Joann Nieciecki is a financial advisor at Creative Money LLC with a Series 65 designation and four years of industry experience. She previously worked at Dost Valuation Group, Ltd for 18 years. Creative Money LLC provides fee-only financial planning focused on retirement, cash flow, debt management, and other areas without managing client assets. The firm emphasizes written or electronic plans tailored to client needs and favors passive investment vehicles such as index mutual funds and ETFs.

Nicole Northcutt is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. She previously worked for MUFG Union Bank, N.A. for 20 years before joining Bear Mountain Capital. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and separate hourly financial planning engagements. The firm’s investment approach emphasizes long-term, diversified, tax-efficient portfolios based on Modern Portfolio Theory and manages private funds targeting accredited investors.

Kevin O'Brien Jr. is a CFP® professional with 11 years of industry experience, currently serving at Wise Planning, Inc. since 2020. Prior to this, he worked for seven years at Ernst and Young LLP. Wise Planning, Inc. provides financial advice to individuals, families, and corporate clients, emphasizing comprehensive personal financial planning and tailored portfolio management. The firm operates primarily on a non-discretionary basis and uses a fee schedule based on assets and complexity, with an emphasis on low-cost index funds and client education through seminars and workshops.

Theresa Kenyon is a financial advisor at Hohimer Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Hohimer Wealth Management since 2021. In addition to her advisory role, she serves as the full-time Managing Director at Lendinco, LLC, a mortgage banking firm. Hohimer Wealth Management advises individuals, institutions, and business entities, offering investment and wealth management, financial planning, and consulting services through a team-based model. The firm utilizes a combination of active and passive strategies across various asset classes and incorporates alternative investments, including private funds, while serving as an investment manager for certain pooled investment vehicles.

Samantha Kirby is a CFP®-certified financial advisor with nine years of experience, currently serving clients at Creative Money LLC in Seattle, WA. She has been with Creative Money since 2015, contributing to the firm’s team of five advisors. Creative Money LLC provides fee-only financial planning focused on retirement, cash flow, debt management, college savings, estate planning, business planning, insurance, and tax planning. The firm does not manage client assets directly; instead, clients implement investment recommendations independently, with an emphasis on passive investment vehicles such as index mutual funds and ETFs.

Felicia Fly is a financial advisor with Mainsail Financial Group in Bellevue, WA, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at FLS Financial Group, Cetera Investment Advisors, Cascade Guided Wealth, and Wells Fargo. Outside of her advisory work, she is a commissioned notary public and is involved with a family ranch in Saint Maries, Idaho. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other businesses. The firm uses model portfolios and a variety of analytical strategies, offering both discretionary and non-discretionary services while maintaining approximately $404 million in assets under advisement.

Brian Leach is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the industry. He has been with Evans Capital Management Associates since 1993 and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, Leach serves as a notary and acts as co-trustee for a revocable living trust. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and family office services, employing both discretionary and non-discretionary approaches with ongoing monitoring based on clients’ objectives and risk tolerance.

Patrick Scanlan is a financial advisor at Alongside, LLC with eight years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Wells Fargo. Outside of financial services, he owns and operates a wedding and family portrait photography business in the Seattle area. Alongside, LLC is an SEC-registered advisory firm managing approximately $879 million for over 2,100 client relationships through an 18-advisor team. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services with an investment approach based on diversified, long-term asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Joseph Duncan is a Series 65-licensed financial advisor at SPG Advisors LLC with eight years of industry experience. He worked at The Retirement Solution from 2014 to 2020 before joining SPG Advisors, where he has been since 2020. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to implement portfolios using mutual funds, ETFs, and other strategies, and coordinates planning across estate, tax, insurance, and retirement issues.

Brander Richmond is a CFA® charterholder with 11 years of industry experience. He is currently with First Washington Corporation, where he has worked since 2025. His prior roles include positions at Fulcrum Capital, Coldstream Wealth Management, and Rainier Group Investment Advisory. First Washington Corporation provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm follows a fundamentally oriented growth-at-a-reasonable-price (GARP) investment approach across an all-cap universe and manages approximately $501 million for a small client base.

