Kalena Laurent is a financial advisor with Parcion Private Wealth LLC in Bellevue, WA. She holds a Series 65 designation and has four years of industry experience. Prior to joining Parcion in 2022, she worked at Brighton Jones from 2018 to 2022. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with minimum relationship sizes of $10 million. The firm offers comprehensive wealth management and consulting services, including financial planning and portfolio management, using a mix of individual equities, fixed income, ETFs, mutual funds, and alternative investments tailored to each client’s risk tolerance and goals.

Jonathan Magee is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at Resources Investment Advisors, One Strategic Capital, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, the University of Idaho, and Unvera Life Sciences. He is also licensed as an insurance agent and involved with One Strategic Capital, Inc., an insurance agency. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans with discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach using diversified asset allocation strategies and active portfolio monitoring, often implementing portfolios through independent managers and offering comprehensive financial planning services.

Chad Bushon is a CFP® professional with 27 years of industry experience, currently serving at SPG Advisors LLC. His prior work includes roles at Charles Schwab and TD Ameritrade, among others. SPG Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, using mutual funds, ETFs, and other strategies, and coordinates planning across estate, tax, insurance, and retirement matters.

Michael Varga is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 66 designation with 21 years of industry experience. He has been with EQ Wealth Management since 2018 and previously worked at Capital Planning LLC. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds, managing approximately $941.7 million in assets with a nine-advisor team. The firm employs a disciplined investment process governed by an Investment Policy Committee and offers discretionary and non-discretionary investment management, financial planning, and access to customized and third-party managed portfolios.

Mitchell Freedman is a financial advisor with Strait & Sound, holding 25 years of industry experience. He has worked at Strait & Sound Wealth Management since 2023 and previously spent 22 years at Genter Advisors LLC. In addition to his advisory role, Freedman owns an accounting office, Mitch Freedman PS, which he has operated since 1995. Strait & Sound is a registered investment adviser serving individual and high-net-worth clients as well as business entities. The firm employs a mosaic investment approach that combines valuation metrics, behavioral and technical analysis, and portfolio construction focused on diversification and capital preservation.

Emily Weed is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Emerald Advisors, LLC, where she has worked since 2019, and previously held roles at M.S. Howells & Co., Bank of America, Merrill, and AXA Advisors. Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations, and business entities through a multi-family office model that combines financial planning, consulting, and discretionary investment management. The firm emphasizes capital preservation and tax-aware strategies while offering a range of portfolio management and family office services.

Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.

Lars Phillips is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He has worked at Avier Wealth Advisors (formerly Retirement Asset Management) since 2012, serving the firm through its transition and growth. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities, emphasizing diversified asset allocation with institutional-class, low-cost mutual funds and ETFs informed by academic research. The firm operates as a larger multi-advisor team with a strong focus on credentialed professionals and incorporates documented due diligence and ongoing monitoring of sub-advisers in its approach.

Jared Kowalske is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles within The Retirement Solution entities since 2021, along with prior positions in employment services and logistics. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a range of clients including individuals, trusts, and corporate entities. The firm employs model portfolios tailored to client objectives and risk profiles, incorporates tax-aware strategies, and integrates estate-planning coordination and third-party options-based programs into its services.

Brian Lockett is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is a lead advisor and vice president at Comprehensive Wealth Management, where he has worked since 2002, and was previously with Independent Financial Group LLC. Outside of his advisory role, Lockett serves as a board member of the Washington State University Foundation and is a 50% owner of B&S Lockett, Inc. He also volunteers with the Association of Financial Educators, conducting financial workshops. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model-based strategies that incorporate ETFs, mutual funds, tactical allocations, and Direct Indexing, while also providing ongoing monitoring and reporting on a householded basis.

Anne Marie Consentino is a CFP® with four years of industry experience, currently serving as an advisor at Arrivity Financial Planning in Seattle, WA. She has worked at Arrivity Financial Planning since 2021 and previously held a position at CPA Seattle. Arrivity Financial Planning is a fee-only advisory firm offering 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, while clients maintain full discretion over implementation.

Jacob O'Connell is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Allstate, USTA, and Pemco, among others. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis and uses active investment strategies tailored to client objectives, with in-house management and attention to operational and cybersecurity risks.

Todd Carter is a financial advisor with Investor Fan, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Private Client Services LLC, Trutina Financial, Pacific West Financial Consultants Inc, and Mutual Service Corporation, as well as a period of retirement from 2021 to 2024. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a Modern Portfolio Theory approach and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Lin Gong is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at Basecamp Wealth Advisors, LLC, where he has worked since 2025. Prior to joining Basecamp, he was with LNW Wealth Management, LLC for five years and Filament, LLC for thirteen 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 builds tailored, tax-aware portfolios using a blend of passive and selective active strategies, strategic asset allocation, and ongoing rebalancing, focusing on deeper, higher-touch relationships.

Melinda Crary is a CFP® professional with 22 years of industry experience, currently serving at Creative Money LLC since 2011. Her prior experience includes roles at Save 9 LLC and Ameriprise. In addition to her financial advisory work, she manages a separate business coaching practice, providing individual and group trainings on business topics. Creative Money LLC offers comprehensive financial planning services to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes written financial plans and implementation guidance, using fundamental research and recommending passive, low-cost asset allocation without managing client assets directly.

Marshal Mcreal is a financial advisor at Garde Capital, Inc. in Seattle, WA, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm combines modern portfolio theory with behavioral-finance insights to create customized, globally diversified portfolios, primarily using low-cost exchange-traded funds alongside select individual securities and alternatives.

Joey Dominick is a financial advisor with Snider Financial Group in Bellevue, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Composition Wealth, LLC, LPL Financial, Morgan Stanley, Charles Schwab, Merrill, Waddell & Reed, and Principal Financial Group. He is also an independent insurance agent. 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 across about 514 clients, employing a strategic asset-allocation framework with tactical overlays and utilizing managed funds, ETFs, individual securities, and third-party money managers.

Jack Jarvis is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding a Series 66 designation. He has one year of industry experience, including previous roles at Trueline Capital and Shelter Holdings LLC. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management services primarily to individual investors along with pension plans, trusts, and charitable organizations. The firm customizes investment programs based on each client’s financial profile and employs a variety of analytical approaches to support multiple investment strategies.

Kathleen Carbone is a CFP® with 10 years of industry experience, currently serving as an advisor at Parcion Private Wealth LLC since 2019. Prior to joining Parcion, she worked at UBS Financial Services from 2015 to 2019. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and business entities, providing comprehensive wealth management and consulting services. The firm employs a customized investment approach that includes equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to clients’ risk tolerance and time horizons.

David Simpson is a financial advisor at Hohimer Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Hohimer Wealth Management since 2019. Prior to that, he was with Wells Fargo Clearing and Jones Lang LaSalle. In addition to his advisory role, he is a licensed insurance agent connecting individuals with life and long-term care insurance products. Hohimer Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a variety of analytical approaches across active and passive strategies and manages private real estate funds and pooled investment vehicles, including strategies that may involve performance-based fees.