Sterling Monroe is a Series 66-licensed financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, where he has worked since 2016. He has 13 years of industry experience and also maintains a role with LPL Financial LLC. Monroe facilitates the purchase of long-term care insurance policies for clients as part of his professional activities. 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 planning process and offers discretionary portfolio reviews, utilizing a range of investment instruments and analytical methods, and participates in multiple LPL Financial-sponsored platforms.

Teresa Lamar is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 23 years of industry experience. She previously worked at LNW Wealth Management, LLC for five years and at Filament, LLC for eleven years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities by providing integrated wealth management, financial planning, investment management, and family-office services. The firm employs a long-term, tax-aware investment approach that blends passive and selective active strategies, emphasizing tailored portfolios and multi-generational planning.

Steven Kleyn is a CFA® charterholder with four years of industry experience. He has worked at Aletheian Wealth Advisors LLC since 2021 and previously held positions at Pathstone, Cornerstone Advisors, Inc., and Parametric. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services that address complex and often illiquid balance sheets. The firm combines fundamental, quantitative, and modern portfolio theory analysis, offering tailored portfolios that include public and private market investments along with structured family advisory.

Grace Rollins is a financial advisor at Fortis Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has been with Fortis since 2021. Prior to her advisory role, she worked at Doucette's Party and Tent Rental and spent time at the University of Minnesota Duluth. Fortis Capital Management serves individuals, families, and institutions including high-net-worth clients, offering financial planning and discretionary portfolio management across various asset classes. The firm employs both active and passive investment strategies and manages private pooled funds, incorporating thematic and derivative approaches where suitable.

Jason Miller is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, with 15 years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Paul R. Ried Financial Group, LLC since 2005. Outside of his advisory role, he serves as Vice President of the Cascade Brewers Guild, a home brewers group based in Woodinville, WA. Paul R. Ried Financial Group, LLC provides investment advisory and standalone financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a dynamic asset allocation process driven by long-term fundamental valuation and emphasizes ongoing client education and personalized investment policy statements.

James Pirak is a financial advisor at Talbot Financial, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Talbot Financial since 2015. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, using a value-oriented, fundamental analysis approach focused mainly on individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized real estate investment vehicles to qualified accredited investors.

David Mann is a financial advisor with Highland Capital Advisors, LLC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Highland Capital Advisors since 2017 and previously worked at LPL Financial LLC from 2015 to 2017. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting and implemented solutions focused on pooled investment vehicles and third-party separate account managers. The firm employs institutional analytic techniques to develop investment policies and asset allocations and emphasizes ERISA fiduciary consulting without providing ongoing portfolio management or comprehensive financial planning.

Sarah Emanuels is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining EQ Wealth Management, she worked at AlphaSights Inc. and Affirma. EQ Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, charitable organizations, and pooled vehicles. The firm employs a model-driven investment approach overseen by an internal Investment Policy Committee and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.

Brian Johnson is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 19 years of industry experience. He previously worked at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm focuses on tailored, tax-aware portfolios using a blend of passive and active strategies and emphasizes family-office coordination and customized private investment access.

Monte Snider is a financial advisor at Snider Financial Group in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 12 years with LPL Financial, LLC and 14 years with Snider Financial Group. Outside of advising, he is the CEO and owner of FinTax Partners LLC, a tax preparation and accounting firm. Snider Financial Group provides personalized financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning services such as retirement, tax, insurance, and estate planning into its investment approach.

Lucas Baker is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at MarsJewett Financial Group since 2022 and was previously with Brighton Jones from 2017 to 2022. MarsJewett Financial Group is a seven-advisor team serving individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with financial planning, consulting, investment management, and retirement plan consulting. The firm manages approximately $900 million in mainly discretionary assets and employs a monthly investment planning committee that combines qualitative screening with quantitative portfolio analysis to construct portfolios primarily using mutual funds and ETFs.

Dieter Drews is a financial advisor at Fortis Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fortis since 2025. Drews also oversees Prism Tax and Accounting Services, LLC, and owns Glacier Holdings LLC, which operates in sporting goods and fiduciary services. Fortis Capital Management serves individuals, families, and various institutional clients, offering financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and manages private pooled funds with performance-based fee arrangements.

Reagan Smith is a CFP® professional with two years of experience at Millennial Wealth. Prior to joining the firm, he spent four years at Taylor University and thirteen years at Bridgman Public Schools. Millennial Wealth is a team of five advisors that provides comprehensive financial planning and discretionary investment management for individual and high-net-worth clients. The firm uses a primarily passive investment approach supplemented by strategies such as direct indexing and tax-sensitive techniques, and offers flexible engagement and pricing models tailored to client needs.

Stanislav Vorobets is a financial advisor at Fortis Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Royal Eagle Inc. and Equitable Advisors, LLC. His background also includes roles outside finance, such as positions at Doordash and the University of Washington. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and related insurance and tax referral services. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled private funds with performance-based fee arrangements.

Zachary Cleveland is a CFA® charterholder and holds Series 65 and Series 66 licenses with one year of industry experience. He currently works at Parcion Private Wealth LLC and has prior experience with firms including Cresset Asset Management and CH Investment Partners. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and corporations, providing comprehensive wealth management and consulting services. The firm employs a combination of fundamental and technical analysis to tailor asset allocation, managing approximately $2.95 billion across about 165 clients.

James Black is a CFP® with 22 years of industry experience, currently serving as an advisor at The Retirement Solution LLC. He has worked at Absolute Return Insurance Solutions, LLC and Retirement Income Solutions Inc. He is also the manager of Geldboom, LLC, an administration business. 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, and various organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, with a focus on fundamental and technical analysis and strategic asset allocation.

Grayson Unger is a financial advisor at Auxano Advisors with three years of industry experience. He holds the Series 65 designation and previously worked seven years at F1 Consultancy before joining Auxano Advisors. Auxano Advisors provides comprehensive Family Office Services and investment advisory solutions to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.78 billion across around 724 client relationships, employing both fundamental and technical analysis in tailored investment strategies and maintaining the ability to utilize derivatives and borrowing within separately managed accounts.

Aaren Strand is a CFP® and Series 65-registered advisor with 11 years of experience. He currently works at Avier Wealth Advisors and has been with Paracle Advisors, LLC since 2008. Outside of his advisory work, Strand is a co-owner of Strand Industrial Group LLC, a construction business. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and business entities. The firm focuses on diversified portfolios using low-cost mutual funds and ETFs, incorporates academic factor research into its equity strategies, and maintains ongoing due diligence and client reviews.

Eric Williams is a financial advisor at Goldbloom Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including at Farther and Ohana Fiduciary Corporation. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Madison Williams is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Avier Wealth Advisors and previously worked at Kaizen Financial Advisors, Bank of America, Merrill Lynch, and Ameriprise Financial Services. Outside of her advisory roles, Madison has experience with community-focused organizations such as the Community Foundation of Sarasota County. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset-allocation strategies using primarily mutual funds and ETFs, with a focus on low-cost institutional share classes and factor-based equity selection.