David Rowe is a financial advisor at Highland Capital Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Highland Capital Advisors since 2012. Outside of his advisory role, he is associated with the Stevens Pass Ski School and the Professional Ski Instructors of America – Northwest Division. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting supplemented by an optional Implemented Solutions service. The firm focuses on institutional analytic techniques and restricts advice to non-covered securities, providing periodic reviews rather than ongoing portfolio management.

Christina Hua is a financial advisor at Opal Advisors with a Series 65 credential. She joined the firm in 2024 after eight years at Amazon LLC. Hua is based in Bellevue, WA, and has recently started her career in financial advising. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for individuals, small businesses, and retirement plans. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing a combination of active security selection and third-party managers.

Matthew Perrone is a financial advisor with The Retirement Solution LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with The Retirement Solution since 2015, including its predecessor entities. Outside of his advisory role, Perrone co-owns Change Brothers LLC, a business developing online courses and podcasts aimed at supporting young fathers. 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, and charitable organizations. The firm utilizes model-based portfolio allocations with mutual funds and ETFs, focusing on both fundamental and technical analysis to balance growth potential and risk.

Michael Boone is a CFP® with 40 years of industry experience and a founding advisor at Boone Wealth Advisors, LLC, where he has worked since 2018. He served a two-year sabbatical from 2016 to 2018. Boone is the founder and president of R120, a 501(c)(3) nonprofit involved in Christian charity work both domestically and overseas, and is also active in creative pursuits including photography and writing. Boone Wealth Advisors is a SEC-registered firm serving individuals, trusts, retirement plans, and business entities, managing approximately $506.8 million in assets across about 305 client relationships. The firm offers comprehensive portfolio management and financial planning, employing a mix of analytic methods and strategies including discretionary portfolio management and sponsored advisory programs.

Georgia Maloy is a financial advisor at Paul R. Ried Financial Group, LLC with five years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Cetera Advisor Networks, Coldstream Wealth Management, and Laird Norton Wealth Management. Outside of her advisory work, she owns and manages a commercial fishing business in Alaska. Paul R. Ried Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and businesses by providing investment advisory and standalone financial planning services. The firm uses a dynamic asset allocation process based on fundamental valuation and behavioral finance concepts, offering discretionary management and emphasizing client education and periodic reviews.

Gianna Giusti is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, where she has worked since 2015. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management through a disciplined planning process that includes written reports and proprietary asset-allocation models. The firm emphasizes client involvement and generally operates on a non-discretionary basis, using a combination of active and passive managers.

Dallas Evans is a CFP® and ChFC® with 41 years of industry experience. He is a partner at Evans Capital Management Associates and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, he serves as a board member for the Brava Homeowners' Association and acts as a trustee for a private trust. Evans Capital Management Associates provides investment advisory and planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, with a focus on tailoring advice and asset allocation to each client’s objectives and risk tolerance.

Lynn Anderson is a CFP® professional with five years of industry experience, currently serving as an advisor at Abundo Wealth. Prior to joining Abundo Wealth, Anderson worked for Brighton Jones and held roles at Starbucks Coffee Company, Kellogg School of Management at Northwestern University, and CloudMed. Abundo Wealth is a team-based firm that provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund strategies and focuses on client-controlled asset allocation and trading decisions through a digital platform.

Daryl Miller is a financial advisor with Continental Investors Services, Inc. in Renton, WA. He holds Series 65 and Series 63 licenses and has 28 years of industry experience. Prior to joining Continental Investors Services in 2019, he worked for Sweetwater Investments, Inc. for 12 years. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and trading in fixed income and municipal markets.

Elizabeth Parris is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Merrill for a total of five years across two periods before joining WaFd Wealth in 2025. 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 offers financial planning, consulting, wealth management, and retirement plan services, utilizing a range of investment strategies and ongoing account monitoring.

Ralph White is a CFP® certificant with 12 years of experience in financial planning. He is currently with Arrivity Financial Planning, where he has worked since 2017 through its predecessor firms. His prior experience includes roles at Blue Canoe Financial Planning, Inc. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning services to individuals, couples, and families. The firm focuses on aligning clients’ near-term cash needs with long-term goals and typically recommends passively managed, low-cost index funds within globally diversified allocations.

Matthew Litzler is a CFP® with 19 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC since 2025. He previously worked at Pacific Portfolio Consulting, LLC for five years and Laird Norton Wealth Management for six years, all based in the Seattle, WA area. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary management integrating traditional equity and fixed-income strategies with alternative and private-market allocations, supporting clients with institutional custodians, third-party platforms, and various planning tools.

Michelle Walker is a CFA® charterholder affiliated with Threadline Wealth and holds a Series 63 license. She has been with Moss Adams Wealth Advisors LLC, operating as Threadline Wealth, since 2018. Prior to entering financial advisory, she worked in the restaurant industry. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a broad client base, including individuals, families, businesses, trusts, foundations, retirement plans, corporations, and tribal government enterprises. The firm uses a diversified, long-term investment approach that incorporates quantitative and qualitative due diligence alongside customized strategies such as options-based hedging and tax-aware indexing.

Kristi Panza is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 designation and has previously worked at Merriman Wealth Management and Brighton Jones. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, business owners, corporate executives, and institutional clients. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial planning, and retirement plan advisory, utilizing team-based investment strategies supported by an internal Investment Strategy Group.

Susanna Van Rooyen is a financial advisor at Root Financial Partners in Seattle, WA, with one year of industry experience. She holds the Series 65 designation and previously worked at Pathway Financial Advisors and Howard Center. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach using index funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and offers educational programs through paid academies separate from advisory services.

Nayeli Sanchez is a CFP® professional with four years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC in Seattle, WA. Her prior roles include positions at Edelman Financial Engines and Viridian RIA LLC. Laird Norton Wetherby Wealth Management provides wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, and a core-satellite approach that integrates active management, tax-aware implementation, and alternative investments.

David Bigelow is a CFP® with eight years of industry experience, currently serving as a financial advisor at Coldstream Wealth Management since 2021. Prior to joining Coldstream, he worked at Paracle Advisors, LLC for three years and has experience in the hospitality industry with Mod Pizza. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based approach to portfolio management, offering diversified, tax-managed strategies and access to a broad range of alternative investments and affiliated services.

Cole Bender is a financial advisor at Brighton Jones LLC in Seattle, WA, with three years of industry experience. He holds the Series 66 designation. Bender previously worked at Fidelity Investments and has experience outside finance in the carpentry and restaurant industries. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Stephen Waltar is a financial advisor with Integrity Advisory Solutions and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Guide Advisors, Inc. and Brokers Financial. He is also the owner and managing attorney of Legacy Estate Planning, LLC, an estate planning law firm. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing various investment strategies and leveraging third-party platforms.

Randall Kim is a financial advisor at Merit Financial Advisors with 47 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at LPL Financial, Path Wealth Management LLC, Triad Financial Strategies, Inc., and Purshe Kaplan Sterling Investments. He also provides insurance advice as an agent. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on discretionary or non-discretionary bases.