Patrick Scanlan is a financial advisor at Alongside, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Wells Fargo. Outside of his advisory role, Scanlan is also the owner of a wedding and family portrait photography business serving the Seattle area. Alongside, LLC is an SEC-registered advisory firm managing approximately $879 million for over 2,100 client relationships through a 16-advisor team. The firm offers financial planning, investment management, retirement-plan consulting, and fractional family office services, using a diversified, long-term asset allocation approach informed by multiple analytical methods.

Colin Gray is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He is currently with Pacific Sage Partners, LLC, where he has worked since 2022. Prior to this, he was with Tradewinds Capital Management, LLC for three years and Charles Schwab & Co., Inc. for six years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs long-term, customized investment strategies using ETFs, mutual funds, individual securities, and Independent Managers, alongside fundamental and technical analysis and ongoing portfolio monitoring.

Hannah Hein is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. She holds a Series 65 designation and has seven years of industry experience, all with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm employs both fundamental and technical analysis to guide asset allocation and security selection, managing approximately $390 million in discretionary assets for around 342 clients.

Morgan Arford is a financial advisor with Comprehensive Wealth Management in Lynnwood, WA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Comprehensive Wealth Management since 2001 and concurrently worked with Independent Financial Group since 2013. Arford is the Chief Investment Officer at Comprehensive Wealth Management and is involved with Spero Decimas, LLC, a company dedicated to charitable giving. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and pension accounts. The firm employs a proprietary Performance Targeting System® and a range of model portfolios that combine passive and active strategies focused on downside protection and target returns.

Aalok Shah is a CFP® with nine years of industry experience, currently serving as an advisor at Harbour Investment Management L.L.C. He has worked at firms including Lair Hill Partners Inc, Zuna, LLC, Northwest Capital Management, and Heintzberger Payne. Shah is based in Edmonds, WA, and holds Series 63 and Series 65 licenses. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term portfolio management, overseeing approximately $470 million in assets for around 195 clients through a five-advisor team.

Russell Cole is a financial advisor at Sage Advisors, LLC with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Sage Advisors in 2019, he worked for Kms Financial Services, Inc. from 2007 to 2019. Outside of his advisory role, he is also licensed to sell long-term care, disability, health, and term insurance products. Sage Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, financial planning, and pension consulting services. The firm employs customized investment strategies using mutual funds, ETFs, individual securities, and proprietary models, and is notable for its pension consulting and participant education offerings.

Stephen Chaney is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. He holds a Series 65 designation and has 30 years of industry experience, including 27 years with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in discretionary assets and employs investment strategies based on both fundamental and technical analysis with discretionary trading authorization.

Alvin Kwak is a financial advisor at Harbour Investment Management L.L.C. with a Series 65 credential. He has been with Harbour since 2025 and has prior experience at MAZO Capital Solution, District 2 Capital, and Sparrow Vision. Outside of finance, he has worked at Oki Golf and attended Columbia University. Harbour Investment Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs fundamental analysis to build diversified portfolios and manages approximately $470 million in assets for about 195 clients.

Jordan Tuchek is a financial advisor at Comprehensive Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Independent Financial Group, Integrity Financial Corporation, and Saturna Capital Corporation. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and individual pension accounts. The firm uses a proprietary Performance Targeting System® and a combination of passive and active investment models focused on downside protection and targeted returns.

Erika Berkenhoff is a CFA® charterholder with 19 years of industry experience. She has been with Harbour Investment Management L.L.C. since 2006. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Harbour Investment Management emphasizes fundamental analysis and ongoing portfolio supervision, managing approximately $470 million in assets for about 195 clients through a team of five advisors.

Troy Crutcher is a CFP® with 17 years of industry experience and has been with McIlrath & Eck, LLC since 2012. He holds a Series 66 license and works as part of a six-advisor team in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and employs a combination of active and passive management guided by Modern Portfolio Theory.

Travis Johnson is a financial advisor at The Retirement Solution LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining his current firm. 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 various organizations. The firm uses model-based portfolio allocations focused on mutual funds and ETFs, employing fundamental and technical analysis with strategic asset allocation.

Matthew Beyer is a CFP® professional with 29 years of experience in financial advisory services. He has worked at Madrona Financial Services since 2020 and previously held roles at Purshe Kaplan Sterling Investments, Cetera, and HomeStreet Bank. Beyer is also licensed to sell fixed insurance products. Madrona Financial & CPAs serves individuals, high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm employs model-based investment strategies and integrates accounting and insurance services through affiliated entities.

Clinton Coburn is a financial advisor at The Retirement Solution LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Edward Jones. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to manage risk and capture growth opportunities.

Michael Seely is a financial advisor at Madrona Financial & CPAs with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Cetera, Cetera Investment Services, and Homestreet Bank. Outside of his advisory role, he is involved in selling fixed insurance products. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies with ETFs and alternative investments, tailoring solutions to clients’ financial profiles and offering related accounting and insurance services through affiliated entities.

William Cantus is a financial advisor at Pacific Sage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. for ten years and WR Cantus Group, LLC for one year before joining Pacific Sage Partners in 2022. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management alongside financial planning, consulting, and retirement plan advisory services. The firm develops customized portfolios using fundamental and technical analysis, combining delegated management and fiduciary plan advisory services with a client base of approximately 804 clients and nearly $1 billion in assets under management.

Peter Lee is a financial advisor at Alongside, LLC with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of advising, he owns PLEE, LLC, an entity used for managing payroll expenses related to his business activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and is notable for its role in selecting and supervising other advisers and model providers, including outsourced CIO and model services.

Noel Soderblom is a Series 65-licensed financial advisor with one year of industry experience, currently with Alongside, LLC. His prior roles include positions at Thrivent Advisor Network, Global Market Innovators, and Harbortech Mobility, Inc. In addition to his advisory work, he is a licensed real estate broker representing buyers and sellers of residential properties through Blue Pacific Real Estate. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes disciplined, long-term diversified asset allocation and routinely selects and monitors third-party managers and model providers while maintaining oversight to align with client objectives.

Mark Anderson is a financial advisor at Pacific Sage Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tradewinds Capital Management, LLC for ten years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using long-term, customized strategies built from ETFs, mutual funds, individual securities, and Independent Managers.

Tom Puentes is a financial advisor with PeachCap Tax & Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with PeachCap since 2018 and previously spent four years with Kestra Private Wealth Services, LLC. Puentes serves on the boards of the Pacific Northwest Ballet and Seattle Opera, both nonprofit organizations. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm provides discretionary portfolio management, third-party adviser recommendations, and financial planning, utilizing diversified, model-based portfolios and a range of investment strategies tailored to client needs.