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 19 years of industry experience. He has been with Strait & Sound Wealth Management LLC since 2020 and has prior experience running Barnes Capital, Inc. and RB Capital Management, LLC. 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 that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios focused on diversification and capital preservation.

Chase Ferderer is a financial advisor at Comprehensive Wealth Management with 10 years of industry experience. He has held positions at Independent Financial Group, LLC and Ameriprise Financial Services, Inc. His background also includes a role at Orswell Events. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, and individual pension accounts. The firm’s investment approach combines proprietary models and a mix of passive and active strategies, focusing 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.

Erich Patten is a financial advisor at Cutler Investment Group with 14 years of industry experience. He holds the Series 65 designation and has been with Cutler Investment Counsel, LLC since 2003. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, utilizing third-party technology and AI tools alongside customized portfolio management.

Cody Barney is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Garde Capital, Inc. since 2015. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm employs a customized investment approach that integrates modern portfolio theory with behavioral finance, using diversified portfolios that include low-cost ETFs, individual securities, and alternatives.

Cherish Sutull is a CFP® and CFA® with 17 years of industry experience. She has been with Blue Water Wealth since 2021 and previously worked at Paracle Advisors for eight years. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to construct customized portfolios.

Martin Nelson Jr. is a financial advisor with Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with Martin Nelson & Co., Inc. since 1972. Nelson also serves as trustee and executor for several personal and client trusts and estates. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors as well as 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, utilizing various analytical methods to support multiple investment strategies.

Samantha Torres is a CFP® with 11 years of industry experience and is currently with Avier Wealth Advisors. Her prior experience includes roles at Vista Capital Partners, Fisher Investments, and Northwestern Mutual. 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 assets and focuses on broad asset-allocation strategies using low-cost mutual funds and ETFs, with portfolio oversight conducted by an investment committee.

Jamie Langlow is a financial advisor at TrueWealth Financial Partners in Bellevue, WA. He holds a Series 66 designation and has two years of industry experience, including prior work at Fidelity Investments. Outside of finance, he has experience working at LivingFit CrossFit. TrueWealth Financial Partners provides fee-only financial planning and portfolio management primarily to individual and high-net-worth clients, with a focus on retirement planning and risk management. The firm offers both discretionary and non-discretionary account management, emphasizing tailored asset allocation and multiple forms of investment analysis.

Jordan Cole is a financial advisor at Sage Advisors, LLC in Edmonds, WA, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Sage Advisors since 2004, including a period before its current formation, and previously spent eight years at Kms Financial Services, Inc. Sage Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized portfolios with diversified allocations and proprietary Model Portfolios under discretionary authority.

Jason Thonssen is a financial advisor at Ballast Rock Private Wealth with eight years of industry experience. He holds a Series 65 credential and has previously worked at Coldstream Wealth Management and Integrity Financial Corporation. He is based in Kirkland, Washington. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to tailor portfolios according to clients’ goals and risk tolerances.

Kenneth Powell is a CFP® professional at Paul R. Ried Financial Group, LLC with two years of industry experience. Before joining his current firm, he worked at Ronald Blue Trust for five years and spent over a decade at The Boeing Company. Paul R. Ried Financial Group serves individuals, trusts, estates, charitable organizations, and businesses, focusing on its PEAC Investment Advisory Program, which integrates planning, education, advice, and consultation. The firm employs a dynamic asset allocation process based on fundamental valuation and behavioral finance, managing most client accounts on a discretionary basis.

Michael Miller is a CFP® and ChFC® with 40 years of industry experience, currently serving as an advisor at Capital Planning, LLC since 2014. He is also licensed as a life and annuity insurance agent, a role he has held since 1983, dedicating limited time to explaining insurance strategies and processing applications. Capital Planning, LLC is a team of eight advisers providing fee-based wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a structured wealth planning and investment process, offers diverse portfolio management options, and operates multiple offices while providing educational seminars and expanded digital asset offerings.