Alvin Kwak is a financial advisor at Harbour Investment Management L.L.C. with a Series 65 credential. He has been with Harbour since 2025 and has prior experience at MAZO Capital Solution, District 2 Capital, and Sparrow Vision. Outside of finance, he has worked at Oki Golf and attended Columbia University. Harbour Investment Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs fundamental analysis to build diversified portfolios and manages approximately $470 million in assets for about 195 clients.

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.

Keaton Dean is an Investment Consultant at Fidelity Investments, where he works closely with clients and their families to develop financial plans tailored to their individual goals and preferences. He focuses on understanding each client's financial situation to implement effective retirement and investment strategies. Keaton began his career at Fidelity Investments as a Financial Representative in 2022 before advancing to his current role in 2023. His experience centers on creating comprehensive financial plans that address clients' unique needs. Outside of his professional work, Keaton engages in board games, fitness activities, reading, and volunteering.

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 financial advisor at Cloud Capital with 19 years of industry experience and holds a Series 65 designation. His prior experience includes roles at Columbia Pacific Wealth Management and CI Columbia Pacific Private Wealth. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm employs both quantitative and qualitative analysis in its investment process and offers services including portfolio construction, monitoring, and alternative investment due diligence.

Daniel Gill is a financial advisor at Greene Wealth Management, LLC in Seattle, WA, holding Series 65 and Series 63 credentials with six years of industry experience. Before joining Greene Wealth Management in 2025, he worked at The Vanguard Group for six years and held other roles including positions at Isagenix and Gonzaga University. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, businesses, qualified retirement plans, and charitable organizations, typically managing portfolios over $1,000,000. The firm employs a disciplined, research-based investment process with global asset allocation, independent managers, and periodic plan reviews.

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.