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.

Sheldon Sweeney is a financial advisor at Snider Financial Group with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Hornor Townsend & Kent Inc and LPL Financial. In addition to his advisory work, he is involved in a non-variable insurance business in Bellevue, WA. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets and employs a strategic asset-allocation approach with tactical overlays, utilizing managed funds, ETFs, individual securities, and third-party managers.

Robert Phillips is a CFP® with 19 years of industry experience, currently serving at Asset One Wealth Management, LLC. His prior roles include positions at LPL Financial, LLC and Woodbury Financial Services, Inc. He also provides insurance advice as a licensed agent. Asset One Wealth Management offers financial planning, discretionary investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, business entities, and charitable organizations. The firm focuses on customized strategic asset allocation and employs a combination of individual securities, ETFs, and selected Independent Managers in its portfolios.

Keliikai Castillo is a financial advisor at Horter Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Unionbanc Investment Services for 14 years. Outside of his advisory role, Castillo is a licensed agent involved in the recommendation and sale of insurance products and fixed annuities through Horter Financial Strategies. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of investment options including model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Christine Burkhart is a financial advisor at Cutler Investment Group in Bellevue, WA, with nine years of industry experience. She holds the Series 66 credential and has worked at several firms, including Cutler Investment Counsel, LLC since 2019, and prior roles at 5 POINT Financial Group Inc. and KMS Financial Services, Inc. Cutler Investment Group provides discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, 401(k) consulting, model licensing, and uses third-party technology and AI tools to support research and account servicing.

Ethan Cox is a financial advisor with American Northwest Advisory Services L.L.C. based in Federal Way, WA. He holds a Series 65 designation and has 10 years of industry experience. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm uses a core-and-satellite approach with strategic asset allocation primarily for clients nearing retirement and has a significant focus on pension consulting relationships.

Audrea Sullivan is a financial advisor at EQ Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining EQ Wealth Management, she worked at Assured Partners, Citibank, Transform Wealth, and Mariner Wealth Advisors. She also owns and operates Guided Healing Yoga Therapy, where she provides individualized yoga therapy guidance and instruction. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm manages approximately $941.7 million in assets and offers discretionary and non-discretionary investment management, financial planning, and access to customized and third-party managed investment programs.

Michael Schwartz is a financial advisor at Decker Retirement Planning Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Centaurus Financial Inc. Decker Retirement Planning offers personalized retirement and financial planning along with discretionary investment management to a diverse client base, including individuals, high-net-worth clients, and business entities. The firm employs a model-driven investment approach using quantitative strategies and a range of financial products, serving approximately 900 clients with about $285 million in assets under management.

Michael Thompson is a CFA® charterholder and holds a Series 66 license. He has nine years of industry experience, having worked previously at Parametric / Morgan Stanley and Russell Investments before joining WaFd Wealth, Inc. in Seattle. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm provides financial planning, consulting, wealth and investment management, and retirement plan consulting, tailoring portfolios using a range of analytical approaches and investment vehicles.

Jamika Parker is a CFP® certificant with six years of experience at EQ Wealth Management in Bellevue, WA. She has previously worked with AXA Advisors and Aflac, where she continues to serve as a benefit specialist. Outside of her advisory role, Parker is a head coach for a youth basketball program, Talia Walton Basketball. EQ Wealth Management is a registered investment adviser with a nine-advisor team managing approximately $941.7 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, providing both discretionary and non-discretionary investment management along with comprehensive financial planning services.

Nathan Tepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®) at EQ Wealth Management in Bellevue, WA, with 11 years of industry experience. He has worked at EQ Wealth Management since 2020 and previously held roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, Nathan is a licensed insurance producer and has been a notary public in Washington since 2021. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing fundamental and cyclical analysis through an Investment Policy Committee to align portfolios with client goals.

Saloni Gupta is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Avier Wealth Advisors and has previously worked at Hightower Advisors, Highland Private Wealth Management, Ameriprise, Prevail Wealth Management LLC, and Private Wealth Management Solutions, LLC. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities, focusing on diversified mutual fund and ETF portfolios with an emphasis on institutional-class, low-cost funds and academic factor research. The firm operates as a larger multi-advisor team with a high concentration of credentialed professionals and utilizes documented due diligence and ongoing monitoring of third-party sub-advisers.

Terrance Cook is a financial advisor at Parcion Private Wealth LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parcion since 2019, following a 17-year tenure at UBS Financial Services Inc. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum of $10 million. The firm provides comprehensive wealth management and consulting services, employing both fundamental and technical analysis to tailor asset allocations across a range of investment types.

Jack Dolan is a CFA® credentialed advisor with two years of industry experience. He currently works at Parcion Private Wealth LLC and has held prior roles at DA Davidson and Russell Investments. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, offering comprehensive wealth management and consulting services, including financial planning and portfolio management tailored to each client’s risk tolerance and time horizon.

Miranda Edwards is a financial advisor at Martin Nelson & Co., Inc. with a Series 65 credential and no prior experience in financial advising. She has worked as a software engineer at Cisco Systems since 2018 in a non-investment role. 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 customizes investment programs based on each client’s financial profile and risk tolerance using various analytical methods.

Nicholas Wright is a financial advisor at Avier Wealth Advisors in Bellevue, WA, holding a Series 65 credential with 10 years of industry experience. He has been with Avier Wealth Advisors since 2015. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, using institutional-class, low-cost funds and equity strategies informed by academic factor research.

Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, Bingham is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with diversified asset-allocation strategies, managing portfolios directly or through independent managers and offering ongoing monitoring and rebalancing.

Joseph Hebert is a CFP® with 24 years of industry experience, currently serving at trueNorth Wealth Advisors in Seattle, WA. He has been with trueNorth Financial Services, LLC since 2002. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management for individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach with diversified portfolios, combining passive and active funds, and offers access to third-party managers and automated institutional investment platforms.

Deann Cross is a financial advisor at Integrity Financial Corporation with 25 years of industry experience and a Series 65 designation. She has been with Integrity Financial Corporation since 2007. Integrity Financial Corporation serves individuals, families, family offices, business owners, corporate retirement plans, and charitable organizations with investment and wealth management, financial and legacy planning, and consulting services. The firm employs a Modern Portfolio Theory framework using a mix of indexed and actively managed funds, with options for alternative strategies and private funds for qualified clients.