Keaton Dean is an Investment Consultant at Fidelity Investments, where he works closely with clients and their families to develop financial plans tailored to their individual goals and preferences. He focuses on understanding each client's financial situation to implement effective retirement and investment strategies. Keaton began his career at Fidelity Investments as a Financial Representative in 2022 before advancing to his current role in 2023. His experience centers on creating comprehensive financial plans that address clients' unique needs. Outside of his professional work, Keaton engages in board games, fitness activities, reading, and volunteering.

Thomas Swoffer is a CFA® charterholder with 26 years of industry experience. He has been with Talbot Financial, LLC since 2018 and previously worked at RW Baird and Asset Planning and Management. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, focusing on value-oriented, fundamental analysis and portfolios composed mainly of individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized unregistered real estate SPVs to qualified accredited investors.

Stanley Woodrome is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 65 designation with five years of industry experience. He has been with Paul R. Ried Financial Group since 2015. Paul R. Ried Financial Group offers 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 informed by long-term fundamental valuation and behavioral finance, with an emphasis on client education and personalized reviews.

Kory Lackey is a financial advisor at Cloud Capital with 19 years of industry experience and holds a Series 65 designation. His prior experience includes roles at Columbia Pacific Wealth Management and CI Columbia Pacific Private Wealth. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm employs both quantitative and qualitative analysis in its investment process and offers services including portfolio construction, monitoring, and alternative investment due diligence.

Daniel Gill is a financial advisor at Greene Wealth Management, LLC in Seattle, WA, holding Series 65 and Series 63 credentials with six years of industry experience. Before joining Greene Wealth Management in 2025, he worked at The Vanguard Group for six years and held other roles including positions at Isagenix and Gonzaga University. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, businesses, qualified retirement plans, and charitable organizations, typically managing portfolios over $1,000,000. The firm employs a disciplined, research-based investment process with global asset allocation, independent managers, and periodic plan reviews.

Robert Kemper is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 66 credential and over 22 years of industry experience. He has worked at Snider Retirement Strategies since 2009 and previously with LPL Financial. In addition to his advisory role, Kemper operates a CPA practice offering tax preparation and bookkeeping services and co-owns a septic and pumping service business. 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, using a strategic asset-allocation approach with a tactical overlay and incorporating third-party money managers and custodial platforms.

Randall Buck is a CFA® charterholder with 16 years of industry experience, currently serving at The Institute in Seattle, WA. He has held roles at Institute For Wealth Management LLC since 2019 and previously worked at Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis to construct diversified model portfolios, and manages over $1 billion in assets with strategies ranging from ESG-focused ETFs to alternative-income and sector-rotation approaches.

William Schatz is a CFP® professional with 34 years of experience in the financial services industry. He has been with Elliott Cove Capital Management since 2003 and also has a long tenure at Lincoln Investment Planning, Inc. Since 2018, he has assisted with his wife’s cattle-raising farm and is involved in community organizations, serving as a board member of the Stanwood Camano Community Fair and as president of the Tacoma Swiss Sportsman Club. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm uses a disciplined, factor-oriented investment approach centered on diversified index-type mutual funds and ETFs, with specialized services for institutional retirement plans including ERISA 3(21) and 3(38) fiduciary engagements.

Henry Wurst is a CFP® with six years of industry experience, currently serving as a financial advisor at Garde Capital, Inc. He has held roles at several firms including Coldstream Wealth Management, Paracle Advisors, and The Vanguard Group. Garde Capital provides investment management and financial planning services to individuals, families, trusts, and institutional clients. The firm employs a portfolio approach based on modern portfolio theory and behavioral finance, primarily using low-cost exchange-traded funds tailored to client risk profiles.

Randy Lundy is a financial advisor with PracticeCFO Investments in Seattle, WA, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Hightower Advisors and Highland Private Wealth Management, as well as a five-year tenure at Downtown Cornerstone Church. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using low-cost ETFs and a blend of passive core exposure with tactical asset allocation.

