Myra Reinhardt is a Series 65-licensed financial advisor with Elliott Cove Capital Management in Stanwood, WA, where she has worked since 2005. She has 20 years of industry experience and has also been affiliated with Coastal Bank since 2004. Reinhardt serves on the board of the Stanwood Camano Food Bank. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating with a factor-oriented investment philosophy overseen by an internal Investment Committee.

Jeffrey Fortner is a CFA® charterholder with eight years of industry experience. He is currently with Geometric Wealth Advisors, LLC and previously worked for thirteen years at Bain & Company. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes long-term, broadly diversified investment strategies and integrates tax and estate planning support within its comprehensive financial planning approach.

Christopher Boisjolie is a financial advisor at Snider Financial Group in Bellevue, WA, with seven years of industry experience. He holds the Series 66 designation and has been with Snider Financial Group since 2018. Prior to joining Snider, he worked at LPL Financial and West Coast Entertainment. Boisjolie is also licensed to sell insurance products. 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 for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and offering integrated planning services.

Victoria Crosby is a financial advisor at The Institute with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including DMK Advisor Group Inc. and Purshe Kaplan Sterling Investments. She also assists as a registered representative with DMK Advisor Group Inc. for one hour a week. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and other business entities. The firm manages approximately $1.37 billion for about 803 clients through a team of 17 advisors, offering financial planning, portfolio management, and access to private fund investments. Its investment process involves an internal committee that constructs model portfolios and incorporates outside consultants and third-party managers, with a focus on both firm-managed and customized strategies.

Joey Day is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Bear Mountain Capital since 2009. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily using a discretionary portfolio management approach. The firm emphasizes long-term, diversified, tax-efficient portfolios grounded in Modern Portfolio Theory and also manages private fund-of-funds for accredited investors.

Christian Miller is a financial advisor at Capital Planning, LLC in Kirkland, WA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Clear Conscience Sealants and Utah State University. Capital Planning, LLC is an eight-advisor firm providing fee-based wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a structured wealth planning and investment process, offers a range of model portfolios and managed programs, and maintains a multi-office presence with educational seminars and services that include cryptocurrency-related offerings.

Richard Buchan is a CFP® professional with 35 years of experience in the financial industry. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years before joining 180 Wealth Advisors, LLC, where he has been since 2017. Buchan holds Series 63 and Series 65 licenses and is based in Federal Way, WA. 180 Wealth Advisors serves individuals, including high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a discretionary, fiduciary basis and employs a mix of analytical approaches combined with integrated financial planning through its wrap fee program.

Christopher Moreton is a Series 65 licensed financial advisor at Cutler Investment Group with four years of industry experience. He has worked with firms including Brighton Jones, USI Securities, and Parametric Portfolio Associates. 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, a dividend-focused Equity Income strategy, and plan consulting, using third-party technology and AI tools to support portfolio oversight and client servicing.

Marc Girardot is a CFP® with seven years of experience in financial advising. He is currently associated with CS Planning Corp and its dba Vertical Ascent Wealth Management. His prior experience includes roles at Veintek, LLC and Chastain Wealth Management, LLC. Outside of advisory work, he is involved with Veintek, LLC, a medical device company developing technologies for licensing. CS Planning Corp provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients’ risk tolerances, managing accounts often on a discretionary basis.

Andrew Finnigan is a financial advisor with Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at firms including Quint Capital Corporation, Sound Wealth Partners, Money Concepts Capital Corp., Commonwealth Financial Network, Kitsap Bank, and LPL Financial. Outside of his advisory role, Finnigan is involved in independent filmmaking as a managing member and co-owner of Old Loyal Films, LLC, and owns Blue Mouse Theatre, a movie theater in Tacoma, WA. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individual investors and their retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm employs a team approach, tailoring recommendations to client goals and risk tolerances, and typically manages accounts on a discretionary basis or through third-party portfolio strategists.

