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.

Hannah Hein is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. She holds a Series 65 designation and has seven years of industry experience, all with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm employs both fundamental and technical analysis to guide asset allocation and security selection, managing approximately $390 million in discretionary assets for around 342 clients.

Bao Ly is a financial advisor at Opal Advisors with a Series 65 license and four years of industry experience. He has worked at Opal Advisors since 2017 and also holds a role as COO of Bellevue Funding through BF Management LLC, which makes opportunistic real estate loans. Mr. Ly is a licensed real estate broker and insurance agent, though he limits his involvement in these areas. 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 across a range of asset classes.

Don Petricic is a CFP® with 25 years of industry experience, currently serving at Asset One Wealth Management, LLC in Bellevue, WA. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Woodbury Financial Services. Asset One Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized strategic asset allocation with a long-term buy-and-hold investment approach and family-office style coordination for clients with at least $2 million in assets.

Gretchen Curtis is a financial advisor at SPG Advisors LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Auxano Advisors LLC for six years before joining SPG Advisors. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes both fundamental and technical analysis in its investment approach, employing mutual funds, ETFs, and specialized strategies, and coordinates comprehensive planning that may include estate, tax, insurance, and retirement issues.

John Bosworth is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 designation with no prior industry experience. His prior work includes roles outside the financial industry, such as positions at The Junkluggers and The Club at Snoqualmie Ridge, as well as experience in education at Eastside Catholic High School and Chief Kanim Middle School. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub-advisory relationships. The firm manages discretionary accounts and a privately offered pooled vehicle, utilizing proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis across multiple investment strategies.

Morgan Arford is a financial advisor at Comprehensive Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Comprehensive Wealth Management since 2001 and Independent Financial Group since 2013. He serves as Chief Investment Officer at Comprehensive Wealth Management and is involved with a company used for charitable giving. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and pension accounts. The firm employs a proprietary Performance Targeting System® and combines passive and active strategies with an emphasis on downside protection and targeted returns.

David Stryzewski is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation and 12 years of industry experience. He is the owner of Sound Tax Planning LLC, a tax planning firm employing CPAs and attorneys, and serves as a National Mentor, Educator, and Trainer for Simplicity Financial Marketing Inc., providing financial education and marketing training to advisors nationwide. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a blend of fundamental and technical analysis to guide investment decisions and offers a range of strategies including mutual funds, ETFs, and leveraged or short positions, while coordinating planning across estate, tax, insurance, and retirement matters.

Timothy Cummins is a financial advisor at Sonata Capital Group Inc with 25 years of industry experience. He has been with Sonata Capital Group since 2000. 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 approach emphasizes asset allocation tailored to clients’ time horizons and risk tolerances, using both fundamental and technical analysis and a broad range of instruments, including options and derivatives.

Admand Wong is a financial advisor at Integrity Financial Corporation in Bellevue, WA, holding a Series 65 credential with 14 years of industry experience. He has been with Integrity Financial Corporation since 2011 and also owns and operates Artizo LLC, a life insurance agency specializing in life insurance and fixed annuities. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing mutual funds and ETFs, with additional alternative investment options for qualified clients.

Ryan Alderfer is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Boone Wealth Advisors, LLC in Bellevue, WA. He has been with Boone Wealth Advisors and LPL Financial since 2016. Outside of his advisory role, he hosts The Middlemen Podcast, a social media project started in 2023. Boone Wealth Advisors is an SEC-registered firm managing approximately $507 million in assets for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies including discretionary management, wrap-fee programs, and algorithm-based portfolios.

Brandon Kelley is a financial advisor at Bear Mountain Capital Inc. with Series 65 and Series 63 credentials. He has been with Bear Mountain Capital since 2026 and has prior experience in credit unions, real estate, and banking. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily focusing on discretionary portfolio management and separate hourly financial planning engagements. The firm also manages private funds, employing a long-term investment approach centered on diversified, tax-efficient portfolios and investments that may produce regular distributions or capital appreciation.

Patrick Severson is a financial advisor at TrueWealth Financial Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for eight years. Severson also maintains a separate business entity for tax and investment purposes. TrueWealth Financial Partners provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm offers portfolio management, tailored retirement and risk-management planning, and standalone or hourly financial planning, using multiple analysis methods to customize portfolios according to client goals and risk tolerances.

Albert Barsanti Jr. is a CFP® with eight years of industry experience, currently serving at Wise Planning, Inc. He has held roles at Mercer Global Advisors Inc., Tapfin/EY, Water Intelligence Australia, and American Leak Detection. Barsanti is based in Seattle, WA, and holds a Series 65 license. Wise Planning, Inc. provides financial advice to individuals, families, corporate pension and profit-sharing plans, trusts, and estates. The firm offers comprehensive personal financial planning and portfolio management with an emphasis on low-cost, broad-market index funds and operates primarily on a non-discretionary basis.

Jared Davis is a CFP®-designated financial advisor at Auxano Advisors in Bellevue, WA, with three years of industry experience. He has been with Auxano Advisors since 2020 and previously worked at Key Investment Services and Key Bank. Auxano Advisors provides comprehensive Family Office Services and investment advisory for individuals, high net worth clients, pension plans, trusts, charitable organizations, and corporations. The firm employs a tailored investment approach incorporating fundamental, technical, and cyclical analysis, with the capacity to use derivatives and borrowing within separately managed accounts.