S Bean is a financial advisor at Private Advisory with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Bean Financial Advisors since 2007, with additional experience at Private Advisory Group LLC and FDx Advisors, Inc. Private Advisory provides personalized financial planning and investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs model portfolios blended across various asset classes and uses a discretionary approach that incorporates advanced strategies such as derivatives, structured notes, and private placements.

Alexander Castaneda is a financial advisor at Avier Wealth Advisors in Bellevue, WA, holding a Series 65 designation with six years of industry experience. He has been with Avier Wealth Advisors since 2018, following his time at Oregon State University. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities. The firm emphasizes asset allocation using diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies based on academic factor research.

Jack Stiger is a financial advisor at Fortis Capital Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. for three years. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors, offering financial planning, discretionary portfolio management, and recommendations for insurance alongside referrals to affiliated tax and accounting providers. The firm employs both active and passive investment strategies across a broad range of asset classes and manages pooled private funds with a blend of quantitative and qualitative analysis.

Raphael Luis De Ocampo is a CFP® with four years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. His prior work includes roles at Stabbert Maritime and Extended Travel. De Ocampo is based in Bellevue, WA. 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, emphasizing low-cost institutional share classes and factor research in equity selection.

Michael Boroughs is a financial advisor with Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 credential and bringing 11 years of industry experience. Outside of his advisory role, he is a part-owner and bookkeeper of De Mars's LLC, a company that sells hot sauce, where he also assists with financial strategy. Fortis Capital Management serves individuals, families, and institutional clients with financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive strategies, including index allocations, concentrated equities, and thematic approaches, and also manages held-away retirement assets and coordinates with other professionals as part of its comprehensive service offering.

Adam Powell is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Private Advisory, he worked at The Retirement Solution Inc. from 2020 to 2025. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with equity, fixed income, and alternative exposures, offering tailored allocations and performance-based fee options for qualified clients.

David Rowe is a financial advisor at Highland Capital Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Highland Capital Advisors since 2012. Outside of his advisory role, he is associated with the Stevens Pass Ski School and the Professional Ski Instructors of America – Northwest Division. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting supplemented by an optional Implemented Solutions service. The firm focuses on institutional analytic techniques and restricts advice to non-covered securities, providing periodic reviews rather than ongoing portfolio management.

Christina Hua is a financial advisor at Opal Advisors with a Series 65 credential. She joined the firm in 2024 after eight years at Amazon LLC. Hua is based in Bellevue, WA, and has recently started her career in financial advising. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for individuals, small businesses, and retirement plans. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing a combination of active security selection and third-party managers.

Matthew Perrone is a financial advisor with The Retirement Solution LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with The Retirement Solution since 2015, including its predecessor entities. Outside of his advisory role, Perrone co-owns Change Brothers LLC, a business developing online courses and podcasts aimed at supporting young fathers. 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 with mutual funds and ETFs, focusing on both fundamental and technical analysis to balance growth potential and risk.

Michael Boone is a CFP® with 40 years of industry experience and a founding advisor at Boone Wealth Advisors, LLC, where he has worked since 2018. He served a two-year sabbatical from 2016 to 2018. Boone is the founder and president of R120, a 501(c)(3) nonprofit involved in Christian charity work both domestically and overseas, and is also active in creative pursuits including photography and writing. Boone Wealth Advisors is a SEC-registered firm serving individuals, trusts, retirement plans, and business entities, managing approximately $506.8 million in assets across about 305 client relationships. The firm offers comprehensive portfolio management and financial planning, employing a mix of analytic methods and strategies including discretionary portfolio management and sponsored advisory programs.

Georgia Maloy is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera Advisor Networks, Coldstream Wealth Management, and Laird Norton Wealth Management. Outside of finance, she is the owner and manager of Gayla Maureen LLC, a commercial fishing business. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets through a team of nine advisors. The firm employs a dynamic asset allocation process focused on fundamental valuation and manager specialization, supported by third-party research and ongoing client education.

Dallas Evans is a CFP® and ChFC® with 41 years of industry experience. He is a partner at Evans Capital Management Associates and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, he serves as a board member for the Brava Homeowners' Association and acts as a trustee for a private trust. Evans Capital Management Associates provides investment advisory and planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, with a focus on tailoring advice and asset allocation to each client’s objectives and risk tolerance.

Michelle Walker is a CFA® charterholder affiliated with Threadline Wealth and holds a Series 63 license. She has been with Moss Adams Wealth Advisors LLC, operating as Threadline Wealth, since 2018. Prior to entering financial advisory, she worked in the restaurant industry. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a broad client base, including individuals, families, businesses, trusts, foundations, retirement plans, corporations, and tribal government enterprises. The firm uses a diversified, long-term investment approach that incorporates quantitative and qualitative due diligence alongside customized strategies such as options-based hedging and tax-aware indexing.

Kristi Panza is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 designation and has previously worked at Merriman Wealth Management and Brighton Jones. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing team-based investment strategies supported by an internal Investment Strategy Group.

David Bigelow is a CFP® with eight years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. Prior to joining Coldstream, he worked at Paracle Advisors, LLC for three years and has experience in the hospitality industry with Mod Pizza. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, offering diversified, tax-managed strategies and access to a broad range of alternative investments and affiliated services.

Stephen Waltar is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds a Series 65 designation and has prior experience at Brokers Financial and Guide Advisors, Inc. He is also the owner and managing attorney of Legacy Estate Planning, LLC, an estate planning law firm. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.

Randall Kim is a financial advisor at Merit Financial Advisors with 48 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes positions at LPL Financial, Path Wealth Management LLC, Triad Financial Strategies, and Purshe Kaplan Sterling Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a long-term, diversified investment approach with centrally managed portfolios overseen by an internal investment team and committee.

Paul Murphy is a financial advisor at SCS with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, ADP Inc., and Transamerica Life Insurance Company. Murphy provides investment advisory services through SCS. SCS offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a multifaceted investment approach using tactical, strategic, and dynamic asset allocation and provides services including pension consulting, participant education, and ERISA fiduciary management.

Jordan Travis is a Series 65-licensed financial advisor at Coldstream Wealth Management with four years of industry experience. He has worked at Coldstream since 2021 and previously at Balcom Investments and Trueform. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, wealth transfer, and retirement plan fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.