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.

Matthew Augspurger is a financial advisor at Strong Retirement Solutions with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Grounded Oaks Capital Management Inc and Nepsis, Inc. Outside of his advisory roles, he is a minority owner of Grounded Oaks Capital Management and a co-owner of Five Musketeers LLC, a real estate management entity. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team-based approach. The firm tailors investment strategies to client objectives and risk tolerance, often integrating third-party sub-advisors under discretionary authority.

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.

Ryan Moriwake is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Bear Mountain Capital Inc. since 2021 and previously held roles at Grant Thornton, LLP and with the Seattle Mariners. Bear Mountain Capital provides wealth management and financial planning 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 built from index ETFs, mutual funds, equities, and fixed-income securities.

Timothy Heisey is a financial advisor at 180 Wealth Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning through a wrap comprehensive portfolio management program and other tailored planning engagements. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates a mix of analytical approaches alongside financial planning in its services.

Joseph Childrey is a financial advisor with CPR Investments Inc. in Bellevue, WA, holding Series 63 and Series 65 designations and 38 years of industry experience. His prior experience includes roles at Ausdal Financial Partners, Inc., Probabilities Fund Management, LLC, Stone & Youngberg LLC, and Wells Fargo Investments, LLC. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm employs a multi-manager approach that integrates in-house tactical models with third-party sub-advisors, emphasizing defensive positioning and ongoing model monitoring and rebalancing.

Michelle Mathieu is a CFA® charterholder with 23 years of industry experience. She has been with Fulcrum Capital, LLC since 2017 and previously worked at Rainier Group Investment Advisory LLC from 2010 to 2017. Michelle is based in Seattle, WA. 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 both fundamental and technical analysis and utilizes a range of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on liquidity and occasional use of illiquid investments when appropriate.

Nickola Whittle is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Elliott Cove since 2015. In addition to her advisory role, she owns and operates a bookkeeping and computer assistance business that she manages on weekends. Elliott Cove Capital Management provides fee-based portfolio management primarily for individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and government entities. The firm employs a disciplined, index-based asset allocation strategy and offers fiduciary services for employer retirement plans.

Lev Marcus is a CFA® charterholder affiliated with Fulcrum Capital, LLC in Seattle, WA. He has over six years of industry experience, including roles at Merriman Wealth Management and Northern Trust. Prior to his advisory career, he worked at the University of Washington for five years. Fulcrum Capital, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations, typically serving clients with a $1 million minimum. The firm employs both fundamental and technical analysis across various asset classes and may incorporate ESG factors in security selection, with a focus on liquid portfolio construction and occasional use of illiquid investments.

Jonathan Magee is a financial advisor at Hidden Cove Wealth Management with six years of industry experience and a Series 66 designation. He has worked at several firms, including Resources Investment Advisors, LLC, One Strategic Capital, Inc., and Hornor, Townsend & Kent, LLC. Outside of advising, he is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach that combines portfolio management with written financial plans and uses diversified asset-allocation strategies informed by modern portfolio theory.

Gary Lucy is a CFP® professional with 27 years of industry experience, currently serving at Pacific Asset Management, LLC since 1998. He also has over four decades of experience with Cox & Lucy, CPA's. Pacific Asset Management serves individual and high-net-worth clients, as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm uses an evidence-based, primarily passive investment approach focused on low-cost, globally diversified index funds and emphasizes long-term investor behavior and tax efficiency.

Michael Varga is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 66 designation with 21 years of industry experience. He has been with EQ Wealth Management since 2018 and previously worked at Capital Planning LLC. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds, managing approximately $941.7 million in assets with a nine-advisor team. The firm employs a disciplined investment process governed by an Investment Policy Committee and offers discretionary and non-discretionary investment management, financial planning, and access to customized and third-party managed portfolios.

Mitchell Freedman is a financial advisor with Strait & Sound, holding 25 years of industry experience. He has worked at Strait & Sound Wealth Management since 2023 and previously spent 22 years at Genter Advisors LLC. In addition to his advisory role, Freedman owns an accounting office, Mitch Freedman PS, which he has operated since 1995. Strait & Sound is a registered investment adviser serving individual and high-net-worth clients as well as business entities. The firm employs a mosaic investment approach that combines valuation metrics, behavioral and technical analysis, and portfolio construction focused on diversification and capital preservation.

Scott Benner is a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, holding a Series 65 credential with 19 years of industry experience. He has been with KBBS since 2006. In addition to his advisory role, Benner practices law as of counsel at the law firm KHBB Law PLLC. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees with integrated financial planning and portfolio management, emphasizing a disciplined planning process and client involvement. The firm employs proprietary asset-allocation models and a combination of active and passive managers, typically operating on a non-discretionary basis.

Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. 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 client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.

Lars Phillips is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He has worked at Avier Wealth Advisors (formerly Retirement Asset Management) since 2012, serving the firm through its transition and growth. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities, emphasizing diversified asset allocation with institutional-class, low-cost mutual funds and ETFs informed by academic research. The firm operates as a larger multi-advisor team with a strong focus on credentialed professionals and incorporates documented due diligence and ongoing monitoring of sub-advisers in its approach.

Chadd Peachey is a CFP® professional with seven years of experience in the financial services industry. He is currently with DecisionPoint Financial, LLC, where he has worked since 2018 in various roles and joined the team category firm in 2021. Prior to that, he held positions at The Vanguard Group, Inc. and The Professional Financial Company. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis to manage client assets across a diversified range of investment vehicles.

Hans Krippaehne is a CFA® charterholder with four years of industry experience. He has worked at Fulcrum Capital, LLC since 2022 and previously held positions at Coldstream Wealth Management and Paracle 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 combination of fundamental and technical analysis and uses a variety of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on portfolio construction around liquid assets.

Loren Sanchez is a CFP® with eight years of industry experience, currently serving as an advisor at WaFd Wealth, Inc. Since joining WaFd Wealth in 2025, he has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets across 274 client relationships. The firm provides financial planning, consulting, wealth management, investment management, and retirement plan consulting services using a combination of fundamental, technical, top-down, and bottom-up analysis.