Nathan Mumford is a CFA® charterholder with Series 65 and 66 licenses and five years of industry experience. He has worked at Parcion Private Wealth LLC since 2025 following six years at Tschetter Group. Parcion Private Wealth LLC serves high-net-worth individuals, trusts, estates, corporations, and other entities, offering customized wealth management and consulting services that include financial planning, retirement and tax strategies, and portfolio management. The firm combines fundamental and technical analysis to tailor asset allocation and manages approximately $2.95 billion in assets across about 165 clients.

Joshua Spiegelman is a financial advisor at Goldbloom Wealth Management LLC with nine years of industry experience. He holds the Series 65 designation and has been with Goldbloom Wealth Management in various capacities since 2007. Goldbloom Wealth Management LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm’s investment process is based on individualized Investment Policy Statements and incorporates fundamental and quantitative analysis, optimization tools, and periodic reviews, utilizing a range of strategies and third-party platforms.

Ian Fink is a Series 65-registered advisor with Goldbloom Wealth Management LLC, based in Mercer Island, WA, with one year of industry experience. His work history includes roles at Farther and the University of Washington Housing & Food Services. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing about $100.8 million for roughly 145 clients. The firm offers portfolio management, financial planning, and retirement-rollover guidance to individual and high-net-worth clients, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Joshua Betts is a CFP® and CFA® with 13 years of experience in financial advising. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously spent three years at Cornerstone Advisors, Inc. He has been involved in shareholder dividend distribution initiatives to enhance company profitability. Aletheian Wealth Advisors is a team-based firm serving high-net-worth individuals and families, offering multi-family office investment management and comprehensive financial planning for complex or illiquid assets. The firm employs a tailored, discretionary investment process with an emphasis on ETF-centric portfolios and coordination with outside professionals.

Patrick Conklin is a CFP®-certified financial advisor with 13 years of industry experience, currently with Hohimer Wealth Management, LLC in Seattle, WA. He has worked at Hohimer Wealth Management since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is a licensed insurance agent connecting individuals with life and long-term care insurance products. Hohimer Wealth Management is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm combines multiple investment analysis techniques across active and passive strategies and manages private real estate funds and pooled investment vehicles, including those with performance-based fees.

Nathan Dively is a financial advisor at Colmina, LLC in Seattle, WA, with five years of industry experience and a Series 65 designation. He has been with Colmina since 2021 and has prior experience in the wine industry, including roles at Genoa Cellars and Riley Sexton Vintners, where he maintains a small ownership stake and is involved in various operational activities. Colmina provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $85 million across around 40 clients. The firm offers active, passive, and hybrid investment strategies, employing multiple analytic methods, and delivers tailored advice with options for discretionary authority and flat-fee or hourly financial planning.

Tyler Rockwell is an advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at The Meating Place and Wildwood Trading Group, as well as academic involvement at Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships starting at $10 million. The firm provides comprehensive wealth management and consulting, using a combination of fundamental and technical analysis to tailor asset allocation and offers access to both traditional and alternative investments.

Tingwei Chiang is a CFP® professional at Cutler Investment Group with 10 years of industry experience. He has worked with Cutler Investment Counsel since 2018 and previously with Pacific Portfolio Consulting from 2013 to 2018. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm specializes in risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, while utilizing third-party technology and AI tools to support its services.

Diego Arias is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Corient Services LLC, Columbia Pacific Wealth Management, and Copacino Fujikado. Prior to his financial career, he was involved with Maria's Cocina Mexicana and Washington State University. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically working with clients who have a minimum relationship size of $10 million. The firm offers comprehensive wealth management and consulting services, combining fundamental and technical analysis to tailor asset allocation according to risk tolerance and time horizon.

Kevin Erwert is a CFP® professional with 13 years of experience in financial advising. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously held roles at Vestory and Cornerstone Advisors. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services for complex, often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analysis, emphasizing ETFs and alternative investments, and collaborates closely with clients’ tax, legal, and philanthropic advisors.

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.

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.