Terrance Cook is a financial advisor at Parcion Private Wealth LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parcion since 2019, following a 17-year tenure at UBS Financial Services Inc. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum of $10 million. The firm provides comprehensive wealth management and consulting services, employing both fundamental and technical analysis to tailor asset allocations across a range of investment types.

Jack Dolan is a CFA® credentialed advisor with two years of industry experience. He currently works at Parcion Private Wealth LLC and has held prior roles at DA Davidson and Russell Investments. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, offering comprehensive wealth management and consulting services, including financial planning and portfolio management tailored to each client’s risk tolerance and time horizon.

Miranda Edwards is a financial advisor at Martin Nelson & Co., Inc. with a Series 65 credential and no prior experience in financial advising. She has worked as a software engineer at Cisco Systems since 2018 in a non-investment role. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment programs based on each client’s financial profile and risk tolerance using various analytical methods.

Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.

Michael Rue is a financial advisor at Etesian Wealth Advisors, Inc. in Bothell, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. Prior to joining Etesian Wealth Advisors in 2024, he worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2008 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and transparent operational practices.

Deann Cross is a financial advisor at Ballast Rock Private Wealth with 25 years of industry experience. She holds the Series 65 designation and has worked at firms including Integrity Financial Corporation and Zevenbergen Capital Investments. Ballast Rock Private Wealth serves individuals, high-net-worth clients, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a disciplined investment process combining fundamental analysis, modern portfolio theory, and quantitative methods, tailoring portfolios to clients’ goals and risk tolerances.

S Bean is a financial advisor at Private Advisory with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Bean Financial Advisors since 2007, with additional experience at Private Advisory Group LLC and FDx Advisors, Inc. Private Advisory provides personalized financial planning and investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs model portfolios blended across various asset classes and uses a discretionary approach that incorporates advanced strategies such as derivatives, structured notes, and private placements.

Andrew Amoroso is a financial advisor at Abraham & Co., Inc. in Lynnwood, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Abraham & Co. in 2023, he worked at Thomas Consulting for six years and operated Amoroso Enterprises LLC, where he serves as a notary public. Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high-net-worth clients, employing client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios that include mutual funds, ETFs, options, and selective small-cap holdings.

Michael Gill More is a CFA® charterholder with two years of industry experience. He is currently an advisor at Harbour Investment Management L.L.C., where he has worked since 2023. Prior to joining Harbour, he was with PaxJor Investments from 2020 to 2023 and Edge Asset Management from 2005 to 2020. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and continuous supervision to build diversified portfolios tailored to longer-term objectives, managing approximately $470 million in assets for about 195 clients.

Scott Macartney is a Series 66-licensed financial advisor with five years of industry experience. He has a background that includes eleven years with the Crystal Mountain Alpine Club. He is part of Martin Nelson & Co., Inc., a team-based firm serving primarily individual investors with discretionary and non-discretionary portfolio management. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to tailor investment programs across various strategies.

Adam Powell is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Private Advisory, he worked at The Retirement Solution Inc. from 2020 to 2025. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with equity, fixed income, and alternative exposures, offering tailored allocations and performance-based fee options for qualified clients.

Matthew Perrone is a financial advisor with The Retirement Solution LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with The Retirement Solution since 2015, including its predecessor entities. Outside of his advisory role, Perrone co-owns Change Brothers LLC, a business developing online courses and podcasts aimed at supporting young fathers. 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 charitable organizations. The firm utilizes model-based portfolio allocations with mutual funds and ETFs, focusing on both fundamental and technical analysis to balance growth potential and risk.

Brian Dawson is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience at Bear Mountain. He is also a shareholder and CPA at The Dawson Group, PS, a CPA firm he has been involved with since 2013, focusing on tax return compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily constructed from index ETFs, mutual funds, equities, and fixed-income securities.

Michael Boone is a CFP® with 40 years of industry experience and a founding advisor at Boone Wealth Advisors, LLC, where he has worked since 2018. He served a two-year sabbatical from 2016 to 2018. Boone is the founder and president of R120, a 501(c)(3) nonprofit involved in Christian charity work both domestically and overseas, and is also active in creative pursuits including photography and writing. Boone Wealth Advisors is a SEC-registered firm serving individuals, trusts, retirement plans, and business entities, managing approximately $506.8 million in assets across about 305 client relationships. The firm offers comprehensive portfolio management and financial planning, employing a mix of analytic methods and strategies including discretionary portfolio management and sponsored advisory programs.

Ralph White is a CFP® with 12 years of experience in financial advising, currently practicing at Arrivity Financial Planning in Seattle, WA. He has worked at Arrivity since 2017, including its predecessor firm Goddard Financial Planning, and previously at Blue Canoe Financial Planning. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive hourly financial planning. The firm emphasizes a client-directed approach, focusing on diversified, low-cost passive investments and does not manage client assets or charge asset-based fees.

Mark Weatherly is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Kingsview Partners LLC, Kingsview Wealth Management LLC, and Edward Jones. Outside of advising, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial and benefits consulting.

Michelle Walker is a CFA® charterholder affiliated with Threadline Wealth and holds a Series 63 license. She has been with Moss Adams Wealth Advisors LLC, operating as Threadline Wealth, since 2018. Prior to entering financial advisory, she worked in the restaurant industry. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a broad client base, including individuals, families, businesses, trusts, foundations, retirement plans, corporations, and tribal government enterprises. The firm uses a diversified, long-term investment approach that incorporates quantitative and qualitative due diligence alongside customized strategies such as options-based hedging and tax-aware indexing.

Kristi Panza is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 designation and has previously worked at Merriman Wealth Management and Brighton Jones. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing team-based investment strategies supported by an internal Investment Strategy Group.

David Bigelow is a CFP® with eight years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. Prior to joining Coldstream, he worked at Paracle Advisors, LLC for three years and has experience in the hospitality industry with Mod Pizza. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, offering diversified, tax-managed strategies and access to a broad range of alternative investments and affiliated services.

Stephen Waltar is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds a Series 65 designation and has prior experience at Brokers Financial and Guide Advisors, Inc. He is also the owner and managing attorney of Legacy Estate Planning, LLC, an estate planning law firm. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.