Nathan Tepp is a CFP® with 12 years of experience in the financial services industry. He has worked at EQ Wealth Management since 2020 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Tepp is also a licensed insurance producer and has been authorized as a notary public in Washington since 2021. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm offers discretionary and non-discretionary investment management and financial planning, using a process governed by an Investment Policy Committee that incorporates fundamental and cyclical analysis, ongoing monitoring, and periodic rebalancing to align portfolios with client goals.

Saloni Gupta is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Avier Wealth Advisors and has previously worked at Hightower Advisors, Highland Private Wealth Management, Ameriprise, Prevail Wealth Management LLC, and Private Wealth Management Solutions, LLC. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities, focusing on diversified mutual fund and ETF portfolios with an emphasis on institutional-class, low-cost funds and academic factor research. The firm operates as a larger multi-advisor team with a high concentration of credentialed professionals and utilizes documented due diligence and ongoing monitoring of third-party sub-advisers.

Nicholas Wright is a financial advisor at Avier Wealth Advisors in Bellevue, WA, holding a Series 65 credential with 10 years of industry experience. He has been with Avier Wealth Advisors since 2015. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, using institutional-class, low-cost funds and equity strategies informed by academic factor research.

Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.

Joseph Hebert is a CFP® with 24 years of industry experience, currently serving at trueNorth Wealth Advisors in Seattle, WA. He has been with trueNorth Financial Services, LLC since 2002. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management for individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach with diversified portfolios, combining passive and active funds, and offers access to third-party managers and automated institutional investment platforms.

Jacinta Earl is a financial advisor at Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding a Series 66 designation with eight years of industry experience. She has worked previously at LPL Financial, Kitsap Bank, Commonwealth Financial Network, and Quint Capital Corp. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management through a network of advisors who manage accounts on a discretionary or non-discretionary basis and also supports held-away account reporting and performance-based fee arrangements for select clients.

John Quigley is a CFP® with 22 years of experience in financial advising, currently serving as part of an eight-advisor team at EQ Wealth Management since 2018. He previously worked at Capital Planning LLC from 2014 to 2018. Outside of his advisory role, he holds a 12.5% ownership interest as a general partner in Axiom-West LLC, a real estate project development company where he contributes to property identification, due diligence, business planning, and project management. EQ Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, and institutional entities. The firm combines fundamental and cyclical analysis with model-driven portfolio construction and due diligence, managing approximately $723 million in client assets.

Marcus Maurer is a financial advisor at Prospero Wealth, LLC in Seattle, WA, holding Series 66 and Series 65 credentials with 16 years of industry experience. He has been with Prospero Wealth since 2016 and is also a full-time employee of the University of Washington, where he has worked since 2014. Prospero Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities and ETFs, including strategies involving derivatives and short sales, and offers assets-under-advisement consulting to other advisers.

Joyce Provost is a financial advisor with Aviso Wealth Management in Seattle, WA, holding a Series 66 designation and over 21 years of industry experience. Her career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. She is also a licensed notary public and an insurance agent. Aviso Wealth Management provides personalized financial planning and portfolio management services to a diverse client base, including individuals, families, trusts, and pension plans. The firm manages approximately $621 million in assets through a team of nine advisors and employs a variety of analytical approaches and investment strategies.

Mollie Connelly is a Series 65-licensed advisor with WaFd Wealth, Inc. in Seattle, WA, currently in her first year in the financial industry. Prior to joining WaFd Wealth, she held roles at various organizations including Inglewood Golf Club and Seattle Golf Club. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets. The firm provides a range of services including financial planning, wealth management, and retirement plan consulting, utilizing a variety of investment strategies tailored to client objectives.

Matthew Clawson is a financial advisor at DecisionPoint Financial, LLC with two years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2024. Prior to this, he held positions at Utah Valley University and The Vanguard Group. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting services, employing a mix of fundamental, technical, and cyclical analysis to manage client portfolios.

Alexander Castaneda is a financial advisor at Avier Wealth Advisors in Bellevue, WA, holding a Series 65 designation with six years of industry experience. He has been with Avier Wealth Advisors since 2018, following his time at Oregon State University. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities. The firm emphasizes asset allocation using diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies based on academic factor research.

Jason Radabaugh is a CFP® professional with 20 years of industry experience, currently serving at Greene Wealth Management, LLC since 2005. He holds Series 65 and Series 66 licenses and works from Seattle, WA. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. The firm manages client portfolios tailored to specific goals and risk profiles, emphasizing diversification, tax-sensitive strategies, and ongoing monitoring.

Raphael Luis De Ocampo is a CFP® with four years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. His prior work includes roles at Stabbert Maritime and Extended Travel. De Ocampo is based in Bellevue, WA. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm employs broad asset-allocation strategies primarily using mutual funds and ETFs, emphasizing low-cost institutional share classes and factor research in equity selection.

Ryan Kinerk is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Convoy, Inc. and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm uses a combination of modern portfolio theory and behavioral finance, implementing customized, globally diversified portfolios primarily with low-cost exchange-traded funds.

Peter Sayah is a financial advisor with Pacific Asset Management, LLC and holds a Series 65 designation. He has six years of experience as an enrolled agent providing tax and bookkeeping services through his firm, Peter A Sayah EA LLC. Prior to joining Pacific Asset Management in 2025, he worked at Gardner Accounting, Turning Point Strategic Advisors, and Clothier Sayah Willsey LLC. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, offering discretionary portfolio management focused on evidence-based, passive investment strategies using low-cost index funds to build globally diversified portfolios.

Yerim Hahm is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brio Financial Group with one year of industry experience. Prior to joining Brio, Yerim worked at Flow Financial Planning, Causing Group, and Cardinal Health. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and delivers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advisory.

Michael Boone is a CFP® with 40 years of industry experience and a founding advisor at Boone Wealth Advisors, LLC, where he has worked since 2018. He served a two-year sabbatical from 2016 to 2018. Boone is the founder and president of R120, a 501(c)(3) nonprofit involved in Christian charity work both domestically and overseas, and is also active in creative pursuits including photography and writing. Boone Wealth Advisors is a SEC-registered firm serving individuals, trusts, retirement plans, and business entities, managing approximately $506.8 million in assets across about 305 client relationships. The firm offers comprehensive portfolio management and financial planning, employing a mix of analytic methods and strategies including discretionary portfolio management and sponsored advisory programs.

Georgia Maloy is a financial advisor at Paul R. Ried Financial Group, LLC with five years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Cetera Advisor Networks, Coldstream Wealth Management, and Laird Norton Wealth Management. Outside of her advisory work, she owns and manages a commercial fishing business in Alaska. Paul R. Ried Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and businesses by providing investment advisory and standalone financial planning services. The firm uses a dynamic asset allocation process based on fundamental valuation and behavioral finance concepts, offering discretionary management and emphasizing client education and periodic reviews.

Gianna Giusti is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, where she has worked since 2015. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management through a disciplined planning process that includes written reports and proprietary asset-allocation models. The firm emphasizes client involvement and generally operates on a non-discretionary basis, using a combination of active and passive managers.