Carin Sevigny is a CFP® with 12 years of industry experience. She is currently with Consilio Wealth Advisors, LLC, where she has worked for one year. Her prior experience includes positions at The Retirement Solution and the College of Financial Planning. Sevigny is also a licensed insurance agent, dedicating part of her time to implementing insurance recommendations. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm combines Modern Portfolio Theory and fundamental analysis with a long-term investment approach, customizing allocations and utilizing third-party tools to monitor and rebalance portfolios.

Richard Severs is a CFP® and CFA® credentialed advisor at Garde Capital, Inc. in Seattle, WA, with 21 years of industry experience. He has been with Garde Capital since 2009. Outside of his advisory role, he serves as treasurer for a local homeowners association that manages liability protection for a neighborhood park. 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 and behavioral finance, utilizing diversified portfolios primarily composed of low-cost exchange-traded funds alongside select individual securities and alternatives.

Tyler Lively is a CFP® certificant with 11 years of industry experience. He currently works at SPG Advisors LLC, where he has been since 2023, following eight years at The Retirement Solution Inc. From 2015 to 2017, he was also associated with Retirement Income Solutions Inc. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to develop portfolios that include mutual funds, ETFs, and other strategies, while coordinating planning around estate, tax, insurance, and retirement issues.

Douglas Donnelly is a financial advisor with The Institute in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Institute For Wealth Management LLC, Institute for Wealth Consultants, Inc., Stephen A. Kohn & Associates, Ltd., Concert Wealth Management, Inc., and Concert Global Group Ltd. Outside of finance, he is a 25% partner in Passing Time Winery, a wine label venture. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across about 803 clients. The firm employs an internally led Investment Committee to develop diversified model portfolios and offers both firm-managed and advisor-managed customizable investment strategies, with notable involvement in private fund advisory and pooled investment vehicles.

Penelope Claire Holmes is a CFP® at Creative Money LLC with two years of industry experience. She previously worked at Compass Wealth Management, LLC and E*Trade Securities LLC. Outside of financial advising, she was involved with Sebastian Enterprises LLC, a business operating under the name Piedmont BARK, for eight years. Creative Money LLC offers comprehensive financial planning services for individuals and households, focusing on retirement, cash flow, tax strategies, and other key areas. The firm provides written plans and guidance without managing assets directly, emphasizing passive, low-cost investment recommendations and fixed-fee planning packages.

Kevin Penner is a CFP® with 10 years of experience in the financial advisory industry. He is currently with Parcion Private Wealth LLC, where he has worked since 2021. His prior experience includes roles at Pathstone, Cornerstone Advisors, Inc., and Financial Resources Group. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum of $10 million. The firm offers comprehensive wealth management and consulting services, including financial planning, retirement and tax planning, and portfolio management, employing a tailored investment approach that incorporates fundamental and technical analysis.

Nathan Mumford is a CFA® charterholder with five years of industry experience. He is currently an advisor at Parcion Private Wealth LLC, where he has worked since 2025, following six years at the Tschetter Group. Prior to his financial career, his background includes roles at Kalispel Golf & Country Club and Whitworth University. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other entities, offering comprehensive wealth management and consulting services. The firm uses a mix of fundamental and technical analysis to tailor investment strategies across equities, fixed income, ETFs, mutual funds, and alternative investments.

Aalok Shah is a CFP® with nine years of industry experience, currently serving as an advisor at Harbour Investment Management L.L.C. He has worked at firms including Lair Hill Partners Inc, Zuna, LLC, Northwest Capital Management, and Heintzberger Payne. Shah is based in Edmonds, WA, and holds Series 63 and Series 65 licenses. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term portfolio management, overseeing approximately $470 million in assets for around 195 clients through a five-advisor team.

Joshua Betts is a CFP® and CFA® with 13 years of industry experience. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously held roles at Cornerstone Advisors, Inc., Charles Schwab, and Windhaven Investment Management, Inc. Betts has been involved in increasing shareholder dividend distributions for improved company profitability. Aletheian Wealth Advisors is a team-based firm serving high-net-worth individuals and families, providing multi-family office investment management and financial planning for complex or illiquid balance sheets. The firm manages approximately $412 million in assets using tailored Investment Policy Statements and a discretionary, ETF-centric approach that may include alternative investments and trading strategies.

