Randy Gardner is a financial advisor at Cutler Investment Group in Bellevue, WA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Cutler Investment Counsel, LLC since 2018 and previously worked at Pacific Portfolio Consulting, LLC from 2012 to 2018. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm uses risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, and offers additional services such as retirement plan consulting and model licensing.

Anthony Hollerich is a financial advisor at The Institute with a Series 65 designation and one year of industry experience. He previously worked at Madison Private Wealth Management and has been with The Institute since 2025. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across 803 clients. The firm utilizes an internally led Investment Committee to construct model portfolios and offers both firm-managed and advisor-managed investment options, with a strategy range that includes ESG-oriented core portfolios and tactical sector rotation.

Alden Gwinn is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Fidelity Investments and Norris & Stevens. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities, utilizing proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis. The firm manages discretionary accounts and a private pooled fund focused on venture capital, private equity, and regional real estate investments.

Bryan Hays is a financial advisor with Prota Financial in Redmond, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Prota Financial since 2017 and previously spent seven years at Merrill. Outside of his advisory role, Bryan is a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm utilizes model-based portfolio management, including ETF, equity, and Sharia-compliant portfolios, and manages $270 million in regulatory assets under management.

Shaun Dean is a financial advisor at Aspire Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including M.S. Howells & Co., Arbor Point Advisors, and Securities America, Inc. Outside of his advisory role, he consults for a consumer services business, Anne Marie Aesthetics, in Bellevue, WA. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with periodic use of individual securities and independent managers.

Mark Chin is a Series 65-credentialed financial advisor with The Retirement Solution LLC in Redmond, WA. He has prior experience at Portlock Labs, Squishy Squad, Inc., and the University of Hawaii. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a variety of clients including individuals, trusts, and corporations. The firm uses model portfolios tailored to client objectives and risk tolerance, offers tax-aware strategies, and integrates estate-planning coordination and third-party options programs into its services.

Eli Gripp is an advisor at Tschetter Group with a Series 65 designation and three years of industry experience. Prior to joining Tschetter Group in 2023, he worked at RXA @ OneMagnify and held roles at the University of Washington Disability Resources for Students and Young Financial Services. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across a diverse range of strategies, including a privately offered pooled vehicle focusing on venture capital, private equity, and regional real estate investments.

Eric Penz is a financial advisor at Private Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Advisory Group LLC since 2014, following a one-year tenure at Wells Fargo Clearing. Outside of his advisory role, he is the owner of Authorgate LLC, where he writes novels and screenplays. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolios across various asset classes and employs strategies including derivatives and borrowing to meet client objectives, often managing assets on a discretionary basis.

Craig Chucka is a financial advisor with Snider Financial Group, holding a Series 65 designation and six years of industry experience. He has worked at Snider Financial Group since 2020 and is also the owner and member manager of Geddes Chucka PLLC, a CPA firm he has managed since 2003. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, overseeing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation approach with a tactical overlay, integrating comprehensive planning areas such as retirement, tax, insurance, and estate considerations into its client services.

Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience. He is currently with Tschetter Group, where he has worked since 2017. Prior to joining Tschetter Group, he worked at D.A. Davidson & Co. from 2015 to 2017. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment process utilizes proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering customized portfolios and managing a private fund-of-funds with exposure to venture capital, private equity, and real estate.

Jason Sikma is a financial advisor at Lake Avenue Financial LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity and its affiliated entities for over a decade before joining Lake Avenue Financial. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and other financial institutions. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting services, emphasizing customized asset allocation and model-based portfolio construction.

Samuel Rice is a Series 65-licensed financial advisor with PCM Encore, LLC in Bellevue, WA. He has two years of industry experience, including eight years at Assurance IQ before joining PCM Encore. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with comprehensive wealth management, family office services, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction using a mix of passive and active investment strategies and integrates tax-aware approaches such as Direct Indexing and tax-loss harvesting.

James McBarron is a CFP® with five years of industry experience, currently serving at Pacific Sage Partners, LLC. His prior roles include positions at CAPTrust, Paul R. Ried Financial Group, and Milliman. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses with discretionary investment management and comprehensive wealth management services. The firm develops customized portfolios using fundamental and technical analysis within a fiduciary framework and combines delegated management with retirement plan advisory services.

Shawn Nelson is a financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 license and 26 years of industry experience. He has been with Boone Wealth Advisors since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2000. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting intake process to develop tailored plans and offers a range of investment strategies including ETFs, mutual funds, individual securities, and independent money managers.

Benjamin Ferguson is a CFP® and Series 65-registered financial advisor with Arrivity Financial Planning in Seattle, WA. He has two years of industry experience, including prior roles at 603 Financial, Inc. and several law firms. Arrivity Financial Planning is a fee-only firm that provides comprehensive hourly financial planning for individuals, couples, and families. The firm emphasizes cash flow and long-term goal planning using globally diversified, low-cost passive index funds and does not take custody or exercise discretionary authority over client accounts.

Davis Walker is a CFP® professional with six years of industry experience. He has been with Auxano Advisors since 2017 and previously worked at Madrona Financial Services. Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering comprehensive Family Office Services along with investment advisory and portfolio management. The firm employs a range of strategies including fundamental, technical, and cyclical analysis and manages approximately $1.78 billion across 724 client relationships.

Sheldon Sweeney is a financial advisor at Snider Financial Group with 13 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. His prior roles include positions at Hornor Townsend & Kent Inc, Pacific Capital Resource Group, LPL Financial, and Composition Wealth, LLC. He also has a 10% ownership interest in a non-variable insurance business. 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 and employs a strategic asset-allocation framework with tactical overlays, offering comprehensive services that include retirement and tax planning, insurance review, and portfolio management.

Christine Burkhart is a financial advisor at Cutler Investment Group in Bellevue, WA, holding a Series 66 designation with nine years of industry experience. She has worked at Cutler Investment Counsel since 2019 and previously held positions at 5 POINT Financial Group and KMS Financial Services. Cutler Investment Group provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing through independent managers.

Robert Guild is a ChFC® with 19 years of experience in the financial advisory industry, currently serving as a Registered Investment Advisor Representative at Robinswood Financial since 2007. He operates independently through his personal holding company, Kilted Advisor LLC, established in 2013. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses by providing fee-only portfolio management alongside financial planning and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using primarily low-cost institutional index ETFs, Vanguard funds, and Dimensional Fund Advisors products, with discretionary management and periodic portfolio reviews.

Arijeet Singh is a financial advisor at Willow Grove Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at No Bull Financial, LLC dba Leverage Planners, where he was also involved in insurance services as an insurance agent. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving individual and high-net-worth clients, offering discretionary portfolio management, access to private fund investments, and comprehensive reporting. The firm employs a disciplined investment process combining strategic asset allocation with technical and economic analysis, utilizing ETFs, mutual funds, and private placements.