Thomas Swoffer is a CFA® charterholder with 26 years of industry experience. He has been with Talbot Financial, LLC since 2018 and previously worked at RW Baird and Asset Planning and Management. Talbot Financial provides discretionary investment supervisory services primarily to individuals, trusts, and pension plans, focusing on value-oriented, fundamental analysis and portfolios composed mainly of individual equities. The firm manages approximately $1.34 billion in discretionary assets and offers specialized unregistered real estate SPVs to qualified accredited investors.

Stanley Woodrome is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 65 designation with five years of industry experience. He has been with Paul R. Ried Financial Group since 2015. Paul R. Ried Financial Group offers investment advisory and standalone financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s investment approach centers on a dynamic asset allocation process informed by long-term fundamental valuation and behavioral finance, with an emphasis on client education and personalized reviews.

Kory Lackey is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at several firms including Columbia Pacific Wealth Management and Kibble & Prentice Holding Company before joining Cloud Capital Management, LLC in 2024 as part of a six-advisor team. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, providing discretionary investment management along with standalone financial consulting and due-diligence services. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

Aidan Tinnon is a financial advisor at WaFd Wealth, Inc. in Seattle, WA, holding a Series 65 credential with one year of industry experience. His prior work experience includes roles at WaFd Bank, Andonian Rugs, Inc., Office Depot, TA Petro, Northwest University, and Limitless Spokane Church. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm provides financial planning, wealth management, and investment consulting with portfolios tailored to client objectives using a range of investment strategies and ongoing account monitoring.

Daniel Gill is a financial advisor with Greene Wealth Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations and six years of industry experience. Prior to joining Greene Wealth Management in 2025, he worked at The Vanguard Group for six years and has held roles at Isagenix, Gonzaga University, and Smead Capital Management. Greene Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, businesses, qualified retirement plans, and charitable organizations, typically serving portfolios at or above $1 million. The firm uses a research-based, disciplined investment process focused on diversified global asset allocation, employs Independent Managers alongside mutual funds and ETFs, and conducts quarterly plan reviews with written updates and occasional calls involving economists and market strategists.

Robert Kemper is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 66 credential and over 22 years of industry experience. He has worked at Snider Retirement Strategies since 2009 and previously with LPL Financial. In addition to his advisory role, Kemper operates a CPA practice offering tax preparation and bookkeeping services and co-owns a septic and pumping service 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, using a strategic asset-allocation approach with a tactical overlay and incorporating third-party money managers and custodial platforms.

Randall Buck is a CFA® charterholder with 16 years of industry experience, currently serving at The Institute in Seattle, WA. He has held roles at Institute For Wealth Management LLC since 2019 and previously worked at Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. 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 to construct diversified model portfolios, and manages over $1 billion in assets with strategies ranging from ESG-focused ETFs to alternative-income and sector-rotation approaches.

William Schatz is a CFP® with 34 years of industry experience and is affiliated with Elliott Cove Capital Management. He has been with Elliott Cove Capital Management since 2003 and also worked at Lincoln Investment Planning, Inc. since 2009. Outside of his advisory work, he serves as president of the Tacoma Swiss Sportsman Club and is a board member of the Stanwood Camano Community Fair; he also assists with his family’s cattle farming operations. Elliott Cove Capital Management is a multi-team advisory firm providing fee-based portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined asset-allocation approach rooted in the efficient-market hypothesis, using index-style, allocation-based model portfolios primarily comprised of Dimensional Fund Advisors mutual funds and ETFs.

Henry Wurst is a CFP® with six years of industry experience, currently serving as a financial advisor at Garde Capital, Inc. He has held roles at several firms including Coldstream Wealth Management, Paracle Advisors, and The Vanguard Group. Garde Capital provides investment management and financial planning services to individuals, families, trusts, and institutional clients. The firm employs a portfolio approach based on modern portfolio theory and behavioral finance, primarily using low-cost exchange-traded funds tailored to client risk profiles.

Randy Lundy is a financial advisor with PracticeCFO Investments in Seattle, WA, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Hightower Advisors and Highland Private Wealth Management, as well as a five-year tenure at Downtown Cornerstone Church. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, Modern Portfolio Theory-based approach using low-cost ETFs and a blend of passive core exposure with tactical asset allocation.

