Richard Wyman is a financial advisor at Highland Capital Advisors, LLC with 28 years of industry experience. He has been with Highland Capital Advisors since 2006. He holds Series 63 and Series 65 designations. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm focuses on non-discretionary investment consulting using institutional analytic techniques and restricts its advice to non-covered securities without providing continuous portfolio supervision.

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 at Tschetter Group in Bellevue, WA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Fidelity Investments and Norris & Stevens. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities, utilizing proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis. The firm manages discretionary accounts and a private pooled fund focused on venture capital, private equity, and regional real estate investments.

Brooke Crawford is a CFP® with four years of industry experience, currently serving at Wise Planning, Inc. since 2023. Her prior roles include positions at The Vanguard Group and various companies outside the financial sector. Wise Planning, Inc. provides financial advice to individuals, families, and institutional clients through comprehensive financial planning and portfolio management. The firm operates primarily on a non-discretionary basis, emphasizing low-cost, broad-market index funds and offering a flat, asset-and-complexity-based fee structure.

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 in Bellevue, WA, holding a Series 66 designation with five years of industry experience. Prior to joining Mainsail Financial Group in 2025, he worked at Edward Jones for four years and was employed by SightLife for seven years. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios developed by its investment committee and employs various analysis and strategies, delivering services on both discretionary and non-discretionary bases.

Eric Penz is a financial advisor at Private Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Advisory Group LLC since 2014, following a one-year tenure at Wells Fargo Clearing. Outside of his advisory role, he is the owner of Authorgate LLC, where he writes novels and screenplays. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolios across various asset classes and employs strategies including derivatives and borrowing to meet client objectives, often managing assets on a discretionary basis.

Craig Chucka is a financial advisor with Snider Financial Group, holding a Series 65 designation and six years of industry experience. He has worked at Snider Financial Group since 2020 and is also the owner and member manager of Geddes Chucka PLLC, a CPA firm he has managed since 2003. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, overseeing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation approach with a tactical overlay, integrating comprehensive planning areas such as retirement, tax, insurance, and estate considerations into its client services.

Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience. He is currently with Tschetter Group, where he has worked since 2017. Prior to joining Tschetter Group, he worked at D.A. Davidson & Co. from 2015 to 2017. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment process utilizes proprietary asset-allocation models and a combination of fundamental, quantitative, and technical analysis, offering customized portfolios and managing a private fund-of-funds with exposure to venture capital, private equity, and real estate.

Curtis Nilsen is a financial advisor at Hohimer Wealth Management, LLC in Seattle, WA, with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mutual of America, Blue Nile Inc, and MassMutual Northwest. Hohimer Wealth Management is an SEC-registered multi-advisor firm that serves individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a variety of fundamental, quantitative, technical, and qualitative investment strategies and acts as investment manager for private real estate funds and pooled investment vehicles.

Jason Sikma is a financial advisor at Lake Avenue Financial LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity and its affiliated entities for over a decade before joining Lake Avenue Financial. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and other financial institutions. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting services, emphasizing customized asset allocation and model-based portfolio construction.

Timothy Kimmel is a CFP® professional with 34 years of experience in the financial advisory industry. He has been with Paul R. Ried Financial Group, LLC since 1993 and previously worked at Cetera Advisor Networks LLC from 2013 to 2024. He serves as a board member for Monster and Sea, a charitable organization based in Redmond, WA. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in assets across more than 1,000 client relationships. The firm employs a dynamic asset allocation process emphasizing longer-term fundamental valuation, manager specialization, and diversified selection, supported by third-party research and client education.

Samuel Rice is a Series 65-licensed financial advisor with PCM Encore, LLC in Bellevue, WA. He has two years of industry experience, including eight years at Assurance IQ before joining PCM Encore. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with comprehensive wealth management, family office services, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction using a mix of passive and active investment strategies and integrates tax-aware approaches such as Direct Indexing and tax-loss harvesting.

James McBarron is a CFP® with five years of industry experience, currently serving at Pacific Sage Partners, LLC. His prior roles include positions at CAPTrust, Paul R. Ried Financial Group, and Milliman. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses with discretionary investment management and comprehensive wealth management services. The firm develops customized portfolios using fundamental and technical analysis within a fiduciary framework and combines delegated management with retirement plan advisory services.

Suhas Joshi is a financial advisor at Prospero Wealth, LLC with three years of industry experience. He holds a Series 65 designation. Before joining Prospero Wealth in 2022, he worked at Stripe for three years and Facebook, Inc. for seven years. Prospero Wealth, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities, ETFs, derivative strategies, and offers assets-under-advisement consulting to other advisers.

Baljit Gill is a financial advisor at Hohimer Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for eight years and at Ohno Construction Company for two years. Hohimer Wealth Management is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm employs a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies, and manages private real estate funds and pooled investment vehicles.