Connor Donnelly is a financial advisor at The Institute with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2010 to 2020 before joining The Institute for Wealth Management in 2020. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across various strategies, including ESG-focused ETFs, sector rotation, and alternative income.

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.

Tyler Donnelly is a financial advisor at Arrivity Financial Planning in Seattle, WA, with three years of industry experience. He holds a Series 65 designation and has worked at Arrivity since 2022. His prior work experience includes roles outside the financial industry, including positions at Merit Electric and Corepower Yoga. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive hourly financial planning services. The firm emphasizes a globally diversified, low-cost passive investment approach and provides implementation support without taking custody or discretionary trading authority of client accounts.

Wesley Mc Bratney is a financial advisor at The Retirement Solution LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Equitable Advisors, and Axa Advisors. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm uses model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to balance upside potential with downside risk.

Cynthia Mueller is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at The Retirement Solution Inc. since 2013 and currently serves at The Retirement Solution LLC. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolios that incorporate mutual funds and ETFs with fundamental and technical analysis.

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.

Anthony Hollerich is a financial advisor at The Institute with a Series 65 designation and one year of industry experience. He previously worked at Madison Private Wealth Management and has been with The Institute since 2025. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across 803 clients. The firm utilizes an internally led Investment Committee to construct model portfolios and offers both firm-managed and advisor-managed investment options, with a strategy range that includes ESG-oriented core portfolios and tactical sector rotation.

Alden Gwinn is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Fidelity Investments and Norris & Stevens. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities, utilizing proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis. The firm manages discretionary accounts and a private pooled fund focused on venture capital, private equity, and regional real estate investments.

Chad Bearden is a financial advisor at Hidden Cove Wealth Management with four years of industry experience. He holds a Series 65 designation and previously served in the United States Navy for 20 years. In addition to his advisory role, he is an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages diversified portfolios primarily on a discretionary basis, utilizing a range of investment vehicles and Independent Managers, and serves several hundred client relationships.

Bryan Hays is a financial advisor with Prota Financial in Redmond, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Prota Financial since 2017 and previously spent seven years at Merrill. Outside of his advisory role, Bryan is a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm utilizes model-based portfolio management, including ETF, equity, and Sharia-compliant portfolios, and manages $270 million in regulatory assets under management.

Shaun Dean is a financial advisor at Aspire Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including M.S. Howells & Co., Arbor Point Advisors, and Securities America, Inc. Outside of his advisory role, he consults for a consumer services business, Anne Marie Aesthetics, in Bellevue, WA. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with periodic use of individual securities and independent managers.

Mark Chin is a Series 65-credentialed financial advisor with The Retirement Solution LLC in Redmond, WA. He has prior experience at Portlock Labs, Squishy Squad, Inc., and the University of Hawaii. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a variety of clients including individuals, trusts, and corporations. The firm uses model portfolios tailored to client objectives and risk tolerance, offers tax-aware strategies, and integrates estate-planning coordination and third-party options programs into its services.

Eli Gripp is an advisor at Tschetter Group with a Series 65 designation and three years of industry experience. Prior to joining Tschetter Group in 2023, he worked at RXA @ OneMagnify and held roles at the University of Washington Disability Resources for Students and Young Financial Services. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across a diverse range of strategies, including a privately offered pooled vehicle focusing on venture capital, private equity, and regional real estate investments.

Eric Penz is a financial advisor at Private Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Advisory Group LLC since 2014, following a one-year tenure at Wells Fargo Clearing. Outside of his advisory role, he is the owner of Authorgate LLC, where he writes novels and screenplays. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolios across various asset classes and employs strategies including derivatives and borrowing to meet client objectives, often managing assets on a discretionary basis.

Craig Chucka is a financial advisor with Snider Financial Group, holding a Series 65 designation and six years of industry experience. He has worked at Snider Financial Group since 2020 and is also the owner and member manager of Geddes Chucka PLLC, a CPA firm he has managed since 2003. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, overseeing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation approach with a tactical overlay, integrating comprehensive planning areas such as retirement, tax, insurance, and estate considerations into its client services.

Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience. He is currently with Tschetter Group, where he has worked since 2017. Prior to joining Tschetter Group, he worked at D.A. Davidson & Co. from 2015 to 2017. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment process utilizes proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering customized portfolios and managing a private fund-of-funds with exposure to venture capital, private equity, and real estate.

Curtis Nilsen is a financial advisor at Hohimer Wealth Management, LLC in Seattle, WA, with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mutual of America, Blue Nile Inc, and MassMutual Northwest. Hohimer Wealth Management is an SEC-registered multi-advisor firm that serves individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a variety of fundamental, quantitative, technical, and qualitative investment strategies and acts as investment manager for private real estate funds and pooled investment vehicles.

Jason Sikma is a financial advisor at Lake Avenue Financial LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity and its affiliated entities for over a decade before joining Lake Avenue Financial. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and other financial institutions. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting services, emphasizing customized asset allocation and model-based portfolio construction.

Timothy Kimmel is a CFP® professional with 34 years of experience in the financial advisory industry. He has been with Paul R. Ried Financial Group, LLC since 1993 and previously worked at Cetera Advisor Networks LLC from 2013 to 2024. He serves as a board member for Monster and Sea, a charitable organization based in Redmond, WA. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in assets across more than 1,000 client relationships. The firm employs a dynamic asset allocation process emphasizing longer-term fundamental valuation, manager specialization, and diversified selection, supported by third-party research and client education.