William Verrill is a financial advisor at Aviso Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, Verrill is involved in aviation-related businesses, holding ownership positions in companies engaged in airplane leasing and maintenance. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across about 772 client relationships. The firm employs a variety of analytical approaches to develop client-specific investment policies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Benjamin Ferguson is a CFP® with two years of experience in financial advising, currently with Arrivity Financial Planning in Seattle, WA. Prior to his advisory role, he worked in various legal positions from 2014 to 2024. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning to individuals, couples, and families, focusing on cash flow, retirement, tax, estate, education, and risk-management issues. The firm emphasizes passive, low-cost index fund strategies within globally diversified portfolios and offers advisory services without discretionary portfolio management or custody of client assets.

Rey Santodomingo is a CFP® and CFA® with over 15 years of industry experience, currently serving as an advisor at Garde Capital, Inc. since 2024. His prior experience includes roles at Bank of America Private Bank and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension clients. The firm employs a customized, globally diversified investment approach combining modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Keliikai Castillo is a financial advisor at Horter Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Unionbanc Investment Services for 14 years. Outside of his advisory role, Castillo is a licensed agent involved in the recommendation and sale of insurance products and fixed annuities through Horter Financial Strategies. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of investment options including model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Michael Thompson is a CFA® charterholder and holds a Series 66 license. He has nine years of industry experience, having worked previously at Parametric / Morgan Stanley and Russell Investments before joining WaFd Wealth, Inc. in Seattle. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm provides financial planning, consulting, wealth and investment management, and retirement plan consulting, tailoring portfolios using a range of analytical approaches and investment vehicles.

Miranda Edwards is a financial advisor at Martin Nelson & Co., Inc. with a Series 65 credential and no prior experience in financial advising. She has worked as a software engineer at Cisco Systems since 2018 in a non-investment role. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment programs based on each client’s financial profile and risk tolerance using various analytical methods.

Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.

Joseph Hebert is a CFP® with 24 years of industry experience, currently serving at trueNorth Wealth Advisors in Seattle, WA. He has been with trueNorth Financial Services, LLC since 2002. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management for individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach with diversified portfolios, combining passive and active funds, and offers access to third-party managers and automated institutional investment platforms.

Marcus Maurer is a financial advisor at Prospero Wealth, LLC in Seattle, WA, holding Series 66 and Series 65 credentials with 16 years of industry experience. He has been with Prospero Wealth since 2016 and is also a full-time employee of the University of Washington, where he has worked since 2014. Prospero Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities and ETFs, including strategies involving derivatives and short sales, and offers assets-under-advisement consulting to other advisers.

Joyce Provost is a financial advisor with Aviso Wealth Management in Seattle, WA, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. She is also a Notary Public. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across 772 client relationships. The firm offers investment advisory, financial planning, and consulting services, employing diverse analytical approaches and implementing portfolios with quarterly reviews.

Mollie Connelly is a Series 65-licensed advisor with WaFd Wealth, Inc. in Seattle, WA, currently in her first year in the financial industry. Prior to joining WaFd Wealth, she held roles at various organizations including Inglewood Golf Club and Seattle Golf Club. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets. The firm provides a range of services including financial planning, wealth management, and retirement plan consulting, utilizing a variety of investment strategies tailored to client objectives.

Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC with two years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2024. Prior to this, he held positions at Utah Valley University and The Vanguard Group. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting services, employing a mix of fundamental, technical, and cyclical analysis to manage client portfolios.

Jason Radabaugh is a CFP® professional with 20 years of industry experience, currently serving at Greene Wealth Management, LLC since 2005. He holds Series 65 and Series 66 licenses and works from Seattle, WA. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. The firm manages client portfolios tailored to specific goals and risk profiles, emphasizing diversification, tax-sensitive strategies, and ongoing monitoring.

Scott Macartney is a financial advisor at Martin Nelson & Co., Inc. with a Series 66 designation and four years of industry experience. Prior to his advisory role, he was affiliated with Crystal Mountain Alpine Club for 11 years. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management services primarily to individual investors, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment programs based on financial profiles and risk tolerance, employing various analytical methods and strategies across separately managed accounts.

Ryan Kinerk is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Convoy, Inc. and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm uses a combination of modern portfolio theory and behavioral finance, implementing customized, globally diversified portfolios primarily with low-cost exchange-traded funds.

Yerim Hahm is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brio Financial Group with one year of industry experience. Prior to joining Brio, Yerim worked at Flow Financial Planning, Causing Group, and Cardinal Health. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and delivers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advisory.

Gianna Giusti is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, where she has worked since 2015. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management through a disciplined planning process that includes written reports and proprietary asset-allocation models. The firm emphasizes client involvement and generally operates on a non-discretionary basis, using a combination of active and passive managers.

Lynn Anderson is a CFP® professional with five years of industry experience, currently serving as an advisor at Abundo Wealth. Prior to joining Abundo Wealth, Anderson worked for Brighton Jones and held roles at Starbucks Coffee Company, Kellogg School of Management at Northwestern University, and CloudMed. Abundo Wealth is a team-based firm that provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund strategies and focuses on client-controlled asset allocation and trading decisions through a digital platform.

Elizabeth Parris is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Merrill for a total of five years across two periods before joining WaFd Wealth in 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm offers financial planning, consulting, wealth management, and retirement plan services, utilizing a range of investment strategies and ongoing account monitoring.

Ralph White is a CFP® certificant with 12 years of experience in financial planning. He is currently with Arrivity Financial Planning, where he has worked since 2017 through its predecessor firms. His prior experience includes roles at Blue Canoe Financial Planning, Inc. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning services to individuals, couples, and families. The firm focuses on aligning clients’ near-term cash needs with long-term goals and typically recommends passively managed, low-cost index funds within globally diversified allocations.