Krystal Oien is a financial advisor at Rogowski Wealth Management LLC with four years of industry experience. She holds the Series 65 designation and has worked previously at Seattle Pacific University, Compass Group, FedEx, and other organizations. Rogowski Wealth Management provides investment advisory and financial planning services to individual and household clients, utilizing a fee-only structure and a globally diversified, evidence-based investment approach focused on low-cost funds, systematic tilts toward value and small-cap exposures, and tax efficiency.

Susan Risner is a financial advisor at Sound Financial Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sound Financial Advisors since 1996 and at Kms Financial Services, Inc. from 1999 to 2019. In addition to her advisory work, she is licensed as an insurance agent, selling long-term care, disability, and other insurance products. Sound Financial Advisors serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations by providing investment advisory services and standalone financial planning. The firm manages portfolios through a third-party platform using model allocations created by independent strategists, focusing on client risk/return objectives rather than customized security selection.

Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.

Jason Kunkel is a financial advisor with Agate Pass Investment, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Robert Baird & Co. from 2014 to 2020 and Agate Pass Investment since 2020. He also spent time as an MBA student in 2020. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on quality and growth-oriented investments with a long-term, low-turnover portfolio management approach and employs borrowing strategies in separately managed accounts as part of its investment process.

Hi, I’m Leslie. I co-founded Humanize Wealth out of my desire to create connections between clients and their communities that have a positive impact on social and economic equity, racial justice, and the environment. I have spent most of my 15+ year career in wealth management – from working with billionaires at a global Wall Street firm to tech entrepreneurs at an independent firm in Seattle. My work at Humanize Wealth combines my years of experience managing portfolios and building financial plans with my desire to help people realize the power of their wealth to make meaningful & systemic change. As a financial planner, I help people gain clarity around their situation, envision the life and impact they want to have, and serve as a guide to develop and implement solutions. Humanize Wealth's integrated offering combines detailed financial planning, thoughtful investment management and the opportunity to engage with community. Our clients are committed to using the power of their wealth to promote the well being of their families, communities and the planet. If this sounds like you, we'd love to connect!

Cherish Sutull is a CFP® and CFA® with 17 years of industry experience. She has been with Blue Water Wealth since 2021 and previously worked at Paracle Advisors for eight years. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to construct customized portfolios.

Edward Riley is a financial advisor at Colmina, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Luminae, LLC and Stillwater Analytics LLC. Outside of financial advising, he is the owner and CEO of Riley Sexton Vintners, a wine producer and retailer. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm offers discretionary portfolio management and financial planning, employing active, passive, and hybrid strategies tailored to client needs.

Matthew Pickett is a financial advisor at Colmina, LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Colmina since 2021, with prior roles at First Financial Equity Corporation and Charles Schwab. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets using a combination of active, passive, and hybrid strategies tailored to each client’s needs.

Ron Elzig is a financial advisor at Hidden Cove Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. among other firms. He also serves as an insurance agent and acts as an industry expert witness for legal cases. 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 diversified portfolios and overseeing independent managers as fiduciaries.

Shane Dir is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Resources Investment Advisors, and Hornor, Townsend & Kent. Outside of his advisory role, he is the CEO and owner of an insurance agency, One Strategic Capital, where he manages staff and operations. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management combined with integrated financial planning and consulting, utilizing diversified portfolios and Independent Managers to serve several hundred client relationships.

Martin Link is a financial advisor at Blue Water Wealth in Seattle, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Blue Water Wealth in 2022, he worked for fourteen years at Kathleen M. Kendziorski, CFP. Blue Water Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental, technical, and asset-allocation analysis to construct customized portfolios.

David Archibald is a CFA® charterholder with 22 years of industry experience. He is currently with Colmina, LLC, a team-based firm, where he has worked since 2026. His prior roles include positions at Luminae, LPL Financial LLC, Borealis Capital LLC, and SMI Capital Markets LLC, among others. Colmina, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, and other entities. The firm employs active, passive, and hybrid strategies across various asset classes and customizes financial plans to each client’s circumstances.

Michelle Moyer is a financial advisor at Strong Retirement Solutions with Series 63 and Series 65 credentials and four years of industry experience. She has worked at MassMutual Investors Services, Commonwealth Financial Network, and Kitsap Bank. Outside of advising, she is the owner of Adept Wealth Management LLC, a marketing and bookkeeping business, and volunteers at Grace Point Kitsap church. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, focusing on retirement, estate planning, and investment product recommendations. The firm customizes investment strategies based on client objectives and manages assets primarily on a discretionary basis, utilizing a range of approaches including sub-advisors while maintaining supervisory responsibility.

Nathan Dively is a financial advisor at Colmina, LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Colmina in 2021, he was involved with Genoa Cellars for two years and has maintained a small ownership stake in Riley Sexton Vintners since 2014. Outside of finance, he participates in winery operations, including managing tasting room activities and administrative duties. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm provides discretionary portfolio management and financial planning, employing a range of active, passive, and hybrid strategies tailored to clients’ specific needs.

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 has worked at firms including LPL Financial, Kestra Financial Services, Wells Fargo Advisors, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he is also an author. Colmina, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets, employing active, passive, and hybrid investment strategies tailored to each client’s circumstances through customized financial planning and ongoing portfolio management.

Dexter Wadsworth is a financial advisor at West Ridge Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Udall CPA Group, GDM Private Financial Solutions, and PWS. Outside of advising, he teaches and tutors CPA prep courses through Universal CPA Review. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm manages approximately $396 million in assets and emphasizes global diversification, tax efficiency, and low-cost investment vehicles.

Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. 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 diversified portfolios that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.

Matthew Augspurger is a financial advisor at Strong Retirement Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Grounded Oaks Capital Management and Nepsis, Inc. Outside of his advisory roles, he is a minority owner of Grounded Oaks Capital Management, which provides financial services and insurance products. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, specializing in retirement and estate planning. The firm customizes investment strategies to client objectives and primarily manages assets on a discretionary basis, sometimes using SEC-registered third-party sub-advisors.

Jonathan Magee is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at Resources Investment Advisors, One Strategic Capital, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, the University of Idaho, and Unvera Life Sciences. He is also licensed as an insurance agent and involved with One Strategic Capital, Inc., an insurance agency. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans with discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach using diversified asset allocation strategies and active portfolio monitoring, often implementing portfolios through independent managers and offering comprehensive financial planning 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.