Jeffrey Hughes is a financial advisor at Investor Fan with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Investor Fan for 12 years. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a Modern Portfolio Theory-based investment approach, incorporating fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to each client's goals.

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.

Shawn Nelson is a financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 license and 26 years of industry experience. He has been with Boone Wealth Advisors since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2000. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting intake process to develop tailored plans and offers a range of investment strategies including ETFs, mutual funds, individual securities, and independent money managers.

William Verrill is a financial advisor with Aviso Wealth Management in Seattle, WA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at multiple firms including Cetera Advisors LLC and First Allied Advisory Services prior to joining Aviso Wealth Management. Outside of his advisory role, Verrill is involved in several aviation-related business ventures, including ownership positions in aircraft leasing and maintenance companies. Aviso Wealth Management serves individuals, families, trusts, corporations, charitable organizations, and pension plans by providing financial planning, portfolio management, and consulting services. The firm employs a range of investment strategies and manages both discretionary and non-discretionary accounts, operating with a team of nine advisors and approximately $621 million in assets under management.

Benjamin Ferguson is a CFP® and Series 65-registered financial advisor with Arrivity Financial Planning in Seattle, WA. He has two years of industry experience, including prior roles at 603 Financial, Inc. and several law firms. Arrivity Financial Planning is a fee-only firm that provides comprehensive hourly financial planning for individuals, couples, and families. The firm emphasizes cash flow and long-term goal planning using globally diversified, low-cost passive index funds and does not take custody or exercise discretionary authority over client accounts.

Davis Walker is a CFP® professional with six years of industry experience. He has been with Auxano Advisors since 2017 and previously worked at Madrona Financial Services. Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering comprehensive Family Office Services along with investment advisory and portfolio management. The firm employs a range of strategies including fundamental, technical, and cyclical analysis and manages approximately $1.78 billion across 724 client relationships.

Rey Santodomingo is a CFP® and CFA® with over 15 years of industry experience, currently serving as an advisor at Garde Capital, Inc. since 2024. His prior experience includes roles at Bank of America Private Bank and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension clients. The firm employs a customized, globally diversified investment approach combining modern portfolio theory and behavioral finance, managing approximately $2.26 billion in assets as of the end of 2024.

Sheldon Sweeney is a financial advisor at Snider Financial Group with 13 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. His prior roles include positions at Hornor Townsend & Kent Inc, Pacific Capital Resource Group, LPL Financial, and Composition Wealth, LLC. He also has a 10% ownership interest in a non-variable insurance business. 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 and employs a strategic asset-allocation framework with tactical overlays, offering comprehensive services that include retirement and tax planning, insurance review, and portfolio management.

Robert Phillips is a CFP® with 19 years of industry experience, currently serving at Asset One Wealth Management, LLC. His prior roles include positions at LPL Financial, LLC and Woodbury Financial Services, Inc. He also provides insurance advice as a licensed agent. Asset One Wealth Management offers financial planning, discretionary investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, business entities, and charitable organizations. The firm focuses on customized strategic asset allocation and employs a combination of individual securities, ETFs, and selected Independent Managers in its portfolios.

Keliikai Castillo is a financial advisor at Horter Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Unionbanc Investment Services for 14 years. Outside of his advisory role, Castillo is a licensed agent involved in the recommendation and sale of insurance products and fixed annuities through Horter Financial Strategies. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of investment options including model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Christine Burkhart is a financial advisor at Cutler Investment Group in Bellevue, WA, holding a Series 66 designation with nine years of industry experience. She has worked at Cutler Investment Counsel since 2019 and previously held positions at 5 POINT Financial Group and KMS Financial Services. Cutler Investment Group provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing through independent managers.

Audrea Sullivan is a financial advisor at EQ Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining EQ Wealth Management, she worked at Assured Partners, Citibank, Transform Wealth, and Mariner Wealth Advisors. She also owns and operates Guided Healing Yoga Therapy, where she provides individualized yoga therapy guidance and instruction. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm manages approximately $941.7 million in assets and offers discretionary and non-discretionary investment management, financial planning, and access to customized and third-party managed investment programs.

Michael Schwartz is a financial advisor at Decker Retirement Planning Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual and Centaurus Financial. Decker Retirement Planning provides personalized retirement and financial planning services, along with discretionary investment management, to individuals, trusts, estates, and various business entities. The firm uses quantitative, computer-driven investment models across multiple portfolio types and employs a multi-office team structure.

Michael Thompson is a CFA® charterholder and holds a Series 66 license. He has nine years of industry experience, having worked previously at Parametric / Morgan Stanley and Russell Investments before joining WaFd Wealth, Inc. in Seattle. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm provides financial planning, consulting, wealth and investment management, and retirement plan consulting, tailoring portfolios using a range of analytical approaches and investment vehicles.