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.

Eddy Su is a financial advisor at Mainsail Financial Group in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Mainsail, he worked at Equitable Advisors and Blue Raven Solar, and has also been involved in tutoring AP Physics courses. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to a diverse client base, including high net worth individuals and charitable organizations. The firm uses model portfolios and a variety of analytical strategies, offering both discretionary and non-discretionary services.

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.

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.

Cory Baer is a financial advisor at Strait & Sound with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Morgan Stanley Private Bank, and Alpha Cubed Investments before joining Strait & Sound in 2021. In addition to his advisory role, he provides life and health insurance products when suitable for clients. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach to build tailored portfolios focused on diversification and capital preservation.

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.

Corban Parker is a financial advisor with Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 designation and nine years of industry experience. He has worked at Fortis since 2016 and was previously with Coldstream Capital Management from 2015 to 2018. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and also manages held-away retirement assets while coordinating with other professionals as needed.

Hart Williams is a financial advisor at Cloud Capital Management with 8 years of industry experience. He has previously worked at Bessemer Trust, JPMorgan Securities, JPMorgan Chase Bank, and Lightmaker Group. Cloud Capital Management serves individuals, families, and various entity clients by managing discretionary investment portfolios and providing financial consulting. The firm employs a combination of quantitative and qualitative analysis across a broad set of securities and strategies and is involved in private fund activity, including private placements, venture capital, and hedge funds.

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.

Elizabeth Sowle is a financial advisor with MarsJewett Financial Group in Bellevue, WA, holding a Series 66 credential and 25 years of industry experience. Her prior roles include positions at Capital Planning Corp., Cetera Advisor Networks LLC, and Mutual Securities, Inc. She is part of a seven-advisor team at MarsJewett Financial Group. MarsJewett Financial Group manages over $700 million for a diverse client base including individuals, trusts, and retirement plans, providing financial planning, consulting, and investment management services. The firm emphasizes tailored portfolios through a monthly investment planning committee and also offers ERISA fiduciary retirement plan consulting.

Diana Kon is a financial advisor at Aviso Wealth Management in Bellevue, WA, holding a Series 66 designation with 13 years of industry experience. She has worked with firms including Cetera Advisors LLC and First Allied Advisory Services. Aviso Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across 772 client relationships, utilizing a variety of analytical approaches and investment vehicles tailored to client-specific policies.

Kathryn Fisher is a CFP® with 18 years of experience in the financial services industry. She has worked at Fulcrum Capital, LLC since 2020 and previously spent 13 years at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors. 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 range of strategies including fundamental and technical analysis, option overlays, and may incorporate ESG factors, focusing on liquid assets while occasionally recommending suitable illiquid investments.

Alexander Lee is a CFP® professional with 31 years of industry experience. He has been with Auxano Advisors since 2008, where he is part of an eight-advisor team based in Bellevue, WA. Auxano Advisors manages 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 develop client-specific investment policies and utilizes both long- and short-term strategies across listed and privately placed securities.