Jason Miller is a financial advisor with Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has worked with Cetera and Cetera Advisor Networks LLC and has been with Paul R. Ried Financial Group since 2005. Outside of his advisory role, he serves as Vice President of the Cascade Brewers Guild, a home brewers group in Woodinville, WA, where he conducts monthly meetings and helps coordinate events. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in client assets with a team of nine advisors and emphasizes a dynamic asset allocation process focused on long-term valuation, manager specialization, and diversified selection.

James Pirak is a financial advisor at Talbot Financial, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Talbot Financial since 2015. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, using a value-oriented, fundamental analysis approach focused mainly on individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized real estate investment vehicles to qualified accredited investors.

Clinton Coburn is a financial advisor at The Retirement Solution LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Edward Jones prior to joining his current firm. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a range of clients including individuals, trusts, estates, and organizations. The firm emphasizes model-based portfolios tailored to client objectives and risk tolerance, with tax-aware strategies such as direct indexing and tax-loss harvesting integrated into its services.

Sarah Emanuels is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining EQ Wealth Management, she worked at AlphaSights Inc. and Affirma. EQ Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, charitable organizations, and pooled vehicles. The firm employs a model-driven investment approach overseen by an internal Investment Policy Committee and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.

Brian Johnson is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 19 years of industry experience. He previously worked at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm focuses on tailored, tax-aware portfolios using a blend of passive and active strategies and emphasizes family-office coordination and customized private investment access.

Monte Snider is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently with Snider Financial Group, where he has worked for 25 years, following prior tenure at LPL Financial and Composition Wealth. Outside of advisory work, Snider is CEO and owner of FinTax Partners LLC, a tax preparation and accounting firm. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets, employing a strategic asset-allocation approach with a tactical overlay and integrates tax, retirement, insurance, and estate planning into its client services.

Eric Lansford is a financial advisor at Aspire Capital Advisors LLC with nine years of industry experience. He holds a Series 65 credential and has previously worked with firms including Sound Financial Investments, Inc. and Synergy Financial Management, LLC. Lansford is also the owner and managing member of LAKEN Investments, LLC, a private lending business. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm employs a long-term, fundamental investment approach, creating customized portfolios using low-cost mutual funds, ETFs, individual securities, and occasionally short-term trading, while serving clients through a multi-team advisor model.

Sandra Jones is a CFP® professional with seven years of industry experience. She currently works at Arrivity Financial Planning and previously held roles at Perkins Coie Trust Company. Outside of her advisory career, she is a distributor for a nutrition product company. Arrivity Financial Planning is a fee-only firm that offers comprehensive, hourly financial planning to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and provides clients with written Investment Policy Statements and periodic plan reviews, without taking custody or discretionary trading authority over client accounts.

William Cantus is a financial advisor at Pacific Sage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. for ten years and WR Cantus Group, LLC for one year before joining Pacific Sage Partners in 2022. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management alongside financial planning, consulting, and retirement plan advisory services. The firm develops customized portfolios using fundamental and technical analysis, combining delegated management and fiduciary plan advisory services with a client base of approximately 804 clients and nearly $1 billion in assets under management.

Ron Kirkpatrick is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Accelerate Investment Advisors. Outside of his advisory role, he serves as a varsity basketball coach for a high school team. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm offers customized portfolio construction and comprehensive plan services while managing approximately $315 million in client assets and consulting on billions in retirement plan assets.

Sabine Koenig is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Martin Nelson & Co., Inc. since 2002. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers tailored investment programs using a combination of charting, fundamental, technical, and cyclical analysis and manages client assets held at Hilltop Securities and Charles Schwab without imposing a firmwide account minimum.

Zachary Cleveland is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds the CFA® designation along with Series 65 and Series 66 licenses. Prior to joining Parcion, he worked at Cresset Asset Management, LLC and CH Investment Partners. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, employing a tailored investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments.

Peter Lee is a financial advisor at Alongside, LLC with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of advising, he owns PLEE, LLC, an entity used for managing payroll expenses related to his business activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and is notable for its role in selecting and supervising other advisers and model providers, including outsourced CIO and model services.

James Black is a CFP® with 22 years of industry experience, currently serving as an advisor at The Retirement Solution LLC. He has worked at Absolute Return Insurance Solutions, LLC and Retirement Income Solutions Inc. He is also the manager of Geldboom, LLC, an administration business. 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 various organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, with a focus on fundamental and technical analysis and strategic asset allocation.

Grayson Unger is a financial advisor at Auxano Advisors with three years of industry experience. He holds the Series 65 designation and previously worked seven years at F1 Consultancy before joining Auxano Advisors. 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 around 724 client relationships, employing both fundamental and technical analysis in tailored investment strategies and maintaining the ability to utilize derivatives and borrowing within separately managed accounts.

Tyler Proffitt is a financial advisor at Aspire Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pacific Life Insurance for 13 years. In addition to his advisory role, he is a licensed insurance professional involved in the sales of fixed and traditional insurance products. 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 emphasizes a long-term investment approach grounded in fundamental analysis, utilizing low-cost mutual funds and ETFs, and operates multiple offices with approximately $1 billion in client assets.

Aaren Strand is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has worked at Avier Wealth Advisors since 2021 and previously spent 13 years at Paracle Advisors, LLC. Outside of financial advising, Strand is a co-owner of a construction business, Strand Industrial Group LLC. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm employs broad asset-allocation strategies primarily using mutual funds and ETFs, with processes overseen by an investment committee and services that include integrated planning and management of held-away assets.

Madison Williams is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Avier Wealth Advisors and previously worked at Kaizen Financial Advisors, Bank of America, Merrill Lynch, and Ameriprise Financial Services. Outside of her advisory roles, Madison has experience with community-focused organizations such as the Community Foundation of Sarasota County. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset-allocation strategies using primarily mutual funds and ETFs, with a focus on low-cost institutional share classes and factor-based equity selection.

Jennifer Weaver is a financial advisor at Hohimer Wealth Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC for 10 years. She joined Hohimer Wealth Management in 2025 as part of their team of 10 advisors based in Seattle, WA. Hohimer Wealth Management advises a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable institutions. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across various asset classes while incorporating alternative investments and private funds.

Charles Scheinbaum is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at M.S. Howells & Co., Arbor Point Advisors, Securities America Advisors, and Valic Financial Advisors. Outside of his advisory work, he serves as president of a condominium association, involving decision-making and meeting coordination. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, businesses, charities, and retirement plans. The firm employs a primarily long-term, fundamental investment approach, constructing customized portfolios with low-cost mutual funds, ETFs, individual securities, and occasional trading, while serving clients through a multi-team advisory structure.