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®-certified advisor with 14 years of industry experience. She has worked at Cetera and D.A. Davidson & Co. before joining Paul R. Ried Financial Group, LLC, where she has been based since 2015. 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 client assets through a team of nine advisors, employing a dynamic asset allocation process that emphasizes long-term fundamental valuation, diversified manager selection, and ongoing client education.

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 with 22 years of industry experience. He is currently with Colmina, LLC, a team-based firm, where he has worked since 2026. His prior roles include positions at Luminae, LPL Financial LLC, Borealis Capital LLC, and SMI Capital Markets LLC, among others. Colmina, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, and other entities. The firm employs active, passive, and hybrid strategies across various asset classes and customizes financial plans to each client’s circumstances.

Colin Gray is a CFP® professional with 15 years of industry experience. He is currently with Pacific Sage Partners, LLC and has previously worked at CAPTrust, Tradewinds Capital Management, Charles Schwab, and Edward Jones. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses with discretionary investment management and comprehensive wealth management services. The firm employs a customized investment approach based on clients’ goals and risk tolerance, combining fundamental and technical analysis with a fiduciary standard and ongoing client communication.

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.

William Romig is a CFA® charterholder with 28 years of industry experience. He is currently with Strait & Sound Wealth Management LLC and previously worked at JPMorgan Securities LLC and Scottrade. Outside of his advisory role, he is a one-third owner of Katz View, LLC, a private entity unrelated to investment advising. Strait & Sound provides discretionary wealth management, financial planning, and investment consulting to individual and high-net-worth clients as well as business entities. The firm employs a mosaic investment approach combining valuation metrics, behavioral and technical analysis, and portfolio construction focused on diversification and capital preservation.

Bao Ly is a financial advisor with Opal Advisors in Bellevue, WA, holding a Series 65 designation and five years of industry experience. He has worked with Opal Advisors since 2017 and is also COO and owner of Bellevue Funding, a company that makes opportunistic real estate loans. He holds a real estate broker’s license and is a licensed insurance agent, although he allocates limited time to these activities. Opal Advisors provides portfolio management and integrated financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages separately managed accounts and a private pooled investment vehicle, employing strategies that include public equities, ETFs, options, and illiquid private investments.

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.

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. in Seattle, WA. He holds Series 63 and Series 65 licenses and has prior experience at Gesa Credit Union, John L Scott, and Washington Federal Bank. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm’s investment approach is long-term, emphasizing diversified, tax-efficient portfolios grounded in Modern Portfolio Theory, with discretionary portfolio management and private fund advisory services.

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® with three years of industry experience currently serving at Auxano Advisors in Bellevue, WA. He has worked within the firm since 2020 and previously held positions at Key Investment Services and Key Bank. Auxano Advisors serves a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations, providing Family Office Services and investment advisory with approximately $1.78 billion under management. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, and is notable for its use of derivatives and borrowing within separately managed accounts.

Adrian Fernandez is a financial advisor at Opal Advisors with a Series 65 credential and one year of industry experience. Prior to joining Opal Advisors, he held roles at Qualcomm and Upway, among other positions. Opal Advisors is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses with portfolio management and integrated financial planning. The firm manages separately managed accounts, pension and profit-sharing consulting, and a private pooled investment vehicle, employing a range of strategies including public equities, ETFs, options, and private investments.