Stephen Chaney is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. He holds a Series 65 designation and has 30 years of industry experience, including 27 years with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in discretionary assets and employs investment strategies based on both fundamental and technical analysis with discretionary trading authorization.

Brook Anderson is a CFP® with 11 years of industry experience and is currently part of the team at Cutler Investment Group in Bellevue, WA. He previously worked for six years at Kaizen Financial Advisors, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, endowments, and registered investment companies. The firm utilizes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG pivots and direct indexing through independent managers.

Kelli Porter is a CFP® professional with eight years of industry experience, currently affiliated with Tschetter Group. She has worked at Purshe Kaplan Sterling Investments since 2019 and had prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub-advisory relationships. The firm manages discretionary accounts and a privately offered pooled fund focused on venture capital, private equity, and real estate, employing a proprietary investment process that combines fundamental, quantitative, and technical analysis.

Don Morgan Sr. is a financial advisor at Colmina, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Kestra Financial Services, Wells Fargo Advisors, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he is also an author. Colmina, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets, employing active, passive, and hybrid investment strategies tailored to each client’s circumstances through customized financial planning and ongoing portfolio management.

Nancy Dienes is a CFP® professional with 15 years of experience in financial planning. She has worked at Arrivity Financial Planning since 2017, including its predecessor firms, and previously at Blue Canoe Financial Planning. Outside of her advisory role, she serves as sole trustee of the John and Marilyn Dienes Trust and acts as general partner for La Jolla Investors, LLLP. Arrivity Financial Planning is a fee-only advisory firm that provides hourly financial planning services to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and does not take custody or discretionary trading authority, supporting clients who retain full discretion over implementation.

Christopher Kaminski is a CFP® and ChFC® with 15 years of experience in financial services. He has worked at Northwestern Mutual in various roles from 2009 to 2021 before joining Consilio Wealth Advisors, LLC in 2021. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis with a long-term focus, using a range of investment vehicles including options and derivatives within separately managed accounts.

Brooke Ashland is a Series 65-credentialed advisor with Cutler Investment Group in Bellevue, WA, where she has worked since 2014. She has 14 years of industry experience. Outside of her advisory role, she is involved in non-investment activities including business consulting and property ownership through entities such as Ashland Partners International and Moon and Back, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and utilizes third-party technology and AI tools to support research and portfolio oversight.

Stacee Kratovil is a CFP® professional with four years of industry experience, currently serving as an advisor at Parcion Private Wealth LLC since 2022. She previously worked at U.S. Bank N.A. from 2016 to 2022. Ms. Kratovil serves on the Advisory Board for the College of Business at Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, applying both fundamental and technical analysis to tailor asset allocation to clients’ risk tolerance and goals.

David Tschetter is a financial advisor with the Tschetter Group in Bellevue, WA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at D.A. Davidson & Co. and Purshe Kaplan Sterling Investments. He is also licensed as an insurance agent, providing fixed insurance products when needed by clients. Tschetter Group serves individuals, high-net-worth clients, trusts, estates, and businesses through asset management, financial planning, and sub-advisory services. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering a range of investment strategies and acting as a private fund adviser and sponsor for its TG Private Market Opportunities Fund LP.

Alvin Kwak is a financial advisor at Harbour Investment Management L.L.C. with a Series 65 credential. He has been with Harbour since 2025 and has prior experience at MAZO Capital Solution, District 2 Capital, and Sparrow Vision. Outside of finance, he has worked at Oki Golf and attended Columbia University. Harbour Investment Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs fundamental analysis to build diversified portfolios and manages approximately $470 million in assets for about 195 clients.

Ronald Geer is a financial advisor at Guide Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Guide Advisors, formerly Geer Financial Group, since 1996. Approximately 10% of his time is spent on insurance product sales and services as a licensed insurance agent. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning, co-advisory asset management through a third-party platform, and insurance and annuity products. The firm offers public seminars and educational workshops and generally acts as a co-advisor, handling client documentation and reviews while third-party managers implement investment strategies.

Katherine Policani is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA. She holds a Series 65 designation and has been with the firm or its dba, AFG Financial, LLC, since 2017. Prior to this, she was involved with Seed Church from 2015 to 2018. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm takes a primarily long-term, fundamental approach to investing, offering customized portfolios that utilize low-cost mutual funds, ETFs, individual securities, and occasional short-term trading, and serves clients through a multi-team structure.

Edward Ward is a financial advisor at Robinswood Financial in Kirkland, WA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Robinswood Financial since 2007. Outside of his advisory role, he serves as the sole trustee overseeing a family-run vacation rental property business in Oregon. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses, offering fee-only investment management and financial planning. The firm employs a globally diversified, long-term asset allocation strategy using low-cost institutional index funds and ETFs, managing portfolios on a discretionary basis with regular reviews.

Andrew Weiss is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential. He has two years of industry experience, including time at Tschetter Group and prior roles at the University of Washington and Glendale Country Club, as well as service in the United States Marine Corps. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering strategies that include dividend growth, capital appreciation, international, and a crypto/digital-asset ETF sleeve.

Marcus Knauss is a financial advisor at Decker Retirement Planning Inc. in Bellevue, WA, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Joslin Capital Advisors, LLC, Independent Financial Group LLC, and Comprehensive Wealth Management. Decker Retirement Planning provides personalized retirement and financial planning along with discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses quantitative, computer-driven investment models across a range of portfolio types and employs alternative strategies such as cryptocurrency ETFs and direct indexing.

Ali Memaran Dadgar is a Series 65-licensed financial advisor at Elite Wealth Management, Inc. with two years of industry experience. He is also the principal owner of Elite Accounting & Financial Services, a full-service accounting firm he has operated since 2009. Elite Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, as well as other financial firms through model portfolios and white-label arrangements. The firm employs a variety of investment strategies, including dynamic option overlays and tactical long/short approaches, and maintains an operational affiliation with Lattice Capital Management, which manages affiliated private funds.

Luke Collova is a CFP® with 13 years of industry experience, currently serving at Bear Mountain Capital Inc. in Seattle, WA. He has been with Bear Mountain Capital Management, Inc. since 2013. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and separate hourly financial planning engagements. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios with index ETFs, mutual funds, equities, and fixed-income securities.

Keaton Dean is an Investment Consultant at Fidelity Investments, where he works closely with clients and their families to develop financial plans tailored to their individual goals and preferences. He focuses on understanding each client's financial situation to implement effective retirement and investment strategies. Keaton began his career at Fidelity Investments as a Financial Representative in 2022 before advancing to his current role in 2023. His experience centers on creating comprehensive financial plans that address clients' unique needs. Outside of his professional work, Keaton engages in board games, fitness activities, reading, and volunteering.

Jordan Tuchek is a financial advisor at Comprehensive Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Independent Financial Group, Integrity Financial Corporation, and Saturna Capital Corporation. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and individual pension accounts. The firm uses a proprietary Performance Targeting System® and a combination of passive and active investment models focused on downside protection and targeted returns.

Thomas Swoffer is a CFA® charterholder with 26 years of industry experience. He has been with Talbot Financial, LLC since 2018 and previously worked at RW Baird and Asset Planning and Management. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, focusing on value-oriented, fundamental analysis and portfolios composed mainly of individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized unregistered real estate SPVs to qualified accredited investors.