Lev Marcus is a CFA® charterholder affiliated with Fulcrum Capital, LLC in Seattle, WA. He has over six years of industry experience, including roles at Merriman Wealth Management and Northern Trust. Prior to his advisory career, he worked at the University of Washington for five years. Fulcrum Capital, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations, typically serving clients with a $1 million minimum. The firm employs both fundamental and technical analysis across various asset classes and may incorporate ESG factors in security selection, with a focus on liquid portfolio construction and occasional use of illiquid investments.

Kalena Laurent is a financial advisor with Parcion Private Wealth LLC in Bellevue, WA. She holds a Series 65 designation and has four years of industry experience. Prior to joining Parcion in 2022, she worked at Brighton Jones from 2018 to 2022. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with minimum relationship sizes of $10 million. The firm offers comprehensive wealth management and consulting services, including financial planning and portfolio management, using a mix of individual equities, fixed income, ETFs, mutual funds, and alternative investments tailored to each client’s risk tolerance and goals.

Jordan Stover is a CFP® professional with seven years of experience in financial advising. He has been with Fortis Capital Management LLC since 2020 and previously worked at TD Ameritrade Institutional and several other firms. Outside of finance, his background includes roles at Draft Republic and the YMCA. Fortis Capital Management serves individuals, families, businesses, and institutional clients by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and manages private pooled funds while coordinating with other professionals as needed.

Jonathan Magee is a financial advisor at Hidden Cove Wealth Management with six years of industry experience and a Series 66 designation. He has worked at several firms, including Resources Investment Advisors, LLC, One Strategic Capital, Inc., and Hornor, Townsend & Kent, LLC. Outside of advising, he is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach that combines portfolio management with written financial plans and uses diversified asset-allocation strategies informed by modern portfolio theory.

Gary Lucy is a CFP® professional with 27 years of industry experience, currently serving at Pacific Asset Management, LLC since 1998. He also has over four decades of experience with Cox & Lucy, CPA's. Pacific Asset Management serves individual and high-net-worth clients, as well as employer plan sponsors, providing discretionary portfolio management and pension consulting. The firm uses an evidence-based, primarily passive investment approach focused on low-cost, globally diversified index funds and emphasizes long-term investor behavior and tax efficiency.

Michael Varga is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 66 designation with 21 years of industry experience. He has been with EQ Wealth Management since 2018 and previously worked at Capital Planning LLC. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds, managing approximately $941.7 million in assets with a nine-advisor team. The firm employs a disciplined investment process governed by an Investment Policy Committee and offers discretionary and non-discretionary investment management, financial planning, and access to customized and third-party managed portfolios.

Mitchell Freedman is a financial advisor with Strait & Sound Wealth Management LLC, bringing 24 years of industry experience. He previously spent 22 years at Genter Advisors LLC and has operated an accounting office, Mitch Freedman PS, since 1995. Freedman combines his financial advisory work with managing this accounting practice. Strait & Sound serves individual and high-net-worth clients, offering discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach to create tailored portfolios focused on diversification and capital preservation.

Scott Benner is a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, holding a Series 65 credential with 19 years of industry experience. He has been with KBBS since 2006. In addition to his advisory role, Benner practices law as of counsel at the law firm KHBB Law PLLC. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees with integrated financial planning and portfolio management, emphasizing a disciplined planning process and client involvement. The firm employs proprietary asset-allocation models and a combination of active and passive managers, typically operating on a non-discretionary basis.

Emily Weed is a CFP® certified financial advisor with ten years of industry experience. She currently works at Emerald Advisors, LLC, where she has been since 2019, and previously held roles at M.S. Howells & CO, Bank of America, Merrill, and AXA Advisors. Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations, and business entities through a multi-family office model combining financial planning, consulting, and discretionary investment management. The firm emphasizes capital preservation and tax-aware strategies while managing nearly $941.4 million in client assets with a small team, offering customized investment approaches and a variety of family office services.

Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.

Lars Phillips is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He has worked at Avier Wealth Advisors (formerly Retirement Asset Management) since 2012, serving the firm through its transition and growth. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities, emphasizing diversified asset allocation with institutional-class, low-cost mutual funds and ETFs informed by academic research. The firm operates as a larger multi-advisor team with a strong focus on credentialed professionals and incorporates documented due diligence and ongoing monitoring of sub-advisers in its approach.

Chadd Peachey is a CFP® professional with seven years of experience in the financial services industry. He is currently with DecisionPoint Financial, LLC, where he has worked since 2018 in various roles and joined the team category firm in 2021. Prior to that, he held positions at The Vanguard Group, Inc. and The Professional Financial Company. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis to manage client assets across a diversified range of investment vehicles.

Hans Krippaehne is a CFA® charterholder with four years of industry experience. He has worked at Fulcrum Capital, LLC since 2022 and previously held positions at Coldstream Wealth Management and Paracle Advisors. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs a combination of fundamental and technical analysis and uses a variety of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on portfolio construction around liquid assets.

Loren Sanchez is a CFP® with eight years of industry experience, currently serving as an advisor at WaFd Wealth, Inc. Since joining WaFd Wealth in 2025, he has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets across 274 client relationships. The firm provides financial planning, consulting, wealth management, investment management, and retirement plan consulting services using a combination of fundamental, technical, top-down, and bottom-up analysis.

Anne Marie Consentino is a CFP® with three years of experience in financial planning. She is currently with Arrivity Financial Planning in Seattle, WA. Prior to joining Arrivity, she worked at CPA Seattle. Arrivity Financial Planning offers fee-only comprehensive financial planning to individuals, couples, and families, focusing on cash flow, retirement, tax, estate, education, and risk-management topics. The firm emphasizes passively managed, low-cost index funds within globally diversified portfolios and provides advice without discretionary portfolio management or custody of client assets.

Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

Brian Mars is a CFP® and holds a Series 66 license with 19 years of industry experience. He is a financial advisor and shareholder at MarsJewett Financial Group, where he has worked since 2018. Prior to that, he was with Cetera Advisor Networks for five years. Mars serves as treasurer for the nonprofit Worldview Matters. MarsJewett Financial Group manages approximately $735 million for a diverse client base including individuals, trusts, and retirement plans. The firm emphasizes discretionary asset management and employs a committee-based investment selection process focused on risk-adjusted returns, tailoring portfolios to client-specific needs.

Darryl Chouinard is a financial advisor at Nepsis, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Heritage Wealth Management and Elite Investment Team. Outside of his advisory role, he serves as CEO of Innovative Income Consulting, a business focused on consulting with CPAs and attorneys to enhance client relationships. Nepsis, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement accounts, charities, and businesses. The firm offers investment management primarily through a wrap-fee program and also markets research and educational services to other financial advisors.

Janiece Collopy is a financial advisor at WaFd Wealth, Inc with a Series 66 credential and one year of industry experience. She previously worked at Merrill for three years. Outside of finance, she is involved in yoga and wellness and has served as a substitute yoga instructor. WaFd Wealth, Inc serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets across 274 client relationships. The firm offers financial planning, wealth management, and investment consulting with portfolios tailored to client objectives using a range of securities and independent managers.

John Chavez is a CFP®-certified financial advisor with WaFd Wealth, Inc. in Seattle, WA, bringing 31 years of industry experience, including a long tenure at Merrill from 1994 to 2025. He is the owner of two LLCs, Innovative Concepts & Design and Practice Perfect Golf Solutions, which support his entrepreneurial ventures and invention pursuits. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $348 million in client assets using tailored portfolios that incorporate ETFs, individual securities, and independent managers, supported by comprehensive financial planning and consulting services.