Daniel Kim is a CFA® charterholder with 12 years of industry experience, currently serving at Penserra Wealth Management. He previously worked for Blackcrane Capital from 2012 to 2023 and has held roles at Saturna Capital Corporation and Saturna Brokerage Services since 2023. Penserra Wealth Management, LLC is an SEC-registered investment adviser that offers discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of analytical methods and implements a range of investment strategies including ETFs, mutual funds, options, and alternative investments.

Andrew Weiss is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential. He has two years of industry experience, including time at Tschetter Group and prior roles at the University of Washington and Glendale Country Club, as well as service in the United States Marine Corps. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering strategies that include dividend growth, capital appreciation, international, and a crypto/digital-asset ETF sleeve.

Marcus Knauss is a financial advisor at Decker Retirement Planning Inc. in Bellevue, WA, with 12 years of industry experience. He holds the Series 66 designation and has worked at Joslin Capital Advisors, LLC, Independent Financial Group LLC, and Comprehensive Wealth Management. Decker Retirement Planning provides personalized retirement and comprehensive financial planning, along with discretionary investment management, serving individuals, plans, trusts, estates, charities, corporations, and other entities. The firm uses primarily quantitative, computer-driven models and third-party trading signals, offering portfolios that include ETFs, alternative exposures, and a client financial planning process prior to asset management.

Ali Memaran Dadgar is a Series 65-licensed financial advisor at Elite Wealth Management, Inc. with two years of industry experience. He is also the principal owner of Elite Accounting & Financial Services, a full-service accounting firm he has operated since 2009. Elite Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, as well as other financial firms through model portfolios and white-label arrangements. The firm employs a variety of investment strategies, including dynamic option overlays and tactical long/short approaches, and maintains an operational affiliation with Lattice Capital Management, which manages affiliated private funds.

Luke Collova is a CFP® with 13 years of industry experience, currently serving at Bear Mountain Capital Inc. in Seattle, WA. He has been with Bear Mountain Capital Management, Inc. since 2013. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and separate hourly financial planning engagements. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios with index ETFs, mutual funds, equities, and fixed-income securities.

Keaton Dean is an Investment Consultant at Fidelity Investments, where he works closely with clients and their families to develop financial plans tailored to their individual goals and preferences. He focuses on understanding each client's financial situation to implement effective retirement and investment strategies. Keaton began his career at Fidelity Investments as a Financial Representative in 2022 before advancing to his current role in 2023. His experience centers on creating comprehensive financial plans that address clients' unique needs. Outside of his professional work, Keaton engages in board games, fitness activities, reading, and volunteering.

Jordan Tuchek is a financial advisor at Comprehensive Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Saturna Capital Corporation and Integrity Financial Corporation. Tuchek is based in Lynnwood, WA. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, and pension accounts. The firm uses a proprietary Performance Targeting System® and combines passive and active strategies with an emphasis on downside protection and target returns.

Thomas Swoffer is a CFA® charterholder with 26 years of industry experience. He has been with Talbot Financial, LLC since 2018 and previously worked at RW Baird and Asset Planning and Management. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, focusing on value-oriented, fundamental analysis and portfolios composed mainly of individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized unregistered real estate SPVs to qualified accredited investors.

Stanley Woodrome is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 65 designation with five years of industry experience. He has been with Paul R. Ried Financial Group since 2015. Paul R. Ried Financial Group offers 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 informed by long-term fundamental valuation and behavioral finance, with an emphasis on client education and personalized reviews.

Daniel Gill is a financial advisor at Greene Wealth Management, LLC in Seattle, WA, holding Series 65 and Series 63 credentials with six years of industry experience. Before joining Greene Wealth Management in 2025, he worked at The Vanguard Group for six years and held other roles including positions at Isagenix and Gonzaga University. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, businesses, qualified retirement plans, and charitable organizations, typically managing portfolios over $1,000,000. The firm employs a disciplined, research-based investment process with global asset allocation, independent managers, and periodic plan reviews.

