple offices with approximately $1 billion in client assets.

Dakota Cryer is a Series 65-licensed advisor with WaFd Wealth, Inc. in Seattle, WA, and has one year of industry experience. Prior to joining WaFd Wealth, Cryer held positions in various retail and service roles, including at Westchase District and CycleGear. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, utilizing a range of investment strategies and ongoing account monitoring tailored to client objectives.