Kamaljit Sahota Middleton is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 65 credential and two years of industry experience. Prior to joining Snider Financial Group, Middleton worked at Composition Wealth, LLC and Clear Creek Financial Management, LLC DBA Copper Financial Group. Outside of advisory work, Middleton is involved with KK Loans, LLC dba NEXA Mortgage as a mortgage broker. 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 framework with a tactical overlay and integrates comprehensive planning areas such as retirement, tax, cash flow, education funding, and estate considerations into its investment recommendations.

Justin Arnold is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Flagstar Bank, and Opes Wealth Management. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and derivative overlays, and also manages held-away retirement assets while coordinating with other professionals as needed.

Kyle Balcos is a financial advisor at Hohimer Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower and Wells Fargo in various roles spanning over a decade. Balcos also operates Balcos Wealth Strategies, an insurance business. Hohimer Wealth Management is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private funds and pooled investment vehicles.

Jennifer Nagai is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with 20 years of industry experience. She holds a Series 66 designation and has worked at Parcion Private Wealth Management since 2019, following six years at UBS Financial Services Inc. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, using a tailored investment approach that includes direct equities, fixed income, ETFs, mutual funds, and alternative investments, while applying both fundamental and technical analysis.

Douglas Bean is a CFP® with 23 years of industry experience. He is currently with Private Advisory and has previously worked at Private Advisory Group LLC, Snider Financial Group, Kms Financial Services, Inc., and Pacific West Financial Consultants Inc. Private Advisory provides personalized financial planning and ongoing investment management to individual and institutional clients, including trusts, estates, charitable organizations, and small businesses. The firm uses a discretionary implementation model with diversified portfolios across equities, fixed income, and alternative exposures, employing instruments such as structured notes, options, and private placements.

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.

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 at Colmina, LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Colmina since 2021, with prior roles at First Financial Equity Corporation and Charles Schwab. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets using a combination of active, passive, and hybrid strategies tailored to each client’s needs.

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 Series 66-credentialed financial advisor with 14 years of industry experience. She currently works at WaFd Wealth, Inc. and has previously held roles at Morgan Stanley Smith Barney, Bank of America, N.A., and Merrill. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages client assets through tailored portfolios using ETFs, individual securities, and selected independent managers, employing a range of analytical approaches within discretionary and non-discretionary frameworks.

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 with SPG Advisors LLC in Kirkland, WA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Northwestern Mutual and FSC Securities Corporation. He is also an insurance agent with No Bull Financial, LLC dba Leverage Planners. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to guide investment decisions and incorporates mutual funds, ETFs, and specialized strategies, supported by detailed client investment policy statements and risk assessments.

Michael Okamoto is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with EQ Wealth Management in Bellevue, WA, and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm manages approximately $941.7 million in assets through a team of nine advisors, offering discretionary and non-discretionary investment management as well as integrated financial planning.

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.

Kyra Easley is a Series 65-licensed financial advisor at First Pacific Financial, Inc. in Seattle, WA, with two years of industry experience. She previously worked at Axxcess Wealth Management, LLC and spent six years with Jennifer P. Easley, CFP. First Pacific Financial serves a diverse client base including high-net-worth individuals, estates, trusts, foundations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses both quantitative and qualitative analysis, including proprietary optimization models, to tailor portfolios across various asset classes and delivers services through a 19-advisor team managing approximately $1.9 billion in assets.

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.