Daniel Costello is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. He has worked at Tschetter Group since 2020 and previously spent eight years at E.K. Riley Investments, LLC. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across varied strategies, including dividend growth, capital appreciation, and crypto/digital-asset ETFs, and also serves as an investment manager and sponsor to a private pooled vehicle focused on venture capital, private equity, and regional real estate.

Andrew Matzen is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Auxano Advisors in Bellevue, WA. He has been with Auxano Advisors since 2014, working in various capacities within the firm. Auxano Advisors is a registered investment adviser managing approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm employs fundamental, technical, and cyclical analysis to create client-specific investment policies and implements both long- and short-term strategies across listed and private securities.

Paul Ried is a CFP® with 40 years of experience in financial advising. He is the founder of Paul R. Ried Financial Group, LLC in Bellevue, WA, where he has worked since 2018. Prior to that, he spent nearly three decades with Cetera Wealth Services and related firms. Outside of his advisory work, he serves as a board member for a networking group focused on leadership principles and is involved in ministry board activities. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in client assets through a team of nine advisors, emphasizing a dynamic asset allocation process that integrates fundamental valuation, manager specialization, and diversified selection supported by third-party research.

John Heffel is a CFP® with 10 years of industry experience. He has worked at Fortis Capital Management LLC since 2018 and previously worked at UBS Financial Services from 2015 to 2018. Fortis Capital Management serves individuals and families, including high-net-worth clients, as well as businesses, trusts, foundations, charities, and private fund investors. The firm provides financial planning and discretionary portfolio management using both active and passive strategies across a broad range of investments.

Adam Jordan is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Paul R. Ried Financial Group since 2002 and was previously associated with Cetera and Cetera Advisor Networks from 2013 to 2024. 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 across more than 1,000 client relationships. The firm’s investment approach emphasizes a dynamic asset allocation process based on fundamental valuation, manager specialization, and diversified selection, supported by third-party research and ongoing client education.

Robert Campbell is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He previously worked at Merrill Lynch for 15 years before joining WaFd Wealth in 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm provides financial planning, wealth management, investment management, and retirement plan consulting services, tailoring portfolios using ETFs, individual securities, and selected independent managers.

Matthew Behning is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Bank of America, and Merrill Lynch. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, incorporates a range of securities including options, and uses technology partnerships for portfolio management, estate, and tax planning services.

Michael Mcferran is a financial advisor at Emerald Advisors, LLC, holding the ChFC® designation and Series 66 license with 18 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm offers financial planning, consulting, and discretionary portfolio management, emphasizing long-term, tax-efficient strategies tailored to clients’ risk tolerance and liquidity needs.

Brock Mackenzie is a financial advisor at MarsJewett Financial Group in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Phoenix Hagen, Idaho State University, and Cetera Advisor Networks LLC. MarsJewett Financial Group manages approximately $735 million for a diverse client base, offering financial planning, consulting, and investment management services. The firm employs a monthly investment planning committee to select mutual funds and ETFs based on qualitative and quantitative criteria, tailoring portfolios to individual client needs and also allocates assets to independent managers under ongoing due diligence.

Martin Link is a financial advisor at Blue Water Wealth in Seattle, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Blue Water Wealth in 2022, he worked for fourteen years at Kathleen M. Kendziorski, CFP. Blue Water Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental, technical, and asset-allocation analysis to construct customized portfolios.

Rachel Tolbert is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential. She joined the firm in 2025 and has prior experience at TransPecos Banks, SSB. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, standalone financial planning, and third-party sub-advisory relationships. The firm is noted for its private market fund, which invests in venture capital, private equity, and real estate through a fund-of-funds structure.

Michael Kramer is a financial advisor at Natural Investments with 25 years of industry experience. He holds the Series 65 designation and has been with Natural Investments since 2001. Natural Investments is a values-focused advisory firm managing approximately $2.05 billion for individual clients, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investing through a long-term approach consistent with Modern Portfolio Theory.

Colin Macleod is a financial advisor with The Institute in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at DMK Advisors, Institute for Wealth Advisors, Sowell Financial Services, and Concert Wealth Management. Outside of advising, he operates a photography business through Cloud Racing LLC. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion for about 803 clients. The firm’s investment process involves an internally led committee that develops various model portfolios and offers customizable strategies, with notable activities in private fund advisory and pooled investments.

Daniel Reuben is a CFP® professional with five years of industry experience. He is currently with Parcion Private Wealth LLC in Bellevue, WA, where he has worked since 2025. Prior to that, he held roles at Pathstone from 2021 to 2025 and at Mutual of Omaha between 2020 and 2021. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with relationships starting at $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.

Steven Goldbloom is a financial advisor with Goldbloom Wealth Management LLC in Mercer Island, WA, holding a Series 65 credential and having 16 years of industry experience. He has been with Goldbloom Wealth Management since 2009 and also manages AGT Tax & Insurance Services. Outside of advisory, he is a speaker for Cause Based Capitalism, manages a CRM software business for insurance professionals, and serves as an ambassador-level coach providing life planning services. Goldbloom Wealth Management LLC is a team-based registered investment adviser serving individual and high-net-worth clients with tailored portfolio management, financial planning, and retirement guidance. The firm employs a discretionary investment approach informed by fundamental, quantitative, and technical analysis and utilizes third-party platforms and managers, including option strategies and illiquid investments.

Warren Langsford is a financial advisor at Integrity Financial Corporation in Bellevue, WA, holding a Series 65 designation with 13 years of industry experience. He has been with Integrity Financial Corporation since 2013. Integrity Financial Corporation serves individuals, families, family offices, business owners, corporate retirement plans, and charitable organizations, providing investment and wealth management, comprehensive financial and legacy planning, and consulting services. The firm employs a Modern Portfolio Theory framework using indexed and actively managed ETFs, mutual funds, and alternative strategies for qualified clients, combining in-house research with third-party consulting and technology tools under human oversight.

Daniel Shen is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at U.S. Bank National Association and A-1 Piano Sales and Rentals. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses, using a dynamic asset allocation approach combined with behavioral finance concepts. The firm emphasizes client education and manages most accounts on a discretionary basis.

Henry Roberts is a financial advisor at Tschetter Group in Bellevue, WA, with four years of industry experience. He holds a Series 65 designation and previously worked at Holm & Cawley Financial Group, LLC, as well as the University of Washington. Outside of finance, Roberts is the founder of Jetxco, a manufacturing business. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models combining fundamental, quantitative, and technical analysis across diverse strategies, and serves as investment manager and sponsor of a privately offered pooled fund focused on venture capital, private equity, and real estate.

Peter Acker is a Series 65–licensed financial advisor with Sonata Capital Group Inc in Seattle, WA, where he has worked since 2000. He has 24 years of industry experience and is part of a five-advisor team. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment approach focuses on asset allocation tailored to clients’ time horizons and risk tolerances, utilizing both fundamental and technical analysis and a broad set of instruments, including derivatives, within separately managed accounts.

Alexander Dorell is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management Company and Charles Schwab. Outside of his advisory role, he works as a driver for Uber and Postmates. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, using a range of investment vehicles and customized allocations, and integrates third-party technology for reporting and estate and tax planning.