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®-certified financial advisor with 18 years of industry experience. He is currently with Hohimer Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Merrill Lynch, Citigroup, Santander Securities, Edward Jones, and TD Ameritrade. Hohimer Wealth Management, LLC serves a diverse client base including high net worth individuals, pension plans, trusts, and charitable institutions. The firm employs a team-based model to provide investment and wealth management, financial planning, and portfolio management, utilizing a mix of active and passive strategies across various asset classes with an emphasis on tax efficiency and portfolio monitoring.

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 Financial Advocates Investment Management, LPL Financial LLC, B3 Wealth Strategies, and Waddell & Reed Inc. 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, estates, and charitable organizations. The firm utilizes model-based portfolio allocations focused on mutual funds and ETFs, employing both fundamental and technical analysis with strategic asset allocation.

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 CFP® with 39 years of industry experience, currently serving at Paul R. Ried Financial Group, LLC in Bellevue, WA. He has held roles at Cetera Advisor Networks LLC and Cetera Investment Advisers LLC. Outside of his advisory work, he is involved as a board member in a networking group focused on leadership principles and serves on the board of a ministry organization. Paul R. Ried Financial Group, LLC provides investment advisory and standalone financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s investment approach centers on a dynamic asset allocation process that incorporates fundamental valuation, manager selection, and behavioral finance, with an emphasis on client education and personalized financial plans.

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 credentials and bringing 22 years of industry experience. He has worked at Cetera Investment Advisers LLC since 2023 and Cetera Advisor Networks LLC since 2013, in addition to his long tenure with Paul R. Ried Financial Group beginning in 2002. Paul R. Ried Financial Group, LLC provides investment advisory and standalone financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s PEAC Investment Advisory Program centers on planning, education, advice, and consultation, employing a dynamic asset allocation process that integrates fundamental valuation, manager selection, performance measures, and behavioral finance concepts to create individualized investment policies.

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 with Consilio Wealth Advisors, LLC in Bellevue, WA, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management, 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, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, alternatives, and options contracts.

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.

Martin Link is a financial advisor at Blue Water Wealth in Seattle, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Blue Water Wealth in 2022, he worked for fourteen years at Kathleen M. Kendziorski, CFP. Blue Water Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental, technical, and asset-allocation analysis to construct customized portfolios.

Tenzin Zingkha is a financial advisor at The Retirement Solution LLC in Redmond, WA, holding a Series 65 credential with three years of industry experience. Prior to joining The Retirement Solution, Zingkha worked at the US Department of Labor and Seattle Approves. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm employs model-based portfolio allocations tailored to client objectives and risk tolerance, incorporating tax-aware strategies and third-party options-based programs.

Janet Weisman is a financial advisor at Robinswood Financial with 23 years of industry experience. She holds the Series 65 designation and is based in Kirkland, WA. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses by providing fee-only investment management alongside financial planning and retirement distribution guidance. The firm uses a globally diversified, long-term asset allocation strategy grounded in academic research and primarily implements portfolios with low-cost institutional index funds and ETFs.

Ngoc Thuy Vy Nguyen is a financial advisor at Private Advisory with a Series 65 designation and three years of industry experience. Prior to joining Private Advisory Group LLC in 2022, Nguyen worked at GSLabs and Emirate. Private Advisory provides personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model using firm-generated model portfolios that combine equities, fixed income, and alternative exposures, and incorporates strategies such as structured notes, options, and private placements.