Loren Sanchez is a CFP® with eight years of industry experience, currently serving as an advisor at WaFd Wealth, Inc. Since joining WaFd Wealth in 2025, he has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets across 274 client relationships. The firm provides financial planning, consulting, wealth management, investment management, and retirement plan consulting services using a combination of fundamental, technical, top-down, and bottom-up analysis.

Anne Marie Consentino is a CFP® with three years of experience in financial planning. She is currently with Arrivity Financial Planning in Seattle, WA. Prior to joining Arrivity, she worked at CPA Seattle. Arrivity Financial Planning offers 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 passively managed, low-cost index funds within globally diversified portfolios and provides advice without discretionary portfolio management or custody of client assets.

Jacob O'Connell is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Allstate, USTA, and Pemco, among others. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis and uses active investment strategies tailored to client objectives, with in-house management and attention to operational and cybersecurity risks.

Brian Mars is a CFP® and holds a Series 66 license with 19 years of industry experience. He is a financial advisor and shareholder at MarsJewett Financial Group, where he has worked since 2018. Prior to that, he was with Cetera Advisor Networks for five years. Mars serves as treasurer for the nonprofit Worldview Matters. MarsJewett Financial Group manages approximately $735 million for a diverse client base including individuals, trusts, and retirement plans. The firm emphasizes discretionary asset management and employs a committee-based investment selection process focused on risk-adjusted returns, tailoring portfolios to client-specific needs.

Darryl Chouinard is a financial advisor at Nepsis, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Heritage Wealth Management and Elite Investment Team. Outside of his advisory role, he serves as CEO of Innovative Income Consulting, a business focused on consulting with CPAs and attorneys to enhance client relationships. Nepsis, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement accounts, charities, and businesses. The firm offers investment management primarily through a wrap-fee program and also markets research and educational services to other financial advisors.

Janiece Collopy is a financial advisor at WaFd Wealth, Inc with a Series 66 credential and one year of industry experience. She previously worked at Merrill for three years. Outside of finance, she is involved in yoga and wellness and has served as a substitute yoga instructor. WaFd Wealth, Inc serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets across 274 client relationships. The firm offers financial planning, wealth management, and investment consulting with portfolios tailored to client objectives using a range of securities and independent managers.

Todd Carter is a financial advisor at Investor FAN with 39 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Private Client Services LLC and Trutina Financial, among others. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a diverse investment approach incorporating Modern Portfolio Theory and various analytical methods, managing discretionary portfolios with flexibility in strategies and asset types.

John Chavez is a CFP®-certified financial advisor with WaFd Wealth, Inc. in Seattle, WA, bringing 31 years of industry experience, including a long tenure at Merrill from 1994 to 2025. He is the owner of two LLCs, Innovative Concepts & Design and Practice Perfect Golf Solutions, which support his entrepreneurial ventures and invention pursuits. WaFd Wealth, Inc. serves a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $348 million in client assets using tailored portfolios that incorporate ETFs, individual securities, and independent managers, supported by comprehensive financial planning and consulting services.

Angedd Kalsi is a financial advisor with Elliott Cove Capital Management in Seattle, WA, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Elliott Cove, he worked at RSM US and has been involved in coaching youth soccer for several years. He currently serves as head coach for a girls' soccer team with Crossfire Premier. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating with a factor-oriented investment philosophy overseen by an internal committee.

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 21 years of industry experience. She has been with Creative Money LLC since 2011. Outside of her advisory role, she manages Mindy Crary LLC, providing business coaching and training services. Creative Money LLC offers fee-only financial planning focused on retirement, cash flow, tax, estate, and business planning for individual clients. The firm provides written plans and strategy sessions without managing assets, typically recommending passive, low-cost investment approaches.

Christopher Chambos is a financial advisor with Elliott Cove Capital Management, holding a Series 65 designation and seven years of industry experience. He has worked at Elliott Cove since 2016 and concurrently holds a management position at Northrim Bank in Anchorage, Alaska. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors, emphasizing disciplined asset allocation and diversification through index-type mutual funds and ETFs. The firm offers specialized retirement-plan advising, including ERISA 3(21) co-fiduciary and 3(38) discretionary investment-manager services.

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 at Snider Financial Group in Bellevue, WA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. 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 regulatory assets for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and integrating comprehensive planning in areas such as retirement, tax, insurance, and estate considerations.

Donald Safstrom is a CFP® and PFS™ with 29 years of industry experience. He is currently with Truvestments Capital LLC and also serves as President and CPA at Safstrom CPAs & Advisors, PLLC. His prior experience includes roles at Ameriprise Financial Advisors Inc., Cambridge Investment Research Inc., and leadership at Safstrom & Company, PS. Truvestments Capital LLC serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary asset management, financial planning, and sub-advisory services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, and is notable for managing a private investment vehicle focused on long-term Bitcoin holdings.

Jack Jarvis is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding a Series 66 designation with several years of experience in financial services. His prior roles include positions at Shelter Holdings LLC and Trueline Capital. 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 uses a combination of charting, fundamental, technical, and cyclical analysis to tailor investment strategies to each client’s financial profile and risk tolerance.

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.