Nikolas Grosch is a CFP® with nine years of industry experience, currently serving as an advisor at Elliott Cove Capital Management since 2019. Prior to that, he worked at Dimensional Fund Advisors from 2016 to 2019. He holds Series 63 and Series 65 licenses. Elliott Cove Capital Management provides fee-based portfolio management services to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm follows a disciplined asset-allocation investment approach centered on index-style, allocation-based model portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs.

Paul Misleh II is a CFA® charterholder with 12 years of industry experience. He is currently with Fortis Capital Management LLC in Bellevue, WA, where he has worked since 2014. Prior to focusing full time on Fortis Capital Management, he was a senior manager at Ernst & Young LLP in the transaction advisory group, specializing in big data analytics. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning, discretionary portfolio management, and access to affiliated tax and accounting services. The firm employs a combination of active and passive investment strategies across multiple asset classes, manages pooled private funds with performance-based fees, and offers model strategies alongside held-away account management.

Ashley Fancher is a financial advisor at Garde Capital, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been involved with Veritas Development, Inc., a real estate development company, where she serves as president overseeing development projects. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized investment approach combining modern portfolio theory and behavioral finance, managing diversified portfolios primarily through low-cost ETFs and other securities tailored to client risk profiles.

Sterling Monroe is a Series 66-licensed financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, where he has worked since 2016. He has 13 years of industry experience and also maintains a role with LPL Financial LLC. Monroe facilitates the purchase of long-term care insurance policies for clients as part of his professional activities. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting planning process and offers discretionary portfolio reviews, utilizing a range of investment instruments and analytical methods, and participates in multiple LPL Financial-sponsored platforms.

Ryan Stevens is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Kutscher Benner Barsness & Stevens, Inc. since 2011. Based in Seattle, WA, Stevens is part of a six-advisor team at the firm. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process, preparing routine written reports and using proprietary asset-allocation models with a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Larry Knudsen is a financial advisor at Hohimer Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors, LLC for 10 years. Outside of advisory roles, he is involved as a managing member in several LLCs owning commercial properties and is a 50% owner of Red Fern Properties, LLC and Red Fern Stables, LLC. Hohimer Wealth Management, LLC serves a diverse client base including individuals, trusts, foundations, and business entities. The firm employs a team-based approach utilizing active and passive investments across multiple asset classes, integrating alternative and pooled investments, and providing discretionary portfolio management and financial planning services.

Teresa Lamar is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 23 years of industry experience. She previously worked at LNW Wealth Management, LLC for five years and at Filament, LLC for eleven years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities by providing integrated wealth management, financial planning, investment management, and family-office services. The firm employs a long-term, tax-aware investment approach that blends passive and selective active strategies, emphasizing tailored portfolios and multi-generational planning.

Steven Kleyn is a CFA® charterholder with four years of industry experience. He has worked at Aletheian Wealth Advisors LLC since 2021 and previously held positions at Pathstone, Cornerstone Advisors, Inc., and Parametric. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services that address complex and often illiquid balance sheets. The firm combines fundamental, quantitative, and modern portfolio theory analysis, offering tailored portfolios that include public and private market investments along with structured family advisory.

Grace Rollins is a financial advisor at Fortis Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has been with Fortis since 2021. Prior to her advisory role, she worked at Doucette's Party and Tent Rental and spent time at the University of Minnesota Duluth. Fortis Capital Management serves individuals, families, and institutions including high-net-worth clients, offering financial planning and discretionary portfolio management across various asset classes. The firm employs both active and passive investment strategies and manages private pooled funds, incorporating thematic and derivative approaches where suitable.

Jason Miller is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, with 15 years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Paul R. Ried Financial Group, LLC since 2005. Outside of his advisory role, he serves as Vice President of the Cascade Brewers Guild, a home brewers group based in Woodinville, WA. Paul R. Ried Financial Group, LLC provides investment advisory and standalone financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a dynamic asset allocation process driven by long-term fundamental valuation and emphasizes ongoing client education and personalized investment policy statements.