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.

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.

Kamaljit Sahota Middleton is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 65 designation and two years of industry experience. Prior to joining Snider Retirement Strategies, Inc., Middleton has worked in mortgage lending since 2018 with firms including NEXA Mortgage, LLC and Loan Depot. Outside of advisory work, Middleton is also involved with KK Loans, LLC dba NEXA Mortgage as a mortgage broker. 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 regulatory assets. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning areas such as retirement, tax, insurance, cash flow, education funding, and estate considerations.

Justin Arnold is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Flagstar Bank, and Opes Wealth Management. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and derivative overlays, and also manages held-away retirement assets while coordinating with other professionals as needed.

Kyle Balcos is a financial advisor at Hohimer Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Outside of his advisory role, he is involved with Balcos Wealth Strategies, an insurance business. Hohimer Wealth Management serves a diverse client base including individuals, pension plans, trusts, and charitable institutions. The firm uses a team-based model to provide investment and wealth management services, employing both active and passive strategies across various asset classes while integrating alternative and pooled investments.

Jennifer Nagai is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with 20 years of industry experience. She holds a Series 66 designation and has worked at Parcion Private Wealth Management since 2019, following six years at UBS Financial Services Inc. 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, using a tailored investment approach that includes direct equities, fixed income, ETFs, mutual funds, and alternative investments, while applying both fundamental and technical analysis.

Douglas Bean is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Private Advisory Group LLC since 2013. 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 flexibility for individual advisor adjustments and offers performance-based fee arrangements and specialized services for qualified clients.

Austin Velarde is a financial advisor at Asset One Wealth Management, LLC in Bellevue, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial LLC, and RBA Wealth Management. Asset One Wealth Management offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to each client’s risk profile, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers, and provides specialized services such as ERISA retirement-plan consulting and family office coordination for clients with significant assets.

Christopher Simon Wallace is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently affiliated with Robinswood Financial, working full time as a Registered Investment Advisor Representative through his independently owned holding company, Fridley LLC. His prior experience includes roles at Charles Schwab, TD Ameritrade, Fidelity Investments, E*TRADE, and RBC Capital Markets. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses by providing fee-only portfolio management along with financial planning and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy based on academic research and manages portfolios primarily with low-cost institutional index ETFs and selected funds.

Edward Riley is a financial advisor with Colmina, LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has previously worked at Luminae, LLC, Stillwater Analytics LLC, and managed Ek Riley Investments, LLC for 18 years. Outside of financial advising, he is the owner and CEO of Riley Sexton Vintners, a wine production and retail business. Colmina, LLC provides discretionary portfolio management and financial planning services to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm manages approximately $85 million across around 40 clients, offering a range of investment strategies including active, passive, and hybrid portfolios tailored to client needs.

Matthew Pickett is a financial advisor at Colmina, LLC in Seattle, WA, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and First Financial Equity Corporation before joining Colmina in 2021. Colmina provides discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm manages approximately $85 million across about 40 clients and offers active, passive, and hybrid investment strategies tailored to client needs.

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 at SPG Advisors LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and FSC Securities Corporation. Accardo is also an insurance agent at No Bull Financial, LLC dba Leverage Planners, where he dedicates approximately half of his time. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental and technical analysis. The firm employs mutual funds, ETFs, and specialized strategies while coordinating estate, tax, insurance, and retirement planning.