Alden Gwinn is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Fidelity Investments and AT&T Communications. Gwinn is part of a team-based advisory approach at Tschetter Group. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models combined with fundamental, quantitative, and technical analysis across a range of strategies and also serves as an adviser and sponsor to a privately offered pooled fund focused on venture capital, private equity, and real estate investments.

Chad Bearden is a financial advisor at Hidden Cove Wealth Management with four years of industry experience. He holds a Series 65 designation and previously served in the United States Navy for 20 years. In addition to his advisory role, he is an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages diversified portfolios primarily on a discretionary basis, utilizing a range of investment vehicles and Independent Managers, and serves several hundred client relationships.

Brooke Crawford is a CFP® with three years of industry experience, currently serving at Wise Planning, Inc. in Seattle. Prior to Wise Planning, she held positions at The Vanguard Group and a variety of other companies across different sectors. Wise Planning, Inc. provides financial advice to individuals, families, and institutional clients, focusing on comprehensive personal financial planning and portfolio management primarily on a non-discretionary basis. The firm emphasizes low-cost, broad-market index investments and offers both asset-based and hourly fee structures.

Erik Austin is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding a Series 65 designation. He has prior experience at RBC Wealth Management and Symetra. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, consulting, wealth and investment management, and retirement plan consulting, using tailored portfolios with exchange-traded funds, equities, debt securities, and independent managers.

Eli Gripp is an advisor at Tschetter Group with a Series 65 designation and three years of industry experience. Prior to joining Tschetter Group in 2023, he worked at RXA @ OneMagnify and held roles at the University of Washington Disability Resources for Students and Young Financial Services. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across a diverse range of strategies, including a privately offered pooled vehicle focusing on venture capital, private equity, and regional real estate investments.

Joshua Moore is a financial advisor at Mainsail Financial Group with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and SightLife. Mainsail Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, individualized financial planning, and retirement plan consulting. The firm uses model portfolios developed by its investment committee and employs various analysis techniques, delivering services on both discretionary and non-discretionary bases.

Craig Chucka is a financial advisor with Snider Financial Group, holding a Series 65 designation and six years of industry experience. He has worked at Snider Financial Group since 2020 and is also the owner and member manager of Geddes Chucka PLLC, a CPA firm he has managed since 2003. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, overseeing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation approach with a tactical overlay, integrating comprehensive planning areas such as retirement, tax, insurance, and estate considerations into its client services.

Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience. He has worked at Tschetter Wealth Advisors since 2017 and was previously with D.A. Davidson & Co. from 2015 to 2017. He is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Tschetter Group offers asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis across various strategies, including dividend growth, capital appreciation, and a crypto/digital-asset ETF sleeve.

Peter Barnes is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding Series 63 and Series 65 certifications with five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Moss Adams LLP. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with minimum relationships of $10 million. The firm offers comprehensive wealth management and consulting services, utilizing a mix of individual equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to each client’s risk tolerance and time horizon.

Jeffrey Hughes is a financial advisor at Investor FAN with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Investor FAN since 2014. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a multifaceted investment approach that includes Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.

Curtis Nilsen is a financial advisor at Hohimer Wealth Management, LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Mutual of America and MassMutual Northwest. Hohimer Wealth Management is a multi-advisor firm serving individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private funds and pooled investment vehicles.

Timothy Kimmel is a CFP® professional with 34 years of industry experience, currently with Paul R. Ried Financial Group, LLC in Bellevue, WA. He has worked with Cetera and Cetera Advisor Networks LLC and has been with Paul R. Ried since 1993. He serves on the board of Monster and Sea, a charitable organization. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a dynamic asset allocation process based on fundamental valuation and behavioral finance, managing most client accounts on a discretionary basis while emphasizing client education and periodic reviews.

Samuel Rice is a Series 65-licensed financial advisor with PCM Encore, LLC in Bellevue, WA, bringing one year of industry experience. Prior to joining PCM Encore, he worked at Assurance IQ for eight years. PCM Encore serves a diverse client base including individuals, high net worth households, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, discretionary portfolio management, and retirement-plan advisory services. The firm focuses on long-term, asset-allocation driven portfolios using diversified, low-cost mutual funds and ETFs, tax-aware strategies, and selective active management.

Suhas Joshi is a financial advisor at Prospero Wealth, LLC with three years of industry experience. He holds a Series 65 designation. Before joining Prospero Wealth in 2022, he worked at Stripe for three years and Facebook, Inc. for seven years. Prospero Wealth, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities, ETFs, derivative strategies, and offers assets-under-advisement consulting to other advisers.

Baljit Gill is a financial advisor at Hohimer Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for nine years and at Ohno Construction Company for two years. Hohimer Wealth Management is a multi-advisor, SEC-registered firm serving individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private funds as well as pooled investment vehicles.

Shawn Nelson is a financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 license and 26 years of industry experience. He has been with Boone Wealth Advisors since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2000. 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 intake process to develop tailored plans and offers a range of investment strategies including ETFs, mutual funds, individual securities, and independent money managers.

William Verrill is a financial advisor at Aviso Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, Verrill is involved in aviation-related businesses, holding ownership positions in companies engaged in airplane leasing and maintenance. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across about 772 client relationships. The firm employs a variety of analytical approaches to develop client-specific investment policies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Benjamin Ferguson is a CFP® with two years of experience in financial advising, currently with Arrivity Financial Planning in Seattle, WA. Prior to his advisory role, he worked in various legal positions from 2014 to 2024. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning to individuals, couples, and families, focusing on cash flow, retirement, tax, estate, education, and risk-management issues. The firm emphasizes passive, low-cost index fund strategies within globally diversified portfolios and offers advisory services without discretionary portfolio management or custody of client assets.

Davis Walker is a CFP® professional with six years of industry experience. He has been with Auxano Advisors since 2017 and previously worked at Madrona Financial Services. Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering comprehensive Family Office Services along with investment advisory and portfolio management. The firm employs a range of strategies including fundamental, technical, and cyclical analysis and manages approximately $1.78 billion across 724 client relationships.

Rey Santodomingo is a CFP® and CFA® with over 15 years of industry experience, currently serving as an advisor at Garde Capital, Inc. since 2024. His prior experience includes roles at Bank of America Private Bank and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension clients. The firm employs a customized, globally diversified investment approach combining modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.