Jason Kunkel is a financial advisor with Agate Pass Investment, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Robert Baird & Co. from 2014 to 2020 and Agate Pass Investment since 2020. He also spent time as an MBA student in 2020. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on quality and growth-oriented investments with a long-term, low-turnover portfolio management approach and employs borrowing strategies in separately managed accounts as part of its investment process.

Michael Vila is a CFP® with 27 years of industry experience and has been with Bellevue Asset Management, LLC since 2004. He holds a Series 66 credential and serves as a volunteer member of the board of directors for Family Law CASA of King County, a nonprofit organization where he contributes to strategic planning and marketing advice. Bellevue Asset Management provides discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm uses a cycle-aware investment approach focusing on diversification, tax efficiency, and lower-cost instruments, supplemented by option-writing strategies and educational guidance on plan rollovers.

Jason Houghton is a financial advisor at Sunrise Financial Services LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sunrise Financial Services since 2022, with prior roles including a position at Sunrun Inc. and six years at Fortune Poker. Sunrise Financial Services LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, using Modern Portfolio Theory and risk-adjusted model portfolios. The firm offers ongoing portfolio management and comprehensive financial plans through the AE Wealth Management platform and emphasizes periodic account reviews and rebalancing.

Michael Herr is a financial advisor at Summit Family Office Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Summit since 2014. Outside of his advisory role, Herr serves as President of Deskless Workers, Inc., a company that develops mobile applications and technology for businesses and government, where he focuses on partnerships and global sales strategy. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored advisory process that incorporates fundamental and cyclical analysis alongside modern portfolio theory, offering a range of investment strategies including alternative and sophisticated options.

Christopher Gemmill is a CFP® professional with 31 years of industry experience. He has worked at Westlake Wealth Management LLC since 2021 and previously spent 22 years with Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as President on the Board of Directors for the Alterra Condo Owners Association in Seattle. Westlake Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a range of investment strategies, including the use of derivatives, and offers tailored advice combining modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading approaches.

Jarah Macfarlane is a financial advisor with Macfarlane Investors and holds a Series 65 designation. With five years of industry experience, Jarah has worked at Macfarlane Investors since 2021 and previously held roles at WaFd Bank and Seattle University. Jarah is also the owner and managing member of Macfarlane Tax LLC, a business providing tax preparation and compliance services. Macfarlane Investors offers investment advisory, portfolio management, and financial planning services to a diverse client base ranging from lower-income investors to high-net-worth individuals and organizations. The firm’s approach focuses on fundamental research, long-term buy-and-hold strategies, and integrated financial planning, with discretionary account management and occasional inclusion of digital assets aligned with client objectives.

Mollie Snorsky is a Series 65-licensed financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, with five years of industry experience. She has worked previously at Berntson Porter & Company, PLLC, and since 2019 has been a 50% partner and CPA at BMMS Partners, PLLC, an affiliated accounting firm where she spends the majority of her time. BMMS Wealth Advisory is a referral-focused firm that connects individuals and businesses with third-party wealth managers for portfolio management. The firm emphasizes due diligence and ongoing manager monitoring while integrating tax and accounting insights, leveraging its close affiliation with an accounting practice.

Jose Barbosa is a financial advisor at Singer Wealth Management with 20 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at LPL Financial, self-employment, and Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers. Singer Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach using diversified, low-cost mutual funds and ETFs while offering tailored financial plans and discretionary portfolio management.

Edmund Van Winkle is a financial advisor at DLK Investment Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Empyrean Capital Partners and DLK Investment Management. Van Winkle is also a professor at the Foster School of Business at the University of Washington and has a general partner ownership in Human Intelligence Technologies Corp. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small institutional clients. The firm employs a fundamental relative-value approach to asset allocation and offers retirement plan consulting, operating as a fee-only advisor with a concentrated client base.

Hi, I’m Leslie. I co-founded Humanize Wealth out of my desire to create connections between clients and their communities that have a positive impact on social and economic equity, racial justice, and the environment. I have spent most of my 15+ year career in wealth management – from working with billionaires at a global Wall Street firm to tech entrepreneurs at an independent firm in Seattle. My work at Humanize Wealth combines my years of experience managing portfolios and building financial plans with my desire to help people realize the power of their wealth to make meaningful & systemic change. As a financial planner, I help people gain clarity around their situation, envision the life and impact they want to have, and serve as a guide to develop and implement solutions. Humanize Wealth's integrated offering combines detailed financial planning, thoughtful investment management and the opportunity to engage with community. Our clients are committed to using the power of their wealth to promote the well being of their families, communities and the planet. If this sounds like you, we'd love to connect!

