Aidan Tinnon is a financial advisor at WaFd Wealth, Inc. in Seattle, WA, holding a Series 65 credential with one year of industry experience. His prior work experience includes roles at WaFd Bank, Andonian Rugs, Inc., Office Depot, TA Petro, Northwest University, and Limitless Spokane Church. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm provides financial planning, wealth management, and investment consulting with portfolios tailored to client objectives using a range of investment strategies and ongoing account monitoring.

Daniel Gill is a financial advisor at Greene Wealth Management, LLC in Seattle, WA, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Greene Wealth Management in 2025, he worked at The Vanguard Group for six years and has held roles at Isagenix, Gonzaga University, and Smead Capital Management. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, businesses, qualified retirement plans, and charitable organizations, generally serving portfolios at or above $1 million. The firm employs a disciplined, research-based investment process featuring diversified global asset allocation, independent managers, and periodic plan reviews.

William Schatz is a CFP® with 34 years of industry experience and is affiliated with Elliott Cove Capital Management. He has been with Elliott Cove Capital Management since 2003 and also worked at Lincoln Investment Planning, Inc. since 2009. Outside of his advisory work, he serves as president of the Tacoma Swiss Sportsman Club and is a board member of the Stanwood Camano Community Fair; he also assists with his family’s cattle farming operations. Elliott Cove Capital Management is a multi-team advisory firm providing fee-based portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined asset-allocation approach rooted in the efficient-market hypothesis, using index-style, allocation-based model portfolios primarily comprised of Dimensional Fund Advisors mutual funds and ETFs.

Henry Wurst is a CFP® with six years of industry experience, currently serving as a financial advisor at Garde Capital, Inc. He has held roles at several firms including Coldstream Wealth Management, Paracle Advisors, and The Vanguard Group. Garde Capital provides investment management and financial planning services to individuals, families, trusts, and institutional clients. The firm employs a portfolio approach based on modern portfolio theory and behavioral finance, primarily using low-cost exchange-traded funds tailored to client risk profiles.

Randy Lundy is a financial advisor with PracticeCFO Investments in Seattle, WA, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Hightower Advisors and Highland Private Wealth Management, as well as a five-year tenure at Downtown Cornerstone Church. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using low-cost ETFs and a blend of passive core exposure with tactical asset allocation.

Nikolas Grosch is a CFP® with 10 years of industry experience, currently serving as an advisor at Elliott Cove Capital Management since 2019. Prior to joining Elliott Cove, he worked at Dimensional Fund Advisors from 2016 to 2019. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm uses a disciplined asset-allocation approach focused on index-style, allocation-based model portfolios, primarily composed of Dimensional Fund Advisors mutual funds and ETFs.

Paul Misleh II is a CFA® charterholder with 12 years of industry experience. He is currently with Fortis Capital Management LLC in Bellevue, WA, where he has worked since 2014. Prior to focusing full time on Fortis Capital Management, he was a senior manager at Ernst & Young LLP in the transaction advisory group, specializing in big data analytics. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning, discretionary portfolio management, and access to affiliated tax and accounting services. The firm employs a combination of active and passive investment strategies across multiple asset classes, manages pooled private funds with performance-based fees, and offers model strategies alongside held-away account management.

Ashley Fancher is a financial advisor at Garde Capital, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been involved with Veritas Development, Inc., a real estate development company, where she serves as president overseeing development projects. 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 combining modern portfolio theory and behavioral finance, managing diversified portfolios primarily through low-cost ETFs and other securities tailored to client risk profiles.

Sterling Monroe is a Series 66-licensed financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, where he has worked since 2016. He has 13 years of industry experience and also maintains a role with LPL Financial LLC. Monroe facilitates the purchase of long-term care insurance policies for clients as part of his professional activities. 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 planning process and offers discretionary portfolio reviews, utilizing a range of investment instruments and analytical methods, and participates in multiple LPL Financial-sponsored platforms.

