Don Morgan Sr. is a financial advisor at Colmina, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and Kestra Financial Services, Inc. In addition to his advisory role, he has authored written work since 2023. Colmina, LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $85 million across about 40 clients, employing active, passive, and hybrid investment strategies tailored to client goals, and provides financial planning on flat-fee or hourly bases.

Nancy Dienes is a CFP® with 15 years of experience in financial planning, currently with Arrivity Financial Planning in Seattle, WA. She previously worked at Blue Canoe Financial Planning and other related firms. Outside of her advisory role, she serves as the sole trustee of the John and Marilyn Dienes Trust and acts as attorney in fact for property management related to her family. Arrivity Financial Planning offers hourly, fee-only comprehensive financial planning for individuals and families, focusing on cash flow, retirement, tax, estate, education, and risk-management topics. The firm generally favors passively managed, low-cost index funds within globally diversified portfolios and does not serve as a discretionary portfolio manager or take custody of client assets.

Christopher Kaminski is a CFP® and ChFC® with 15 years of experience in financial services. He has worked at Northwestern Mutual in various roles from 2009 to 2021 before joining Consilio Wealth Advisors, LLC in 2021. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis with a long-term focus, using a range of investment vehicles including options and derivatives within separately managed accounts.

Brooke Ashland is a Series 65-credentialed advisor with Cutler Investment Group in Bellevue, WA, where she has worked since 2014. She has 14 years of industry experience. Outside of her advisory role, she is involved in non-investment activities including business consulting and property ownership through entities such as Ashland Partners International and Moon and Back, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and utilizes third-party technology and AI tools to support research and portfolio oversight.

Stacee Kratovil is a CFP® professional with three years of experience, currently serving at Parcion Private Wealth LLC. She previously worked at U.S. Bank N.A. and BMO Harris Bank N.A., with six and five years of experience at each firm, respectively. Ms. Kratovil has been a member of the Advisory Board for the College of Business at Washington State University since 2017. Parcion Private Wealth provides comprehensive wealth management and consulting services to individuals, trusts, estates, corporations, and other business entities, typically working with clients having a minimum of $10 million in assets. The firm employs a tailored investment approach that includes fundamental and technical analysis and offers customized portfolio management alongside advisory services for held-away assets.

Ka Law is a financial advisor with WaFd Wealth, Inc., holding a Series 66 designation and 21 years of industry experience. Prior to joining WaFd Wealth in 2025, Ka Law worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets across 274 relationships. The firm offers a range of services including financial planning, wealth management, and retirement plan consulting, employing a variety of analytical approaches and investment strategies tailored to client objectives.

Brooke Trinh is a financial advisor at trueNorth Wealth Advisors in Seattle, WA, holding a Series 65 designation with 10 years of industry experience. She has been with trueNorth Wealth Advisors since 2013. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management across multiple advisory programs. The firm emphasizes strategic asset allocation and diversified portfolios using both passive and active funds, supported by fundamental analysis and tailored Investment Policy Statements.

David Tschetter is a financial advisor with the Tschetter Group in Bellevue, WA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at D.A. Davidson & Co. and Purshe Kaplan Sterling Investments. He is also licensed as an insurance agent, providing fixed insurance products when needed by clients. Tschetter Group serves individuals, high-net-worth clients, trusts, estates, and businesses through asset management, financial planning, and sub-advisory services. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering a range of investment strategies and acting as a private fund adviser and sponsor for its TG Private Market Opportunities Fund LP.

Ronald Geer is a financial advisor at Guide Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Guide Advisors, formerly Geer Financial Group, since 1996. Approximately 10% of his time is spent on insurance product sales and services as a licensed insurance agent. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning, co-advisory asset management through a third-party platform, and insurance and annuity products. The firm offers public seminars and educational workshops and generally acts as a co-advisor, handling client documentation and reviews while third-party managers implement investment strategies.

