Joseph Duncan is a Series 65-licensed financial advisor at SPG Advisors LLC with eight years of industry experience. He worked at The Retirement Solution from 2014 to 2020 before joining SPG Advisors, where he has been since 2020. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to implement portfolios using mutual funds, ETFs, and other strategies, and coordinates planning across estate, tax, insurance, and retirement issues.

Brander Richmond is a CFA® charterholder with 11 years of industry experience. He is currently with First Washington Corporation, where he has worked since 2025. His prior roles include positions at Fulcrum Capital, Coldstream Wealth Management, and Rainier Group Investment Advisory. First Washington Corporation provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm follows a fundamentally oriented growth-at-a-reasonable-price (GARP) investment approach across an all-cap universe and manages approximately $501 million for a small client base.

David Geddes is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Snider Financial Group and its predecessor since 2009 and previously worked with LPL Financial for 12 years. Geddes is also a partner in a CPA hybrid RIA practice, where he is involved in tax planning and accounting for clients. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $550 million in assets for about 514 clients. Their approach includes comprehensive planning and a strategic asset-allocation framework with a tactical overlay, utilizing managed funds, ETFs, and individual securities.

Karen O'Brien is a CFP® with 24 years of experience in financial advisory services. She has been with trueNorth Wealth Advisors since 2001. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management. The firm utilizes both passive and active strategies with a focus on strategic asset allocation and offers access to third-party managers and automated institutional investment platforms.

Kelsey Curtis is a CFP® professional at Robinswood Financial with nine years of industry experience. She has held roles at multiple firms, including Thrivent Financial and Decker Retirement Planning Inc. Outside of her advisory work, Curtis is involved with Fem Allies in Business as a membership coordinator, supporting volunteer activities for the nonprofit. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses with investment management, financial planning, and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using primarily low-cost index funds and ETFs, managing portfolios on a discretionary basis with regular reviews.

Joseph Levesque III is a CFA® charterholder with nine years of industry experience. He is currently with Basecamp Wealth Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Mercer Global Advisors, The Clarius Group, Laird Norton Wealth Management, and Filament LLC. He serves as a board member of the Seattle Alternative Investment Association. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities with integrated wealth management and family-office services. The firm constructs tailored, tax-aware portfolios using a blend of passive and selective active strategies and emphasizes a high level of personalized service and family-office coordination.

David Hill is a financial advisor at Sonata Capital Group Inc in Seattle, WA, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sonata Capital Group since 2002. 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 process focuses on asset allocation across stocks, bonds, and cash tailored to client time horizons and risk tolerance, utilizing both fundamental and technical analysis, and employs derivatives within separately managed accounts.

Kelly Kolstad is a CFP®-designated financial advisor with 14 years of industry experience. She is currently with Paul R. Ried Financial Group, LLC, where she has worked since 2015, alongside roles at Cetera and CETERA Advisor Networks LLC. She is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in assets across more than 1,000 client relationships, employing a dynamic asset allocation process that emphasizes fundamental valuation and diversified manager selection.

David Archibald is a CFA® charterholder based in Seattle, WA, with 22 years of industry experience. He currently serves at Colmina, LLC, where he has been part of the firm since 2026. His prior roles include positions at Luminae, LPL Financial LLC, Borealis Capital LLC, and SMI Advisors LLC, among others. Colmina provides discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm offers a range of active, passive, and hybrid investment strategies tailored to client needs and utilizes various analytic methods including fundamental, technical, quantitative, and asset-allocation analysis.

Colin Gray is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He is currently with Pacific Sage Partners, LLC, where he has worked since 2022. Prior to this, he was with Tradewinds Capital Management, LLC for three years and Charles Schwab & Co., Inc. for six years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, alongside fundamental and technical analysis and ongoing portfolio monitoring.

Briana Gutierrez Canales is a financial advisor at Bear Mountain Capital Inc. based in Seattle, WA. She holds a Series 65 designation and has been with Bear Mountain Capital since 2025. Her prior experience includes roles at Valet Living, Plannetics LLC, and the University of Washington. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm follows a long-term investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios with a buy-and-hold orientation.

Hannah Hein is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. She holds a Series 65 designation and has seven years of industry experience, all with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm employs both fundamental and technical analysis to guide asset allocation and security selection, managing approximately $390 million in discretionary assets for around 342 clients.

Gretchen Curtis is a financial advisor at SPG Advisors LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Auxano Advisors LLC for six years before joining SPG Advisors. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes both fundamental and technical analysis in its investment approach, employing mutual funds, ETFs, and specialized strategies, and coordinates comprehensive planning that may include estate, tax, insurance, and retirement issues.

John Bosworth is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 designation with no prior industry experience. His prior work includes roles outside the financial industry, such as positions at The Junkluggers and The Club at Snoqualmie Ridge, as well as experience in education at Eastside Catholic High School and Chief Kanim Middle School. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub-advisory relationships. The firm manages discretionary accounts and a privately offered pooled vehicle, utilizing proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis across multiple investment strategies.

Morgan Arford is a financial advisor at Comprehensive Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Comprehensive Wealth Management since 2001 and Independent Financial Group since 2013. He serves as Chief Investment Officer at Comprehensive Wealth Management and is involved with a company used for charitable giving. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and pension accounts. The firm employs a proprietary Performance Targeting System® and combines passive and active strategies with an emphasis on downside protection and targeted returns.

David Stryzewski is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation and 12 years of industry experience. He is the owner of Sound Tax Planning LLC, a tax planning firm employing CPAs and attorneys, and serves as a National Mentor, Educator, and Trainer for Simplicity Financial Marketing Inc., providing financial education and marketing training to advisors nationwide. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a blend of fundamental and technical analysis to guide investment decisions and offers a range of strategies including mutual funds, ETFs, and leveraged or short positions, while coordinating planning across estate, tax, insurance, and retirement matters.

Timothy Cummins is a financial advisor at Sonata Capital Group Inc with 25 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 tailored to clients’ time horizons and risk tolerances, using both fundamental and technical analysis and a broad range of instruments, including options and derivatives.

Admand Wong is a financial advisor at Integrity Financial Corporation in Bellevue, WA, holding a Series 65 credential with 14 years of industry experience. He has been with Integrity Financial Corporation since 2011 and also owns and operates Artizo LLC, a life insurance agency specializing in life insurance and fixed annuities. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing mutual funds and ETFs, with additional alternative investment options for qualified clients.

Ryan Alderfer is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Boone Wealth Advisors, LLC in Bellevue, WA. He has been with Boone Wealth Advisors and LPL Financial since 2016. Outside of his advisory role, he hosts The Middlemen Podcast, a social media project started in 2023. Boone Wealth Advisors is an SEC-registered firm managing approximately $507 million in assets for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies including discretionary management, wrap-fee programs, and algorithm-based portfolios.

Brandon Kelley is a financial advisor at Bear Mountain Capital Inc. with Series 65 and Series 63 credentials. He has been with Bear Mountain Capital since 2026 and has prior experience in credit unions, real estate, and banking. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily focusing on discretionary portfolio management and separate hourly financial planning engagements. The firm also manages private funds, employing a long-term investment approach centered on diversified, tax-efficient portfolios and investments that may produce regular distributions or capital appreciation.