Darryl Chouinard is a financial advisor at Nepsis, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Heritage Wealth Management and Elite Investment Team. Outside of his advisory role, he serves as CEO of Innovative Income Consulting, a business focused on consulting with CPAs and attorneys to enhance client relationships. Nepsis, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement accounts, charities, and businesses. The firm offers investment management primarily through a wrap-fee program and also markets research and educational services to other financial advisors.

Janiece Collopy is a financial advisor at WaFd Wealth, Inc with a Series 66 credential and one year of industry experience. She previously worked at Merrill for three years. Outside of finance, she is involved in yoga and wellness and has served as a substitute yoga instructor. WaFd Wealth, Inc serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets across 274 client relationships. The firm offers financial planning, wealth management, and investment consulting with portfolios tailored to client objectives using a range of securities and independent managers.

John Chavez is a CFP®-certified financial advisor with WaFd Wealth, Inc. in Seattle, WA, bringing 31 years of industry experience, including a long tenure at Merrill from 1994 to 2025. He is the owner of two LLCs, Innovative Concepts & Design and Practice Perfect Golf Solutions, which support his entrepreneurial ventures and invention pursuits. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $348 million in client assets using tailored portfolios that incorporate ETFs, individual securities, and independent managers, supported by comprehensive financial planning and consulting services.

Angedd Kalsi is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Elliott Cove, he worked at RSM US and Clobotics Global. Outside of his advisory role, Kalsi is a head coach for the Crossfire Premier Soccer 2009 Girls ECNL-RL Team, a position he has held since 2018. Elliott Cove Capital Management is a multi-team firm serving individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm focuses on disciplined asset-allocation strategies using index-style model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, providing ERISA fiduciary services and quarterly portfolio reviews.

Melinda Crary is a CFP® professional with 22 years of industry experience, currently serving at Creative Money LLC since 2011. Her prior experience includes roles at Save 9 LLC and Ameriprise. In addition to her financial advisory work, she manages a separate business coaching practice, providing individual and group trainings on business topics. Creative Money LLC offers comprehensive financial planning services to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes written financial plans and implementation guidance, using fundamental research and recommending passive, low-cost asset allocation without managing client assets directly.

Christopher Chambos is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 credential with eight years of industry experience. He has been with Elliott Cove since 2016 and also serves as a Retail & Investment Services Manager at Northrim Bank. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs an asset-allocation approach using index-style, allocation-based model portfolios and offers fiduciary services for employer retirement plans.

Marshal Mcreal is a financial advisor at Garde Capital, Inc. in Seattle, WA, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm combines modern portfolio theory with behavioral-finance insights to create customized, globally diversified portfolios, primarily using low-cost exchange-traded funds alongside select individual securities and alternatives.

Donald Safstrom is a CFP® and PFS™ with 30 years of industry experience. He is currently with Truvestments Capital LLC and also serves as President of Safstrom CPAs & Advisors, PLLC, where he focuses on tax preparation. His prior roles include positions at Ameriprise Financial Advisors and Cambridge Investment Research. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using low-cost mutual funds and ETFs, while also managing a private Bitcoin fund through an affiliated general partner.

Jack Jarvis is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding a Series 66 designation. He has one year of industry experience, including previous roles at Trueline Capital and Shelter Holdings LLC. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management services primarily to individual investors along with pension plans, trusts, and charitable organizations. The firm customizes investment programs based on each client’s financial profile and employs a variety of analytical approaches to support multiple investment strategies.

David Simpson is a financial advisor at Hohimer Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Hohimer Wealth Management since 2019. Prior to that, he was with Wells Fargo Clearing and Jones Lang LaSalle. In addition to his advisory role, he is a licensed insurance agent connecting individuals with life and long-term care insurance products. Hohimer Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a variety of analytical approaches across active and passive strategies and manages private real estate funds and pooled investment vehicles, including strategies that may involve performance-based fees.

Connor Donnelly is a financial advisor at The Institute with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2010 to 2020 before joining The Institute for Wealth Management in 2020. 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 and manages over $1 billion in assets across various strategies, including ESG-focused ETFs, sector rotation, and alternative income.

David Lewis is a financial advisor with First Washington Corporation in Seattle, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with First Washington since 2003. Lewis serves as a trustee for the E. Maxwell Foundation, a Seattle-based organization that administers scholarships to Washington college students and oversees related investments. 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 and manages over $500 million for a small client base through a compact advisory team.

Alex Peters is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Hohimer Wealth Management, LLC and also serves as a loan consultant at Lendinco. Peters is a member of the advisory board for the Beacon Fund, an alternative investment held by Hohimer Wealth Management clients. Hohimer Wealth Management, LLC advises individuals, institutions, and family entities through a team-based model, offering investment and wealth management, financial planning, and both discretionary and limited non-discretionary portfolio management. The firm utilizes a combination of active and passive strategies across various asset classes, integrates alternative investments including private funds, and serves as an investment manager for select private funds.

Tyler Donnelly is a financial advisor at Arrivity Financial Planning in Seattle, WA, with three years of industry experience. He holds a Series 65 designation and has worked at Arrivity since 2022. His prior work experience includes roles outside the financial industry, including positions at Merit Electric and Corepower Yoga. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive hourly financial planning services. The firm emphasizes a globally diversified, low-cost passive investment approach and provides implementation support without taking custody or discretionary trading authority of client accounts.

Anthony Hollerich is a financial advisor at The Institute with a Series 65 designation and one year of industry experience. He previously worked at Madison Private Wealth Management and has been with The Institute since 2025. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across 803 clients. The firm utilizes an internally led Investment Committee to construct model portfolios and offers both firm-managed and advisor-managed investment options, with a strategy range that includes ESG-oriented core portfolios and tactical sector rotation.

Lindsey Hadfield is a financial advisor at Verus Financial Partners with three years of industry experience. She holds a Series 65 designation and has worked at Verus Financial Partners since 2021. Prior to her advisory career, she spent time at James Madison University and Veritas School. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm focuses on mutual funds and exchange-traded funds, using fundamental analysis and actively managing cash positions, and is notable for its use of Dimensional Fund Advisors funds and independent proxy-voting services.

Chad Bearden is a financial advisor at Hidden Cove Wealth Management with four years of industry experience. He holds a Series 65 designation and previously served in the United States Navy for 20 years. In addition to his advisory role, he is an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages diversified portfolios primarily on a discretionary basis, utilizing a range of investment vehicles and Independent Managers, and serves several hundred client relationships.

Brooke Crawford is a CFP® with four years of industry experience, currently serving at Wise Planning, Inc. since 2023. Her prior roles include positions at The Vanguard Group and various companies outside the financial sector. Wise Planning, Inc. provides financial advice to individuals, families, and institutional clients through comprehensive financial planning and portfolio management. The firm operates primarily on a non-discretionary basis, emphasizing low-cost, broad-market index funds and offering a flat, asset-and-complexity-based fee structure.

Erik Austin is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding a Series 65 designation. He has prior experience at RBC Wealth Management and Symetra. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, consulting, wealth and investment management, and retirement plan consulting, using tailored portfolios with exchange-traded funds, equities, debt securities, and independent managers.

Shaun Dean is a financial advisor at Aspire Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including M.S. Howells & Co., Arbor Point Advisors, and Securities America, Inc. Outside of his advisory role, he consults for a consumer services business, Anne Marie Aesthetics, in Bellevue, WA. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with periodic use of individual securities and independent managers.