Stuart Mcgehee is a financial advisor at PNW Asset Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Financial Strategy Group, LLC since 2012. Outside of advising, he owns a digital media and web design company and co-owns a luxury treehouse rental near Mt. Rainier. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a strategic asset allocation approach focusing on tax efficiency and employs a proprietary Cashflow Fingerprint model to help set portfolio risk exposures.

Michael Thayer is a financial advisor with Private Asset Management, Inc. in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Private Asset Management since 1996. Thayer also maintains active contracts as an insurance agent. Private Asset Management, Inc. provides wealth advisory and portfolio management services primarily to high-net-worth individuals, families, and charitable foundations. The firm develops individualized wealth strategies and manages diversified portfolios across multiple asset classes, offering both discretionary and non-discretionary account management alongside regular client communications and comprehensive reporting.

Connor Ridgeway is a CFA® charterholder with four years of industry experience. He is currently with Leeward Financial Partners, LLC in Bellevue, WA, where he has worked since 2022. Prior to joining Leeward, he worked at Verus Investments from 2017 to 2022. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services using a long-term, asset allocation–driven approach focused on risk management, cost control, and transparency.

Brendan Mc Auliffe is a financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, holding a Series 65 license and eight years of industry experience. He is also a CPA and 50% partner at BMMS Partners, PLLC, an affiliated accounting firm where he spends the majority of his time. Prior to his current roles, he worked at Berntson Porter & Company, PLLC for nine years. BMMS Wealth Advisory serves individuals and businesses by connecting them with third-party wealth managers for portfolio management while providing ongoing tax and planning coordination. The firm focuses on due diligence and manager selection, integrating tax and accounting perspectives alongside chosen wealth managers, and does not manage client assets or charge fees based on assets under management.

James Petricciani is a financial advisor at Convexity Wealth Management, LLC with 10 years of industry experience. He has held his Series 65 designation and previously worked at 2nd St. Capital Management LLC for eight years before joining Convexity Wealth Management in 2023. Convexity Wealth Management serves individual and high net worth clients by providing discretionary portfolio management alongside integrated financial planning. The firm primarily constructs portfolios using mutual funds and ETFs within a risk-based diversification framework that emphasizes equalizing each holding’s contribution to overall portfolio risk.

April Kriha is a CFP® professional affiliated with Tenere Financial in Sammamish, WA, with 11 years of industry experience. She has been with Tenere Financial since 2015, working as part of a two-advisor team. Tenere Financial advises individual clients, including both high-net-worth and non-HNW households, providing portfolio management and financial planning services. The firm emphasizes an individualized approach to portfolio construction and client objectives, supported by a small-team model and regular educational seminars for clients and prospective clients.

Alexander Adams is the sole advisor at Adams Financial Concepts, LLC in Seattle, WA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including six years at Wells Fargo Clearing and 21 years at his current firm. Adams serves on the board of directors of EvDense Holding Company. Adams Financial Concepts provides customized, discretionary portfolio management and retirement-plan investment services to individuals, trusts, estates, charitable organizations, and employer-sponsored plans, serving both high-net-worth and non-HNW clients. The firm employs a bottom-up, fundamentals-driven investment process with concentrated portfolios and may utilize trading techniques such as short sales and margin consistent with client risk profiles.

Matthew Lowe is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He has been with Greene Wealth Management, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. Greene Wealth Management combines independent managers, mutual funds, ETFs, individual securities, and options to create diversified portfolios tailored to clients' goals, using a process that includes forward-looking research, Monte Carlo stress-testing, and tax-sensitive strategies.

Tiffany Stoner is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Avier Wealth Advisors in Bellevue, WA, where she has worked since 2024. Her prior experience includes roles at Badgley Phelps Wealth Managers, Brighton Jones, and Charles Schwab. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset allocation strategies using primarily mutual funds and ETFs, incorporates factor research into equity allocations, and offers integrated planning and portfolio management services, including handling held-away assets.

Tonye Wokoma is a financial advisor at Mainsail Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at LNW Wealth Management, Verus Investments, and Segal Marco Advisors. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process relies on model portfolios developed by an investment committee, utilizing asset allocation, fundamental, technical, and quantitative methods to align with client goals and risk tolerances.