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.

Robert Guild is a ChFC® with 19 years of experience in the financial advisory industry, currently serving as a Registered Investment Advisor Representative at Robinswood Financial since 2007. He operates independently through his personal holding company, Kilted Advisor LLC, established in 2013. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses by providing fee-only portfolio management alongside financial planning and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy using primarily low-cost institutional index ETFs, Vanguard funds, and Dimensional Fund Advisors products, with discretionary management and periodic portfolio reviews.

Jamika Parker is a CFP® certificant with six years of experience at EQ Wealth Management in Bellevue, WA. She has previously worked with AXA Advisors and Aflac, where she continues to serve as a benefit specialist. Outside of her advisory role, Parker is a head coach for a youth basketball program, Talia Walton Basketball. EQ Wealth Management is a registered investment adviser with a nine-advisor team managing approximately $941.7 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and private funds, providing both discretionary and non-discretionary investment management along with comprehensive financial planning services.

Nathan Tepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®) at EQ Wealth Management in Bellevue, WA, with 11 years of industry experience. He has worked at EQ Wealth Management since 2020 and previously held roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, Nathan is a licensed insurance producer and has been a notary public in Washington since 2021. EQ Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and private funds. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing fundamental and cyclical analysis through an Investment Policy Committee to align portfolios with client goals.

Saloni Gupta is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Avier Wealth Advisors and has previously worked at Hightower Advisors, Highland Private Wealth Management, Ameriprise, Prevail Wealth Management LLC, and Private Wealth Management Solutions, LLC. Avier Wealth Advisors provides investment management and financial planning services for individuals, families, and various business entities, focusing on diversified mutual fund and ETF portfolios with an emphasis on institutional-class, low-cost funds and academic factor research. The firm operates as a larger multi-advisor team with a high concentration of credentialed professionals and utilizes documented due diligence and ongoing monitoring of third-party sub-advisers.

Terrance Cook is a financial advisor at Parcion Private Wealth LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parcion since 2019, following a 17-year tenure at UBS Financial Services Inc. Parcion Private Wealth serves high-net-worth individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum of $10 million. The firm provides comprehensive wealth management and consulting services, employing both fundamental and technical analysis to tailor asset allocations across a range of investment types.

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 Integrity Financial Corporation with 25 years of industry experience and a Series 65 designation. She has been with Integrity Financial Corporation since 2007. Integrity Financial Corporation serves individuals, families, family offices, business owners, corporate retirement plans, and charitable organizations with investment and wealth management, financial and legacy planning, and consulting services. The firm employs a Modern Portfolio Theory framework using a mix of indexed and actively managed funds, with options for alternative strategies and private funds for qualified clients.

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 bringing 20 years of industry experience. Her career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. She is also a Notary Public. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across 772 client relationships. The firm offers investment advisory, financial planning, and consulting services, employing diverse analytical approaches and implementing portfolios with quarterly reviews.

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.

Michael Gill More is a CFA® charterholder with two years of industry experience. He is currently an advisor at Harbour Investment Management L.L.C., where he has worked since 2023. Prior to joining Harbour, he was with PaxJor Investments from 2020 to 2023 and Edge Asset Management from 2005 to 2020. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and continuous supervision to build diversified portfolios tailored to longer-term objectives, managing approximately $470 million in assets for about 195 clients.