James Pirak is a financial advisor at Talbot Financial, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Talbot Financial since 2015. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, using a value-oriented, fundamental analysis approach focused mainly on individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized real estate investment vehicles to qualified accredited investors.

David Mann is a financial advisor with Highland Capital Advisors, LLC in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Highland Capital Advisors since 2017 and previously worked at LPL Financial LLC from 2015 to 2017. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, providing non-discretionary investment consulting focused on retirement plans. The firm employs institutional analytic techniques to create investment policy statements, asset allocations, and fund menus, and offers Implemented Solutions for select clients under specific custody arrangements.

Cole Schelbert is a financial advisor at 180 Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at 180 Wealth Advisors since 2021. Prior to his current role, he held positions at Lanway Homes and the City of Fife, and spent 16 years at St. Patricks School. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities through portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority and integrates a mix of analytical approaches alongside financial planning within its wrap fee program.

Sarah Emanuels is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining EQ Wealth Management, she worked at AlphaSights Inc. and Affirma. EQ Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, charitable organizations, and pooled vehicles. The firm employs a model-driven investment approach overseen by an internal Investment Policy Committee and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.

Brian Johnson is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 19 years of industry experience. He previously worked at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, and related entities with integrated wealth management, financial planning, investment management, and family-office services. The firm focuses on tailored, tax-aware portfolios using a blend of passive and active strategies and emphasizes family-office coordination and customized private investment access.

Monte Snider is a financial advisor at Snider Financial Group in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 12 years with LPL Financial, LLC and 14 years with Snider Financial Group. Outside of advising, he is the CEO and owner of FinTax Partners LLC, a tax preparation and accounting firm. Snider Financial Group provides personalized financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning services such as retirement, tax, insurance, and estate planning into its investment approach.

Joseph Morrison is a financial advisor with Cloud Capital Management in Seattle, WA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He previously worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities for 11 years before joining Cloud Capital Management. Cloud Capital Management serves individuals, families, and various entity clients by managing discretionary investment portfolios and providing financial consulting. The firm uses a combination of quantitative and qualitative analysis across a broad range of securities and strategies, including private fund activity and alternative investments.

Lucas Baker is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at MarsJewett Financial Group since 2022 and previously spent five years at Brighton Jones and one year at Freestone Capital Management. Lucas is based in Bellevue, WA. MarsJewett Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with financial planning, consulting, investment management, and retirement plan consulting. The seven-advisor team manages approximately $900 million in mainly discretionary assets and employs a monthly investment planning committee that combines qualitative screening with quantitative portfolio analysis, focusing on risk-adjusted returns and consistency.

Dieter Drews is a financial advisor at Fortis Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fortis since 2025. Drews also oversees Prism Tax and Accounting Services, LLC, and owns Glacier Holdings LLC, which operates in sporting goods and fiduciary services. Fortis Capital Management serves individuals, families, and various institutional clients, offering financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and manages private pooled funds with performance-based fee arrangements.

Sandra Jones is a CFP® professional with seven years of experience currently at Arrivity Financial Planning. She previously worked at Perkins Coie Trust Company for nine years. Outside of financial advising, she is a distributor for Advocare nutrition products. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning focusing on cash flow, retirement, tax, estate, education, and risk-management topics for individuals, couples, and families. The firm emphasizes passively managed, low-cost index funds within globally diversified allocations and offers advice without discretionary portfolio management or custody of client assets.

Heike Lautenschlaeger is a CFP® and Series 65 credentialed advisor with two years of industry experience, currently serving at Chicory Wealth. Prior to joining Chicory Wealth, she worked for seven years at the International Labour Organization. She volunteers with Savvy Ladies Inc., providing free financial education for women. Chicory Wealth delivers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, along with tax preparation, estate planning assistance, and business consulting. The firm employs a comprehensive investment approach incorporating fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios.

Sabine Koenig is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Martin Nelson & Co., Inc. since 2002. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers tailored investment programs using a combination of charting, fundamental, technical, and cyclical analysis and manages client assets held at Hilltop Securities and Charles Schwab without imposing a firmwide account minimum.

Stanislav Vorobets is a financial advisor at Fortis Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Royal Eagle Inc. and Equitable Advisors, LLC. His background also includes roles outside finance, such as positions at Doordash and the University of Washington. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and related insurance and tax referral services. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled private funds with performance-based fee arrangements.

Zachary Cleveland is a CFA® charterholder and holds Series 65 and Series 66 licenses with one year of industry experience. He currently works at Parcion Private Wealth LLC and has prior experience with firms including Cresset Asset Management and CH Investment Partners. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and corporations, providing comprehensive wealth management and consulting services. The firm employs a combination of fundamental and technical analysis to tailor asset allocation, managing approximately $2.95 billion across about 165 clients.

Arlie Skurdal is a CFP® with 20 years of experience in the financial industry and is affiliated with Fortis Capital Management LLC in Seattle, WA. He serves as the club secretary for the University Kiwanis Foundation and provides professional consulting, including conducting Goals & Money seminars. Fortis Capital Management serves individuals, families, and institutional clients by offering financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive investment strategies, combining low-cost index allocations with concentrated equity approaches and thematic strategies.

Janet Welcher is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Fulcrum Capital, LLC since 2015. She is based in Seattle, WA, and works within a team of seven advisors at the firm. 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 mix of fundamental and technical analysis with both long- and short-term strategies, incorporating equities, fixed income, ETFs, and occasionally illiquid investments, while focusing on serving affluent households.

Eddy Su is a financial advisor at Mainsail Financial Group in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Mainsail, he worked at Equitable Advisors and Blue Raven Solar, and has also been involved in tutoring AP Physics courses. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to a diverse client base, including high net worth individuals and charitable organizations. The firm uses model portfolios and a variety of analytical strategies, offering both discretionary and non-discretionary services.

Amy Burry is a financial advisor at Tschetter Group in Bellevue, WA, holding Series 65 and Series 63 licenses with five years of industry experience. She has previously worked at Wells Fargo Advisors and KMS Financial Services, Inc. before joining Tschetter Group. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm manages discretionary accounts and a private pooled fund, using proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across diverse investment strategies.

Grayson Unger is a financial advisor at Auxano Advisors with three years of industry experience. He holds the Series 65 designation and previously worked seven years at F1 Consultancy before joining Auxano Advisors. Auxano Advisors provides comprehensive Family Office Services and investment advisory solutions to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.78 billion across around 724 client relationships, employing both fundamental and technical analysis in tailored investment strategies and maintaining the ability to utilize derivatives and borrowing within separately managed accounts.

Dakota Cryer is a Series 65-licensed advisor with WaFd Wealth, Inc. in Seattle, WA, and has one year of industry experience. Prior to joining WaFd Wealth, Cryer held positions in various retail and service roles, including at Westchase District and CycleGear. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, utilizing a range of investment strategies and ongoing account monitoring tailored to client objectives.