Katherine Policani is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA. She holds a Series 65 designation and has been with the firm or its dba, AFG Financial, LLC, since 2017. Prior to this, she was involved with Seed Church from 2015 to 2018. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm takes a primarily long-term, fundamental approach to investing, offering customized portfolios that utilize low-cost mutual funds, ETFs, individual securities, and occasional short-term trading, and serves clients through a multi-team structure.

Edward Ward is a financial advisor at Robinswood Financial in Kirkland, WA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Robinswood Financial since 2007. Outside of his advisory role, he serves as the sole trustee overseeing a family-run vacation rental property business in Oregon. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses, offering fee-only investment management and financial planning. The firm employs a globally diversified, long-term asset allocation strategy using low-cost institutional index funds and ETFs, managing portfolios on a discretionary basis with regular reviews.

David Gearring Jr. is a financial advisor at Goldbloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldbloom Wealth Management since 2018. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Daniel Kim is a CFA® charterholder with 12 years of industry experience, currently serving at Penserra Wealth Management. He previously worked for Blackcrane Capital from 2012 to 2023 and has held roles at Saturna Capital Corporation and Saturna Brokerage Services since 2023. Penserra Wealth Management, LLC is an SEC-registered investment adviser that offers discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of analytical methods and implements a range of investment strategies including ETFs, mutual funds, options, and alternative investments.

Andrew Weiss is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 credential. He has two years of industry experience, including time at Tschetter Group and prior roles at the University of Washington and Glendale Country Club, as well as service in the United States Marine Corps. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering strategies that include dividend growth, capital appreciation, international, and a crypto/digital-asset ETF sleeve.

Andrew Holte is a financial advisor at Wise Planning, Inc. in Seattle, WA, with 4 years of industry experience. He holds a Series 65 designation and previously worked at Plexus Scientific Corporation for 14 years before joining Wise Planning in 2021. Wise Planning, Inc. serves individuals, families—including high net worth clients—and corporate pension and profit-sharing plans, trusts, and estates. The firm emphasizes comprehensive personal financial planning and portfolio management, primarily on a non-discretionary basis, with investment strategies focused on low-cost, broad-market index funds and ETFs.

Kyle O'Connor is a CFP® professional with 12 years of experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2015. He holds the Series 66 designation and is based in Seattle, WA. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees, providing integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports and operates primarily on a non-discretionary basis, seeking client approval before implementing portfolio changes.

Marcus Knauss is a financial advisor at Decker Retirement Planning Inc. in Bellevue, WA, with 12 years of industry experience. He holds the Series 66 designation and has worked at Joslin Capital Advisors, LLC, Independent Financial Group LLC, and Comprehensive Wealth Management. Decker Retirement Planning provides personalized retirement and comprehensive financial planning, along with discretionary investment management, serving individuals, plans, trusts, estates, charities, corporations, and other entities. The firm uses primarily quantitative, computer-driven models and third-party trading signals, offering portfolios that include ETFs, alternative exposures, and a client financial planning process prior to asset management.

Ralph Chiocco is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Elliott Cove Capital Management since 2003. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification through index-type mutual funds and ETFs, following an efficient-market, factor-oriented investment philosophy, and offers specialized retirement-plan advising including ERISA 3(21) co-fiduciary and 3(38) discretionary investment-manager services.

Ali Memaran Dadgar is a Series 65-licensed financial advisor at Elite Wealth Management, Inc. with two years of industry experience. He is also the principal owner of Elite Accounting & Financial Services, a full-service accounting firm he has operated since 2009. Elite Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, as well as other financial firms through model portfolios and white-label arrangements. The firm employs a variety of investment strategies, including dynamic option overlays and tactical long/short approaches, and maintains an operational affiliation with Lattice Capital Management, which manages affiliated private funds.

Luke Collova is a CFP® with 13 years of industry experience, currently serving at Bear Mountain Capital Inc. in Seattle, WA. He has been with Bear Mountain Capital Management, Inc. since 2013. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and separate hourly financial planning engagements. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios with index ETFs, mutual funds, equities, and fixed-income securities.