Robert Kemper is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 66 credential and over 22 years of industry experience. He has worked at Snider Retirement Strategies since 2009 and previously with LPL Financial. In addition to his advisory role, Kemper operates a CPA practice offering tax preparation and bookkeeping services and co-owns a septic and pumping service business. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets, using a strategic asset-allocation approach with a tactical overlay and incorporating third-party money managers and custodial platforms.

Randall Buck is a CFA® charterholder with 16 years of industry experience, currently serving at The Institute in Seattle, WA. He has held roles at Institute For Wealth Management LLC since 2019 and previously worked at Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis to construct diversified model portfolios, and manages over $1 billion in assets with strategies ranging from ESG-focused ETFs to alternative-income and sector-rotation approaches.

Ashok Ramji is a financial advisor with Insight Folios in Kirkland, WA, holding Series 63, 65, and 66 licenses and possessing 12 years of industry experience. Prior to joining Insight Folios in 2019, he worked at Virtue Capital Management, Blue Duck Wealth Management, and Transamerica Financial Advisors. Outside of finance, he operates a tutoring business focused on K-12 math and exam preparation, as well as a warehousing and logistics enterprise. Insight Folios serves a diverse individual client base, including high-net-worth households, ERISA retirement plans, and other registered investment advisers. The firm offers discretionary portfolio management and comprehensive financial planning through its proprietary Simplicitree platform, integrating long-term trading strategies, artificial intelligence tools, and multi-disciplinary planning services.

Robert Mac Rae is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Robinswood Financial LLC since 2017 and previously held a position at VMware, Inc. from 2013 to 2017. He also operates a personal holding company, Fortitude LLC, for his independent contractor work as a Registered Investment Advisor Representative. Robinswood Financial serves individual investors as well as trusts, charitable organizations, and businesses by providing fee-only portfolio management, financial planning, and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using low-cost institutional index funds, Vanguard products, and Dimensional Fund Advisors, with discretionary portfolio management and periodic reviews.

Sterling Monroe is a Series 66-licensed financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, where he has worked since 2016. He has 13 years of industry experience and also maintains a role with LPL Financial LLC. Monroe facilitates the purchase of long-term care insurance policies for clients as part of his professional activities. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting planning process and offers discretionary portfolio reviews, utilizing a range of investment instruments and analytical methods, and participates in multiple LPL Financial-sponsored platforms.

Erika Berkenhoff is a CFA® charterholder with 19 years of industry experience. She has been with Harbour Investment Management L.L.C. since 2006. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Harbour Investment Management emphasizes fundamental analysis and ongoing portfolio supervision, managing approximately $470 million in assets for about 195 clients through a team of five advisors.

Teresa Lamar is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 23 years of industry experience. She previously worked at LNW Wealth Management, LLC for five years and at Filament, LLC for eleven years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities by providing integrated wealth management, financial planning, investment management, and family-office services. The firm employs a long-term, tax-aware investment approach that blends passive and selective active strategies, emphasizing tailored portfolios and multi-generational planning.

Steven Kleyn is a CFA® charterholder with four years of industry experience. He has worked at Aletheian Wealth Advisors LLC since 2021 and previously held positions at Pathstone, Cornerstone Advisors, Inc., and Parametric. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services that address complex and often illiquid balance sheets. The firm combines fundamental, quantitative, and modern portfolio theory analysis, offering tailored portfolios that include public and private market investments along with structured family advisory.

Travis Johnson is a financial advisor at The Retirement Solution LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining his current firm. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and various organizations. The firm uses model-based portfolio allocations focused on mutual funds and ETFs, employing fundamental and technical analysis with strategic asset allocation.

James Pirak is a financial advisor at Talbot Financial, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Talbot Financial since 2015. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, using a value-oriented, fundamental analysis approach focused mainly on individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized real estate investment vehicles to qualified accredited investors.

Clinton Coburn is a financial advisor at The Retirement Solution LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Edward Jones prior to joining his current firm. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a range of clients including individuals, trusts, estates, and organizations. The firm emphasizes model-based portfolios tailored to client objectives and risk tolerance, with tax-aware strategies such as direct indexing and tax-loss harvesting integrated into its services.

Brian Johnson is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 19 years of industry experience. He previously worked at LNW Wealth Management, LLC and Filament, LLC. 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 focuses on tailored, tax-aware portfolios using a blend of passive and active strategies and emphasizes family-office coordination and customized private investment access.

Monte Snider is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently with Snider Financial Group, where he has worked for 25 years, following prior tenure at LPL Financial and Composition Wealth. Outside of advisory work, Snider is CEO and owner of FinTax Partners LLC, a tax preparation and accounting firm. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets, employing a strategic asset-allocation approach with a tactical overlay and integrates tax, retirement, insurance, and estate planning into its client services.

Eric Lansford is a financial advisor at Aspire Capital Advisors LLC with nine years of industry experience. He holds a Series 65 credential and has previously worked with firms including Sound Financial Investments, Inc. and Synergy Financial Management, LLC. Lansford is also the owner and managing member of LAKEN Investments, LLC, a private lending business. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm employs a long-term, fundamental investment approach, creating customized portfolios using low-cost mutual funds, ETFs, individual securities, and occasionally short-term trading, while serving clients through a multi-team advisor model.

Sandra Jones is a CFP® professional with seven years of industry experience. She currently works at Arrivity Financial Planning and previously held roles at Perkins Coie Trust Company. Outside of her advisory career, she is a distributor for a nutrition product company. Arrivity Financial Planning is a fee-only firm that offers comprehensive, hourly financial planning to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and provides clients with written Investment Policy Statements and periodic plan reviews, without taking custody or discretionary trading authority over client accounts.

William Cantus is a financial advisor at Pacific Sage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. for ten years and WR Cantus Group, LLC for one year before joining Pacific Sage Partners in 2022. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management alongside financial planning, consulting, and retirement plan advisory services. The firm develops customized portfolios using fundamental and technical analysis, combining delegated management and fiduciary plan advisory services with a client base of approximately 804 clients and nearly $1 billion in assets under management.

Ron Kirkpatrick is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Accelerate Investment Advisors. Outside of his advisory role, he serves as a varsity basketball coach for a high school team. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm offers customized portfolio construction and comprehensive plan services while managing approximately $315 million in client assets and consulting on billions in retirement plan assets.

Sabine Koenig is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Martin Nelson & Co., Inc. since 2002. 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 offers tailored investment programs using a combination of charting, fundamental, technical, and cyclical analysis and manages client assets held at Hilltop Securities and Charles Schwab without imposing a firmwide account minimum.

Zachary Cleveland is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds the CFA® designation along with Series 65 and Series 66 licenses. Prior to joining Parcion, he worked at Cresset Asset Management, LLC and CH Investment Partners. 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, employing a tailored investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments.

Peter Lee is a financial advisor at Alongside, LLC with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of advising, he owns PLEE, LLC, an entity used for managing payroll expenses related to his business activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and is notable for its role in selecting and supervising other advisers and model providers, including outsourced CIO and model services.