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.

David Limoges is a CFP® professional at Fulcrum Capital, LLC with two years of industry experience. He previously worked at Emerald Advisors, LLC and Bank of America’s Private Bank, where he spent eight years. Fulcrum Capital, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, corporations, and charitable organizations, typically requiring a minimum household size of $1 million. The firm manages just over $1 billion in assets and employs a range of investment strategies including fundamental and technical analysis, asset allocation, and option strategies, with an emphasis on tailored advice and regular client involvement.

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 15 years of industry experience, currently serving at Mainsail Financial Group since 2021. His prior roles include positions at Commonwealth Financial Network, Mass Mutual Investors Services, and Metlife Securities. Steele is also an author of a retirement planning book. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to a diverse client base that includes high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios, a variety of investment strategies, and a proprietary order management system to manage and rebalance accounts.

Cheryl Hansford is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding CFP® and Series 65 credentials with five years of industry experience. Prior to joining Evans Capital in 2020, she worked in hospitality and travel sectors, including Kimpton Hotels & Restaurants and TCS World Travel. Outside of advising, she is a self-employed notary and is involved with the Inglemoor Cooperative Preschool. Evans Capital Management Associates provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers tailored portfolio management and financial planning using a combination of fundamental and technical analysis, with an emphasis on non-discretionary asset management.

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.

Craig Johnsen is a financial advisor at Fortitude Advisory Group L.L.C. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Argentus Advisors, LLC (Dba: Sound Wealth Partners) since 2016, with prior roles at Private Advisory and Strategic Capital Group LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates as a team across multiple offices and offers portfolio management, third-party manager selection, and overlay services.

David Welty is a CFP®-certified financial advisor at Avier Wealth Advisors in Bellevue, WA, with 26 years of industry experience. He has worked at Raymond James Financial Services and has been with Avier Wealth Advisors (formerly Retirement Asset Management) since 2012. Avier Wealth Advisors provides financial planning and discretionary investment management services to individuals, families, and various business entities. The firm emphasizes broad asset allocation using low-cost mutual funds and ETFs, integrates held-away assets, and employs a team-based approach with multiple credentials and formal governance processes.

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.

Mark Oliver is the founder and sole advisor at Oliver Capital Management in Seattle, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has managed Oliver Capital Management since 2003. Oliver Capital Management provides portfolio management and comprehensive wealth management services to individuals—including high-net-worth clients—businesses, and retirement plans. The firm employs a systematic, broadly diversified ETF-based approach grounded in Modern Portfolio Theory, with assets primarily invested through its Strategically Engineered Portfolio Program and rebalanced annually.

Nicholas Swanson is a financial advisor at Cutler Investment Group with one year of industry experience. He holds the Series 65 designation and has worked in both academic and professional settings, including Shoreline Community College and Marv's Professional Services. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm emphasizes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing through independent managers.

Dyllan Krouse is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, with one year of industry experience. He holds a Series 65 designation and has prior experience working at Gasworks Brewing and the University of Washington. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and referrals to affiliated tax and accounting providers. The firm combines active and passive investment approaches across various asset classes and manages pooled private funds with a focus on equity selection, systematic hedging, and income generation through structured credit and direct lending.

David Hohimer is a financial advisor with Hohimer Wealth Management, LLC in Seattle, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and KeyBanc Capital Markets. In addition to his advisory work, he owns businesses providing residential lending, business loan connections, and tax and accounting services. Hohimer Wealth Management is a multi-advisor firm offering investment and wealth management, financial planning, and ERISA fiduciary services to 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.

Dwight Whiting is a Series 66-credentialed advisor at Auxano Advisors with 21 years of industry experience. He has worked at Auxano Advisors since 2015 and serves as a director on the board of Cyva Research Corporation, a security consulting and software development company. Auxano Advisors provides comprehensive family office services and investment advisory solutions to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.78 billion across about 724 client relationships, employing a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk profiles.

Bryan Abdelnoor is a CFP® professional with 19 years of industry experience, currently serving at Hohimer Wealth Management, LLC since 2022. His prior roles include positions at Merrill, Citigroup, Santander Bank NA, TD Ameritrade, and UBS Financial Services. Hohimer Wealth Management is an SEC-registered multi-advisor firm providing investment and wealth management, financial planning, consulting, and ERISA fiduciary services to individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm utilizes a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private funds and pooled investment vehicles.

John Osseward is a CFA® charterholder with 11 years of industry experience. He has been with Avier Wealth Advisors in Bellevue, WA since 2015, working in a multi-advisor team environment. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities. The firm emphasizes diversified portfolios using institutional-class, low-cost mutual funds and ETFs, with an investment approach informed by academic factor research and ongoing due diligence.

Andrew Matzen is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Auxano Advisors in Bellevue, WA. He has been with Auxano Advisors since 2014, working in various capacities within the firm. Auxano Advisors is a registered investment adviser managing approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm employs fundamental, technical, and cyclical analysis to create client-specific investment policies and implements both long- and short-term strategies across listed and private securities.

Paul Ried is a CFP® with 40 years of experience in financial advising. He is the founder of Paul R. Ried Financial Group, LLC in Bellevue, WA, where he has worked since 2018. Prior to that, he spent nearly three decades with Cetera Wealth Services and related firms. Outside of his advisory work, he serves as a board member for a networking group focused on leadership principles and is involved in ministry board activities. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in client assets through a team of nine advisors, emphasizing a dynamic asset allocation process that integrates fundamental valuation, manager specialization, and diversified selection supported by third-party research.

John Heffel is a CFP® with 10 years of industry experience. He has worked at Fortis Capital Management LLC since 2018 and previously worked at UBS Financial Services from 2015 to 2018. Fortis Capital Management serves individuals and families, including high-net-worth clients, as well as businesses, trusts, foundations, charities, and private fund investors. The firm provides financial planning and discretionary portfolio management using both active and passive strategies across a broad range of investments.

Adam Jordan is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Paul R. Ried Financial Group since 2002 and was previously associated with Cetera and Cetera Advisor Networks from 2013 to 2024. 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 across more than 1,000 client relationships. The firm’s investment approach emphasizes a dynamic asset allocation process based on fundamental valuation, manager specialization, and diversified selection, supported by third-party research and ongoing client education.