Patrick Conklin is a CFP® professional with 13 years of industry experience, currently serving at Hohimer Wealth Management, LLC since 2019. He previously worked at Wells Fargo Clearing and PRUCO Securities, LLC. Outside of advisory work, he is a licensed insurance agent connecting individuals with life and long-term care insurance products. Hohimer Wealth Management is an SEC-registered multi-advisor firm that provides investment and wealth management, financial planning, consulting, and ERISA fiduciary services to individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private real estate funds and pooled investment vehicles.

Nathan Dively is a financial advisor at Colmina, LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Colmina in 2021, he was involved with Genoa Cellars for two years and has maintained a small ownership stake in Riley Sexton Vintners since 2014. Outside of finance, he participates in winery operations, including managing tasting room activities and administrative duties. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm provides discretionary portfolio management and financial planning, employing a range of active, passive, and hybrid strategies tailored to clients’ specific needs.

Tyler Rockwell is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His background includes roles at The Meating Place, Wildwood Trading Group, and Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, using fundamental and technical analysis to tailor asset allocations across a range of investment types.

Tingwei Chiang is a CFP® professional at Cutler Investment Group with 10 years of industry experience. He has worked with Cutler Investment Counsel since 2018 and previously with Pacific Portfolio Consulting from 2013 to 2018. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm specializes in risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, while utilizing third-party technology and AI tools to support its services.

Diego Arias is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Corient Services LLC, Columbia Pacific Wealth Management, and Copacino Fujikado. Prior to his financial career, he was involved with Maria's Cocina Mexicana and Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically working with clients who have a minimum relationship size of $10 million. The firm offers comprehensive wealth management and consulting services, combining fundamental and technical analysis to tailor asset allocation according to risk tolerance and time horizon.

Kevin Erwert is a CFP® professional with 13 years of experience in financial advising. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously held roles at Vestory and Cornerstone Advisors. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services for complex, often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analysis, emphasizing ETFs and alternative investments, and collaborates closely with clients’ tax, legal, and philanthropic advisors.

Jason Falk is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company, Mutual of Omaha Investor Services, WMS Wealth Management, and SANDLAPPER Securities. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs model portfolios aligned with client objectives and risk profiles, incorporates tax-aware strategies such as direct indexing and tax-loss harvesting, and offers estate-planning coordination alongside access to third-party options-based strategies.

Christopher Boisjolie is a financial advisor at Snider Financial Group in Bellevue, WA, with seven years of industry experience. He holds the Series 66 designation and has been with Snider Financial Group since 2018. Prior to joining Snider, he worked at LPL Financial and West Coast Entertainment. Boisjolie is also licensed to sell insurance products. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and offering integrated planning services.

Victoria Crosby is a financial advisor at The Institute with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including DMK Advisor Group Inc. and Purshe Kaplan Sterling Investments. She also assists as a registered representative with DMK Advisor Group Inc. for one hour a week. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and other business entities. The firm manages approximately $1.37 billion for about 803 clients through a team of 17 advisors, offering financial planning, portfolio management, and access to private fund investments. Its investment process involves an internal committee that constructs model portfolios and incorporates outside consultants and third-party managers, with a focus on both firm-managed and customized strategies.

Joey Day is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Bear Mountain Capital since 2009. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily using a discretionary portfolio management approach. The firm emphasizes long-term, diversified, tax-efficient portfolios grounded in Modern Portfolio Theory and also manages private fund-of-funds for accredited investors.

Christian Miller is a financial advisor at Capital Planning, LLC in Bellevue, WA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Clear Conscience Sealants and Utah State University. Capital Planning, LLC provides wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm uses a structured four-phase wealth planning framework and a seven-step investment process, employing a range of models and third-party platforms, and operates multiple offices while offering educational seminars and webinars.