Darren Henke is a CFP® with 37 years of industry experience, currently serving as an advisor at 180 Wealth Advisors, LLC since 2017. Prior to this, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years. Outside of his advisory role, he operates a sole proprietorship renting farm fields to a local dairy farmer. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, offering portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside financial planning.

Albert Barsanti Jr. is a CFP® with eight years of industry experience, currently serving at Wise Planning, Inc. He has held roles at Mercer Global Advisors Inc., Tapfin/EY, Water Intelligence Australia, and American Leak Detection. Barsanti is based in Seattle, WA, and holds a Series 65 license. Wise Planning, Inc. provides financial advice to individuals, families, corporate pension and profit-sharing plans, trusts, and estates. The firm offers comprehensive personal financial planning and portfolio management with an emphasis on low-cost, broad-market index funds and operates primarily on a non-discretionary basis.

Jared Davis is a CFP® professional with Series 65 and Series 63 licenses and three years of industry experience. He is currently with Auxano Advisors, where he has worked since 2020, and previously spent six years at Key Investment Services and seven years at KEY BANK. Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing comprehensive Family Office Services and advisory portfolio management. The firm employs fundamental, technical, and cyclical analysis in investment policy development and uses strategies including derivatives and borrowing within separately managed accounts.

Adrian Fernandez is a financial advisor at Opal Advisors with a Series 65 credential and one year of industry experience. Prior to joining Opal Advisors, he held roles at Qualcomm and Upway, among other positions. Opal Advisors is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses with portfolio management and integrated financial planning. The firm manages separately managed accounts, pension and profit-sharing consulting, and a private pooled investment vehicle, employing a range of strategies including public equities, ETFs, options, and private investments.

John Griffin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mainsail Financial Group in Bellevue, WA. Before joining Mainsail in 2026, he worked at Lido Advisors, Brighton Jones, and Fidelity in various roles. Mainsail Financial Group offers portfolio management, individualized financial planning, and retirement plan consulting to a diverse client base, including high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios developed by its investment committee and employs multiple strategies such as asset allocation and fundamental and quantitative techniques, with services provided on both discretionary and non-discretionary bases.

Shana Moffatt is a financial advisor at Sonata Capital Group Inc with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sonata since 2000. Sonata Capital Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments. The firm focuses on asset allocation using both fundamental and technical analysis, incorporating options and derivatives within separately managed accounts as part of its investment strategy.

Carin Sevigny is a CFP® with 12 years of industry experience. She is currently with Consilio Wealth Advisors, LLC, where she has worked for one year. Her prior experience includes positions at The Retirement Solution and the College of Financial Planning. Sevigny is also a licensed insurance agent, dedicating part of her time to implementing insurance recommendations. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm combines Modern Portfolio Theory and fundamental analysis with a long-term investment approach, customizing allocations and utilizing third-party tools to monitor and rebalance portfolios.

Robert Fairbrook is a financial advisor at Wise Planning, Inc. in Seattle, WA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wise Planning since 2007 and Ernst & Young Investment Advisers LLP since 2009. In addition to his advisory role, he provides educational seminars to employees of Ernst & Young’s corporate clients. Wise Planning, Inc. serves individuals, families, and institutional clients, offering comprehensive financial planning and portfolio management primarily on a non-discretionary basis. The firm emphasizes low-cost, broad-market index investments and operates with a flat fee structure rather than charging based on assets under management.

Richard Severs is a CFP® and CFA® credentialed advisor at Garde Capital, Inc. in Seattle, WA, with 21 years of industry experience. He has been with Garde Capital since 2009. Outside of his advisory role, he serves as treasurer for a local homeowners association that manages liability protection for a neighborhood park. 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 and behavioral finance, utilizing diversified portfolios primarily composed of low-cost exchange-traded funds alongside select individual securities and alternatives.

