Dustin Brumbaugh is a CFA® charterholder with 24 years of industry experience. He has worked at Tschetter Wealth Advisors since 2017 and was previously with D.A. Davidson & Co. from 2015 to 2017. He is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Tschetter Group offers asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis across various strategies, including dividend growth, capital appreciation, and a crypto/digital-asset ETF sleeve.

Peter Barnes is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding Series 63 and Series 65 certifications with five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Moss Adams LLP. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with minimum relationships of $10 million. The firm offers comprehensive wealth management and consulting services, utilizing a mix of individual equities, fixed income, ETFs, mutual funds, and alternative investments, tailoring asset allocation to each client’s risk tolerance and time horizon.

Curtis Nilsen is a financial advisor at Hohimer Wealth Management, LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Mutual of America and MassMutual Northwest. Hohimer Wealth Management is a 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 funds and pooled investment vehicles.

Timothy Kimmel is a CFP® professional with 34 years of industry experience, currently with Paul R. Ried Financial Group, LLC in Bellevue, WA. He has worked with Cetera and Cetera Advisor Networks LLC and has been with Paul R. Ried since 1993. He serves on the board of Monster and Sea, a charitable organization. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a dynamic asset allocation process based on fundamental valuation and behavioral finance, managing most client accounts on a discretionary basis while emphasizing client education and periodic reviews.

Samuel Rice is a Series 65-licensed financial advisor with PCM Encore, LLC in Bellevue, WA, bringing one year of industry experience. Prior to joining PCM Encore, he worked at Assurance IQ for eight years. PCM Encore serves a diverse client base including individuals, high net worth households, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, discretionary portfolio management, and retirement-plan advisory services. The firm focuses on long-term, asset-allocation driven portfolios using diversified, low-cost mutual funds and ETFs, tax-aware strategies, and selective active management.

James Mcbarron is a financial advisor at Pacific Sage Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Paul R. Ried Financial Group and Milliman. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, supported by fundamental and technical analysis and regular portfolio monitoring.

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 nine years and at Ohno Construction Company for two years. Hohimer Wealth Management is a multi-advisor, SEC-registered 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 funds as well as 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 at Aviso Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, Verrill is involved in aviation-related businesses, holding ownership positions in companies engaged in airplane leasing and maintenance. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across about 772 client relationships. The firm employs a variety of analytical approaches to develop client-specific investment policies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Benjamin Ferguson is a CFP® with two years of experience in financial advising, currently with Arrivity Financial Planning in Seattle, WA. Prior to his advisory role, he worked in various legal positions from 2014 to 2024. Arrivity Financial Planning provides hourly, fee-only comprehensive financial planning to individuals, couples, and families, focusing on cash flow, retirement, tax, estate, education, and risk-management issues. The firm emphasizes passive, low-cost index fund strategies within globally diversified portfolios and offers advisory services without discretionary portfolio management or custody of client assets.

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. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Hornor Townsend & Kent Inc and LPL Financial. In addition to his advisory work, he is involved in a non-variable insurance business in Bellevue, WA. Snider Financial Group provides 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 approach with tactical overlays, utilizing managed funds, ETFs, individual securities, and third-party managers.

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, with nine years of industry experience. She holds the Series 66 credential and has worked at several firms, including Cutler Investment Counsel, LLC since 2019, and prior roles at 5 POINT Financial Group Inc. and KMS Financial Services, Inc. Cutler Investment Group provides discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, 401(k) consulting, model licensing, and uses third-party technology and AI tools to support research and account servicing.

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 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.