Douglas Bean is a CFP® with 23 years of industry experience. He is currently with Private Advisory and has previously worked at Private Advisory Group LLC, Snider Financial Group, Kms Financial Services, Inc., and Pacific West Financial Consultants Inc. Private Advisory provides personalized financial planning and ongoing investment management to individual and institutional clients, including trusts, estates, charitable organizations, and small businesses. The firm uses a discretionary implementation model with diversified portfolios across equities, fixed income, and alternative exposures, employing instruments such as structured notes, options, and private placements.

Edward Riley is a financial advisor at Colmina, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Luminae, LLC and Stillwater Analytics LLC. Outside of financial advising, he is the owner and CEO of Riley Sexton Vintners, a wine producer and retailer. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm offers discretionary portfolio management and financial planning, employing active, passive, and hybrid strategies tailored to client needs.

Matthew Pickett is a financial advisor with Colmina, LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Charles Schwab and First Financial Equity Corporation. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities through discretionary portfolio management and financial planning. The firm employs active, passive, and hybrid investment strategies tailored to client needs and manages approximately $140 million in assets for around 200 clients.

Stephen Emanuels is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He has worked at EQ Wealth Management since 2018 and previously at Capital Planning LLC from 2014 to 2018. Outside of his advisory role, he is a general partner with a 12.5% ownership in Axiom-West LLC, a real estate project development company. EQ Wealth Management serves a diverse client base including individuals, trusts, estates, corporations, and charitable organizations. The firm employs a model-driven investment approach overseen by an internal committee and manages approximately $723 million in assets with a team of eight advisors.

John Morbeck is a Series 65-licensed financial advisor with First Washington Corporation in Seattle, WA, where he has worked since 2005. He has 21 years of industry experience. 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, managing over $500 million in assets for a small client base through a disciplined and fundamentally oriented process.

Emily Schwartz is a financial advisor at WaFd Wealth, Inc. in Seattle, WA, with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets across 274 relationships. The firm employs a range of investment strategies including exchange-traded funds, individual securities, and independent managers, offering financial planning, wealth management, and ERISA fiduciary services through a team of seven advisors.

Jeffery Lippens is a financial advisor with Garde Capital, Inc. in Seattle, WA. He holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized investment approach that combines modern portfolio theory with behavioral finance, utilizing diversified portfolios of ETFs, individual securities, and alternative strategies tailored to client risk profiles.

Brandon Accardo is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Northwestern Mutual and FSC Securities Corporation. He is also an insurance agent with No Bull Financial, LLC dba Leverage Planners. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to guide investment decisions and incorporates mutual funds, ETFs, and specialized strategies, supported by detailed client investment policy statements and risk assessments.

Michael Okamoto is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with EQ Wealth Management in Bellevue, WA, and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm manages approximately $941.7 million in assets through a team of nine advisors, offering discretionary and non-discretionary investment management as well as integrated financial planning.

Thomas Owens is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized, globally diversified investment approach that incorporates modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Austin Jodrey is a CFP® with four years of industry experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2020. Prior to joining KBBS, he worked at National Life Group from 2016 to 2020. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management, emphasizing a disciplined planning process with routine written reports and client involvement. The firm uses proprietary asset-allocation models and a combination of active and passive managers, operating primarily on a non-discretionary basis.

Kyra Easley is a Series 65-licensed financial advisor at First Pacific Financial, Inc. in Seattle, WA, with two years of industry experience. She previously worked at Axxcess Wealth Management, LLC and spent six years with Jennifer P. Easley, CFP. First Pacific Financial serves a diverse client base including high-net-worth individuals, estates, trusts, foundations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses both quantitative and qualitative analysis, including proprietary optimization models, to tailor portfolios across various asset classes and delivers services through a 19-advisor team managing approximately $1.9 billion in assets.

Mie Field is a financial advisor at Bull Harbor Capital LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is the vice chair of the Women in Bio Sponsorship Committee and is the author of a children's book. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a range of investment vehicles, including mutual funds, ETFs, individual equities, and covered options.

Chase Matriotti is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Chaney Capital Management, he worked at Cooper Publications and has a diverse background including roles outside the financial industry. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in assets and employs both fundamental and technical analysis to guide investment decisions on a discretionary basis.

Matthew Hill is a CFA® charterholder with one year of experience at Emerald Advisors, LLC. Prior to joining Emerald Advisors, he worked at Premera Blue Cross for six years and BlackRock for five years. Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations, and business entities through a multi-family office model combining financial planning, consulting, and discretionary investment management. The firm employs a customized, top-down approach focused on capital preservation and tax-aware strategies while monitoring and rebalancing portfolios across various asset types.

Brenda Lee is a financial advisor at Capital Planning, LLC in Bellevue, WA, holding the ChFC® designation and Series 63 and 65 licenses with 20 years of industry experience. She has been with Capital Planning in various capacities since 2006. Outside of her advisory work, she is a demonstrator for Stamp' Up, a craft business. Capital Planning, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a structured wealth planning and investment process, implementing portfolios through multiple models and third-party managers, and offers specialized strategies including direct indexing and private funds.

Max Mccain is a financial advisor at Sonata Capital Group Inc in Seattle, WA, holding a Series 65 designation with 24 years of industry experience. He has been with Sonata Capital Group since 2000. 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 emphasizes asset allocation across stocks, bonds, and cash tailored to client needs, using both fundamental and technical analysis, and incorporates derivatives within separately managed accounts.

Norman Vitancol is a financial advisor at Arrivity Financial Planning in Seattle, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Arrivity, he worked at Wells Fargo Advisors and the AARP Foundation, and he has experience as a franchised restaurant owner. Arrivity Financial Planning offers hourly, fee-only comprehensive financial planning to individuals, couples, and families, focusing on aligning near-term cash needs with long-term goals through passively managed, low-cost index funds in globally diversified portfolios. The firm provides written plans and implementation support without discretionary portfolio management or asset custody.

Courtney Hanrahan is a CFP® with 15 years of industry experience. She currently works at EQ Wealth Management and was previously with Capital Planning LLC for eight years. EQ Wealth Management is a registered investment adviser managing approximately $941.7 million in assets with a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management alongside financial planning and access to customized and third-party managed investment models.

David Limoges is a CFP® professional at Fulcrum Capital, LLC with two years of industry experience. He previously worked at Emerald Advisors, LLC and Bank of America’s Private Bank, where he spent eight years. Fulcrum Capital, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, corporations, and charitable organizations, typically requiring a minimum household size of $1 million. The firm manages just over $1 billion in assets and employs a range of investment strategies including fundamental and technical analysis, asset allocation, and option strategies, with an emphasis on tailored advice and regular client involvement.