Bradley Allen is a CFP® professional with 24 years of experience in the financial services industry. He has been with Allison Spielman Advisors since 2009 and is currently part of the team at trueNorth Wealth Advisors in Seattle, WA. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management. The firm utilizes a strategic asset allocation approach with diversified portfolios, combining passive and active funds, and offers access to third-party managers and automated institutional platforms.

Daniel Anderson is a CFP® professional at Auxano Advisors in Bellevue, WA, with three years of industry experience. He previously worked at Castle High Value Surveys from 2014 to 2018 before joining Auxano Advisors, where he has been since 2018. Auxano Advisors serves a diverse clientele including individuals, high net worth clients, and various institutional entities, providing comprehensive Family Office Services and investment advisory on both discretionary and non-discretionary bases. The firm uses a tailored investment approach based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis, and manages approximately $1.78 billion across about 724 client relationships.

Elizabeth Sowle is a financial advisor with MarsJewett Financial Group in Bellevue, WA, holding a Series 66 credential and 25 years of industry experience. Her prior roles include positions at Capital Planning Corp., Cetera Advisor Networks LLC, and Mutual Securities, Inc. She is part of a seven-advisor team at MarsJewett Financial Group. MarsJewett Financial Group manages over $700 million for a diverse client base including individuals, trusts, and retirement plans, providing financial planning, consulting, and investment management services. The firm emphasizes tailored portfolios through a monthly investment planning committee and also offers ERISA fiduciary retirement plan consulting.

Diana Kon is a financial advisor at Aviso Wealth Management in Bellevue, WA, holding a Series 66 designation with 13 years of industry experience. She has worked with firms including Cetera Advisors LLC and First Allied Advisory Services. Aviso Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across 772 client relationships, utilizing a variety of analytical approaches and investment vehicles tailored to client-specific policies.

Amanda Mc Carty is a CFP® advisor at Tschetter Group in Bellevue, WA, with one year of industry experience. Prior to joining Tschetter Group, she worked at Pacific Northwest Behavior LLC and held positions at Gonzaga University and Anthropologie. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis to manage customized portfolios, and it also serves as investment manager and sponsor to a privately offered pooled vehicle focused on venture capital, private equity, and real estate investments.

Thomas Black is a Series 65 licensed advisor with The Retirement Solution LLC in Redmond, WA, bringing 11 years of industry experience. He has been with The Retirement Solution since 2015. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses model portfolio allocations tailored to client objectives and risk tolerance, incorporates tax-aware strategies such as direct indexing and tax-loss harvesting, and provides coordinated estate-planning services through third-party platforms.

Angelina Bulbotka is a financial advisor at Private Advisory with a Series 65 designation and three years of industry experience. She has worked at Private Advisory Group LLC since 2020 and previously held positions at Builders Capital, Columbia Bank, and Starbucks. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios and offers performance-based fee options for qualified clients, along with specialized strategies and concierge services for larger relationships.

Amanda Dixon is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at American Seafoods and the University of Alaska Southeast. Private Advisory serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and small businesses, providing investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with customization options, and is noted for offering performance-based fee arrangements and concierge services for larger clients.

Kathryn Fisher is a CFP® with 18 years of experience in the financial services industry. She has worked at Fulcrum Capital, LLC since 2020 and previously spent 13 years at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors. 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 range of strategies including fundamental and technical analysis, option overlays, and may incorporate ESG factors, focusing on liquid assets while occasionally recommending suitable illiquid investments.

Alexander Lee is a CFP® professional with 31 years of industry experience. He has been with Auxano Advisors since 2008, where he is part of an eight-advisor team based in Bellevue, WA. Auxano Advisors manages approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm employs fundamental, technical, and cyclical analysis to develop client-specific investment policies and utilizes both long- and short-term strategies across listed and privately placed securities.

Ryan Moriwake is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Bear Mountain Capital Inc. since 2021 and previously held roles at Grant Thornton, LLP and with the Seattle Mariners. Bear Mountain Capital provides wealth management and financial planning 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 built from index ETFs, mutual funds, equities, and fixed-income securities.

Emir Kljucanin is a financial advisor at Aspire Capital Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, KeyBank, J.P. Morgan Securities LLC, Amazon, JPMorgan Chase Bank, PacSun, and Men's Wearhouse. 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 based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with internal due diligence and periodic account reviews.

Sheila Snowdon is a financial advisor at Aspire Capital Advisors LLC in Seattle, WA, holding a Series 65 credential with eight years of industry experience. Her prior work includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of advisory services, she is also licensed as an insurance agent and devotes part of her time to insurance sales and implementation. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm manages customized portfolios using a primarily long-term, fundamental approach with diversified mutual funds, ETFs, individual securities, and occasional short-term trading, and operates as a multi-team adviser offering ongoing client contact and portfolio supervision.

Joseph Childrey is a financial advisor at CPR Investments Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Ausdal Financial Partners, Inc. and Probabilities Fund Management, LLC. CPR Investments Inc. primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach focusing on tactical and absolute-return strategies to manage downside risk.

Shane Perry is a Series 65-licensed advisor with The Retirement Solution LLC, based in Redmond, WA, and has seven years of industry experience. He has been with The Retirement Solution in its various forms since 2014. Outside of advisory work, he provides tax return processing and filings for a small group of family and friends. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, and organizations. The firm manages approximately $573 million in discretionary assets and utilizes model-based portfolios focused on mutual funds and ETFs with fundamental and technical analysis.

Michelle Mathieu is a CFA® charterholder with 23 years of industry experience. She has been with Fulcrum Capital, LLC since 2017 and previously worked at Rainier Group Investment Advisory LLC from 2010 to 2017. Michelle is based in Seattle, WA. 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 both fundamental and technical analysis and utilizes a range of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on liquidity and occasional use of illiquid investments when appropriate.

Richard Tschetter is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 63 designation and over 53 years of industry experience. He has worked at Tschetter Wealth Advisors since 2017 and previously spent 12 years with D.A. Davidson & Co. Outside of advisory work, he serves as president and owner of Soaring Eagle Ventures, a personal investment company. 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, and it sponsors a private pooled investment vehicle focused on venture capital, private equity, and real estate strategies.

Nickola Whittle is a financial advisor with Elliott Cove Capital Management in Seattle, WA, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has been with Elliott Cove since 2015 and also owns and operates a bookkeeping and computer assistance business, Pacific Alliance, which she has managed since 1993 on a limited basis outside of securities trading hours. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs an asset-allocation approach using model portfolios primarily invested in Dimensional Fund Advisors mutual funds and ETFs, with an emphasis on disciplined, index-style management and quarterly account reviews.

Lev Marcus is a CFA® charterholder affiliated with Fulcrum Capital, LLC in Seattle, WA. He has over six years of industry experience, including roles at Merriman Wealth Management and Northern Trust. Prior to his advisory career, he worked at the University of Washington for five years. Fulcrum Capital, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations, typically serving clients with a $1 million minimum. The firm employs both fundamental and technical analysis across various asset classes and may incorporate ESG factors in security selection, with a focus on liquid portfolio construction and occasional use of illiquid investments.

Kalena Laurent is a financial advisor with Parcion Private Wealth LLC in Bellevue, WA. She holds a Series 65 designation and has four years of industry experience. Prior to joining Parcion in 2022, she worked at Brighton Jones from 2018 to 2022. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with minimum relationship sizes of $10 million. The firm offers comprehensive wealth management and consulting services, including financial planning and portfolio management, using a mix of individual equities, fixed income, ETFs, mutual funds, and alternative investments tailored to each client’s risk tolerance and goals.