Tingwei Chiang is a CFP® professional at Cutler Investment Group with 10 years of industry experience. He has worked with Cutler Investment Counsel since 2018 and previously with Pacific Portfolio Consulting from 2013 to 2018. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm specializes in risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, while utilizing third-party technology and AI tools to support its services.

Diego Arias is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Corient Services LLC, Columbia Pacific Wealth Management, and Copacino Fujikado. Prior to his financial career, he was involved with Maria's Cocina Mexicana and Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically working with clients who have a minimum relationship size of $10 million. The firm offers comprehensive wealth management and consulting services, combining fundamental and technical analysis to tailor asset allocation according to risk tolerance and time horizon.

Kevin Erwert is a CFP® professional with 13 years of experience in financial advising. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously held roles at Vestory and Cornerstone Advisors. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services for complex, often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analysis, emphasizing ETFs and alternative investments, and collaborates closely with clients’ tax, legal, and philanthropic advisors.

Jason Falk is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company, Mutual of Omaha Investor Services, WMS Wealth Management, and SANDLAPPER Securities. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs model portfolios aligned with client objectives and risk profiles, incorporates tax-aware strategies such as direct indexing and tax-loss harvesting, and offers estate-planning coordination alongside access to third-party options-based strategies.

Christopher Boisjolie is a financial advisor at Snider Financial Group in Bellevue, WA, with seven years of industry experience. He holds the Series 66 designation and has been with Snider Financial Group since 2018. Prior to joining Snider, he worked at LPL Financial and West Coast Entertainment. Boisjolie is also licensed to sell insurance products. 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 for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and offering integrated planning services.

Victoria Crosby is a financial advisor at The Institute with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including DMK Advisor Group Inc. and Purshe Kaplan Sterling Investments. She also assists as a registered representative with DMK Advisor Group Inc. for one hour a week. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and other business entities. The firm manages approximately $1.37 billion for about 803 clients through a team of 17 advisors, offering financial planning, portfolio management, and access to private fund investments. Its investment process involves an internal committee that constructs model portfolios and incorporates outside consultants and third-party managers, with a focus on both firm-managed and customized strategies.

Christian Miller is a financial advisor at Capital Planning, LLC in Bellevue, WA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Clear Conscience Sealants and Utah State University. 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 uses a structured four-phase wealth planning framework and a seven-step investment process, employing a range of models and third-party platforms, and operates multiple offices while offering educational seminars and webinars.

Christopher Moreton is a financial advisor at Cutler Investment Group in Bellevue, WA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Brighton Jones, USI Securities, and Parametric Portfolio Associates. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating client customization, ESG options, and technology-supported research and reporting.

Emme Osborne is a Series 65 licensed advisor with Fortis Capital Management LLC in Bellevue, WA, where she has three years of industry experience. Prior to joining Fortis Capital Management, she held positions at The University of Arizona, Pine Lake Cellars, Farmers Insurance, Duke's Seafood, and The Juicy Cafe. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and recommendations for insurance along with referrals to affiliated tax and accounting providers. The firm combines active and passive investment approaches across a range of instruments and manages pooled private funds with performance-based fee arrangements.

Stephen Chaney is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. He holds a Series 65 designation and has 30 years of industry experience, including 27 years with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in discretionary assets and employs investment strategies based on both fundamental and technical analysis with discretionary trading authorization.

Brook Anderson is a CFP® with 11 years of industry experience and is currently part of the team at Cutler Investment Group in Bellevue, WA. He previously worked for six years at Kaizen Financial Advisors, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, endowments, and registered investment companies. The firm utilizes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG pivots and direct indexing through independent managers.

Kelli Porter is a CFP® professional with eight years of industry experience, currently affiliated with Tschetter Group. She has worked at Purshe Kaplan Sterling Investments since 2019 and had prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 manages discretionary accounts and a privately offered pooled fund focused on venture capital, private equity, and real estate, employing a proprietary investment process that combines fundamental, quantitative, and technical analysis.

Levi’s a member of the Confederated Tribes of Grand Ronde and proud of his Native American heritage. In his free time, he enjoys playing golf, basketball, video games, and watching the latest binge-able Netflix shows with his wife. Levi founded Millennial Wealth in 2018. He works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans. Professional Designations & Certifications: Levi is a CERTIFIED FINANCIAL PLANNER®, CERTIFIED PRIVATE WEALTH ADVISOR®, CERTIFIED EXIT PLANNING ADVISOR® and BEHAVIORAL FINANCIAL ADVISOR™ professional. He’s also earned his Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. The CPWA® certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA® certification. The CEPA® is a unique designation for financial professionals who advise business owners on how to prepare to sell or transition their business successfully, a strategy referred to as “exit planning”. The BFA™ (Behavioral Financial Advice program) integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan. The Certificate in Blockchain and Digital Assets course is the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets.

Christopher Kaminski is a CFP® and ChFC® with 15 years of experience in financial services. He has worked at Northwestern Mutual in various roles from 2009 to 2021 before joining Consilio Wealth Advisors, LLC in 2021. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis with a long-term focus, using a range of investment vehicles including options and derivatives within separately managed accounts.

Brooke Ashland is a Series 65-credentialed advisor with Cutler Investment Group in Bellevue, WA, where she has worked since 2014. She has 14 years of industry experience. Outside of her advisory role, she is involved in non-investment activities including business consulting and property ownership through entities such as Ashland Partners International and Moon and Back, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and utilizes third-party technology and AI tools to support research and portfolio oversight.

Stacee Kratovil is a CFP® professional with four years of industry experience, currently serving as an advisor at Parcion Private Wealth LLC since 2022. She previously worked at U.S. Bank N.A. from 2016 to 2022. Ms. Kratovil serves on the Advisory Board for the College of Business at Washington State University. 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, applying both fundamental and technical analysis to tailor asset allocation to clients’ risk tolerance and goals.

David Tschetter is a financial advisor with the Tschetter Group in Bellevue, WA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at D.A. Davidson & Co. and Purshe Kaplan Sterling Investments. He is also licensed as an insurance agent, providing fixed insurance products when needed by clients. Tschetter Group serves individuals, high-net-worth clients, trusts, estates, and businesses through asset management, financial planning, and sub-advisory services. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering a range of investment strategies and acting as a private fund adviser and sponsor for its TG Private Market Opportunities Fund LP.

Ronald Geer is a financial advisor at Guide Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Guide Advisors, formerly Geer Financial Group, since 1996. Approximately 10% of his time is spent on insurance product sales and services as a licensed insurance agent. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning, co-advisory asset management through a third-party platform, and insurance and annuity products. The firm offers public seminars and educational workshops and generally acts as a co-advisor, handling client documentation and reviews while third-party managers implement investment strategies.

Edward Ward is a financial advisor at Robinswood Financial in Kirkland, WA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Robinswood Financial since 2007. Outside of his advisory role, he serves as the sole trustee overseeing a family-run vacation rental property business in Oregon. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses, offering fee-only investment management and financial planning. The firm employs a globally diversified, long-term asset allocation strategy using low-cost institutional index funds and ETFs, managing portfolios on a discretionary basis with regular reviews.

David Gearring Jr. is a financial advisor at Goldbloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldbloom Wealth Management since 2018. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.