Adrian Fernandez is a financial advisor at Opal Advisors with a Series 65 credential and one year of industry experience. Prior to joining Opal Advisors, he held roles at Qualcomm and Upway, among other positions. Opal Advisors is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses with portfolio management and integrated financial planning. The firm manages separately managed accounts, pension and profit-sharing consulting, and a private pooled investment vehicle, employing a range of strategies including public equities, ETFs, options, and private investments.

Joshua Spiegelman is a financial advisor at Goldbloom Wealth Management LLC with nine years of industry experience. He holds the Series 65 designation and has been with Goldbloom Wealth Management in various capacities since 2007. Goldbloom Wealth Management LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm’s investment process is based on individualized Investment Policy Statements and incorporates fundamental and quantitative analysis, optimization tools, and periodic reviews, utilizing a range of strategies and third-party platforms.

Ian Fink is a Series 65-registered advisor with Goldbloom Wealth Management LLC, based in Mercer Island, WA, with one year of industry experience. His work history includes roles at Farther and the University of Washington Housing & Food Services. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing about $100.8 million for roughly 145 clients. The firm offers portfolio management, financial planning, and retirement-rollover guidance to individual and high-net-worth clients, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Emme Osborne is a Series 65 licensed advisor with Fortis Capital Management LLC in Bellevue, WA, where she has three years of industry experience. Prior to joining Fortis Capital Management, she held positions at The University of Arizona, Pine Lake Cellars, Farmers Insurance, Duke's Seafood, and The Juicy Cafe. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and recommendations for insurance along with referrals to affiliated tax and accounting providers. The firm combines active and passive investment approaches across a range of instruments and manages pooled private funds with performance-based fee arrangements.

Levi’s a member of the Confederated Tribes of Grand Ronde and proud of his Native American heritage. In his free time, he enjoys playing golf, basketball, video games, and watching the latest binge-able Netflix shows with his wife. Levi founded Millennial Wealth in 2018. He works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans. Professional Designations & Certifications: Levi is a CERTIFIED FINANCIAL PLANNER®, CERTIFIED PRIVATE WEALTH ADVISOR®, CERTIFIED EXIT PLANNING ADVISOR® and BEHAVIORAL FINANCIAL ADVISOR™ professional. He’s also earned his Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. The CPWA® certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA® certification. The CEPA® is a unique designation for financial professionals who advise business owners on how to prepare to sell or transition their business successfully, a strategy referred to as “exit planning”. The BFA™ (Behavioral Financial Advice program) integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan. The Certificate in Blockchain and Digital Assets course is the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets.

David Gearring Jr. is a financial advisor at Goldbloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldbloom Wealth Management since 2018. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Paul Misleh II is a CFA® charterholder with 12 years of industry experience. He is currently with Fortis Capital Management LLC in Bellevue, WA, where he has worked since 2014. Prior to focusing full time on Fortis Capital Management, he was a senior manager at Ernst & Young LLP in the transaction advisory group, specializing in big data analytics. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors with financial planning, discretionary portfolio management, and access to affiliated tax and accounting services. The firm employs a combination of active and passive investment strategies across multiple asset classes, manages pooled private funds with performance-based fees, and offers model strategies alongside held-away account management.

Grace Rollins is a financial advisor at Fortis Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has been with Fortis since 2021. Prior to her advisory role, she worked at Doucette's Party and Tent Rental and spent time at the University of Minnesota Duluth. Fortis Capital Management serves individuals, families, and institutions including high-net-worth clients, offering financial planning and discretionary portfolio management across various asset classes. The firm employs both active and passive investment strategies and manages private pooled funds, incorporating thematic and derivative approaches where suitable.

David Mann is a financial advisor with Highland Capital Advisors, LLC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with Highland Capital Advisors since 2017 and previously worked at LPL Financial LLC from 2015 to 2017. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting and implemented solutions focused on pooled investment vehicles and third-party separate account managers. The firm employs institutional analytic techniques to develop investment policies and asset allocations and emphasizes ERISA fiduciary consulting without providing ongoing portfolio management or comprehensive financial planning.

