John Wilbourne is a financial advisor with Occidental Asset Management, LLC in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Private Advisor Group, Kestra Private Wealth Services, Wells Fargo Clearing, Wells Fargo Investments, Oppenheimer, and CIBC World Markets. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis with discretionary implementation of tailored investment plans, supporting approximately 945 clients across six offices with a 12-advisor team.

Christopher Downing is a CFP® professional with 18 years of experience in financial advising. He has been with Greene Wealth Management, LLC since 2007. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm emphasizes tailored portfolios using diversified strategies, forward-looking research, and tax-sensitive approaches, managing over $1.18 billion in assets with a focus on detailed planning and ongoing client communication.

Cameron Barsness is a CFP® with 14 years of industry experience, currently serving as an advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA. He has been with the firm since 2006. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports, using proprietary asset-allocation models and a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Jack Hohimer is a financial advisor with Hohimer Wealth Management, LLC in Seattle, WA, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Wells Fargo Advisors and the University of Washington - Bothell. Outside of his advisory work, he is involved in mortgage lending through his role as a Mortgage Loan Originator with LendinCo. Hohimer Wealth Management serves a diverse client base including individuals, pension plans, trusts, and charitable institutions. The firm employs a team-based approach to investment and wealth management, utilizing active and passive strategies across various asset classes while integrating alternative investments and private funds.

Joseph Perry is a financial advisor with Aviso Wealth Management in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Osaic and Cetera Advisors, and has served as president and managing member for multiple related entities. Outside of advisory roles, he is involved in several business ventures, including a leadership position at Don Pepe's Garage LLC. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, using a variety of analytical approaches and investment vehicles tailored to client objectives, with services offered on both discretionary and non-discretionary bases.

Daniel Barnes is a CFA® charterholder with 20 years of experience in the financial industry. He is currently a member of the team at RB Capital Management, LLC and has previously worked at Strait & Sound Wealth Management LLC, Barnes Capital, Inc., and Uncommon Counsel LLC. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management, emphasizing hedged strategies and managed fixed-income portfolios while integrating financial planning into its advisory services.

Chase Ferderer is a financial advisor at Comprehensive Wealth Management with 11 years of industry experience. He has held positions at Independent Financial Group, LLC and Ameriprise Financial Services, Inc. He holds Series 63 and Series 65 licenses. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, and pension accounts. The firm employs a proprietary Performance Targeting System® alongside diversified and tactical investment models that blend passive and active strategies with an emphasis on downside protection and target returns.

Charlotte Leon is a CFP® professional with two years of industry experience, currently serving as an advisor at trueNorth Wealth Advisors since 2019. Prior to joining trueNorth, she worked at Global Image Products and Eltana. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management to individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach using diversified portfolios of passive and active mutual funds and ETFs, supported by fundamental analysis and customized Investment Policy Statements.

Erich Patten is a financial advisor at Cutler Investment Group with 14 years of industry experience. He holds the Series 65 designation and has been with Cutler Investment Counsel, LLC since 2003. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, utilizing third-party technology and AI tools alongside customized portfolio management.

Cody Barney is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Garde Capital, Inc. since 2015. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm employs a customized investment approach that integrates modern portfolio theory with behavioral finance, using diversified portfolios that include low-cost ETFs, individual securities, and alternatives.

Cherish Sutull is a CFP® and CFA® with 17 years of industry experience. She has been with Blue Water Wealth since 2021 and previously worked at Paracle Advisors for eight years. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to construct customized portfolios.

Martin Nelson Jr. is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, with 56 years of industry experience. He has been with Martin Nelson & Co., Inc. since 1972. Outside of advisory work, he serves as a trustee and executor for various family and client trusts. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, as well as pension plans, trusts, and charitable organizations. The firm customizes investment programs based on each client’s financial profile and risk tolerance, employing a mix of charting, fundamental, technical, and cyclical analysis.

Samantha Torres is a CFP® with 11 years of industry experience and is currently with Avier Wealth Advisors. Her prior experience includes roles at Vista Capital Partners, Fisher Investments, and Northwestern Mutual. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm manages approximately $1.19 billion in assets and focuses on broad asset-allocation strategies using low-cost mutual funds and ETFs, with portfolio oversight conducted by an investment committee.

Jordan Cole is a financial advisor at Sage Advisors, LLC in Edmonds, WA, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Sage Advisors since 2004, including a period before its current formation, and previously spent eight years at Kms Financial Services, Inc. Sage Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized portfolios with diversified allocations and proprietary Model Portfolios under discretionary authority.

Jason Thonssen is a financial advisor at Ballast Rock Private Wealth with eight years of industry experience. He holds a Series 65 credential and has previously worked at Coldstream Wealth Management and Integrity Financial Corporation. He is based in Kirkland, Washington. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to tailor portfolios according to clients’ goals and risk tolerances.

Kenneth Powell is a CFP® professional with three years of experience in financial advisory. He currently works at Paul R. Ried Financial Group, LLC and previously held roles at Ronald Blue Trust and Alaska USA Federal Credit Union. Before entering financial services, he spent 12 years at The Boeing Company. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets. The firm utilizes a dynamic asset allocation process focused on fundamental valuation and diversified manager selection, supplemented by third-party research and client education.

Michael Miller is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has worked at Capital Planning, LLC since 2014 and previously spent 12 years with Cetera Wealth Services, LLC. Miller is also licensed as a life and annuity insurance agent, a role he has held since 1983. Capital Planning, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning services. The firm employs a structured approach to wealth planning and invests through a combination of proprietary models, third-party managers, and specialized strategies such as direct indexing and private fund recommendations.

Kamaljit Sahota Middleton is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 65 designation and two years of industry experience. Prior to joining Snider Retirement Strategies, Inc., Middleton has worked in mortgage lending since 2018 with firms including NEXA Mortgage, LLC and Loan Depot. Outside of advisory work, Middleton is also involved with KK Loans, LLC dba NEXA Mortgage as a mortgage broker. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning areas such as retirement, tax, insurance, cash flow, education funding, and estate considerations.

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.

Jennifer Nagai is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with 20 years of industry experience. She holds a Series 66 designation and has worked at Parcion Private Wealth Management since 2019, following six years at UBS Financial Services Inc. 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, using a tailored investment approach that includes direct equities, fixed income, ETFs, mutual funds, and alternative investments, while applying both fundamental and technical analysis.