Jack Dolan is a CFA® credentialed advisor with two years of industry experience. He currently works at Parcion Private Wealth LLC and has held prior roles at DA Davidson and Russell Investments. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, offering comprehensive wealth management and consulting services, including financial planning and portfolio management tailored to each client’s risk tolerance and time horizon.

Miranda Edwards is a financial advisor at Martin Nelson & Co., Inc. with a Series 65 credential and no prior experience in financial advising. She has worked as a software engineer at Cisco Systems since 2018 in a non-investment role. 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 customizes investment programs based on each client’s financial profile and risk tolerance using various analytical methods.

Nicholas Wright is a financial advisor at Avier Wealth Advisors in Bellevue, WA, holding a Series 65 credential with 10 years of industry experience. He has been with Avier Wealth Advisors since 2015. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, using institutional-class, low-cost funds and equity strategies informed by academic factor research.

Michael Rue is a financial advisor at Etesian Wealth Advisors, Inc. in Bothell, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. Prior to joining Etesian Wealth Advisors in 2024, he worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2008 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and transparent operational practices.

Joseph Hebert is a CFP® with 24 years of industry experience, currently serving at trueNorth Wealth Advisors in Seattle, WA. He has been with trueNorth Financial Services, LLC since 2002. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management for individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach with diversified portfolios, combining passive and active funds, and offers access to third-party managers and automated institutional investment platforms.

Deann Cross is a financial advisor at Ballast Rock Private Wealth with 25 years of industry experience. She holds the Series 65 designation and has worked at firms including Integrity Financial Corporation and Zevenbergen Capital Investments. Ballast Rock Private Wealth serves individuals, high-net-worth clients, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a disciplined investment process combining fundamental analysis, modern portfolio theory, and quantitative methods, tailoring portfolios to clients’ goals and risk tolerances.

John Quigley is a CFP® with 22 years of experience in financial advising, currently serving as part of an eight-advisor team at EQ Wealth Management since 2018. He previously worked at Capital Planning LLC from 2014 to 2018. Outside of his advisory role, he holds a 12.5% ownership interest as a general partner in Axiom-West LLC, a real estate project development company where he contributes to property identification, due diligence, business planning, and project management. EQ Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, and institutional entities. The firm combines fundamental and cyclical analysis with model-driven portfolio construction and due diligence, managing approximately $723 million in client assets.

S Bean is a financial advisor at Private Advisory with 14 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Private Advisory Group LLC since 2013, while also maintaining involvement with Bean Financial Advisors since 2007. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that combine equities, fixed income, and alternative investments, allowing advisors to tailor allocations or select third-party managers as needed.

Marcus Maurer is a financial advisor at Prospero Wealth, LLC in Seattle, WA, holding Series 66 and Series 65 credentials with 16 years of industry experience. He has been with Prospero Wealth since 2016 and is also a full-time employee of the University of Washington, where he has worked since 2014. Prospero Wealth 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 and ETFs, including strategies involving derivatives and short sales, and offers assets-under-advisement consulting to other advisers.

Joyce Provost is a financial advisor with Aviso Wealth Management in Seattle, WA, holding a Series 66 designation and over 21 years of industry experience. Her career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. She is also a licensed notary public and an insurance agent. Aviso Wealth Management provides personalized financial planning and portfolio management services to a diverse client base, including individuals, families, trusts, and pension plans. The firm manages approximately $621 million in assets through a team of nine advisors and employs a variety of analytical approaches and investment strategies.

Mollie Connelly is a Series 65-licensed advisor with WaFd Wealth, Inc. in Seattle, WA, currently in her first year in the financial industry. Prior to joining WaFd Wealth, she held roles at various organizations including Inglewood Golf Club and Seattle Golf Club. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets. The firm provides a range of services including financial planning, wealth management, and retirement plan consulting, utilizing a variety of investment strategies tailored to client objectives.

Alexander Castaneda is a financial advisor at Avier Wealth Advisors in Bellevue, WA, holding a Series 65 designation with six years of industry experience. He has been with Avier Wealth Advisors since 2018, following his time at Oregon State University. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities. The firm emphasizes asset allocation using diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies based on academic factor research.

Jack Stiger is a financial advisor at Fortis Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. from 2021 to 2024. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors, offering financial planning, discretionary portfolio management, and access to insurance, tax, and accounting services. The firm employs a combination of active and passive investment strategies across various asset classes and manages pooled private funds with performance-based fee arrangements.

Jason Radabaugh is a CFP® professional with 20 years of industry experience, currently serving at Greene Wealth Management, LLC since 2005. He holds Series 65 and Series 66 licenses and works from Seattle, WA. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. The firm manages client portfolios tailored to specific goals and risk profiles, emphasizing diversification, tax-sensitive strategies, and ongoing monitoring.

Raphael Luis De Ocampo is a CFP® with four years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. His prior work includes roles at Stabbert Maritime and Extended Travel. De Ocampo is based in Bellevue, WA. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm employs broad asset-allocation strategies primarily using mutual funds and ETFs, emphasizing low-cost institutional share classes and factor research in equity selection.

Michael Boroughs is a financial advisor with Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 credential and bringing 11 years of industry experience. Outside of his advisory role, he is a part-owner and bookkeeper of De Mars's LLC, a company that sells hot sauce, where he also assists with financial strategy. Fortis Capital Management serves individuals, families, and institutional clients with financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive strategies, including index allocations, concentrated equities, and thematic approaches, and also manages held-away retirement assets and coordinates with other professionals as part of its comprehensive service offering.

Scott Macartney is a financial advisor at Martin Nelson & Co., Inc. with a Series 66 designation and four years of industry experience. Prior to his advisory role, he was affiliated with Crystal Mountain Alpine Club for 11 years. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management services primarily to individual investors, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment programs based on financial profiles and risk tolerance, employing various analytical methods and strategies across separately managed accounts.

Ryan Kinerk is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Convoy, Inc. and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm uses a combination of modern portfolio theory and behavioral finance, implementing customized, globally diversified portfolios primarily with low-cost exchange-traded funds.

Yerim Hahm is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brio Financial Group with one year of industry experience. Prior to joining Brio, Yerim worked at Flow Financial Planning, Causing Group, and Cardinal Health. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and delivers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advisory.

Adam Powell is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Private Advisory, he worked at The Retirement Solution Inc. from 2020 to 2025. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with equity, fixed income, and alternative exposures, offering tailored allocations and performance-based fee options for qualified clients.