Anthony Thome is the principal of Thome Financial Management in Bellevue, WA, with 29 years of industry experience. He has been leading Thome Financial Management since 2003 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Thome is the sole licensed insurance agent for the affiliated insurance agency, providing health, disability, long-term care, and life insurance services. Thome Financial Management is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm manages approximately $53.7 million in discretionary assets, following a long-term, asset-allocation strategy focused on diversified portfolios primarily using exchange-traded funds and no-load mutual funds.

Brian Gawthrop is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Five Cedars Financial, LLC since 2022. Prior to founding Five Cedars, he worked for six years at Robinswood Financial. Five Cedars Financial, LLC provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, emphasizing customized strategies documented in Investment Policy Statements and offering a range of investment approaches including fundamental, technical, and cyclical analysis.

Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.

Victor Jones is a CFP®, ChFC®, and PFS™ credentialed advisor with 35 years of industry experience. He is the principal of Victor Jones CPA, PC in Seattle, WA, where he has worked since 2021, following prior roles at Infinity Financial Services and Jones Tax Advisors, Inc. In addition to his advisory work, he is a licensed insurance agent in Washington, California, and Texas. Victor Jones CPA, PC provides integrated personal financial planning, tax and accounting advice, fiduciary accounting, portfolio management, and pension plan services to individuals, businesses, and charitable organizations. The firm combines tax and accounting expertise with financial planning and offers portfolio management on a non-discretionary basis, typically recommending diversified strategies using stocks, bonds, mutual funds, and options.

Thomas Gerson is a financial advisor at Blair Hall Advisors, LLC in Seattle, WA, holding a Series 66 designation with 16 years of industry experience. He has been with Blair Hall Advisors since 2014. Blair Hall Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, with a focus on comprehensive portfolio management that incorporates quantitative, fundamental, and technical analysis. The firm offers customized strategies including tax management and ESG investing, and maintains a regular review process tailored to clients' needs.

Geleg Kyarsip is a CFP®-certified financial advisor with 20 years of industry experience, operating Kyarsip Financial Advisors LLC in Seattle, WA. He has led his independent firm since 2004, providing financial planning and investment management services. Kyarsip Financial Advisors LLC serves individuals, families, trusts, estates, and qualified retirement plans through a fee-only model focused on personalized, tax-aware investment strategies. The firm manages approximately $104.7 million across about 82 client relationships, emphasizing non-discretionary asset management and customized investment policy statements.

Tyler Linsten is the sole advisor at Alder Cove Capital, LLC, an independent registered investment adviser based in Tukwila, WA. He holds the CFA® designation and Series 65 license, with 12 years of industry experience. Prior to founding Alder Cove Capital in 2014, he has worked with the Pacific Maritime Association since 2007 and served a brief term at ILWU Local 19. Linsten also serves as an unpaid board member of Waterfront Federal Credit Union in Seattle. Alder Cove Capital serves individuals and high-net-worth clients through portfolio management, financial planning, and hourly consultations. The firm emphasizes a fiduciary, long-term, low-cost, and diversified investment approach and is noted for incorporating tax-aware separately managed accounts and sophisticated model allocations tailored to clients’ specific goals and tax considerations.

Elizabeth Weil is a Certified Financial Planner® with 12 years of industry experience, currently serving as the sole advisor at Clarity Northwest Wealth Management, LLC in Seattle, WA. She has led the firm since 2013. Weil is also the Board Secretary of the GPN Alliance, a nonprofit organization that promotes fiduciary standards and supports advisers offering advice-only financial planning. Clarity Northwest provides fee-only, hourly financial planning services to individuals, families, trusts, estates, and charitable organizations without accepting commissions or managing client assets. The firm’s approach emphasizes long-term, diversified asset allocation using tools like Monte Carlo simulations and Modern Portfolio Theory, with a focus on low-cost investment options and periodic plan reviews.

Jonathon Zetlmaier is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Zetlmaier Wealth Management LLC since 2021. He previously worked at VOYA Financial Advisors and Madrona Financial Group. Outside of his advisory role, he is involved in community activities as Treasurer of the Our Lady of Guadalupe Catholic Youth Organization and serves on the Board of Governors for the Washington Athletic Club. Zetlmaier Wealth Management provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients, integrating estate planning via a digital document platform. The firm’s investment approach blends Fundamental Analysis, Modern Portfolio Theory, and Efficient Market Theory, focusing on diversified mutual funds and ETFs while accommodating client preferences for individual securities or active funds.

Reid Kitagawa is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Kanso Capital. He has worked at firms including Morgan Stanley, Integrity Financial Corporation, and Saturna Trust Company. Outside of his advisory role, he serves as a general board member of the Juanita Woods Homeowners' Association. Kanso Capital provides financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, non-profit entities, and trusts. The firm combines Modern Portfolio Theory with fundamental analysis, using primarily low-cost passive funds alongside selective active managers, and incorporates clients’ broader financial interests into portfolio recommendations.

