Jack Jarvis is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding a Series 66 designation with several years of experience in financial services. His prior roles include positions at Shelter Holdings LLC and Trueline Capital. 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 uses a combination of charting, fundamental, technical, and cyclical analysis to tailor investment strategies to each client’s financial profile and risk tolerance.

Kathleen Carbone is a CFP® with 10 years of industry experience, currently serving as an advisor at Parcion Private Wealth LLC since 2019. Prior to joining Parcion, she worked at UBS Financial Services from 2015 to 2019. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and business entities, providing comprehensive wealth management and consulting services. The firm employs a customized investment approach that includes equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to clients’ risk tolerance and time horizons.

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.

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. Prior to his advisory role, he held positions at Merit Electric and Corepower Yoga. 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 topics. The firm emphasizes a passive, low-cost investment approach using globally diversified index funds and does not serve as a discretionary portfolio manager or take custody of client assets.

Wesley Mc Bratney is a financial advisor at The Retirement Solution LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Equitable Advisors, and Axa Advisors. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm uses model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to balance upside potential with downside risk.

Cynthia Mueller is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at The Retirement Solution Inc. since 2013 and currently serves at The Retirement Solution LLC. 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, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolios that incorporate mutual funds and ETFs with fundamental and technical analysis.

Anthony Hollerich is a financial advisor at The Institute with a Series 65 designation and has been in the industry since 2024. He previously worked at Madison Private Wealth Management and joined the Institute For Wealth Management LLC in 2025. 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 that combines fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets across multiple offices.

Alden Gwinn is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Fidelity Investments and AT&T Communications. Gwinn is part of a team-based advisory approach at Tschetter Group. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models combined with fundamental, quantitative, and technical analysis across a range of strategies and also serves as an adviser and sponsor to a privately offered pooled fund focused on venture capital, private equity, and real estate investments.

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.

Bryan Hays is a financial advisor with Prota Financial in Redmond, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Prota Financial since 2017 and previously spent seven years at Merrill. Outside of his advisory role, Bryan is a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm utilizes model-based portfolio management, including ETF, equity, and Sharia-compliant portfolios, and manages $270 million in regulatory assets under management.

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.

Mark Chin is a Series 65-credentialed financial advisor with The Retirement Solution LLC in Redmond, WA. He has prior experience at Portlock Labs, Squishy Squad, Inc., and the University of Hawaii. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a variety of clients including individuals, trusts, and corporations. The firm uses model portfolios tailored to client objectives and risk tolerance, offers tax-aware strategies, and integrates estate-planning coordination and third-party options programs into its services.

Eli Gripp is an advisor at Tschetter Group with a Series 65 designation and three years of industry experience. Prior to joining Tschetter Group in 2023, he worked at RXA @ OneMagnify and held roles at the University of Washington Disability Resources for Students and Young Financial Services. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across a diverse range of strategies, including a privately offered pooled vehicle focusing on venture capital, private equity, and regional real estate investments.

Eric Penz is a financial advisor with Private Advisory in Redmond, WA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Private Advisory Group LLC since 2014. Outside of finance, he is the owner of Authorgate LLC, where he writes novels and screenplays. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model using firm-generated model portfolios and a range of investment strategies including structured notes, options, and derivatives.

Craig Chucka is a financial advisor with Snider Financial Group, holding a Series 65 designation and six years of industry experience. He has worked at Snider Financial Group since 2020 and is also the owner and member manager of Geddes Chucka PLLC, a CPA firm he has managed since 2003. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, overseeing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation approach with a tactical overlay, integrating comprehensive planning areas such as retirement, tax, insurance, and estate considerations into its client services.

Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience. He has worked at Tschetter Wealth Advisors since 2017 and was previously with D.A. Davidson & Co. from 2015 to 2017. He is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Tschetter Group offers asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis across various strategies, including dividend growth, capital appreciation, and a crypto/digital-asset ETF sleeve.

Peter Barnes is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding Series 63 and Series 65 certifications with five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Moss Adams LLP. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with minimum relationships of $10 million. The firm offers comprehensive wealth management and consulting services, utilizing a mix of individual equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to each client’s risk tolerance and time horizon.

James Mcbarron is a financial advisor at Pacific Sage Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Paul R. Ried Financial Group and Milliman. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, supported by fundamental and technical analysis and regular portfolio monitoring.

Shawn Nelson is a financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 license and 26 years of industry experience. He has been with Boone Wealth Advisors since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2000. 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 intake process to develop tailored plans and offers a range of investment strategies including ETFs, mutual funds, individual securities, and independent money managers.