Eli Gripp is an advisor at Tschetter Group with a Series 65 designation and three years of industry experience. Prior to joining Tschetter Group in 2023, he worked at RXA @ OneMagnify and held roles at the University of Washington Disability Resources for Students and Young Financial Services. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across a diverse range of strategies, including a privately offered pooled vehicle focusing on venture capital, private equity, and regional real estate investments.

Joshua Moore is a financial advisor at Mainsail Financial Group with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and SightLife. Mainsail Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, individualized financial planning, and retirement plan consulting. The firm uses model portfolios developed by its investment committee and employs various analysis techniques, delivering services on both discretionary and non-discretionary bases.

Eric Penz is a financial advisor with Private Advisory in Redmond, WA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Private Advisory Group LLC since 2014. Outside of finance, he is the owner of Authorgate LLC, where he writes novels and screenplays. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model using firm-generated model portfolios and a range of investment strategies including structured notes, options, and derivatives.

Craig Chucka is a financial advisor with Snider Financial Group, holding a Series 65 designation and six years of industry experience. He has worked at Snider Financial Group since 2020 and is also the owner and member manager of Geddes Chucka PLLC, a CPA firm he has managed since 2003. 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 approach with a tactical overlay, integrating comprehensive planning areas such as retirement, tax, insurance, and estate considerations into its client services.

Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience. He has worked at Tschetter Wealth Advisors since 2017 and was previously with D.A. Davidson & Co. from 2015 to 2017. He is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Tschetter Group offers asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis across various strategies, including dividend growth, capital appreciation, and a crypto/digital-asset ETF sleeve.

Peter Barnes is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding Series 63 and Series 65 certifications with five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Moss Adams LLP. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with minimum relationships of $10 million. The firm offers comprehensive wealth management and consulting services, utilizing a mix of individual equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to each client’s risk tolerance and time horizon.

Timothy Kimmel is a CFP® professional with 34 years of industry experience, currently with Paul R. Ried Financial Group, LLC in Bellevue, WA. He has worked with Cetera and Cetera Advisor Networks LLC and has been with Paul R. Ried since 1993. He serves on the board of Monster and Sea, a charitable organization. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a dynamic asset allocation process based on fundamental valuation and behavioral finance, managing most client accounts on a discretionary basis while emphasizing client education and periodic reviews.

Samuel Rice is a financial advisor with PCM Encore, LLC in Bellevue, WA, holding a Series 65 designation and one year of industry experience. Prior to joining PCM Encore, he spent eight years at Assurance IQ. PCM Encore offers investment management, financial planning, family-office, and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach with diversified, tax-aware portfolios and integrates family-office functions alongside outsourced Chief Investment Officer and retirement-plan consulting services.

Shawn Nelson is a financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 license and 26 years of industry experience. He has been with Boone Wealth Advisors since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2000. 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 intake process to develop tailored plans and offers a range of investment strategies including ETFs, mutual funds, individual securities, and independent money managers.

Davis Walker is a CFP® professional with six years of industry experience. He has been with Auxano Advisors since 2017 and previously worked at Madrona Financial Services. Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering comprehensive Family Office Services along with investment advisory and portfolio management. The firm employs a range of strategies including fundamental, technical, and cyclical analysis and manages approximately $1.78 billion across 724 client relationships.

Sheldon Sweeney is a financial advisor at Snider Financial Group with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Hornor Townsend & Kent Inc and LPL Financial. In addition to his advisory work, he is involved in a non-variable insurance business in Bellevue, WA. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets and employs a strategic asset-allocation approach with tactical overlays, utilizing managed funds, ETFs, individual securities, and third-party managers.

Robert Phillips is a CFP® with 19 years of industry experience, currently serving at Asset One Wealth Management, LLC. His prior roles include positions at LPL Financial, LLC and Woodbury Financial Services, Inc. He also provides insurance advice as a licensed agent. Asset One Wealth Management offers financial planning, discretionary investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, business entities, and charitable organizations. The firm focuses on customized strategic asset allocation and employs a combination of individual securities, ETFs, and selected Independent Managers in its portfolios.

Christine Burkhart is a financial advisor at Cutler Investment Group in Bellevue, WA, with nine years of industry experience. She holds the Series 66 credential and has worked at several firms, including Cutler Investment Counsel, LLC since 2019, and prior roles at 5 POINT Financial Group Inc. and KMS Financial Services, Inc. Cutler Investment Group provides discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, 401(k) consulting, model licensing, and uses third-party technology and AI tools to support research and account servicing.

Audrea Sullivan is a financial advisor at EQ Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining EQ Wealth Management, she worked at Assured Partners, Citibank, Transform Wealth, and Mariner Wealth Advisors. She also owns and operates Guided Healing Yoga Therapy, where she provides individualized yoga therapy guidance and instruction. 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 and offers discretionary and non-discretionary investment management, financial planning, and access to customized and third-party managed investment programs.

Michael Schwartz is a financial advisor at Decker Retirement Planning Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Centaurus Financial Inc. Decker Retirement Planning offers personalized retirement and financial planning along with discretionary investment management to a diverse client base, including individuals, high-net-worth clients, and business entities. The firm employs a model-driven investment approach using quantitative strategies and a range of financial products, serving approximately 900 clients with about $285 million in assets under management.

Robert Guild is a ChFC® with 19 years of experience in the financial advisory industry, currently serving as a Registered Investment Advisor Representative at Robinswood Financial since 2007. He operates independently through his personal holding company, Kilted Advisor LLC, established in 2013. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses by providing fee-only portfolio management alongside financial planning and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using primarily low-cost institutional index ETFs, Vanguard funds, and Dimensional Fund Advisors products, with discretionary management and periodic portfolio reviews.

Jamika Parker is a CFP® certificant with six years of experience at EQ Wealth Management in Bellevue, WA. She has previously worked with AXA Advisors and Aflac, where she continues to serve as a benefit specialist. Outside of her advisory role, Parker is a head coach for a youth basketball program, Talia Walton Basketball. EQ Wealth Management is a registered investment adviser with a nine-advisor team managing approximately $941.7 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, providing both discretionary and non-discretionary investment management along with comprehensive financial planning services.

Nathan Tepp is a CFP® with 12 years of experience in the financial services industry. He has worked at EQ Wealth Management since 2020 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Tepp is also a licensed insurance producer and has been authorized as a notary public in Washington since 2021. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm offers discretionary and non-discretionary investment management and financial planning, using a process governed by an Investment Policy Committee that incorporates fundamental and cyclical analysis, ongoing monitoring, and periodic rebalancing to align portfolios with client goals.

Saloni Gupta is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Avier Wealth Advisors and has previously worked at Hightower Advisors, Highland Private Wealth Management, Ameriprise, Prevail Wealth Management LLC, and Private Wealth Management Solutions, LLC. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities, focusing on diversified mutual fund and ETF portfolios with an emphasis on institutional-class, low-cost funds and academic factor research. The firm operates as a larger multi-advisor team with a high concentration of credentialed professionals and utilizes documented due diligence and ongoing monitoring of third-party sub-advisers.

Terrance Cook is a financial advisor at Parcion Private Wealth LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parcion since 2019, following a 17-year tenure at UBS Financial Services Inc. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum of $10 million. The firm provides comprehensive wealth management and consulting services, employing both fundamental and technical analysis to tailor asset allocations across a range of investment types.