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 in Seattle, WA, with eight years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Jones Lang LaSalle. He is also involved with Risk & Liability Consultants LLC, where he connects individuals with life and long-term care insurance products. Hohimer Wealth Management advises a diverse range of clients including high net worth individuals, pension plans, trusts, and charitable institutions. The firm employs a team-based model to provide investment and wealth management services, utilizing a mix of active and passive strategies across various asset classes, and incorporates alternative investments and private funds into client portfolios.

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. Prior to his advisory role, he held positions at Merit Electric and Corepower Yoga. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning to individuals, couples, and families, focusing on cash flow, retirement, tax, estate, education, and risk-management topics. The firm emphasizes a passive, low-cost investment approach using globally diversified index funds and does not serve as a discretionary portfolio manager or take custody of client assets.

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 has been in the industry since 2024. He previously worked at Madison Private Wealth Management and joined the Institute For Wealth Management LLC in 2025. 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 that combines fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets across multiple offices.

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.

Susanna Fraser is a financial advisor at Asset One Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Asset One, she held various roles including positions at Western Washington University, Makeworth Coffee Roasters, and Target Corporation. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolio construction based on client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and Independent Managers.

Alden Gwinn is a financial advisor with Tschetter Group in Bellevue, WA, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Fidelity Investments and AT&T Communications. Gwinn is part of a team-based advisory approach at Tschetter Group. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models combined with fundamental, quantitative, and technical analysis across a range of strategies and also serves as an adviser and sponsor to a privately offered pooled fund focused on venture capital, private equity, and real estate investments.

Brooke Crawford is a CFP® with three years of industry experience, currently serving at Wise Planning, Inc. in Seattle. Prior to Wise Planning, she held positions at The Vanguard Group and a variety of other companies across different sectors. Wise Planning, Inc. provides financial advice to individuals, families, and institutional clients, focusing on comprehensive personal financial planning and portfolio management primarily on a non-discretionary basis. The firm emphasizes low-cost, broad-market index investments and offers both asset-based and hourly fee structures.

Bryan Hays is a financial advisor with Prota Financial in Redmond, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Prota Financial since 2017 and previously spent seven years at Merrill. Outside of his advisory role, Bryan is a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm utilizes model-based portfolio management, including ETF, equity, and Sharia-compliant portfolios, and manages $270 million in regulatory assets under management.

Erik Austin is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding a Series 65 designation. He has prior experience at RBC Wealth Management and Symetra. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, consulting, wealth and investment management, and retirement plan consulting, using tailored portfolios with exchange-traded funds, equities, debt securities, and independent managers.

Shaun Dean is a financial advisor at Aspire Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including M.S. Howells & Co., Arbor Point Advisors, and Securities America, Inc. Outside of his advisory role, he consults for a consumer services business, Anne Marie Aesthetics, in Bellevue, WA. 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 periodic use of individual securities and independent managers.

Mark Chin is a Series 65-credentialed financial advisor with The Retirement Solution LLC in Redmond, WA. He has prior experience at Portlock Labs, Squishy Squad, Inc., and the University of Hawaii. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a variety of clients including individuals, trusts, and corporations. The firm uses model portfolios tailored to client objectives and risk tolerance, offers tax-aware strategies, and integrates estate-planning coordination and third-party options programs into its services.

Eli Gripp is an advisor at Tschetter Group with a Series 65 designation and three years of industry experience. Prior to joining Tschetter Group in 2023, he worked at RXA @ OneMagnify and held roles at the University of Washington Disability Resources for Students and Young Financial Services. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis across a diverse range of strategies, including a privately offered pooled vehicle focusing on venture capital, private equity, and regional real estate investments.

Joshua Moore is a financial advisor at Mainsail Financial Group with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and SightLife. Mainsail Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, individualized financial planning, and retirement plan consulting. The firm uses model portfolios developed by its investment committee and employs various analysis techniques, delivering services on both discretionary and non-discretionary bases.