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.

Hans Krippaehne is a CFA® charterholder with four years of industry experience. He has worked at Fulcrum Capital, LLC since 2022 and previously held positions at Coldstream Wealth Management and Paracle Advisors. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs a combination of fundamental and technical analysis and uses a variety of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on portfolio construction around liquid assets.

Loren Sanchez is a CFP® with eight years of industry experience, currently serving as an advisor at WaFd Wealth, Inc. Since joining WaFd Wealth in 2025, he has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets across 274 client relationships. The firm provides financial planning, consulting, wealth management, investment management, and retirement plan consulting services using a combination of fundamental, technical, top-down, and bottom-up analysis.

Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

Brian Mars is a CFP® and holds a Series 66 license with 19 years of industry experience. He is a financial advisor and shareholder at MarsJewett Financial Group, where he has worked since 2018. Prior to that, he was with Cetera Advisor Networks for five years. Mars serves as treasurer for the nonprofit Worldview Matters. MarsJewett Financial Group manages approximately $735 million for a diverse client base including individuals, trusts, and retirement plans. The firm emphasizes discretionary asset management and employs a committee-based investment selection process focused on risk-adjusted returns, tailoring portfolios to client-specific needs.

Darryl Chouinard is a financial advisor at Nepsis, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Heritage Wealth Management and Elite Investment Team. Outside of his advisory role, he serves as CEO of Innovative Income Consulting, a business focused on consulting with CPAs and attorneys to enhance client relationships. Nepsis, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement accounts, charities, and businesses. The firm offers investment management primarily through a wrap-fee program and also markets research and educational services to other financial advisors.

Janiece Collopy is a financial advisor at WaFd Wealth, Inc with a Series 66 credential and one year of industry experience. She previously worked at Merrill for three years. Outside of finance, she is involved in yoga and wellness and has served as a substitute yoga instructor. WaFd Wealth, Inc serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets across 274 client relationships. The firm offers financial planning, wealth management, and investment consulting with portfolios tailored to client objectives using a range of securities and independent managers.

John Chavez is a CFP®-certified financial advisor with WaFd Wealth, Inc. in Seattle, WA, bringing 31 years of industry experience, including a long tenure at Merrill from 1994 to 2025. He is the owner of two LLCs, Innovative Concepts & Design and Practice Perfect Golf Solutions, which support his entrepreneurial ventures and invention pursuits. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $348 million in client assets using tailored portfolios that incorporate ETFs, individual securities, and independent managers, supported by comprehensive financial planning and consulting services.

Angedd Kalsi is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Elliott Cove, he worked at RSM US and Clobotics Global. Outside of his advisory role, Kalsi is a head coach for the Crossfire Premier Soccer 2009 Girls ECNL-RL Team, a position he has held since 2018. Elliott Cove Capital Management is a multi-team firm serving individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm focuses on disciplined asset-allocation strategies using index-style model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, providing ERISA fiduciary services and quarterly portfolio reviews.

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.

Christopher Chambos is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 credential with eight years of industry experience. He has been with Elliott Cove since 2016 and also serves as a Retail & Investment Services Manager at Northrim Bank. Elliott Cove Capital Management provides fee-based portfolio management 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 employs an asset-allocation approach using index-style, allocation-based model portfolios and offers fiduciary services for employer retirement plans.

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.

Justin Evans is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience and previously worked at Mahaffey Enterprises, Inc., Pahlisch Homes, McKinstry, Wood, PLC, Apollo Mechanical, and Chicago Bridge & Iron. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes advice and asset allocation based on client objectives and risk tolerance, managing assets through both discretionary and largely non-discretionary programs.

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.

Donald Safstrom is a CFP® and PFS™ with 30 years of industry experience. He is currently with Truvestments Capital LLC and also serves as President of Safstrom CPAs & Advisors, PLLC, where he focuses on tax preparation. His prior roles include positions at Ameriprise Financial Advisors and Cambridge Investment Research. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using low-cost mutual funds and ETFs, while also managing a private Bitcoin fund through an affiliated general partner.

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.

David Lewis is a financial advisor with First Washington Corporation in Seattle, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with First Washington since 2003. Lewis serves as a trustee for the E. Maxwell Foundation, a Seattle-based organization that administers scholarships to Washington college students and oversees related investments. First Washington Corporation provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a growth-at-a-reasonable-price investment approach across an all-cap universe and manages over $500 million for a small client base through a compact advisory team.

Alex Peters is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Hohimer Wealth Management, LLC and also serves as a loan consultant at Lendinco. Peters is a member of the advisory board for the Beacon Fund, an alternative investment held by Hohimer Wealth Management clients. Hohimer Wealth Management, LLC advises individuals, institutions, and family entities through a team-based model, offering investment and wealth management, financial planning, and both discretionary and limited non-discretionary portfolio management. The firm utilizes a combination of active and passive strategies across various asset classes, integrates alternative investments including private funds, and serves as an investment manager for select private funds.

Randy Gardner is a financial advisor at Cutler Investment Group in Bellevue, WA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Cutler Investment Counsel, LLC since 2018 and previously worked at Pacific Portfolio Consulting, LLC from 2012 to 2018. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm uses risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, and offers additional services such as retirement plan consulting and model licensing.

Thomas Oakes is a financial advisor at American Northwest Advisory Services L.L.C. with 11 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment involving activities such as video creation, tutoring, and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation with a core-and-satellite approach and has a significant concentration of assets in pension consulting relationships.