Nikolas Grosch is a CFP® professional with nine years of industry experience, currently serving at Elliott Cove Capital Management where he has worked since 2019. Prior to that, he was employed at Dimensional Fund Advisors from 2016 to 2019. Grosch is based in Seattle, WA. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and government entities. The firm follows a disciplined asset-allocation investment approach centered on index-style, allocation-based model portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs.

Paul Misleh II is a CFA® charterholder with 12 years of industry experience. He is currently with Fortis Capital Management LLC in Bellevue, WA, where he has worked since 2014. Prior to focusing full time on Fortis Capital Management, he was a senior manager at Ernst & Young LLP in the transaction advisory group, specializing in big data analytics. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning, discretionary portfolio management, and access to affiliated tax and accounting services. The firm employs a combination of active and passive investment strategies across multiple asset classes, manages pooled private funds with performance-based fees, and offers model strategies alongside held-away account management.

Ashok Ramji is a financial advisor with Insight Folios in Kirkland, WA, holding Series 63, 65, and 66 licenses and possessing 12 years of industry experience. Prior to joining Insight Folios in 2019, he worked at Virtue Capital Management, Blue Duck Wealth Management, and Transamerica Financial Advisors. Outside of finance, he operates a tutoring business focused on K-12 math and exam preparation, as well as a warehousing and logistics enterprise. Insight Folios serves a diverse individual client base, including high-net-worth households, ERISA retirement plans, and other registered investment advisers. The firm offers discretionary portfolio management and comprehensive financial planning through its proprietary Simplicitree platform, integrating long-term trading strategies, artificial intelligence tools, and multi-disciplinary planning services.

Robert Mac Rae is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Robinswood Financial LLC since 2017 and previously held a position at VMware, Inc. from 2013 to 2017. He also operates a personal holding company, Fortitude LLC, for his independent contractor work as a Registered Investment Advisor Representative. Robinswood Financial serves individual investors as well as trusts, charitable organizations, and businesses by providing fee-only portfolio management, financial planning, and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using low-cost institutional index funds, Vanguard products, and Dimensional Fund Advisors, with discretionary portfolio management and periodic reviews.

Ashley Fancher is a financial advisor at Garde Capital, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been involved with Veritas Development, Inc., a real estate development company, where she serves as president overseeing development projects. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm employs a customized investment approach combining modern portfolio theory and behavioral finance, managing diversified portfolios primarily through low-cost ETFs and other securities tailored to client risk profiles.

Sterling Monroe is a Series 66-licensed financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, where he has worked since 2016. He has 13 years of industry experience and also maintains a role with LPL Financial LLC. Monroe facilitates the purchase of long-term care insurance policies for clients as part of his professional activities. 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 planning process and offers discretionary portfolio reviews, utilizing a range of investment instruments and analytical methods, and participates in multiple LPL Financial-sponsored platforms.

Ryan Stevens is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Kutscher Benner Barsness & Stevens, Inc. since 2011. Based in Seattle, WA, Stevens is part of a six-advisor team at the firm. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process, preparing routine written reports and using proprietary asset-allocation models with a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Larry Knudsen is a financial advisor at Hohimer Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors, LLC for 10 years. Outside of advisory roles, he is involved as a managing member in several LLCs owning commercial properties and is a 50% owner of Red Fern Properties, LLC and Red Fern Stables, LLC. Hohimer Wealth Management, LLC serves a diverse client base including individuals, trusts, foundations, and business entities. The firm employs a team-based approach utilizing active and passive investments across multiple asset classes, integrating alternative and pooled investments, and providing discretionary portfolio management and financial planning services.

Teresa Lamar is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, holding a Series 65 designation with 23 years of industry experience. She previously worked at LNW Wealth Management, LLC for five years and at Filament, LLC for eleven years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities by providing integrated wealth management, financial planning, investment management, and family-office services. The firm employs a long-term, tax-aware investment approach that blends passive and selective active strategies, emphasizing tailored portfolios and multi-generational planning.

Justin Vestman is a financial advisor with Lake Avenue Financial LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Golden State Equity Partners, LPL Financial, LLC, and Golden State Wealth Management, LLC. Outside of his advisory work, he serves as a basketball coach at Bellevue High School. Lake Avenue Financial provides financial planning, discretionary portfolio management, and referrals to third-party advisers for individuals, trusts, estates, charitable organizations, and brokerage clients. The firm offers a subscription education and coaching product and employs a multi-method research approach with a range of strategies implemented through both traditional discretionary management and a web-based platform.