Angela Jolley is a CFP® professional with 23 years of industry experience. She is currently with Aspire Capital Advisors LLC, where she has worked since 2021. Her prior experience includes roles at M.S. Howells & Co., Kirkland Financial Adviser, Arbor Point Advisors, and Securities America, Inc., among others. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis and manages about $1 billion in client assets across multiple offices.

Dyllan Krouse is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Fortis Capital Management, he worked in roles at Gasworks Brewing, the University of Washington, Fluke Corporation, and Spiros Pizza and Pasta. 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 and affiliated tax and accounting services. The firm combines active and passive investment strategies across a range of asset classes and manages pooled private funds using quantitative and qualitative analysis.

David Hohimer is a financial advisor with Hohimer Wealth Management, LLC in Seattle, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and KeyBanc Capital Markets. In addition to his advisory work, he owns businesses providing residential lending, business loan connections, and tax and accounting services. Hohimer Wealth Management is a multi-advisor firm offering investment and wealth management, financial planning, and ERISA fiduciary services to individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private funds and pooled investment vehicles.

Peter Jacobs is a CFP® and CFA® with 28 years of industry experience. He has worked at Tschetter Group since 2022 and previously held roles at Stifel Nicolaus & Co. and Jacobs Broel Asset Management, LLC. He is also a partner in JHH Partners, LLC, a private investment vehicle. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models combined with fundamental, quantitative, and technical analysis, offering customized portfolios that include strategies such as dividend growth, capital appreciation, and a crypto/digital-asset ETF sleeve.

Michael Smith is a financial advisor with Emerald Advisors, LLC in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill Lynch from 2007 to 2019 before joining Emerald Advisors in 2019. Outside of his advisory role, Smith serves on the Seattle Children’s Hospital Legacy Council, contributing to the nonprofit’s growth planning. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm employs a customized, top-down planning process focused on capital preservation through long-term, tax-efficient strategies while incorporating private equity, real estate, and other alternative investments when appropriate.

Dwight Whiting is a Series 66-credentialed advisor at Auxano Advisors with 21 years of industry experience. He has worked at Auxano Advisors since 2015 and serves as a director on the board of Cyva Research Corporation, a security consulting and software development company. 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 about 724 client relationships, employing a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk profiles.

Bryan Abdelnoor is a CFP® professional with 19 years of industry experience, currently serving at Hohimer Wealth Management, LLC since 2022. His prior roles include positions at Merrill, Citigroup, Santander Bank NA, TD Ameritrade, and UBS Financial Services. Hohimer Wealth Management is an SEC-registered multi-advisor firm providing investment and wealth management, financial planning, consulting, and ERISA fiduciary services to individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm utilizes a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private funds and pooled investment vehicles.

John Osseward is a CFA® charterholder with 11 years of industry experience. He has been with Avier Wealth Advisors in Bellevue, WA since 2015, working in a multi-advisor team environment. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities. The firm emphasizes diversified portfolios using institutional-class, low-cost mutual funds and ETFs, with an investment approach informed by academic factor research and ongoing due diligence.

Jared Black is a financial advisor at The Retirement Solution LLC with three years of industry experience. He holds a Series 65 designation and has worked in various roles since 2012, including positions at Pacific Ag and Brigham Young University before joining The Retirement Solution. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations incorporating mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Daniel Costello is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. He has worked at Tschetter Group since 2020 and previously spent eight years at E.K. Riley Investments, LLC. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across varied strategies, including dividend growth, capital appreciation, and crypto/digital-asset ETFs, and also serves as an investment manager and sponsor to a private pooled vehicle focused on venture capital, private equity, and regional real estate.

Heather Carlson is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at LPL Financial, Financial Advocates Investment Management, B3 Wealth Strategies, and Waddell & Reed. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, estates, pension plans, and charitable organizations. The firm employs model portfolio allocations based on client objectives and risk tolerance, integrates tax-aware strategies, and provides estate-planning coordination through third-party platforms.

Andrew Matzen is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Auxano Advisors in Bellevue, WA. He has been with Auxano Advisors since 2014, working in various capacities within the firm. Auxano Advisors is a registered investment adviser managing 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 create client-specific investment policies and implements both long- and short-term strategies across listed and private securities.

Paul Ried is a Certified Financial Planner® with 40 years of industry experience. He is the principal of Paul R. Ried Financial Group, LLC, where he has worked since 2018. Prior to that, he held various roles at Cetera-affiliated firms from 1995 through 2024. Outside of advising, Ried serves on the boards of a networking group focused on leadership principles and a ministry organization. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in client assets through a team of nine advisors, using a dynamic asset allocation process emphasizing long-term valuation, manager specialization, and diversified selection.

John Heffel is a CFP® with 10 years of industry experience. He has worked at Fortis Capital Management LLC since 2018 and previously worked at UBS Financial Services from 2015 to 2018. Fortis Capital Management serves individuals and families, including high-net-worth clients, as well as businesses, trusts, foundations, charities, and private fund investors. The firm provides financial planning and discretionary portfolio management using both active and passive strategies across a broad range of investments.

Adam Jordan is a financial advisor with Paul R. Ried Financial Group, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cetera and Cetera Advisor Networks LLC during his career while maintaining a long tenure at Paul R. Ried Financial Group since 2002. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets. The firm uses a dynamic asset allocation process emphasizing long-term valuation and manager specialization, supported by third-party research and client education.

Robert Campbell is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He previously worked at Merrill Lynch for 15 years before joining WaFd Wealth in 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm provides financial planning, wealth management, investment management, and retirement plan consulting services, tailoring portfolios using ETFs, individual securities, and selected independent managers.

Terry Thomason is a financial advisor at Elite Wealth Management, Inc. in Kirkland, WA, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Clarity Capital Partners LLC, American Trust Investment Services Inc, Fidelity Investment, and Unionbanc Investment Services. Outside of his advisory role, Thomason is president of Edmonds Devoted Family Care, a senior care business, and serves as head coach for the Edmonds Warriors Junior Football team. Elite Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and other financial services firms. The firm offers multiple named strategies delivered through separately managed accounts and model portfolios, using a mix of fundamental, technical, and cyclical analysis that includes ETFs, equities, alternatives, options, and derivatives.

Matthew Behning is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Northwestern Mutual Wealth Management Company, Bank of America, and Merrill Lynch. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, using a range of investment vehicles and technology platforms to customize and monitor client portfolios.

Michael Mcferran is a financial advisor at Emerald Advisors, LLC, holding the ChFC® designation and Series 66 license with 18 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm offers financial planning, consulting, and discretionary portfolio management, emphasizing long-term, tax-efficient strategies tailored to clients’ risk tolerance and liquidity needs.

Brock Mackenzie is a financial advisor at MarsJewett Financial Group in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Phoenix Hagen, Idaho State University, and Cetera Advisor Networks LLC. MarsJewett Financial Group manages approximately $735 million for a diverse client base, offering financial planning, consulting, and investment management services. The firm employs a monthly investment planning committee to select mutual funds and ETFs based on qualitative and quantitative criteria, tailoring portfolios to individual client needs and also allocates assets to independent managers under ongoing due diligence.