Lars Phillips is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He has worked at Avier Wealth Advisors (formerly Retirement Asset Management) since 2012, serving the firm through its transition and growth. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities, emphasizing diversified asset allocation with institutional-class, low-cost mutual funds and ETFs informed by academic research. The firm operates as a larger multi-advisor team with a strong focus on credentialed professionals and incorporates documented due diligence and ongoing monitoring of sub-advisers in its approach.

Jared Kowalske is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles within The Retirement Solution entities since 2021, along with prior positions in employment services and logistics. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a range of clients including individuals, trusts, and corporate entities. The firm employs model portfolios tailored to client objectives and risk profiles, incorporates tax-aware strategies, and integrates estate-planning coordination and third-party options-based programs into its services.

Brian Mars is a CFP® and holds a Series 66 license with 19 years of industry experience. He is a financial advisor and shareholder at MarsJewett Financial Group, where he has worked since 2018. Prior to that, he was with Cetera Advisor Networks for five years. Mars serves as treasurer for the nonprofit Worldview Matters. MarsJewett Financial Group manages approximately $735 million for a diverse client base including individuals, trusts, and retirement plans. The firm emphasizes discretionary asset management and employs a committee-based investment selection process focused on risk-adjusted returns, tailoring portfolios to client-specific needs.

Todd Carter is a financial advisor with Investor Fan, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Private Client Services LLC, Trutina Financial, Pacific West Financial Consultants Inc, and Mutual Service Corporation, as well as a period of retirement from 2021 to 2024. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a Modern Portfolio Theory approach and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Lin Gong is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at Basecamp Wealth Advisors, LLC, where he has worked since 2025. Prior to joining Basecamp, he was with LNW Wealth Management, LLC for five years and Filament, LLC for thirteen years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities by providing integrated wealth management, financial planning, investment management, and family-office services. The firm builds tailored, tax-aware portfolios using a blend of passive and selective active strategies, strategic asset allocation, and ongoing rebalancing, focusing on deeper, higher-touch relationships.

Justin Evans is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience and previously worked at Mahaffey Enterprises, Inc., Pahlisch Homes, McKinstry, Wood, PLC, Apollo Mechanical, and Chicago Bridge & Iron. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes advice and asset allocation based on client objectives and risk tolerance, managing assets through both discretionary and largely non-discretionary programs.

Joey Dominick is a financial advisor at Snider Financial Group in Bellevue, WA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also an independent insurance agent. 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 regulatory assets for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and integrating comprehensive planning in areas such as retirement, tax, insurance, and estate considerations.

We provide comprehensive financial planning & wealth management services for busy families and retirees. Our areas of expertise include building long-term investment portfolios, goal planning, tax reduction strategies, retirement income planning, employee stock options, and homebuying guidance. Our financial planning mission is to empower you and change your life for the better. Planned or not, your finances will play a significant role in your life. We believe with the right guidance, your financial resources can be tools to help you reach your life's goals. I am a Certified Financial Planner™, Retirement Income Certified Professional®, Behavioral Financial Advisor™, and Certified Tax Specialist™. I received my degree in Finance from the University of Washington and my financial planning education from Northwestern University. I am very active in the financial planning community. I am a member of the East King County Estate Planning Council, serve as a CFP Board Mentor, and participate on the Seattle Children’s Financial Advisory Committee. In my free time, I enjoy following the Washington Huskies and playing tennis with friends and family.

Kathleen Carbone is a CFP® with 10 years of industry experience, currently serving as an advisor at Parcion Private Wealth LLC since 2019. Prior to joining Parcion, she worked at UBS Financial Services from 2015 to 2019. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and business entities, providing comprehensive wealth management and consulting services. The firm employs a customized investment approach that includes equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to clients’ risk tolerance and time horizons.

Connor Donnelly is a financial advisor at The Institute with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2010 to 2020 before joining The Institute for Wealth Management in 2020. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across various strategies, including ESG-focused ETFs, sector rotation, and alternative income.

Wesley Mc Bratney is a financial advisor at The Retirement Solution LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Equitable Advisors, and Axa Advisors. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm uses model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to balance upside potential with downside risk.

Cynthia Mueller is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at The Retirement Solution Inc. since 2013 and currently serves at The Retirement Solution LLC. 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, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolios that incorporate mutual funds and ETFs with fundamental and technical analysis.

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.

James Hua is a financial advisor at Opal Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including Emergent Capital, Inc. and Sheppard Wealth Management. Outside of advisory work, Mr. Hua co-founded Bellevue Funding LLC, a specialty finance company focused on hard money lending, where he serves as Portfolio Manager. Opal Advisors is an SEC-registered, fee-based investment adviser serving individuals, small businesses, and retirement plans. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, employing a process that includes active security selection and the use of third-party managers.

Richard Wyman is a financial advisor at Highland Capital Advisors, LLC with 28 years of industry experience. He has been with Highland Capital Advisors since 2006. He holds Series 63 and Series 65 designations. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm focuses on non-discretionary investment consulting using institutional analytic techniques and restricts its advice to non-covered securities without providing continuous portfolio supervision.

Susanna Fraser is a financial advisor at Asset One Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Asset One, she held various roles including positions at Western Washington University, Makeworth Coffee Roasters, and Target Corporation. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolio construction based on client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and Independent Managers.

Alden Gwinn is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Fidelity Investments and AT&T Communications. Gwinn is part of a team-based advisory approach at Tschetter Group. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models combined with fundamental, quantitative, and technical analysis across a range of strategies and also serves as an adviser and sponsor to a privately offered pooled fund focused on venture capital, private equity, and 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.

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.