Emme Osborne is a Series 65 licensed advisor with Fortis Capital Management LLC in Bellevue, WA, where she has three years of industry experience. Prior to joining Fortis Capital Management, she held positions at The University of Arizona, Pine Lake Cellars, Farmers Insurance, Duke's Seafood, and The Juicy Cafe. 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 along with referrals to affiliated tax and accounting providers. The firm combines active and passive investment approaches across a range of instruments and manages pooled private funds with performance-based fee arrangements.

Peter Kulseth is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Bear Mountain Capital, he was associated with Vignoble LLC and has teaching experience at Gonzaga University and Friday Harbor High School. 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 hourly financial planning. The firm also manages private funds, focusing on diversified, tax-efficient portfolios grounded in Modern Portfolio Theory.

Brook Anderson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He is part of the Cutler Investment Group team and has worked at Kaizen Financial Advisors, LLC since 2015. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and retirement plan consulting, utilizing third-party technology and AI tools to support portfolio oversight and client servicing.

Kelli Porter is a CFP® professional with eight years of industry experience, currently affiliated with Tschetter Group. She has worked at Purshe Kaplan Sterling Investments since 2019 and had prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub-advisory relationships. The firm manages discretionary accounts and a privately offered pooled fund focused on venture capital, private equity, and real estate, employing a proprietary investment process that combines fundamental, quantitative, and technical analysis.

Don Morgan Sr. is a financial advisor at Colmina, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and Kestra Financial Services, Inc. In addition to his advisory role, he has authored written work since 2023. Colmina, LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $85 million across about 40 clients, employing active, passive, and hybrid investment strategies tailored to client goals, and provides financial planning on flat-fee or hourly bases.

Nancy Dienes is a CFP® with 15 years of experience in financial planning, currently with Arrivity Financial Planning in Seattle, WA. She previously worked at Blue Canoe Financial Planning and other related firms. Outside of her advisory role, she serves as the sole trustee of the John and Marilyn Dienes Trust and acts as attorney in fact for property management related to her family. Arrivity Financial Planning offers hourly, fee-only comprehensive financial planning for individuals and families, focusing on cash flow, retirement, tax, estate, education, and risk-management topics. The firm generally favors passively managed, low-cost index funds within globally diversified portfolios and does not serve as a discretionary portfolio manager or take custody of client assets.

Christopher Kaminski is a CFP® and ChFC® with 15 years of experience in financial services. He has worked at Northwestern Mutual in various roles from 2009 to 2021 before joining Consilio Wealth Advisors, LLC in 2021. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis with a long-term focus, using a range of investment vehicles including options and derivatives within separately managed accounts.

Brooke Ashland is a Series 65-credentialed advisor with Cutler Investment Group in Bellevue, WA, where she has worked since 2014. She has 14 years of industry experience. Outside of her advisory role, she is involved in non-investment activities including business consulting and property ownership through entities such as Ashland Partners International and Moon and Back, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and utilizes third-party technology and AI tools to support research and portfolio oversight.

Stacee Kratovil is a CFP® professional with three years of experience, currently serving at Parcion Private Wealth LLC. She previously worked at U.S. Bank N.A. and BMO Harris Bank N.A., with six and five years of experience at each firm, respectively. Ms. Kratovil has been a member of the Advisory Board for the College of Business at Washington State University since 2017. Parcion Private Wealth provides comprehensive wealth management and consulting services to individuals, trusts, estates, corporations, and other business entities, typically working with clients having a minimum of $10 million in assets. The firm employs a tailored investment approach that includes fundamental and technical analysis and offers customized portfolio management alongside advisory services for held-away assets.

Ka Law is a financial advisor with WaFd Wealth, Inc., holding a Series 66 designation and 21 years of industry experience. Prior to joining WaFd Wealth in 2025, Ka Law worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets across 274 relationships. The firm offers a range of services including financial planning, wealth management, and retirement plan consulting, employing a variety of analytical approaches and investment strategies tailored to client objectives.