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.

Mark Anderson is a financial advisor at Pacific Sage Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tradewinds Capital Management, LLC for ten years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using long-term, customized strategies built from ETFs, mutual funds, individual securities, and Independent Managers.

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.

Jordan Stover is a CFP® professional with seven years of experience in financial advising. He has been with Fortis Capital Management LLC since 2020 and previously worked at TD Ameritrade Institutional and several other firms. Outside of finance, his background includes roles at Draft Republic and the YMCA. Fortis Capital Management serves individuals, families, businesses, and institutional clients by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and manages private pooled funds while coordinating with other professionals as needed.

Jonathan Magee is a financial advisor at Hidden Cove Wealth Management with six years of industry experience and a Series 66 designation. He has worked at several firms, including Resources Investment Advisors, LLC, One Strategic Capital, Inc., and Hornor, Townsend & Kent, LLC. Outside of advising, he 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 that combines portfolio management with written financial plans and uses diversified asset-allocation strategies informed by modern portfolio theory.

Chad Bushon is a CFP® professional with 26 years of industry experience, currently serving at SPG Advisors LLC since 2025. His prior experience includes roles at Joslin Capital Advisors, Charles Schwab and Co., and TD Ameritrade. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, employing a mix of fundamental and technical analysis in its investment approach. The firm uses mutual funds, ETFs, and other strategies, coordinating planning on estate, tax, insurance, and retirement matters.

Michael Varga is a financial advisor at EQ Wealth Management in Bellevue, WA, holding a Series 66 designation with 21 years of industry experience. He has been with EQ Wealth Management since 2018 and previously worked at Capital Planning LLC. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds, managing approximately $941.7 million in assets with a nine-advisor team. The firm employs a disciplined investment process governed by an Investment Policy Committee and offers discretionary and non-discretionary investment management, financial planning, and access to customized and third-party managed portfolios.

Mitchell Freedman is a financial advisor with Strait & Sound Wealth Management LLC, bringing 24 years of industry experience. He previously spent 22 years at Genter Advisors LLC and has operated an accounting office, Mitch Freedman PS, since 1995. Freedman combines his financial advisory work with managing this accounting practice. Strait & Sound serves individual and high-net-worth clients, offering discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach to create tailored portfolios focused on diversification and capital preservation.

Scott Benner is a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, holding a Series 65 credential with 19 years of industry experience. He has been with KBBS since 2006. In addition to his advisory role, Benner practices law as of counsel at the law firm KHBB Law PLLC. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees with integrated financial planning and portfolio management, emphasizing a disciplined planning process and client involvement. The firm employs proprietary asset-allocation models and a combination of active and passive managers, typically operating on a non-discretionary basis.

Emily Weed is a CFP® certified financial advisor with ten years of industry experience. She currently works at Emerald Advisors, LLC, where she has been since 2019, and previously held roles at M.S. Howells & CO, Bank of America, Merrill, and AXA Advisors. Emerald Advisors serves individuals, high net worth families, trusts, estates, foundations, and business entities through a multi-family office model combining financial planning, consulting, and discretionary investment management. The firm emphasizes capital preservation and tax-aware strategies while managing nearly $941.4 million in client assets with a small team, offering customized investment approaches and a variety of family office 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.

Lars Phillips is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He has worked at Avier Wealth Advisors (formerly Retirement Asset Management) since 2012, serving the firm through its transition and growth. Avier Wealth Advisors provides investment management and financial planning for individuals, families, and various business entities, emphasizing diversified asset allocation with institutional-class, low-cost mutual funds and ETFs informed by academic research. The firm operates as a larger multi-advisor team with a strong focus on credentialed professionals and incorporates documented due diligence and ongoing monitoring of sub-advisers in its approach.

Jared Kowalske is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles within The Retirement Solution entities since 2021, along with prior positions in employment services and logistics. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a range of clients including individuals, trusts, and corporate entities. The firm employs model portfolios tailored to client objectives and risk profiles, incorporates tax-aware strategies, and integrates estate-planning coordination and third-party options-based programs into its services.

Brian Lockett is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is a lead advisor and vice president at Comprehensive Wealth Management, where he has worked since 2002, and was previously with Independent Financial Group LLC. Outside of his advisory role, Lockett serves as a board member of the Washington State University Foundation and is a 50% owner of B&S Lockett, Inc. He also volunteers with the Association of Financial Educators, conducting financial workshops. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model-based strategies that incorporate ETFs, mutual funds, tactical allocations, and Direct Indexing, while also providing ongoing monitoring and reporting on a householded basis.

Hans Krippaehne is a CFA® charterholder with four years of industry experience. He has worked at Fulcrum Capital, LLC since 2022 and previously held positions at Coldstream Wealth Management and Paracle 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 combination of fundamental and technical analysis and uses a variety of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on portfolio construction around liquid assets.