Monte Snider is a financial advisor at Snider Financial Group in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 12 years with LPL Financial, LLC and 14 years with Snider Financial Group. Outside of advising, he is the CEO and owner of FinTax Partners LLC, a tax preparation and accounting firm. Snider Financial Group provides personalized financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning services such as retirement, tax, insurance, and estate planning into its investment approach.

Eric Lansford is a financial advisor at Aspire Capital Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Sound Financial Investments, Inc. and Puget Sound Financial Strategies, Inc. Lansford is also involved in private lending through LAKEN Investments, LLC. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach focused on fundamental analysis and uses a mix of low-cost mutual funds, ETFs, individual securities, and independent managers, operating across multiple offices with about $1 billion in client assets.

Joseph Morrison is a financial advisor at Cloud Capital Management in Seattle, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2015 to 2026. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial consulting, and due-diligence services. The firm manages approximately $300 million across about 130 client relationships through a six-advisor team, using a combination of quantitative and qualitative analysis, modern portfolio theory, and model-based trading to construct and monitor portfolios.

Lucas Baker is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at MarsJewett Financial Group since 2022 and was previously with Brighton Jones from 2017 to 2022. MarsJewett Financial Group is a seven-advisor team serving individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with financial planning, consulting, investment management, and retirement plan consulting. The firm manages approximately $900 million in mainly discretionary assets and employs a monthly investment planning committee that combines qualitative screening with quantitative portfolio analysis to construct portfolios primarily using mutual funds and ETFs.

Dieter Drews is a financial advisor at Fortis Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fortis since 2025. Drews also oversees Prism Tax and Accounting Services, LLC, and owns Glacier Holdings LLC, which operates in sporting goods and fiduciary services. Fortis Capital Management serves individuals, families, and various institutional clients, offering financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and manages private pooled funds with performance-based fee arrangements.

Sandra Jones is a CFP® professional with seven years of experience currently at Arrivity Financial Planning. She previously worked at Perkins Coie Trust Company for nine years. Outside of financial advising, she is a distributor for Advocare nutrition products. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning focusing on cash flow, retirement, tax, estate, education, and risk-management topics for individuals, couples, and families. The firm emphasizes passively managed, low-cost index funds within globally diversified allocations and offers advice without discretionary portfolio management or custody of client assets.

Heike Lautenschlaeger is a CFP® and Series 65 credentialed advisor with two years of industry experience, currently serving at Chicory Wealth. Prior to joining Chicory Wealth, she worked for seven years at the International Labour Organization. She volunteers with Savvy Ladies Inc., providing free financial education for women. Chicory Wealth delivers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, along with tax preparation, estate planning assistance, and business consulting. The firm employs a comprehensive investment approach incorporating fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios.

Sabine Koenig is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Martin Nelson & Co., Inc. since 2002. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers tailored investment programs using a combination of charting, fundamental, technical, and cyclical analysis and manages client assets held at Hilltop Securities and Charles Schwab without imposing a firmwide account minimum.

Stanislav Vorobets is a financial advisor at Fortis Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Royal Eagle Inc. and Equitable Advisors, LLC. His background also includes roles outside finance, such as positions at Doordash and the University of Washington. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and related insurance and tax referral services. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled private funds with performance-based fee arrangements.

Zachary Cleveland is a CFA® charterholder and holds Series 65 and Series 66 licenses with one year of industry experience. He currently works at Parcion Private Wealth LLC and has prior experience with firms including Cresset Asset Management and CH Investment Partners. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and corporations, providing comprehensive wealth management and consulting services. The firm employs a combination of fundamental and technical analysis to tailor asset allocation, managing approximately $2.95 billion across about 165 clients.

Arlie Skurdal is a CFP® with 20 years of experience in the financial industry and is affiliated with Fortis Capital Management LLC in Seattle, WA. He serves as the club secretary for the University Kiwanis Foundation and provides professional consulting, including conducting Goals & Money seminars. Fortis Capital Management serves individuals, families, and institutional clients by offering financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive investment strategies, combining low-cost index allocations with concentrated equity approaches and thematic strategies.

Janet Welcher is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Fulcrum Capital, LLC since 2015. She is based in Seattle, WA, and works within a team of seven advisors at the firm. 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 mix of fundamental and technical analysis with both long- and short-term strategies, incorporating equities, fixed income, ETFs, and occasionally illiquid investments, while focusing on serving affluent households.

James Black is a CFP® with 22 years of industry experience, currently serving as an advisor at The Retirement Solution LLC. He has worked at Absolute Return Insurance Solutions, LLC and Retirement Income Solutions Inc. He is also the manager of Geldboom, LLC, an administration business. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, with a focus on fundamental and technical analysis and strategic asset allocation.

Grayson Unger is a financial advisor at Auxano Advisors with three years of industry experience. He holds the Series 65 designation and previously worked seven years at F1 Consultancy before joining Auxano Advisors. Auxano Advisors provides comprehensive Family Office Services and investment advisory solutions to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.78 billion across around 724 client relationships, employing both fundamental and technical analysis in tailored investment strategies and maintaining the ability to utilize derivatives and borrowing within separately managed accounts.

Tyler Proffitt is a financial advisor at Aspire Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pacific Life Insurance for 13 years. In addition to his advisory role, he is a licensed insurance professional involved in the sales of fixed and traditional insurance products. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm emphasizes a long-term investment approach grounded in fundamental analysis, utilizing low-cost mutual funds and ETFs, and operates multiple offices with approximately $1 billion in client assets.

Dakota Cryer is a Series 65-licensed advisor with WaFd Wealth, Inc. in Seattle, WA, and has one year of industry experience. Prior to joining WaFd Wealth, Cryer held positions in various retail and service roles, including at Westchase District and CycleGear. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, utilizing a range of investment strategies and ongoing account monitoring tailored to client objectives.

Aaren Strand is a CFP® and Series 65-registered advisor with 11 years of experience. He currently works at Avier Wealth Advisors and has been with Paracle Advisors, LLC since 2008. Outside of his advisory work, Strand is a co-owner of Strand Industrial Group LLC, a construction business. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and business entities. The firm focuses on diversified portfolios using low-cost mutual funds and ETFs, incorporates academic factor research into its equity strategies, and maintains ongoing due diligence and client reviews.

Eric Williams is a financial advisor at Goldbloom Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including at Farther and Ohana Fiduciary Corporation. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Madison Williams is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Avier Wealth Advisors and previously worked at Kaizen Financial Advisors, Bank of America, Merrill Lynch, and Ameriprise Financial Services. Outside of her advisory roles, Madison has experience with community-focused organizations such as the Community Foundation of Sarasota County. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset-allocation strategies using primarily mutual funds and ETFs, with a focus on low-cost institutional share classes and factor-based equity selection.

Jennifer Weaver is a financial advisor at Hohimer Wealth Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC for 10 years. She joined Hohimer Wealth Management in 2025 as part of their team of 10 advisors based in Seattle, WA. Hohimer Wealth Management advises a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable institutions. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across various asset classes while incorporating alternative investments and private funds.