Joshua Spiegelman is a financial advisor at Goldbloom Wealth Management LLC with nine years of industry experience. He holds the Series 65 designation and has been with Goldbloom Wealth Management in various capacities since 2007. Goldbloom Wealth Management LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm’s investment process is based on individualized Investment Policy Statements and incorporates fundamental and quantitative analysis, optimization tools, and periodic reviews, utilizing a range of strategies and third-party platforms.

Ian Fink is a Series 65-registered advisor with Goldbloom Wealth Management LLC, based in Mercer Island, WA, with one year of industry experience. His work history includes roles at Farther and the University of Washington Housing & Food Services. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing about $100.8 million for roughly 145 clients. The firm offers portfolio management, financial planning, and retirement-rollover guidance to individual and high-net-worth clients, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Joshua Betts is a CFP® and CFA® with 13 years of industry experience. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously held roles at Cornerstone Advisors, Inc., Charles Schwab, and Windhaven Investment Management, Inc. Betts has been involved in increasing shareholder dividend distributions for improved company profitability. Aletheian Wealth Advisors is a team-based firm serving high-net-worth individuals and families, providing multi-family office investment management and financial planning for complex or illiquid balance sheets. The firm manages approximately $412 million in assets using tailored Investment Policy Statements and a discretionary, ETF-centric approach that may include alternative investments and trading strategies.

Patrick Conklin is a CFP® professional with 13 years of industry experience, currently serving at Hohimer Wealth Management, LLC since 2019. He previously worked at Wells Fargo Clearing and PRUCO Securities, LLC. Outside of advisory work, he is a licensed insurance agent connecting individuals with life and long-term care insurance products. Hohimer Wealth Management is an SEC-registered multi-advisor firm that provides investment and wealth management, financial planning, consulting, and ERISA fiduciary services to individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private real estate funds and pooled investment vehicles.

Tingwei Chiang is a CFP® professional at Cutler Investment Group with 10 years of industry experience. He has worked with Cutler Investment Counsel since 2018 and previously with Pacific Portfolio Consulting from 2013 to 2018. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm specializes in risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, while utilizing third-party technology and AI tools to support its services.

Kevin Erwert is a CFP® professional with 13 years of experience in financial advising. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously held roles at Vestory and Cornerstone Advisors. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services for complex, often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analysis, emphasizing ETFs and alternative investments, and collaborates closely with clients’ tax, legal, and philanthropic advisors.

Myra Reinhardt is a Series 65-credentialed financial advisor with Elliott Cove Capital Management in Seattle, WA, where she has worked since 2005. She has 21 years of industry experience and also has a longstanding affiliation with Coastal Bank since 2004. Reinhardt serves on the board of the Stanwood Camano Food Bank, a community organization in Stanwood, WA. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients as well as pension plans, trusts, charitable organizations, and government entities. The firm employs an asset-allocation approach based on efficient-market theory, managing portfolios primarily with Dimensional Fund Advisors mutual funds and ETFs, and offers fiduciary services under ERISA guidelines.

Jeffrey Fortner is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He currently works at Geometric Wealth Advisors, LLC as part of a 10-advisor team and previously spent 13 years at Bain & Company and eight years at Gould Asset Management LLC. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related support. The firm emphasizes a long-term, broadly diversified investment approach using primarily “passive, but not-indexed” mutual funds and ETFs, and maintains a national footprint with ten offices.

Joey Day is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Bear Mountain Capital since 2009. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily using a discretionary portfolio management approach. The firm emphasizes long-term, diversified, tax-efficient portfolios grounded in Modern Portfolio Theory and also manages private fund-of-funds for accredited investors.

Christian Miller is a financial advisor at Capital Planning, LLC in Bellevue, WA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Clear Conscience Sealants and Utah State University. Capital Planning, LLC provides wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm uses a structured four-phase wealth planning framework and a seven-step investment process, employing a range of models and third-party platforms, and operates multiple offices while offering educational seminars and webinars.

Richard Buchan is a CFP® professional with 36 years of industry experience. He has worked at 180 Wealth Advisors, LLC since 2017 and previously spent 27 years at Merrill. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside routine financial planning.