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. with Series 65 and Series 63 credentials. He has been with Bear Mountain Capital since 2026 and has prior experience in credit unions, real estate, and banking. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily focusing on discretionary portfolio management and separate hourly financial planning engagements. The firm also manages private funds, employing a long-term investment approach centered on diversified, tax-efficient portfolios and investments that may produce regular distributions or capital appreciation.

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®-designated financial advisor at Auxano Advisors in Bellevue, WA, with three years of industry experience. He has been with Auxano Advisors since 2020 and previously worked at Key Investment Services and Key Bank. Auxano Advisors provides comprehensive Family Office Services and investment advisory for individuals, high net worth clients, pension plans, trusts, charitable organizations, and corporations. The firm employs a tailored investment approach incorporating fundamental, technical, and cyclical analysis, with the capacity to use derivatives and borrowing within separately managed accounts.

John Griffin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mainsail Financial Group in Bellevue, WA. Before joining Mainsail in 2026, he worked at Lido Advisors, Brighton Jones, and Fidelity in various roles. Mainsail Financial Group offers portfolio management, individualized financial planning, and retirement plan consulting to a diverse client base, including high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios developed by its investment committee and employs multiple strategies such as asset allocation and fundamental and quantitative techniques, with services provided on both discretionary and non-discretionary bases.

Shana Moffatt is a financial advisor at Sonata Capital Group Inc with 23 years of industry experience. She holds Series 63 and Series 65 licenses and 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. The firm’s investment approach centers on asset allocation tailored to clients’ time horizons and risk tolerance, employing both fundamental and technical analysis while utilizing a broad range of instruments including options and derivatives.

Carin Sevigny is a CFP® with 12 years of industry experience. She is currently with Consilio Wealth Advisors, LLC, where she has worked for one year. Her prior experience includes positions at The Retirement Solution and the College of Financial Planning. Sevigny is also a licensed insurance agent, dedicating part of her time to implementing insurance recommendations. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm combines Modern Portfolio Theory and fundamental analysis with a long-term investment approach, customizing allocations and utilizing third-party tools to monitor and rebalance portfolios.

Robert Fairbrook is a financial advisor at Wise Planning, Inc. in Seattle, WA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wise Planning since 2007 and Ernst & Young Investment Advisers LLP since 2009. In addition to his advisory role, he provides educational seminars to employees of Ernst & Young’s corporate clients. Wise Planning, Inc. serves individuals, families, and institutional clients, offering comprehensive financial planning and portfolio management primarily on a non-discretionary basis. The firm emphasizes low-cost, broad-market index investments and operates with a flat fee structure rather than charging based on assets under management.

Richard Severs is a CFP® and CFA® credentialed advisor at Garde Capital, Inc. in Seattle, WA, with 21 years of industry experience. He has been with Garde Capital since 2009. Outside of his advisory role, he serves as treasurer for a local homeowners association that manages liability protection for a neighborhood park. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm employs a customized investment approach that integrates modern portfolio theory and behavioral finance, utilizing diversified portfolios primarily composed of low-cost exchange-traded funds alongside select individual securities and alternatives.

Tyler Lively is a CFP® certificant with 11 years of industry experience. He currently works at SPG Advisors LLC, where he has been since 2023, following eight years at The Retirement Solution Inc. From 2015 to 2017, he was also associated with Retirement Income Solutions Inc. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to develop portfolios that include mutual funds, ETFs, and other strategies, while coordinating planning around estate, tax, insurance, and retirement issues.

Douglas Donnelly is a financial advisor at The Institute with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Concert Wealth Management, Concert Global Group, and Stephen A. Kohn & Associates. Outside of finance, he is a 25% partner in Passing Time Winery, where he contributes to strategic planning. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $1.37 billion for about 803 clients through a team of 17 advisors. The firm’s investment process involves an internal committee that constructs model portfolios blending fundamental and technical analysis, offering both firm-managed and customized advisor-managed strategies.

Penelope Claire Holmes is a CFP® professional with two years of industry experience. She is currently with Creative Money LLC and previously worked at Compass Wealth Management, LLC. Outside of the financial sector, Holmes was involved in an entrepreneurial venture, operating Sebastian Enterprises LLC, doing business as Piedmont BARK, for eight years. Creative Money LLC provides fee-based financial planning focused on retirement, cash flow and debt management, estate planning, employee benefits, and business planning. The firm does not manage client assets or charge fees based on assets under management, instead offering written or electronic tailored plans and recommending passive, asset-class portfolios composed of index mutual funds or ETFs.

Kevin Penner is a CFP® with 10 years of experience in the financial advisory industry. He is currently with Parcion Private Wealth LLC, where he has worked since 2021. His prior experience includes roles at Pathstone, Cornerstone Advisors, Inc., and Financial Resources Group. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum of $10 million. The firm offers comprehensive wealth management and consulting services, including financial planning, retirement and tax planning, and portfolio management, employing a tailored investment approach that incorporates fundamental and technical analysis.

Nathan Mumford is a CFA® charterholder with Series 65 and 66 licenses and five years of industry experience. He has worked at Parcion Private Wealth LLC since 2025 following six years at Tschetter Group. Parcion Private Wealth LLC serves high-net-worth individuals, trusts, estates, corporations, and other entities, offering customized wealth management and consulting services that include financial planning, retirement and tax strategies, and portfolio management. The firm combines fundamental and technical analysis to tailor asset allocation and manages approximately $2.95 billion in assets across about 165 clients.

Aalok Shah is a CFP® with nine years of industry experience, currently serving as an advisor at Harbour Investment Management L.L.C. He has worked at firms including Lair Hill Partners Inc, Zuna, LLC, Northwest Capital Management, and Heintzberger Payne. Shah is based in Edmonds, WA, and holds Series 63 and Series 65 licenses. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term portfolio management, overseeing approximately $470 million in assets for around 195 clients through a five-advisor team.

Joshua Spiegelman is a financial advisor at Goldbloom Wealth Management LLC with nine years of industry experience. He holds the Series 65 designation and has been with Goldbloom Wealth Management in various capacities since 2007. Goldbloom Wealth Management LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm’s investment process is based on individualized Investment Policy Statements and incorporates fundamental and quantitative analysis, optimization tools, and periodic reviews, utilizing a range of strategies and third-party platforms.

Ian Fink is a Series 65-registered advisor with Goldbloom Wealth Management LLC, based in Mercer Island, WA, with one year of industry experience. His work history includes roles at Farther and the University of Washington Housing & Food Services. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing about $100.8 million for roughly 145 clients. The firm offers portfolio management, financial planning, and retirement-rollover guidance to individual and high-net-worth clients, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.