Angedd Kalsi is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Elliott Cove, he worked at RSM US and Clobotics Global. Outside of his advisory role, Kalsi is a head coach for the Crossfire Premier Soccer 2009 Girls ECNL-RL Team, a position he has held since 2018. Elliott Cove Capital Management is a multi-team firm serving individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm focuses on disciplined asset-allocation strategies using index-style model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, providing ERISA fiduciary services and quarterly portfolio reviews.

Lin Gong is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at Basecamp Wealth Advisors, LLC, where he has worked since 2025. Prior to joining Basecamp, he was with LNW Wealth Management, LLC for five years and Filament, LLC for thirteen years. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities by providing integrated wealth management, financial planning, investment management, and family-office services. The firm builds tailored, tax-aware portfolios using a blend of passive and selective active strategies, strategic asset allocation, and ongoing rebalancing, focusing on deeper, higher-touch relationships.

Melinda Crary is a CFP® professional with 22 years of industry experience, currently serving at Creative Money LLC since 2011. Her prior experience includes roles at Save 9 LLC and Ameriprise. In addition to her financial advisory work, she manages a separate business coaching practice, providing individual and group trainings on business topics. Creative Money LLC offers comprehensive financial planning services to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes written financial plans and implementation guidance, using fundamental research and recommending passive, low-cost asset allocation without managing client assets directly.

Christopher Chambos is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 credential with eight years of industry experience. He has been with Elliott Cove since 2016 and also serves as a Retail & Investment Services Manager at Northrim Bank. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs an asset-allocation approach using index-style, allocation-based model portfolios and offers fiduciary services for employer retirement plans.

Marshal Mcreal is a financial advisor at Garde Capital, Inc. in Seattle, WA, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Garde Capital since 2009. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and retirement-plan clients. The firm combines modern portfolio theory with behavioral-finance insights to create customized, globally diversified portfolios, primarily using low-cost exchange-traded funds alongside select individual securities and alternatives.

Justin Evans is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience and previously worked at Mahaffey Enterprises, Inc., Pahlisch Homes, McKinstry, Wood, PLC, Apollo Mechanical, and Chicago Bridge & Iron. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes advice and asset allocation based on client objectives and risk tolerance, managing assets through both discretionary and largely non-discretionary programs.

Joey Dominick is a financial advisor with Snider Financial Group in Bellevue, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Composition Wealth, LLC, LPL Financial, Morgan Stanley, Charles Schwab, Merrill, Waddell & Reed, and Principal Financial Group. He is also an independent insurance agent. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets across about 514 clients, employing a strategic asset-allocation framework with tactical overlays and utilizing managed funds, ETFs, individual securities, and third-party money managers.

Donald Safstrom is a CFP® and PFS™ with 30 years of industry experience. He is currently with Truvestments Capital LLC and also serves as President of Safstrom CPAs & Advisors, PLLC, where he focuses on tax preparation. His prior roles include positions at Ameriprise Financial Advisors and Cambridge Investment Research. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using low-cost mutual funds and ETFs, while also managing a private Bitcoin fund through an affiliated general partner.

Jack Jarvis is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding a Series 66 designation. He has one year of industry experience, including previous roles at Trueline Capital and Shelter Holdings LLC. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management services primarily to individual investors along with pension plans, trusts, and charitable organizations. The firm customizes investment programs based on each client’s financial profile and employs a variety of analytical approaches to support multiple investment strategies.

Kathleen Carbone is a CFP® with 10 years of industry experience, currently serving as an advisor at Parcion Private Wealth LLC since 2019. Prior to joining Parcion, she worked at UBS Financial Services from 2015 to 2019. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, and business entities, providing comprehensive wealth management and consulting services. The firm employs a customized investment approach that includes equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to clients’ risk tolerance and time horizons.

David Simpson is a financial advisor at Hohimer Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Hohimer Wealth Management since 2019. Prior to that, he was with Wells Fargo Clearing and Jones Lang LaSalle. In addition to his advisory role, he is a licensed insurance agent connecting individuals with life and long-term care insurance products. Hohimer Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a variety of analytical approaches across active and passive strategies and manages private real estate funds and pooled investment vehicles, including strategies that may involve performance-based fees.

Connor Donnelly is a financial advisor at The Institute with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2010 to 2020 before joining The Institute for Wealth Management in 2020. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across various strategies, including ESG-focused ETFs, sector rotation, and alternative income.

David Lewis is a financial advisor with First Washington Corporation in Seattle, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with First Washington since 2003. Lewis serves as a trustee for the E. Maxwell Foundation, a Seattle-based organization that administers scholarships to Washington college students and oversees related investments. First Washington Corporation provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a growth-at-a-reasonable-price investment approach across an all-cap universe and manages over $500 million for a small client base through a compact advisory team.

Alex Peters is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Hohimer Wealth Management, LLC and also serves as a loan consultant at Lendinco. Peters is a member of the advisory board for the Beacon Fund, an alternative investment held by Hohimer Wealth Management clients. Hohimer Wealth Management, LLC advises individuals, institutions, and family entities through a team-based model, offering investment and wealth management, financial planning, and both discretionary and limited non-discretionary portfolio management. The firm utilizes a combination of active and passive strategies across various asset classes, integrates alternative investments including private funds, and serves as an investment manager for select private funds.

Tyler Donnelly is a financial advisor at Arrivity Financial Planning in Seattle, WA, with three years of industry experience. He holds a Series 65 designation and has worked at Arrivity since 2022. His prior work experience includes roles outside the financial industry, including positions at Merit Electric and Corepower Yoga. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive hourly financial planning services. The firm emphasizes a globally diversified, low-cost passive investment approach and provides implementation support without taking custody or discretionary trading authority of client accounts.

Wesley Mc Bratney is a financial advisor at The Retirement Solution LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Equitable Advisors, and Axa Advisors. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm uses model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to balance upside potential with downside risk.

Cynthia Mueller is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at The Retirement Solution Inc. since 2013 and currently serves at The Retirement Solution LLC. 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, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolios that incorporate mutual funds and ETFs with fundamental and technical analysis.

Randy Gardner is a financial advisor at Cutler Investment Group in Bellevue, WA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Cutler Investment Counsel, LLC since 2018 and previously worked at Pacific Portfolio Consulting, LLC from 2012 to 2018. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm uses risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, and offers additional services such as retirement plan consulting and model licensing.

Anthony Hollerich is a financial advisor at The Institute with a Series 65 designation and one year of industry experience. He previously worked at Madison Private Wealth Management and has been with The Institute since 2025. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion across 803 clients. The firm utilizes an internally led Investment Committee to construct model portfolios and offers both firm-managed and advisor-managed investment options, with a strategy range that includes ESG-oriented core portfolios and tactical sector rotation.

James Hua is a financial advisor at Opal Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including Emergent Capital, Inc. and Sheppard Wealth Management. Outside of advisory work, Mr. Hua co-founded Bellevue Funding LLC, a specialty finance company focused on hard money lending, where he serves as Portfolio Manager. Opal Advisors is an SEC-registered, fee-based investment adviser serving individuals, small businesses, and retirement plans. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, employing a process that includes active security selection and the use of third-party managers.