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 with Cloud Capital Management in Seattle, WA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He previously worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities for 11 years before joining Cloud Capital Management. Cloud Capital Management serves individuals, families, and various entity clients by managing discretionary investment portfolios and providing financial consulting. The firm uses a combination of quantitative and qualitative analysis across a broad range of securities and strategies, including private fund activity and alternative investments.

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 previously spent five years at Brighton Jones and one year at Freestone Capital Management. Lucas is based in Bellevue, WA. MarsJewett Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with financial planning, consulting, investment management, and retirement plan consulting. The seven-advisor team manages approximately $900 million in mainly discretionary assets and employs a monthly investment planning committee that combines qualitative screening with quantitative portfolio analysis, focusing on risk-adjusted returns and consistency.

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.

William Cantus is a financial advisor at Pacific Sage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. for ten years and WR Cantus Group, LLC for one year before joining Pacific Sage Partners in 2022. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management alongside financial planning, consulting, and retirement plan advisory services. The firm develops customized portfolios using fundamental and technical analysis, combining delegated management and fiduciary plan advisory services with a client base of approximately 804 clients and nearly $1 billion in assets under management.

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.

Jacob Richards is an advisor at The Retirement Solution LLC with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining The Retirement Solution, Richards worked at Nationwide Investment Services Corporation and Capital Recovery Systems INC. The Retirement Solution LLC provides financial planning, investment management, and insurance assessments to a range of clients including individuals, trusts, and corporations. The firm employs model allocations tailored to client objectives and risk tolerance, incorporates tax-aware strategies, and integrates estate-planning coordination and third-party options programs into its services.

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.

Eddy Su is a financial advisor at Mainsail Financial Group in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Mainsail, he worked at Equitable Advisors and Blue Raven Solar, and has also been involved in tutoring AP Physics courses. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to a diverse client base, including high net worth individuals and charitable organizations. The firm uses model portfolios and a variety of analytical strategies, offering both discretionary and non-discretionary services.

Amy Burry is a financial advisor at Tschetter Group in Bellevue, WA, holding Series 65 and Series 63 licenses with five years of industry experience. She has previously worked at Wells Fargo Advisors and KMS Financial Services, Inc. before joining Tschetter Group. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm manages discretionary accounts and a private pooled fund, using proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across diverse investment strategies.

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.