Ellen Webber is a CFP® certificant with 11 years of industry experience, currently operating under her own firm, Ellen J Webber, CFP, in Seattle, WA. Her career includes prior roles at Harvest Capital Advisors Inc. and Pacific West Financial Consultants Inc., followed by the operation of her independent practice since 2008. In 2025, she sold her investment management practice and began referring new clients to First Pacific Financial while continuing consulting support through 2026. Ellen J. Webber provides financial planning and investment advice to individuals, small businesses, estates, and trusts, with a focus on comprehensive planning and long-term asset allocation. The firm, notable for its specialty in divorce-related financial planning and multiple office locations despite being a solo practitioner practice, delivers services primarily on an hourly or fixed-fee basis.

Bruce Petrie is the sole advisor at Petrie Capital Management LLC in Seattle, WA, holding a Series 65 designation with 21 years of industry experience. He has led Petrie Capital Management since its founding in 2005. Petrie Capital Management provides discretionary asset management and integrated financial planning services to individuals, trusts and estates, charitable organizations, and corporate clients. The firm customizes investment programs based on client goals and employs a range of strategies, including options and derivatives, with regular portfolio reviews and a generally conservative approach to cash balances.

Marius Grigoriu is the principal advisor at Left Coast Investment Strategies LLC in Seattle, WA, holding a Series 65 license and four years of industry experience. He also serves as a broker at Columbia Partners Real Estate, where he identifies and manages residential and investment real estate transactions. Prior to founding Left Coast, he held positions at Smartsheet Inc. and Nordstrom. Left Coast Investment Strategies provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm employs a quantitative, factor-based investment approach that incorporates value, momentum, and lower-volatility factors, combined with tax-aware trade execution and the use of derivatives for hedging and risk management.

Kevin Patrick is the sole advisor at Objective Advisors LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has led Objective Advisors since 2012. Outside of advisory work, he is a managing member of Forensic Image and Data Analytics, LLC, a company involved in research-related litigation matters. Objective Advisors provides investment and wealth advisory services primarily to high net worth individuals, families, and related entities, focusing on asset-allocation-based portfolio management and financial planning for estate, succession, governance, family education, and philanthropic needs. The firm emphasizes diversification and due diligence in manager selection, generally operates non-discretionary accounts, and combines family governance services with a willingness to recommend alternative and illiquid investments.

Kevin Estes, CFP®, MBA is the Founder and Financial Planner of Scaled Finance, LLC. He helps tech professionals and their families live their best lives. His definition of family is broad! Your family is whoever matters most to you. His specialties include equity compensation, financial independence, real estate, and education. Kevin works with a wide age range of clients. Kevin is located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing him to serve clients nationwide.

Michael Policar is a financial advisor at NGP Financial Planning, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Hightower Advisors. He has also operated as a sole proprietor in financial services. NGP Financial Planning, LLC is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and financial planning, employing modern portfolio theory and a variety of investment instruments, including defensive option strategies and access to alternative securities.

Cesar Castaneda is a Series 65-licensed financial advisor with AA Financial Services in Kirkland, WA, bringing 14 years of industry experience. He has been a CPA since 2003 and operates a sole proprietorship providing public accounting services, including audit, review, and tax services. His financial advisory practice is integrated with his accounting work but does not include audit services for advisory clients to avoid conflicts of interest. AA Financial Services is a state-registered, single-advisor firm offering financial and retirement planning and consultative investment advice to individuals, nonprofits, and small businesses. The firm emphasizes a passive, long-term equity approach with asset allocation supported by fundamental and technical analysis, providing non-discretionary advisory consultations and periodic portfolio reviews.

Frank Childress is a financial advisor at Childress Investment Management in Bellevue, WA, holding a Series 65 designation and 33 years of industry experience. He has led Childress Investment Management since 1992 and has been involved with Asn Natural Stone for 25 years. Childress Investment Management offers discretionary portfolio management for individuals, trusts, and small businesses, tailoring portfolios based on client-specific factors. The firm uses analysis of economic indicators to inform incremental portfolio adjustments and primarily invests in no-load mutual funds, ETFs, and individual securities.

Steven Baldwin is a Series 65-licensed financial advisor with The Road Ahead Wealth Management LLC in Woodinville, WA, bringing two years of industry experience. Prior to founding his firm, he worked at Honeywell International, Inc. for 18 years and has held roles at Live Nation Worldwide, Inc. Outside of advising, he serves as a trustee for a friend's account. The Road Ahead Wealth Management LLC is an independent registered investment adviser serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs fundamental and technical analysis to create customized investment programs across various asset classes, including options strategies, and manages approximately $11.2 million for a small client base.

Jeffrey Walters is a CFP® professional with 21 years of experience in financial planning. He is the sole advisor at Advisia Financial Planning, an independent firm based in Bellevue, WA. His prior experience includes roles at Badgley Phelps Wealth Managers and a period of retirement from 2022 to 2026. Advisia Financial Planning provides fee-only financial planning services to individuals, high-net-worth clients, and businesses, focusing on comprehensive and ongoing hourly-based planning engagements. The firm operates on a non-custodial model, offering investment recommendations based on fundamental analysis and modern portfolio theory, with an emphasis on standalone financial planning and flexible client-driven investment strategies.