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 has worked at Hightower, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Outside of his advisory role, he is involved with Balcos Wealth Strategies, an insurance business. Hohimer Wealth Management serves a diverse client base including individuals, pension plans, trusts, and charitable institutions. The firm uses a team-based model to provide investment and wealth management services, employing both active and passive strategies across various asset classes while integrating alternative and pooled investments.

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.

Emily Schwartz is a financial advisor at WaFd Wealth, Inc. in Seattle, WA, with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets across 274 relationships. The firm employs a range of investment strategies including exchange-traded funds, individual securities, and independent managers, offering financial planning, wealth management, and ERISA fiduciary services through a team of seven advisors.

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, currently serving at EQ Wealth Management in Bellevue, WA. He has worked with Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC since 2014. EQ Wealth Management is a nine-advisor registered investment adviser managing approximately $941.7 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management, financial planning, and access to various managed and customized investment 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.

Brenda Lee is a financial advisor with Capital Planning, LLC in Issaquah, WA, holding the ChFC®, Series 63, and Series 65 designations and has 20 years of industry experience. She has been with Capital Planning since 2014. Outside of her advisory role, she is a demonstrator for Stamp' Up, a craft business. Capital Planning, LLC is an eight-advisor team providing fee-based wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm utilizes a structured wealth planning and investment process, offers a variety of model portfolios, and supports alternative and cryptocurrency-related investments.

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.

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.

Leslie Christian is a CFA® charterholder with 27 years of industry experience and has been with Northstar Asset Management, Inc. since 2012. Prior to joining Northstar, she operated her own advisory firm, Leslie E Christian, LLC, from 2013 to 2016. Based in Seattle, WA, Christian holds Series 63 and Series 65 licenses. Northstar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations with a focus on socially responsible investing. The firm’s investment approach centers on five social and environmental pillars and combines discretionary portfolio management with shareholder engagement and tailored client portfolios.

David Limoges is a CFP® professional with one year of industry experience, currently serving as an advisor at Fulcrum Capital, LLC. Prior to joining Fulcrum Capital, he worked at Emerald Advisors, LLC and spent eight years at the Private Bank, Bank of America. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs both fundamental and technical analysis across a range of strategies and investment types, with an emphasis on liquid assets and transparency in its practices.

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.

Brandon Steele is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Mainsail Financial Group. He has previously worked with Commonwealth Financial Network, MML Investors Services, and Metlife Securities. Steele is also the author of a retirement planning book. Mainsail Financial Group provides advisory services to individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm uses model portfolios developed by an investment committee and combines various analytical approaches to align with client goals and risk tolerances.