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.

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 nine years of industry experience. He holds a Series 65 credential and has previously worked with firms including Sound Financial Investments, Inc. and Synergy Financial Management, LLC. Lansford is also the owner and managing member of LAKEN Investments, LLC, a private lending business. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm employs a long-term, fundamental investment approach, creating customized portfolios using low-cost mutual funds, ETFs, individual securities, and occasionally short-term trading, while serving clients through a multi-team advisor model.

Sandra Jones is a CFP® professional with seven years of industry experience. She currently works at Arrivity Financial Planning and previously held roles at Perkins Coie Trust Company. Outside of her advisory career, she is a distributor for a nutrition product company. Arrivity Financial Planning is a fee-only firm that offers comprehensive, hourly financial planning to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and provides clients with written Investment Policy Statements and periodic plan reviews, without taking custody or discretionary trading authority over client accounts.

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.