Dieter Drews is a financial advisor at Fortis Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fortis since 2025. Drews also oversees Prism Tax and Accounting Services, LLC, and owns Glacier Holdings LLC, which operates in sporting goods and fiduciary services. Fortis Capital Management serves individuals, families, and various institutional clients, offering financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and manages private pooled funds with performance-based fee arrangements.

Reagan Smith is a CFP® professional with two years of experience at Millennial Wealth. Prior to joining the firm, he spent four years at Taylor University and thirteen years at Bridgman Public Schools. Millennial Wealth is a team of five advisors that provides comprehensive financial planning and discretionary investment management for individual and high-net-worth clients. The firm uses a primarily passive investment approach supplemented by strategies such as direct indexing and tax-sensitive techniques, and offers flexible engagement and pricing models tailored to client needs.

Stanislav Vorobets is a financial advisor at Fortis Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Royal Eagle Inc. and Equitable Advisors, LLC. His background also includes roles outside finance, such as positions at Doordash and the University of Washington. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and related insurance and tax referral 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.

Eric Williams is a financial advisor at Goldbloom Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including at Farther and Ohana Fiduciary Corporation. Goldbloom Wealth Management LLC is a team-based registered investment adviser managing approximately $100.8 million for around 145 clients. The firm provides portfolio management, financial planning, and retirement-rollover guidance, using a documented Investment Policy Statement and a combination of fundamental, quantitative, and technical analysis.

Corban Parker is a financial advisor with Fortis Capital Management LLC in Bellevue, WA, holding a Series 65 designation and nine years of industry experience. He has worked at Fortis since 2016 and was previously with Coldstream Capital Management from 2015 to 2018. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a broad range of investments. The firm employs both active and passive strategies, including thematic approaches, and also manages held-away retirement assets while coordinating with other professionals as needed.

Jordan Stover is a CFP® professional with seven years of experience in financial advising. He has been with Fortis Capital Management LLC since 2020 and previously worked at TD Ameritrade Institutional and several other firms. Outside of finance, his background includes roles at Draft Republic and the YMCA. Fortis Capital Management serves individuals, families, businesses, and institutional clients by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and manages private pooled funds while coordinating with other professionals as needed.

Justin Evans is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience and previously worked at Mahaffey Enterprises, Inc., Pahlisch Homes, McKinstry, Wood, PLC, Apollo Mechanical, and Chicago Bridge & Iron. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes advice and asset allocation based on client objectives and risk tolerance, managing assets through both discretionary and largely non-discretionary programs.

We provide comprehensive financial planning & wealth management services for busy families and retirees. Our areas of expertise include building long-term investment portfolios, goal planning, tax reduction strategies, retirement income planning, employee stock options, and homebuying guidance. Our financial planning mission is to empower you and change your life for the better. Planned or not, your finances will play a significant role in your life. We believe with the right guidance, your financial resources can be tools to help you reach your life's goals. I am a Certified Financial Planner™, Retirement Income Certified Professional®, Behavioral Financial Advisor™, and Certified Tax Specialist™. I received my degree in Finance from the University of Washington and my financial planning education from Northwestern University. I am very active in the financial planning community. I am a member of the East King County Estate Planning Council, serve as a CFP Board Mentor, and participate on the Seattle Children’s Financial Advisory Committee. In my free time, I enjoy following the Washington Huskies and playing tennis with friends and family.

James Hua is a financial advisor at Opal Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including Emergent Capital, Inc. and Sheppard Wealth Management. Outside of advisory work, Mr. Hua co-founded Bellevue Funding LLC, a specialty finance company focused on hard money lending, where he serves as Portfolio Manager. Opal Advisors is an SEC-registered, fee-based investment adviser serving individuals, small businesses, and retirement plans. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, employing a process that includes active security selection and the use of third-party managers.

Richard Wyman is a financial advisor at Highland Capital Advisors, LLC with 28 years of industry experience. He has been with Highland Capital Advisors since 2006. He holds Series 63 and Series 65 designations. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm focuses on non-discretionary investment consulting using institutional analytic techniques and restricts its advice to non-covered securities without providing continuous portfolio supervision.

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.