Robert Kemper is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 66 credential and over 22 years of industry experience. He has worked at Snider Retirement Strategies since 2009 and previously with LPL Financial. In addition to his advisory role, Kemper operates a CPA practice offering tax preparation and bookkeeping services and co-owns a septic and pumping service business. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets, using a strategic asset-allocation approach with a tactical overlay and incorporating third-party money managers and custodial platforms.

Randall Buck is a CFA® charterholder with 16 years of industry experience, currently serving at The Institute in Seattle, WA. He has held roles at Institute For Wealth Management LLC since 2019 and previously worked at Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis to construct diversified model portfolios, and manages over $1 billion in assets with strategies ranging from ESG-focused ETFs to alternative-income and sector-rotation approaches.

Henry Wurst is a CFP® with six years of industry experience, currently serving as a financial advisor at Garde Capital, Inc. He has held roles at several firms including Coldstream Wealth Management, Paracle Advisors, and The Vanguard Group. Garde Capital provides investment management and financial planning services to individuals, families, trusts, and institutional clients. The firm employs a portfolio approach based on modern portfolio theory and behavioral finance, primarily using low-cost exchange-traded funds tailored to client risk profiles.

Ashok Ramji is a financial advisor with Insight Folios in Kirkland, WA, holding Series 63, 65, and 66 licenses and possessing 12 years of industry experience. Prior to joining Insight Folios in 2019, he worked at Virtue Capital Management, Blue Duck Wealth Management, and Transamerica Financial Advisors. Outside of finance, he operates a tutoring business focused on K-12 math and exam preparation, as well as a warehousing and logistics enterprise. Insight Folios serves a diverse individual client base, including high-net-worth households, ERISA retirement plans, and other registered investment advisers. The firm offers discretionary portfolio management and comprehensive financial planning through its proprietary Simplicitree platform, integrating long-term trading strategies, artificial intelligence tools, and multi-disciplinary planning services.

Robert Mac Rae is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Robinswood Financial LLC since 2017 and previously held a position at VMware, Inc. from 2013 to 2017. He also operates a personal holding company, Fortitude LLC, for his independent contractor work as a Registered Investment Advisor Representative. Robinswood Financial serves individual investors as well as trusts, charitable organizations, and businesses by providing fee-only portfolio management, financial planning, and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using low-cost institutional index funds, Vanguard products, and Dimensional Fund Advisors, with discretionary portfolio management and periodic reviews.

Ashley Fancher is a financial advisor at Garde Capital, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been involved with Veritas Development, Inc., a real estate development company, where she serves as president overseeing development projects. 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 combining modern portfolio theory and behavioral finance, managing diversified portfolios primarily through low-cost ETFs and other securities tailored to client risk profiles.

Sterling Monroe is a Series 66-licensed financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, where he has worked since 2016. He has 13 years of industry experience and also maintains a role with LPL Financial LLC. Monroe facilitates the purchase of long-term care insurance policies for clients as part of his professional activities. 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 planning process and offers discretionary portfolio reviews, utilizing a range of investment instruments and analytical methods, and participates in multiple LPL Financial-sponsored platforms.

Erika Berkenhoff is a CFA® charterholder with 19 years of industry experience. She has been with Harbour Investment Management L.L.C. since 2006. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Harbour Investment Management emphasizes fundamental analysis and ongoing portfolio supervision, managing approximately $470 million in assets for about 195 clients through a team of five advisors.

Larry Knudsen is a financial advisor at Hohimer Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors, LLC for 10 years. Outside of advisory roles, he is involved as a managing member in several LLCs owning commercial properties and is a 50% owner of Red Fern Properties, LLC and Red Fern Stables, LLC. Hohimer Wealth Management, LLC serves a diverse client base including individuals, trusts, foundations, and business entities. The firm employs a team-based approach utilizing active and passive investments across multiple asset classes, integrating alternative and pooled investments, and providing discretionary portfolio management and financial planning services.

Teresa Lamar is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 23 years of industry experience. She previously worked at LNW Wealth Management, LLC for five years and at Filament, LLC for eleven years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities by providing integrated wealth management, financial planning, investment management, and family-office services. The firm employs a long-term, tax-aware investment approach that blends passive and selective active strategies, emphasizing tailored portfolios and multi-generational planning.