Sarah Emanuels is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining EQ Wealth Management, she worked at AlphaSights Inc. and Affirma. EQ Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, charitable organizations, and pooled vehicles. The firm employs a model-driven investment approach overseen by an internal Investment Policy Committee and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.

Brian Johnson is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 19 years of industry experience. He previously worked at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm focuses on tailored, tax-aware portfolios using a blend of passive and active strategies and emphasizes family-office coordination and customized private investment access.

Monte Snider is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently with Snider Financial Group, where he has worked for 25 years, following prior tenure at LPL Financial and Composition Wealth. Outside of advisory work, Snider is CEO and owner of FinTax Partners LLC, a tax preparation and accounting firm. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets, employing a strategic asset-allocation approach with a tactical overlay and integrates tax, retirement, insurance, and estate planning into its client services.

Lucas Baker is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at MarsJewett Financial Group since 2022 and was previously with Brighton Jones from 2017 to 2022. MarsJewett Financial Group is a seven-advisor team serving individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with financial planning, consulting, investment management, and retirement plan consulting. The firm manages approximately $900 million in mainly discretionary assets and employs a monthly investment planning committee that combines qualitative screening with quantitative portfolio analysis to construct portfolios primarily using mutual funds and ETFs.

Dieter Drews is a financial advisor at Fortis Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortis since 2025. Prior to this, he was with Prism Capital Management, LLC for 21 years and Charles Schwab for four years. Outside of advisory work, he owns Glacier Holdings LLC, which operates in sporting goods and fiduciary services, and oversees Prism Tax and Accounting Services, LLC. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors, offering financial planning, discretionary portfolio management, and recommendations on insurance as well as affiliated tax and accounting services. The firm employs a combination of active and passive investment approaches, manages pooled private funds, and accepts performance-based fee arrangements.

Reagan Smith is a CFP® professional with two years of experience at Millennial Wealth. Prior to joining the firm, he spent four years at Taylor University and thirteen years at Bridgman Public Schools. Millennial Wealth is a team of five advisors that provides comprehensive financial planning and discretionary investment management for individual and high-net-worth clients. The firm uses a primarily passive investment approach supplemented by strategies such as direct indexing and tax-sensitive techniques, and offers flexible engagement and pricing models tailored to client needs.

Stanislav Vorobets is a financial advisor at Fortis Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Royal Eagle Inc. and Equitable Advisors, LLC. His background also includes roles outside finance, such as positions at Doordash and the University of Washington. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and related insurance and tax referral services. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled private funds with performance-based fee arrangements.

Zachary Cleveland is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds the CFA® designation along with Series 65 and Series 66 licenses. Prior to joining Parcion, he worked at Cresset Asset Management, LLC and CH Investment Partners. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, employing a tailored investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments.

James Black is a CFP® with 22 years of industry experience, currently serving as an advisor at The Retirement Solution LLC. He has worked at Absolute Return Insurance Solutions, LLC and Retirement Income Solutions Inc. He is also the manager of Geldboom, LLC, an administration business. 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 various organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, with a focus on fundamental and technical analysis and strategic asset allocation.

Grayson Unger is a financial advisor at Auxano Advisors with three years of industry experience. He holds the Series 65 designation and previously worked seven years at F1 Consultancy before joining Auxano Advisors. Auxano Advisors provides comprehensive Family Office Services and investment advisory solutions to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.78 billion across around 724 client relationships, employing both fundamental and technical analysis in tailored investment strategies and maintaining the ability to utilize derivatives and borrowing within separately managed accounts.

Aaren Strand is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has worked at Avier Wealth Advisors since 2021 and previously spent 13 years at Paracle Advisors, LLC. Outside of financial advising, Strand is a co-owner of a construction business, Strand Industrial Group LLC. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm employs broad asset-allocation strategies primarily using mutual funds and ETFs, with processes overseen by an investment committee and services that include integrated planning and management of held-away assets.

Eric Williams is a financial advisor at Goldbloom Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including at Farther and Ohana Fiduciary Corporation. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Madison Williams is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Avier Wealth Advisors and previously worked at Kaizen Financial Advisors, Bank of America, Merrill Lynch, and Ameriprise Financial Services. Outside of her advisory roles, Madison has experience with community-focused organizations such as the Community Foundation of Sarasota County. 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, with a focus on low-cost institutional share classes and factor-based equity selection.

Cory Baer is a financial advisor at Strait & Sound with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Morgan Stanley Private Bank, and Alpha Cubed Investments before joining Strait & Sound in 2021. In addition to his advisory role, he provides life and health insurance products when suitable for clients. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach to build tailored portfolios focused on diversification and capital preservation.

Courtney Gehrmann is a CFP® professional with three years of industry experience, currently serving at Avier Wealth Advisors. Prior to joining Avier in 2022, she worked at Coldstream Wealth Management and Paracle Advisors. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm manages approximately $1.19 billion in client assets using broad asset-allocation strategies focused on low-cost mutual funds and ETFs, with ongoing portfolio monitoring and a documented rebalancing process.

Corban Parker is a financial advisor with Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 designation and nine years of industry experience. He has worked at Fortis since 2016 and was previously with Coldstream Capital Management from 2015 to 2018. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and also manages held-away retirement assets while coordinating with other professionals as needed.

Daniel Anderson is a CFP® professional at Auxano Advisors in Bellevue, WA, with three years of industry experience. He previously worked at Castle High Value Surveys from 2014 to 2018 before joining Auxano Advisors, where he has been since 2018. Auxano Advisors serves a diverse clientele including individuals, high net worth clients, and various institutional entities, providing comprehensive Family Office Services and investment advisory on both discretionary and non-discretionary bases. The firm uses a tailored investment approach based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis, and manages approximately $1.78 billion across about 724 client relationships.

Elizabeth Sowle is a financial advisor with MarsJewett Financial Group in Bellevue, WA, holding a Series 66 credential and 25 years of industry experience. Her prior roles include positions at Capital Planning Corp., Cetera Advisor Networks LLC, and Mutual Securities, Inc. She is part of a seven-advisor team at MarsJewett Financial Group. MarsJewett Financial Group manages over $700 million for a diverse client base including individuals, trusts, and retirement plans, providing financial planning, consulting, and investment management services. The firm emphasizes tailored portfolios through a monthly investment planning committee and also offers ERISA fiduciary retirement plan consulting.

Diana Kon is a financial advisor at Aviso Wealth Management in Bellevue, WA, with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including OSAIC and Cetera Advisors LLC. Aviso Wealth Management serves individuals, families, trusts, corporations, charitable organizations, and pension plans, offering personalized financial planning, portfolio management, and consulting services. The firm manages approximately $621 million in assets across discretionary and non-discretionary accounts, utilizing a range of analytical approaches and maintaining quarterly account reviews.

Amanda Mc Carty is a CFP® advisor at Tschetter Group in Bellevue, WA, with one year of industry experience. Prior to joining Tschetter Group, she worked at Pacific Northwest Behavior LLC and held positions at Gonzaga University and Anthropologie. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis to manage customized portfolios, and it also serves as investment manager and sponsor to a privately offered pooled vehicle focused on venture capital, private equity, and real estate investments.