Emily Schwartz is a Series 66-credentialed financial advisor with 14 years of industry experience. She currently works at WaFd Wealth, Inc. and has previously held roles at Morgan Stanley Smith Barney, Bank of America, N.A., and Merrill. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages client assets through tailored portfolios using ETFs, individual securities, and selected independent managers, employing a range of analytical approaches within discretionary and non-discretionary frameworks.

Jeffery Lippens is a financial advisor with Garde Capital, Inc. in Seattle, WA. He holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Garde Capital since 2009. 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 that combines modern portfolio theory with behavioral finance, utilizing diversified portfolios of ETFs, individual securities, and alternative strategies tailored to client risk profiles.

Dana Franco Young is a financial advisor with Sage Rhino Capital LLC in Federal Way, WA, holding a Series 66 designation and 26 years of industry experience. Prior to joining Sage Rhino Capital in 2017, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years and Bank of America for one year. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, sector, and cyclical analysis, with a noted use of derivatives and options-related strategies in their portfolio construction.

Michael Okamoto is a CFP® professional with 12 years of industry experience. He is currently with EQ Wealth Management in Bellevue, WA, and previously worked at Fidelity Personal and Workplace Advisors for six years. EQ Wealth Management is a registered investment adviser managing approximately $941.7 million in assets for individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm employs fundamental and cyclical analysis through an Investment Policy Committee to guide discretionary and non-discretionary investment management and offers access to customized models and third-party managed programs.

Thomas Owens is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Garde Capital since 2009. 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, globally diversified investment approach that incorporates modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Laurence Donohue is a CFP® and Series 66-licensed financial advisor at Fortis Capital Management LLC with five years of industry experience. Prior to joining Fortis in 2025, he worked at Bank of America and Merrill Lynch from 2020 to 2025. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning and discretionary portfolio management. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled investment vehicles, including private funds with performance-based fee arrangements.

Austin Jodrey is a CFP® with four years of industry experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2020. Prior to joining KBBS, he worked at National Life Group from 2016 to 2020. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management, emphasizing a disciplined planning process with routine written reports and client involvement. The firm uses proprietary asset-allocation models and a combination of active and passive managers, operating primarily on a non-discretionary basis.

Kyra Easley is a Series 65-licensed financial advisor at First Pacific Financial, Inc. in Seattle, WA, with two years of industry experience. She previously worked at Axxcess Wealth Management, LLC and spent six years with Jennifer P. Easley, CFP. First Pacific Financial serves a diverse client base including high-net-worth individuals, estates, trusts, foundations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses both quantitative and qualitative analysis, including proprietary optimization models, to tailor portfolios across various asset classes and delivers services through a 19-advisor team managing approximately $1.9 billion in assets.

Brenda Lee is a financial advisor with Capital Planning, LLC in Bellevue, WA, holding the ChFC® designation as well as Series 63 and Series 65 licenses. She has 20 years of industry experience, including over 15 years with Capital Planning and its predecessor firm. Outside of her advisory role, she is a demonstrator for Stamp' Up, a craft business. 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 manages approximately $617.7 million in discretionary assets using a structured four-phase wealth planning framework and a seven-step investment process, incorporating model portfolios, custom solutions, third-party managers, and variable-annuity sub-accounts.

Max Mccain is a financial advisor at Sonata Capital Group Inc in Seattle, WA, holding a Series 65 designation with 24 years of industry experience. He has been with Sonata Capital Group since 2000. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment approach emphasizes asset allocation across stocks, bonds, and cash tailored to client needs, using both fundamental and technical analysis, and incorporates derivatives within separately managed accounts.

Norman Vitancol is a financial advisor at Arrivity Financial Planning in Seattle, WA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Wells Fargo Advisors, Randstad USA, and the AARP Foundation, as well as involvement with the nonprofit organization G.R.O.W. and experience as a franchised restaurant owner. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive, hourly financial planning. The firm emphasizes a globally diversified, low-cost passive investment approach and provides clients with written Investment Policy Statements and ongoing plan reviews without taking custody or discretionary trading authority.

Courtney Hanrahan is a CFP® with 15 years of industry experience. She currently works at EQ Wealth Management and was previously with Capital Planning LLC for eight years. EQ Wealth Management is a registered investment adviser managing approximately $941.7 million in assets with a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management alongside financial planning and access to customized and third-party managed investment models.

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.

Casey Broderick is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Basecamp Wealth Advisors in 2026, he worked at The Caprock Group, Inc. for five years and Charles Schwab & Co for three years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm emphasizes tailored, tax-aware portfolios and multi-generational planning, managing approximately $1.08 billion across five advisors.

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.

Brent Williams is a CFA® charterholder with nine years of experience in financial advisory roles. He is currently with Tschetter Group and previously worked at Principal Financial Group and D.A. Davidson & Co. 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’s investment approach includes proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across diverse strategies, including a privately offered fund-of-funds focused on venture capital, private equity, and real estate.

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.