David Geddes is a Series 66-licensed financial advisor with Snider Financial Group in Bellevue, WA, bringing 26 years of industry experience. He has worked with Snider Retirement Strategies, Inc. since 2009 and was previously associated with LPL Financial for 12 years. Geddes is also a partner in a CPA practice, Chaffee, Geddes, Chucka, LLC, where he spends the majority of his time involved in client tax planning and accounting. 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 for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and utilizing managed funds, ETFs, individual securities, and third-party managers.

Karen O'Brien is a CFP® with 24 years of experience in financial advisory services. She has been with trueNorth Wealth Advisors since 2001. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management. The firm utilizes both passive and active strategies with a focus on strategic asset allocation and offers access to third-party managers and automated institutional investment platforms.

Kelsey Curtis is a CFP® professional at Robinswood Financial with nine years of industry experience. She has held roles at multiple firms, including Thrivent Financial and Decker Retirement Planning Inc. Outside of her advisory work, Curtis is involved with Fem Allies in Business as a membership coordinator, supporting volunteer activities for the nonprofit. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses with investment management, financial planning, and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using primarily low-cost index funds and ETFs, managing portfolios on a discretionary basis with regular reviews.

Joseph Levesque III is a CFA® charterholder with nine years of industry experience. He is currently with Basecamp Wealth Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Mercer Global Advisors, The Clarius Group, Laird Norton Wealth Management, and Filament LLC. He serves as a board member of the Seattle Alternative Investment Association. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities with integrated wealth management and family-office services. The firm constructs tailored, tax-aware portfolios using a blend of passive and selective active strategies and emphasizes a high level of personalized service and family-office coordination.

David Hill is a financial advisor at Sonata Capital Group Inc in Seattle, WA, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sonata Capital Group since 2002. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment process focuses on asset allocation across stocks, bonds, and cash tailored to client time horizons and risk tolerance, utilizing both fundamental and technical analysis, and employs derivatives within separately managed accounts.

Kelly Kolstad is a CFP®-designated financial advisor with 14 years of industry experience. She is currently with Paul R. Ried Financial Group, LLC, where she has worked since 2015, alongside roles at Cetera and CETERA Advisor Networks LLC. She is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in assets across more than 1,000 client relationships, employing a dynamic asset allocation process that emphasizes fundamental valuation and diversified manager selection.

Sprague Kolp is a CFP® with 13 years of industry experience and is currently an advisor at Opal Advisors. He was previously with Renaissance Wealth Counsel for 12 years. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for individuals, small businesses, and retirement plans. The firm combines individualized financial planning, active portfolio management, and the use of third-party managers, with a focus on both liquid and illiquid equity positions through a private pooled vehicle.

David Archibald is a CFA® charterholder based in Seattle, WA, with 22 years of industry experience. He currently serves at Colmina, LLC, where he has been part of the firm since 2026. His prior roles include positions at Luminae, LPL Financial LLC, Borealis Capital LLC, and SMI Advisors LLC, among others. Colmina provides discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm offers a range of active, passive, and hybrid investment strategies tailored to client needs and utilizes various analytic methods including fundamental, technical, quantitative, and asset-allocation analysis.

Colin Gray is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He is currently with Pacific Sage Partners, LLC, where he has worked since 2022. Prior to this, he was with Tradewinds Capital Management, LLC for three years and Charles Schwab & Co., Inc. for six years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, alongside fundamental and technical analysis and ongoing portfolio monitoring.

Briana Gutierrez Canales is a financial advisor at Bear Mountain Capital Inc. based in Seattle, WA. She holds a Series 65 designation and has been with Bear Mountain Capital since 2025. Her prior experience includes roles at Valet Living, Plannetics LLC, and the University of Washington. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm follows a long-term investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios with a buy-and-hold orientation.