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 financial advisor at Robinswood Financial with seven years of industry experience. He holds a Series 66 designation and has worked with firms including Charles Schwab and TD Ameritrade. He operates as an independent contractor through his personally owned holding company, Fridley LLC. Robinswood Financial provides fee-only portfolio management and financial planning services to individual investors, trusts, charitable organizations, and businesses. The firm employs a globally diversified, long-term asset allocation strategy using primarily low-cost institutional ETFs and selected funds, managing client portfolios on a discretionary basis with periodic rebalancing and quarterly reviews.

Edward Riley is a financial advisor at Colmina, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Luminae, LLC and Stillwater Analytics LLC. Outside of financial advising, he is the owner and CEO of Riley Sexton Vintners, a wine producer and retailer. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm offers discretionary portfolio management and financial planning, employing active, passive, and hybrid strategies tailored to client needs.

Matthew Pickett is a financial advisor with Colmina, LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Charles Schwab and First Financial Equity Corporation. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities through discretionary portfolio management and financial planning. The firm employs active, passive, and hybrid investment strategies tailored to client needs and manages approximately $140 million in assets for around 200 clients.

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.

Michael Okamoto is a CFP® professional with 12 years of industry experience, currently serving at EQ Wealth Management in Bellevue, WA. He has worked with Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC since 2014. EQ Wealth Management is a nine-advisor registered investment adviser managing approximately $941.7 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management, financial planning, and access to various managed and customized investment programs.

Thomas Owens is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 26 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, globally diversified investment approach that incorporates modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Laurence Donohue is a CFP® and Series 66-licensed financial advisor at Fortis Capital Management LLC with five years of industry experience. Prior to joining Fortis in 2025, he worked at Bank of America and Merrill Lynch from 2020 to 2025. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning and discretionary portfolio management. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled investment vehicles, including private funds with performance-based fee arrangements.

Austin Jodrey is a CFP® with four years of industry experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2020. Prior to joining KBBS, he worked at National Life Group from 2016 to 2020. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management, emphasizing a disciplined planning process with routine written reports and client involvement. The firm uses proprietary asset-allocation models and a combination of active and passive managers, operating primarily on a non-discretionary basis.

Mie Field is a financial advisor at Bull Harbor Capital LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is the vice chair of the Women in Bio Sponsorship Committee and is the author of a children's book. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a range of investment vehicles, including mutual funds, ETFs, individual equities, and covered options.

Matthew Hill is a CFA® charterholder with one year of experience at Emerald Advisors, LLC. Prior to joining Emerald Advisors, he worked at Premera Blue Cross for six years and BlackRock for five years. Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations, and business entities through a multi-family office model combining financial planning, consulting, and discretionary investment management. The firm employs a customized, top-down approach focused on capital preservation and tax-aware strategies while monitoring and rebalancing portfolios across various asset types.

Brenda Lee is a financial advisor with Capital Planning, LLC in Issaquah, WA, holding the ChFC®, Series 63, and Series 65 designations and has 20 years of industry experience. She has been with Capital Planning since 2014. Outside of her advisory role, she is a demonstrator for Stamp' Up, a craft business. Capital Planning, LLC is an eight-advisor team providing fee-based wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm utilizes a structured wealth planning and investment process, offers a variety of model portfolios, and supports alternative and cryptocurrency-related investments.

Max Mccain is a financial advisor at Sonata Capital Group Inc in Seattle, WA, holding a Series 65 designation with 24 years of industry experience. He has been with Sonata Capital Group since 2000. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment approach emphasizes asset allocation across stocks, bonds, and cash tailored to client needs, using both fundamental and technical analysis, and incorporates derivatives within separately managed accounts.

Norman Vitancol is a financial advisor at Arrivity Financial Planning in Seattle, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Arrivity, he worked at Wells Fargo Advisors and the AARP Foundation, and he has experience as a franchised restaurant owner. Arrivity Financial Planning offers hourly, fee-only comprehensive financial planning to individuals, couples, and families, focusing on aligning near-term cash needs with long-term goals through passively managed, low-cost index funds in globally diversified portfolios. The firm provides written plans and implementation support without discretionary portfolio management or asset custody.

Courtney Hanrahan is a CFP® with 15 years of industry experience. She currently works at EQ Wealth Management and was previously with Capital Planning LLC for eight years. EQ Wealth Management is a registered investment adviser managing approximately $941.7 million in assets with a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, offering discretionary and non-discretionary investment management alongside financial planning and access to customized and third-party managed investment models.