James Hua is a financial advisor at Opal Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including Emergent Capital, Inc. and Sheppard Wealth Management. Outside of advisory work, Mr. Hua co-founded Bellevue Funding LLC, a specialty finance company focused on hard money lending, where he serves as Portfolio Manager. Opal Advisors is an SEC-registered, fee-based investment adviser serving individuals, small businesses, and retirement plans. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, employing a process that includes active security selection and the use of third-party managers.

Richard Wyman is a financial advisor at Highland Capital Advisors, LLC with 28 years of industry experience. He has been with Highland Capital Advisors since 2006. He holds Series 63 and Series 65 designations. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm focuses on non-discretionary investment consulting using institutional analytic techniques and restricts its advice to non-covered securities without providing continuous portfolio supervision.

Susanna Fraser is a financial advisor at Asset One Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Asset One, she held various roles including positions at Western Washington University, Makeworth Coffee Roasters, and Target Corporation. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolio construction based on client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and Independent Managers.

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.

Brooke Crawford is a CFP® with four years of industry experience, currently serving at Wise Planning, Inc. since 2023. Her prior roles include positions at The Vanguard Group and various companies outside the financial sector. Wise Planning, Inc. provides financial advice to individuals, families, and institutional clients through comprehensive financial planning and portfolio management. The firm operates primarily on a non-discretionary basis, emphasizing low-cost, broad-market index funds and offering a flat, asset-and-complexity-based fee structure.

Erik Austin is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding a Series 65 designation. He has prior experience at RBC Wealth Management and Symetra. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, consulting, wealth and investment management, and retirement plan consulting, using tailored portfolios with exchange-traded funds, equities, debt securities, and independent managers.

Joshua Moore is a financial advisor at Mainsail Financial Group in Bellevue, WA, holding a Series 66 designation with five years of industry experience. Prior to joining Mainsail Financial Group in 2025, he worked at Edward Jones for four years and was employed by SightLife for seven years. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios developed by its investment committee and employs various analysis and strategies, delivering services on both discretionary and non-discretionary bases.

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.

Jeffrey Hughes is a financial advisor at Investor Fan with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Investor Fan for 12 years. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a Modern Portfolio Theory-based investment approach, incorporating fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to each client's goals.

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.

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.

Samuel Rice is a Series 65-licensed financial advisor with PCM Encore, LLC in Bellevue, WA. He has two years of industry experience, including eight years at Assurance IQ before joining PCM Encore. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with comprehensive wealth management, family office services, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction using a mix of passive and active investment strategies and integrates tax-aware approaches such as Direct Indexing and tax-loss harvesting.

Suhas Joshi is a financial advisor at Prospero Wealth, LLC with three years of industry experience. He holds a Series 65 designation. Before joining Prospero Wealth in 2022, he worked at Stripe for three years and Facebook, Inc. for seven years. Prospero Wealth, LLC 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, ETFs, derivative strategies, and offers assets-under-advisement consulting to other advisers.

Baljit Gill is a financial advisor at Hohimer Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for eight years and at Ohno Construction Company for two years. Hohimer Wealth Management is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies, and manages private real estate funds and pooled investment vehicles.

Shawn Nelson is a financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 license and 26 years of industry experience. He has been with Boone Wealth Advisors since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2000. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting intake process to develop tailored plans and offers a range of investment strategies including ETFs, mutual funds, individual securities, and independent money managers.

William Verrill is a financial advisor with Aviso Wealth Management in Seattle, WA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at multiple firms including Cetera Advisors LLC and First Allied Advisory Services prior to joining Aviso Wealth Management. Outside of his advisory role, Verrill is involved in several aviation-related business ventures, including ownership positions in aircraft leasing and maintenance companies. Aviso Wealth Management serves individuals, families, trusts, corporations, charitable organizations, and pension plans by providing financial planning, portfolio management, and consulting services. The firm employs a range of investment strategies and manages both discretionary and non-discretionary accounts, operating with a team of nine advisors and approximately $621 million in assets under management.

Davis Walker is a CFP® professional with six years of industry experience. He has been with Auxano Advisors since 2017 and previously worked at Madrona Financial Services. Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering comprehensive Family Office Services along with investment advisory and portfolio management. The firm employs a range of strategies including fundamental, technical, and cyclical analysis and manages approximately $1.78 billion across 724 client relationships.

Rey Santodomingo is a CFP® and CFA® with over 15 years of industry experience, currently serving as an advisor at Garde Capital, Inc. since 2024. His prior experience includes roles at Bank of America Private Bank and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension clients. The firm employs a customized, globally diversified investment approach combining modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Sheldon Sweeney is a financial advisor at Snider Financial Group with 13 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. His prior roles include positions at Hornor Townsend & Kent Inc, Pacific Capital Resource Group, LPL Financial, and Composition Wealth, LLC. He also has a 10% ownership interest in a non-variable insurance business. 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 and employs a strategic asset-allocation framework with tactical overlays, offering comprehensive services that include retirement and tax planning, insurance review, and portfolio management.

Robert Phillips is a CFP® with 19 years of industry experience, currently serving at Asset One Wealth Management, LLC. His prior roles include positions at LPL Financial, LLC and Woodbury Financial Services, Inc. He also provides insurance advice as a licensed agent. Asset One Wealth Management offers financial planning, discretionary investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, business entities, and charitable organizations. The firm focuses on customized strategic asset allocation and employs a combination of individual securities, ETFs, and selected Independent Managers in its portfolios.