Brian Johnson is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 19 years of industry experience. He previously worked at LNW Wealth Management, LLC and Filament, LLC. 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 focuses on tailored, tax-aware portfolios using a blend of passive and active strategies and emphasizes family-office coordination and customized private investment access.

Joseph Morrison is a financial advisor at Cloud Capital Management in Seattle, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2015 to 2026. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial consulting, and due-diligence services. The firm manages approximately $300 million across about 130 client relationships through a six-advisor team, using a combination of quantitative and qualitative analysis, modern portfolio theory, and model-based trading to construct and monitor portfolios.

Lucas Baker is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at MarsJewett Financial Group since 2022 and was previously with Brighton Jones from 2017 to 2022. MarsJewett Financial Group is a seven-advisor team serving individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with financial planning, consulting, investment management, and retirement plan consulting. The firm manages approximately $900 million in mainly discretionary assets and employs a monthly investment planning committee that combines qualitative screening with quantitative portfolio analysis to construct portfolios primarily using mutual funds and ETFs.

Heike Lautenschlaeger is a CFP® and Series 65 credentialed advisor with two years of industry experience, currently serving at Chicory Wealth. Prior to joining Chicory Wealth, she worked for seven years at the International Labour Organization. She volunteers with Savvy Ladies Inc., providing free financial education for women. Chicory Wealth delivers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, along with tax preparation, estate planning assistance, and business consulting. The firm employs a comprehensive investment approach incorporating fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios.

Arlie Skurdal is a CFP® with 20 years of experience in the financial industry and is affiliated with Fortis Capital Management LLC in Seattle, WA. He serves as the club secretary for the University Kiwanis Foundation and provides professional consulting, including conducting Goals & Money seminars. Fortis Capital Management serves individuals, families, and institutional clients by offering financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive investment strategies, combining low-cost index allocations with concentrated equity approaches and thematic strategies.

Janet Welcher is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Fulcrum Capital, LLC since 2015. She is based in Seattle, WA, and works within a team of seven advisors at the firm. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs a mix of fundamental and technical analysis with both long- and short-term strategies, incorporating equities, fixed income, ETFs, and occasionally illiquid investments, while focusing on serving affluent households.

Grayson Unger is a financial advisor at Auxano Advisors with three years of industry experience. He holds the Series 65 designation and previously worked seven years at F1 Consultancy before joining Auxano Advisors. Auxano Advisors provides comprehensive Family Office Services and investment advisory solutions to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.78 billion across around 724 client relationships, employing both fundamental and technical analysis in tailored investment strategies and maintaining the ability to utilize derivatives and borrowing within separately managed accounts.

Ralph Latza is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at Pacific Asset Management, LLC since 2021 and previously was self-employed and worked at NR Smith and Associates, PS. Pacific Asset Management serves individuals, employer retirement plans, and business entities, providing portfolio management and pension consulting services. The firm employs an evidence-based, primarily passive investment approach using low-cost mutual funds, ETFs, equities, and fixed income, with an emphasis on long-term holding and documented client risk tolerance.

Dakota Cryer is a Series 65-licensed advisor with WaFd Wealth, Inc. in Seattle, WA, and has one year of industry experience. Prior to joining WaFd Wealth, Cryer held positions in various retail and service roles, including at Westchase District and CycleGear. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, utilizing a range of investment strategies and ongoing account monitoring tailored to client objectives.

Aaren Strand is a CFP® and Series 65-registered advisor with 11 years of experience. He currently works at Avier Wealth Advisors and has been with Paracle Advisors, LLC since 2008. Outside of his advisory work, Strand is a co-owner of Strand Industrial Group LLC, a construction business. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and business entities. The firm focuses on diversified portfolios using low-cost mutual funds and ETFs, incorporates academic factor research into its equity strategies, and maintains ongoing due diligence and client reviews.

Eric Williams is a financial advisor at Goldbloom Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including at Farther and Ohana Fiduciary Corporation. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Madison Williams is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Avier Wealth Advisors and previously worked at Kaizen Financial Advisors, Bank of America, Merrill Lynch, and Ameriprise Financial Services. Outside of her advisory roles, Madison has experience with community-focused organizations such as the Community Foundation of Sarasota County. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset-allocation strategies using primarily mutual funds and ETFs, with a focus on low-cost institutional share classes and factor-based equity selection.

Jennifer Weaver is a financial advisor at Hohimer Wealth Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC for 10 years. She joined Hohimer Wealth Management in 2025 as part of their team of 10 advisors based in Seattle, WA. Hohimer Wealth Management advises a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable institutions. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across various asset classes while incorporating alternative investments and private funds.

Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.

Courtney Gehrmann is a CFP® professional with three years of industry experience, currently serving at Avier Wealth Advisors. Prior to joining Avier in 2022, she worked at Coldstream Wealth Management and Paracle Advisors. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm manages approximately $1.19 billion in client assets using broad asset-allocation strategies focused on low-cost mutual funds and ETFs, with ongoing portfolio monitoring and a documented rebalancing process.

Brian Cox is a financial advisor at Pacific Asset Management, LLC in Gig Harbor, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Asset Management since 2007. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing discretionary portfolio management and pension consulting services. The firm employs an evidence-based, primarily passive investment approach using low-cost index funds to build diversified portfolios tailored to client goals and risk tolerances.

Hart Williams is a financial advisor at Cloud Capital Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bessemer Trust, JPMorgan Securities, JPMorgan Chase Bank, and Lightmaker Group. He also spent three years at the University of Denver. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities by providing discretionary investment management and standalone financial consulting services. The firm uses quantitative and qualitative analysis, modern portfolio theory, and model-based trading to construct and monitor portfolios, managing approximately $300 million across about 130 client relationships.

Bradley Allen is a CFP® professional with 24 years of experience in the financial services industry. He has been with Allison Spielman Advisors since 2009 and is currently part of the team at trueNorth Wealth Advisors in Seattle, WA. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management. The firm utilizes a strategic asset allocation approach with diversified portfolios, combining passive and active funds, and offers access to third-party managers and automated institutional platforms.

Daniel Anderson is a CFP® professional at Auxano Advisors in Bellevue, WA, with three years of industry experience. He previously worked at Castle High Value Surveys from 2014 to 2018 before joining Auxano Advisors, where he has been since 2018. Auxano Advisors serves a diverse clientele including individuals, high net worth clients, and various institutional entities, providing comprehensive Family Office Services and investment advisory on both discretionary and non-discretionary bases. The firm uses a tailored investment approach based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis, and manages approximately $1.78 billion across about 724 client relationships.

Thomas Oakes is a Certified Financial Planner (CFP®) with 30 years of experience, serving at American Northwest Advisory Services L.L.C. since 1994. He is also involved as a member and manager of a third-party retirement plan administration business that provides plan oversight and overall business planning. American Northwest Advisory Services, L.L.C. offers fee-only investment management and financial planning to individuals, retirement plans, small businesses, and charitable organizations. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension plans alongside discretionary individual accounts.