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.

John Wright is a CFP® professional with three years of industry experience, currently serving as an advisor at MarsJewett Financial Group since 2020. Prior to joining the firm, he worked in educational and community organizations, including Central Washington University and The YMCA of Greater Seattle. MarsJewett Financial Group manages approximately $734.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and investment management services, utilizing a monthly investment planning committee to tailor portfolios based on risk tolerance, time horizon, and liquidity needs.

David Limoges is a CFP® professional at Fulcrum Capital, LLC with two years of industry experience. He previously worked at Emerald Advisors, LLC and Bank of America’s Private Bank, where he spent eight years. Fulcrum Capital, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, corporations, and charitable organizations, typically requiring a minimum household size of $1 million. The firm manages just over $1 billion in assets and employs a range of investment strategies including fundamental and technical analysis, asset allocation, and option strategies, with an emphasis on tailored advice and regular client involvement.

Casey Broderick is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Basecamp Wealth Advisors in 2026, he worked at The Caprock Group, Inc. for five years and Charles Schwab & Co for three years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm emphasizes tailored, tax-aware portfolios and multi-generational planning, managing approximately $1.08 billion across five advisors.

Taylor Bohot is a financial advisor at Fulcrum Capital, LLC with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Fulcrum Capital in 2026, he worked at Ameriprise for five years and has a background that includes financial planning specialization at HCL Management, LLC. Fulcrum Capital, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $1.07 billion in client assets and employs a range of strategies including fundamental and technical analysis, asset allocation, and option strategies, with a focus on tailored advice and integrating ESG factors when requested.

Brent Williams is a CFA® charterholder with nine years of experience in financial advisory roles. He is currently with Tschetter Group and previously worked at Principal Financial Group and D.A. Davidson & Co. Tschetter Group provides asset management and investment consulting to individuals, high‑net‑worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub‑advisory relationships. The firm’s investment approach includes proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across diverse strategies, including a privately offered fund-of-funds focused on venture capital, private equity, and real estate.

Brandon Steele is a CFP® with 15 years of industry experience, currently serving at Mainsail Financial Group in Bellevue, WA. His prior roles include positions at Commonwealth Financial Network, Mass Mutual Investors Services, and Metlife Securities. He is also the author of a retirement planning book. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to a broad client base including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs model portfolios and various investment strategies, delivering services on both a discretionary and non-discretionary basis.

Peter Besel is a CFP® with five years of industry experience, currently serving as a financial advisor at Parcion Private Wealth LLC in Bellevue, WA. His work history includes a brief period at UBS Financial Services in 2019 and multiple roles at Parcion Private Wealth since 2019. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other business entities, offering comprehensive wealth management and consulting services. The firm manages approximately $2.95 billion in assets across about 165 clients, employing a tailored investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments.

William Small is a financial advisor with Highland Capital Advisors, LLC, holding a Series 66 credential and 15 years of industry experience. He has been with Highland Capital Advisors since 2006. Outside of his advisory role, Small is a member of Rainier Set Sail, LLC, an entity that owns and occupies the office building used by his firm. 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 provides non-discretionary investment consulting focused on pooled vehicles and third-party separate account managers, utilizing institutional analytic techniques to develop investment policy statements and strategic allocations.

Cheryl Hansford is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding CFP® and Series 65 credentials with five years of industry experience. Prior to joining Evans Capital in 2020, she worked in hospitality and travel sectors, including Kimpton Hotels & Restaurants and TCS World Travel. Outside of advising, she is a self-employed notary and is involved with the Inglemoor Cooperative Preschool. Evans Capital Management Associates provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers tailored portfolio management and financial planning using a combination of fundamental and technical analysis, with an emphasis on non-discretionary asset management.

Vishnu Amrith is a financial advisor at Goldbloom Wealth Management LLC with a Series 65 designation and three years of industry experience. Prior to joining Goldbloom, he worked at Amazon and ColdStone Creamery and attended the University of Washington, Seattle. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for about 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, utilizing fundamental, quantitative, and technical analysis along with third-party platforms and managers.

James Donnelly is a financial advisor at The Institute with 12 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Institute For Wealth Management LLC and Dmk Advisor Group, Inc. Mr. Donnelly manages and services client annuities as a Registered Representative of DMK Advisor Group. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $1.37 billion for around 803 clients with a team of 17 advisors. The firm’s investment process relies on an internal Investment Committee that constructs model portfolios blending fundamental and technical analysis, offering both firm-managed and advisor-managed solutions, and participates actively in private fund and pooled vehicle advisory roles.

David Welty is a CFP® with 26 years of experience in the financial services industry. He has been with Avier Wealth Advisors (formerly Retirement Asset Management) since 2012. The firm provides investment management and financial planning for individuals, families, and various business entities. Avier’s approach emphasizes diversified asset allocation using institutional-class, low-cost mutual funds and ETFs, supported by academic factor research and ongoing due diligence of sub-advisers.

Michelle Fjetland is a Series 65-licensed advisor with Aspire Capital Advisors LLC in Kirkland, WA, where she has worked since 2021. She has eight years of experience at Kirkland Financial Advisers and previously spent eight years at Gary's Process Service. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, estates, businesses, and charities. The firm employs a primarily long-term, fundamental analysis-based investment approach and manages about $1 billion in client assets across multiple offices.