Jack Hohimer is a Series 65-licensed advisor with seven years of industry experience, currently with Hohimer Wealth Management, LLC. He has previously worked at Wells Fargo Advisors and the University of Washington Bothell. Outside of his advisory role, he is involved in mortgage lending through LendinCo, where he guides mortgage applications. 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 it manages private real estate funds as well as pooled investment vehicles.

Joseph Perry is a financial advisor with Aviso Wealth Management in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Osaic and Cetera Advisors, and has served as president and managing member for multiple related entities. Outside of advisory roles, he is involved in several business ventures, including a leadership position at Don Pepe's Garage LLC. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, using a variety of analytical approaches and investment vehicles tailored to client objectives, with services offered on both discretionary and non-discretionary bases.

Andrew Hall is a financial advisor at MarsJewett Financial Group in Bellevue, WA, holding a Series 65 designation with two years of industry experience. Prior to joining MarsJewett Financial Group in 2022, he worked at Northwest University for seven years. MarsJewett Financial Group manages approximately $734.7 million for a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and investment management services, primarily on a discretionary basis, with a focus on tailored portfolios and thorough due diligence of independent investment managers.

Daniel Barnes is a CFA® charterholder with 20 years of experience in the financial industry. He is currently a member of the team at RB Capital Management, LLC and has previously worked at Strait & Sound Wealth Management LLC, Barnes Capital, Inc., and Uncommon Counsel LLC. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management, emphasizing hedged strategies and managed fixed-income portfolios while integrating financial planning into its advisory services.

W. Curtis Erickson Jr. is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Garrett Erickson Financial Services and 1st Global Advisors Inc. Erickson also operates an RIA and CPA firm, Erickson & Associates, and is active as a licensed insurance agent offering fixed annuities, disability, health, life, and long-term care insurance. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning, discretionary portfolio management, and insurance recommendations. The firm combines active and passive strategies across various asset classes and manages pooled private funds using quantitative and qualitative analysis, including funds that employ systematic hedging and structured credit investments.

Charlotte Leon is a CFP® professional with two years of industry experience, currently serving as an advisor at trueNorth Wealth Advisors since 2019. Prior to joining trueNorth, she worked at Global Image Products and Eltana. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management to individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach using diversified portfolios of passive and active mutual funds and ETFs, supported by fundamental analysis and customized Investment Policy Statements.

Erich Patten is a financial advisor at Cutler Investment Group with 14 years of industry experience. He holds the Series 65 designation and has been with Cutler Investment Counsel, LLC since 2003. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, utilizing third-party technology and AI tools alongside customized portfolio management.

Cody Barney is a CFA® charterholder with 19 years of industry experience, currently serving at Garde Capital, Inc. since 2015. His prior experience includes roles at Rathbone Warwick Investment Management, Wells Fargo Clearing, and DB Fitzpatrick. Garde Capital, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, and institutional clients. The firm combines modern portfolio theory with behavioral finance insights to create diversified global portfolios, primarily using low-cost ETFs, and manages approximately $2.65 billion in client assets across a small team of nine advisors.

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.

Jamie Langlow is a financial advisor at TrueWealth Financial Partners in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining TrueWealth, Langlow worked at Fidelity Investments and has a background that includes roles in healthcare and fitness. Outside of advisory work, Langlow was involved with LivingFit CrossFit. TrueWealth Financial Partners offers fee-only financial planning and portfolio management primarily to individual and high-net-worth clients, focusing on retirement planning and risk management. The firm manages accounts on both discretionary and non-discretionary bases, tailoring services to clients’ goals, and operates its own wrap fee program alongside LPL-sponsored options.

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.

Matthew Daley is a CFP® with nine years of experience in financial advising. He has worked at DecisionPoint Financial, LLC since 2018 and previously held positions at Arista Wealth Management, LLC, Moss Adams Wealth Advisors, and Utah Valley University. His background includes both industry practice and a role at a university money management and resource center. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and uses a mix of fundamental, technical, and cyclical analysis across various asset types while incorporating AI tools to support advisor judgment.

Justin Arnold is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Flagstar Bank, and Opes Wealth Management. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and derivative overlays, and also manages held-away retirement assets while coordinating with other professionals as needed.

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.

Stacy Shields is a Series 65 licensed financial advisor with seven years of industry experience. She is currently with Fortitude Advisory Group L.L.C. and has prior experience at Dynamic Wealth Advisors, SJ Wealth Management LLC, and TRUEBLUE. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a network of financial advisors who offer portfolio management, third-party manager selection, and overlay services, operating from multiple offices and utilizing affiliated entities to support its advisory activities.

Austin Velarde is a financial advisor at Asset One Wealth Management, LLC in Bellevue, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial LLC, and RBA Wealth Management. Asset One Wealth Management offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to each client’s risk profile, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers, and provides specialized services such as ERISA retirement-plan consulting and family office coordination for clients with significant assets.

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.

John Morbeck is a Series 65-licensed financial advisor with First Washington Corporation in Seattle, WA, where he has worked since 2005. He has 21 years of industry experience. First Washington Corporation provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a growth-at-a-reasonable-price investment approach across an all-cap universe, managing over $500 million in assets for a small client base through a disciplined and fundamentally oriented process.