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.

Peter Cline is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. He has been with Auxano Advisors since 2008 and serves as president of the BridgeHead Foundation, a private charitable organization. Auxano Advisors manages approximately $1.78 billion for a diverse client base, providing family office services and investment advisory with a focus on personalized investment policy and the use of both fundamental and technical analysis.

Mark Oliver is the founder and sole advisor at Oliver Capital Management in Seattle, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has managed Oliver Capital Management since 2003. Oliver Capital Management provides portfolio management and comprehensive wealth management services to individuals—including high-net-worth clients—businesses, and retirement plans. The firm employs a systematic, broadly diversified ETF-based approach grounded in Modern Portfolio Theory, with assets primarily invested through its Strategically Engineered Portfolio Program and rebalanced annually.

Nicholas Swanson is a financial advisor with Cutler Investment Group in Bellevue, WA. He holds a Series 65 designation and has been with the firm since 2024. His prior experience includes roles in education and professional services. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing through independent managers.

Angela Jolley is a CFP® professional with 23 years of industry experience. She is currently with Aspire Capital Advisors LLC, where she has worked since 2021. Her prior experience includes roles at M.S. Howells & Co., Kirkland Financial Adviser, Arbor Point Advisors, and Securities America, Inc., among others. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis and manages about $1 billion in client assets across multiple offices.

Dyllan Krouse is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Fortis Capital Management, he worked in roles at Gasworks Brewing, the University of Washington, Fluke Corporation, and Spiros Pizza and Pasta. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and recommendations for insurance and affiliated tax and accounting services. The firm combines active and passive investment strategies across a range of asset classes and manages pooled private funds using quantitative and qualitative analysis.

David Hohimer is a financial advisor at Hohimer Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of advisory work, he owns and operates businesses providing residential lending, business loan connections, and tax and accounting services. Hohimer Wealth Management serves individuals, pension plans, trusts, foundations, and business entities through a team-based approach offering investment management, financial planning, and consulting. The firm employs a mix of active and passive strategies across various asset classes with an emphasis on tax efficiency and portfolio monitoring, and it also acts as an investment manager for private funds including a residential real estate fund for qualified purchasers.

Peter Jacobs is a financial advisor at Tschetter Group in Bellevue, WA, with 27 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at Stifel Nicolaus & Co. and Jacobs Broel Asset Management, LLC. Jacobs is also a partner in JHH Partners, LLC, a private investment entity. Tschetter Group provides 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 combination of fundamental, quantitative, and technical analysis across diverse strategies, including dividend growth, capital appreciation, and a crypto/digital-asset ETF sleeve. Its notable role as a private fund adviser and sponsor includes managing a fund-of-funds with exposure to venture capital, private equity, and real estate managers.

Michael Smith is a financial advisor with Emerald Advisors, LLC in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill Lynch from 2007 to 2019 before joining Emerald Advisors in 2019. Outside of his advisory role, Smith serves on the Seattle Children’s Hospital Legacy Council, contributing to the nonprofit’s growth planning. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm employs a customized, top-down planning process focused on capital preservation through long-term, tax-efficient strategies while incorporating private equity, real estate, and other alternative investments when appropriate.

Dwight Whiting is a Series 66-credentialed advisor at Auxano Advisors with 21 years of industry experience. He has worked at Auxano Advisors since 2015 and serves as a director on the board of Cyva Research Corporation, a security consulting and software development company. 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 about 724 client relationships, employing a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk profiles.

Bryan Abdelnoor is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Hohimer Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Merrill Lynch, Citigroup, Santander Securities, Edward Jones, and TD Ameritrade. Hohimer Wealth Management, LLC serves a diverse client base including high net worth individuals, pension plans, trusts, and charitable institutions. The firm employs a team-based model to provide investment and wealth management, financial planning, and portfolio management, utilizing a mix of active and passive strategies across various asset classes with an emphasis on tax efficiency and portfolio monitoring.

John Osseward is a CFA® charterholder with 11 years of industry experience. He has been with Avier Wealth Advisors in Bellevue, WA since 2015, working in a multi-advisor team environment. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities. The firm emphasizes diversified portfolios using institutional-class, low-cost mutual funds and ETFs, with an investment approach informed by academic factor research and ongoing due diligence.

Jared Black is a financial advisor at The Retirement Solution LLC with three years of industry experience. He holds a Series 65 designation and has worked in various roles since 2012, including positions at Pacific Ag and Brigham Young University before joining The Retirement Solution. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations incorporating mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Daniel Costello is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. He has worked at Tschetter Group since 2020 and previously spent eight years at E.K. Riley Investments, LLC. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across varied strategies, including dividend growth, capital appreciation, and crypto/digital-asset ETFs, and also serves as an investment manager and sponsor to a private pooled vehicle focused on venture capital, private equity, and regional real estate.

Heather Carlson is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at Financial Advocates Investment Management, LPL Financial LLC, B3 Wealth Strategies, and Waddell & Reed Inc. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes model-based portfolio allocations focused on mutual funds and ETFs, employing both fundamental and technical analysis with strategic asset allocation.

Andrew Matzen is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Auxano Advisors in Bellevue, WA. He has been with Auxano Advisors since 2014, working in various capacities within the firm. Auxano Advisors is a registered investment adviser managing approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm employs fundamental, technical, and cyclical analysis to create client-specific investment policies and implements both long- and short-term strategies across listed and private securities.

Paul Ried is a CFP® with 39 years of industry experience, currently serving at Paul R. Ried Financial Group, LLC in Bellevue, WA. He has held roles at Cetera Advisor Networks LLC and Cetera Investment Advisers LLC. Outside of his advisory work, he is involved as a board member in a networking group focused on leadership principles and serves on the board of a ministry organization. Paul R. Ried Financial Group, LLC provides investment advisory and standalone financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s investment approach centers on a dynamic asset allocation process that incorporates fundamental valuation, manager selection, and behavioral finance, with an emphasis on client education and personalized financial plans.