Ryan Stevens is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Kutscher Benner Barsness & Stevens, Inc. since 2011. Based in Seattle, WA, Stevens is part of a six-advisor team at the firm. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process, preparing routine written reports and using proprietary asset-allocation models with a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Larry Knudsen is a financial advisor at Hohimer Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors, LLC for 10 years. Outside of advisory roles, he is involved as a managing member in several LLCs owning commercial properties and is a 50% owner of Red Fern Properties, LLC and Red Fern Stables, LLC. Hohimer Wealth Management, LLC serves a diverse client base including individuals, trusts, foundations, and business entities. The firm employs a team-based approach utilizing active and passive investments across multiple asset classes, integrating alternative and pooled investments, and providing discretionary portfolio management and financial planning services.

Justin Vestman is a financial advisor with Lake Avenue Financial LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Golden State Equity Partners, LPL Financial, LLC, and Golden State Wealth Management, LLC. Outside of his advisory work, he serves as a basketball coach at Bellevue High School. Lake Avenue Financial provides financial planning, discretionary portfolio management, and referrals to third-party advisers for individuals, trusts, estates, charitable organizations, and brokerage clients. The firm offers a subscription education and coaching product and employs a multi-method research approach with a range of strategies implemented through both traditional discretionary management and a web-based platform.

Steven Kleyn is a CFA® charterholder with four years of industry experience. He has worked at Aletheian Wealth Advisors LLC since 2021 and previously held positions at Pathstone, Cornerstone Advisors, Inc., and Parametric. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services that address complex and often illiquid balance sheets. The firm combines fundamental, quantitative, and modern portfolio theory analysis, offering tailored portfolios that include public and private market investments along with structured family advisory.

Kyle Appelbaum is an Investment Adviser Representative and Chief Investment Officer at Abraham & Co., Inc. with eight years of industry experience. He has worked at Abraham & Co. since 2021 and previously held positions at U.S. Bancorp Investments and U.S. Bank. In addition to his advisory role, he supervises the estate planning process for the firm’s clients and assists with market research and administrative tasks. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios, and it is notable for its affiliation with an in-house broker-dealer and sponsorship of a wrap-fee program.

Grace Rollins is a financial advisor at Fortis Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has been with Fortis since 2021. Prior to her advisory role, she worked at Doucette's Party and Tent Rental and spent time at the University of Minnesota Duluth. Fortis Capital Management serves individuals, families, and institutions including high-net-worth clients, offering financial planning and discretionary portfolio management across various asset classes. The firm employs both active and passive investment strategies and manages private pooled funds, incorporating thematic and derivative approaches where suitable.

Jason Miller is a financial advisor with Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has worked with Cetera and Cetera Advisor Networks LLC and has been with Paul R. Ried Financial Group since 2005. Outside of his advisory role, he serves as Vice President of the Cascade Brewers Guild, a home brewers group in Woodinville, WA, where he conducts monthly meetings and helps coordinate events. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in client assets with a team of nine advisors and emphasizes a dynamic asset allocation process focused on long-term valuation, manager specialization, and diversified selection.

Erik Ogard is a CFA® charterholder with 17 years of industry experience, currently serving at CWC Advisors, LLC. His prior roles include positions at WealthPLAN Investment Management LLC and Russell Investments. Outside of his advisory work, he owns Ogard Capital Market Research, LLC, which focuses on ETF management, stock research, and model creation. CWC Advisors primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment approach and manages diversified portfolios through ETFs, mutual funds, and selected third-party managers, also acting as a private fund adviser and sponsor.

Joshua Morin is a CFP® with 11 years of industry experience, currently serving as an advisor at Pacific Asset Management, LLC since 2015. He previously worked at C & L Professionals from 2014 to 2018. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm employs an evidence-based, primarily passive investment approach using low-cost, custom-designed index funds to build globally diversified portfolios.

Cole Schelbert is a financial advisor at 180 Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at 180 Wealth Advisors since 2021. Prior to his current role, he held positions at Lanway Homes and the City of Fife, and spent 16 years at St. Patricks School. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities through portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority and integrates a mix of analytical approaches alongside financial planning within its wrap fee program.

Sarah Emanuels is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining EQ Wealth Management, she worked at AlphaSights Inc. and Affirma. EQ Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, charitable organizations, and pooled vehicles. The firm employs a model-driven investment approach overseen by an internal Investment Policy Committee and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.