Connor Ridgeway is a CFA® charterholder with four years of industry experience. He is currently with Leeward Financial Partners, LLC in Bellevue, WA, where he has worked since 2022. Prior to joining Leeward, he worked at Verus Investments from 2017 to 2022. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services using a long-term, asset allocation–driven approach focused on risk management, cost control, and transparency.

Shaina Englund is a financial advisor at Ceva Advisors with two years of industry experience. She holds a Series 65 designation and has worked at Ceva Capital LLC since 2022. Prior to that, she was involved with Sign and Wine LLC from 2019 to 2023. Ceva Advisors is a small, state-registered firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers customized portfolios that may include ETFs, mutual funds, individual securities, private placements, and digital assets.

James Petricciani is a financial advisor at Convexity Wealth Management, LLC with 10 years of industry experience. He has held his Series 65 designation and previously worked at 2nd St. Capital Management LLC for eight years before joining Convexity Wealth Management in 2023. Convexity Wealth Management serves individual and high net worth clients by providing discretionary portfolio management alongside integrated financial planning. The firm primarily constructs portfolios using mutual funds and ETFs within a risk-based diversification framework that emphasizes equalizing each holding’s contribution to overall portfolio risk.

Alexander Adams is the sole advisor at Adams Financial Concepts, LLC in Seattle, WA, holding Series 63 and 65 licenses with 40 years of industry experience. He founded Adams Financial Concepts in 2005 and has served on the board of directors for Evdense Holding Company since 2017. Adams Financial Concepts provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, including acting as an ERISA 3(38) investment manager for some employer plans. The firm employs a bottom-up, fundamentally driven investment process with concentrated portfolios, supplemented by technical analysis, and offers both customary asset-based and performance-based fee programs for qualified clients.

Matthew Lowe is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He has been with Greene Wealth Management, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. Greene Wealth Management combines independent managers, mutual funds, ETFs, individual securities, and options to create diversified portfolios tailored to clients' goals, using a process that includes forward-looking research, Monte Carlo stress-testing, and tax-sensitive strategies.

Tiffany Stoner is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Avier Wealth Advisors in Bellevue, WA, where she has worked since 2024. Her prior experience includes roles at Badgley Phelps Wealth Managers, Brighton Jones, and Charles Schwab. 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, incorporates factor research into equity allocations, and offers integrated planning and portfolio management services, including handling held-away assets.

Tonye Wokoma is a financial advisor at Mainsail Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at LNW Wealth Management, Verus Investments, and Segal Marco Advisors. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process relies on model portfolios developed by an investment committee, utilizing asset allocation, fundamental, technical, and quantitative methods to align with client goals and risk tolerances.

Abigail Miller is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Her background includes roles at Corient Private Wealth and Stokes Lawrence, as well as entrepreneurial experience running a bakery. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, providing comprehensive wealth management and consulting services. The firm manages client assets through a tailored allocation of equities, fixed income, ETFs, mutual funds, and alternative investments, applying both fundamental and technical analysis.

Michelle George is a financial advisor at Aspire Capital Advisors LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Bovey & Associates. In addition to her advisory role, she assists clients with filing tax returns for a fee. 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 centered on fundamental analysis and low-cost mutual funds and ETFs, while also conducting internal due diligence and regular account reviews.

John Wilbourne is a financial advisor with Occidental Asset Management, LLC in Bellevue, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Overlake Partners, Private Advisor Group, LLC, and LPL Financial. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and integrates behavioral finance concepts into client education and coaching.

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.

Kathryn Kokenge is a CFP® and CFA® with nine years of industry experience. She currently serves as a financial advisor at TrueWealth Financial Partners, joining the firm in 2024 after roles at Parametric Portfolio Associates and Russell Financial Services. Kathryn took a career break from 2017 to 2021. TrueWealth Financial Partners provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm offers portfolio management, tailored retirement and risk-management planning, and standalone financial planning, employing a family-first approach with ongoing account supervision and multiple investment analysis methods.

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.

Andrew Hall is a financial advisor at MarsJewett Financial Group in Bellevue, WA, holding a Series 65 designation with two years of industry experience. Prior to joining MarsJewett Financial Group in 2022, he worked at Northwest University for seven years. MarsJewett Financial Group manages approximately $734.7 million for a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and investment management services, primarily on a discretionary basis, with a focus on tailored portfolios and thorough due diligence of independent investment managers.

Daniel Barnes is a CFA® charterholder with 20 years of industry experience. He is currently with Strait & Sound Wealth Management LLC and Uncommon Counsel LLC, having previously worked at Barnes Capital, Inc. and RB Capital Management, LLC. Strait & Sound is a registered investment adviser serving individual and high-net-worth clients as well as business entities. The firm employs a mosaic investment approach that incorporates valuation metrics, behavioral and technical analysis, and household-level portfolio construction, emphasizing diversification and capital preservation through municipal bonds and fixed-income managers.

Chase Ferderer is a financial advisor at Comprehensive Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Independent Financial Group, LLC and Ameriprise Financial Services, Inc. prior to his current role. Comprehensive Wealth Management serves individuals, trusts, and pension accounts with discretionary investment management, financial planning, and consulting. The firm employs a proprietary Performance Targeting System® and combines passive and active investment strategies focused on downside protection and target returns.

W. Curtis Erickson is a financial advisor at Fortis Capital Management LLC with 25 years of industry experience. He holds the Series 66 designation and has operated his own advisory and CPA firm, W. Curtis Erickson Jr. PS Inc., since 2003. Erickson also works as an insurance agent focusing on fixed annuities and various insurance products. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management. The firm employs a mix of active and passive strategies, including thematic investments, and manages a diverse range of asset classes while coordinating with other professionals and offering insurance services to clients.

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.