Nicholas Smelser is a financial advisor at Madrona Financial & CPAs with five years of industry experience. He holds a Series 65 designation and has worked with Madrona Financial Services since 2018. His prior roles include positions at Papa Murphy's Pizza, Washington State University, Union Market, Staff Pro, and The ZZU Bar & Grill. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting. The firm offers model-based investment strategies primarily using ETFs and advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Brian Evans is a financial advisor at Madrona Financial & CPAs with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked with related firms including Madrona Advisory Group, Madrona Insurance Services, and Bauer Evans Inc., Ps. Outside of his advisory role, he serves as a coach and speaker for the Financial Independence Group (FIG), dedicating approximately 10 hours per month to this activity. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses through discretionary portfolio management, financial planning, and consulting. The firm utilizes model-based investment strategies built primarily with ETFs and offers specialized advice on alternative and real-estate-related investments such as Delaware Statutory Trusts (DSTs) and structured notes.

Kevin Massey is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation and three years of industry experience. Prior to joining Chaney Capital Management, he worked at WAFD Bank and Chase Bank. Chaney Capital Management provides discretionary investment management and financial planning to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis, uses active strategies tailored to client objectives, and maintains in-house portfolio management without outsourcing.

Elijah Fowler is a financial advisor at Sound Financial, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services/Verity Credit Union. Sound Financial, LLC is a team-based registered investment adviser managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach with model allocations and third-party managers, providing tailored financial planning and utilizing platforms such as Betterment and AssetMark for portfolio implementation.

Lynda Bartsch is a financial advisor at Chaney Capital Management Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chaney Capital since 2008, following positions at Wells Fargo Clearing and Prudential Equity Group. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm uses a combination of fundamental and technical analysis with active strategies tailored to client objectives and conducts regular reviews of investment plans.

Sophie Thilenius is a financial advisor at Comprehensive Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Moneta. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and pension accounts. The firm utilizes a proprietary Performance Targeting System® and a mix of passive and active investment models, emphasizing downside protection and target returns.

Terry Thomason is a financial advisor at Elite Wealth Management, Inc. in Kirkland, WA, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Clarity Capital Partners LLC, American Trust Investment Services Inc, Fidelity Investment, and Unionbanc Investment Services. Outside of his advisory role, Thomason is president of Edmonds Devoted Family Care, a senior care business, and serves as head coach for the Edmonds Warriors Junior Football team. Elite Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and other financial services firms. The firm offers multiple named strategies delivered through separately managed accounts and model portfolios, using a mix of fundamental, technical, and cyclical analysis that includes ETFs, equities, alternatives, options, and derivatives.

Kris Muhlestein is a financial advisor at Comprehensive Wealth Management in Lynnwood, WA, with 16 years of industry experience. He holds a Series 65 designation and has been associated with both Geneos Wealth Management and Comprehensive Wealth Management since 2009. Outside of his advisory role, he is involved with Muhlestein Sculpture Inc. Comprehensive Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model suites and a variety of investment strategies, including Direct Indexing, and manages client assets on a householded basis with ongoing monitoring and reporting.

Nathan Mayer is a financial advisor at SPG Advisors LLC in Kirkland, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Koenig Financial Group, Harbour Investments, Inc, and Equitable Advisors. Outside of his advisory work, he has served as a delivery driver for Uber Eats and Grubhub. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to implement diversified portfolios, often coordinating estate, tax, insurance, and retirement planning through a mix of in-house and third-party resources.

Loren Downs is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation and 10 years of industry experience. He has been with SPG Advisors since 2016 and is also involved with Strategic Benefits, Inc. DBA Sound Planning Group, where he spends 50% of his time managing client relations and supporting insurance services. SPG Advisors LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a mix of fundamental and technical analysis to implement diversified investment strategies. The firm’s offerings include coordinated estate, tax, insurance, and retirement planning, with unique affiliations and compliance structures distinguishing its approach.

Carrie Hepburn is a financial advisor at Harbour Investment Management L.L.C. with eight years of industry experience. She holds a Series 65 designation and has worked at Lair Hill Partners Inc., ZUNA, LLC, Harbour Investments LLC, and Northwest Capital Management, Inc. since 2002. Harbour Investment Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on tailored portfolio management using fundamental analysis and continuous supervision, managing approximately $470 million in discretionary assets for about 195 clients through a five-advisor team.

Joann Nieciecki is a financial advisor at Creative Money LLC with four years of industry experience. She holds a Series 65 designation and previously worked for Dost Valuation Group, Ltd for 18 years. Creative Money LLC provides comprehensive financial planning services to individuals and households, emphasizing retirement planning, cash flow and debt management, and tax-aware strategies. The firm uses fundamental research to recommend passive, low-cost asset allocation and does not manage client assets or charge fees based on assets under management.

Patrick Scanlan is a financial advisor with Alongside, LLC in Mill Creek, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Wells Fargo. Outside of finance, he owns and operates a wedding and family portrait photography business in the Seattle area. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million across more than 2,100 client relationships. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term investment approach based on a combination of portfolio theory and multiple analytical methods.

Joseph Duncan is a Series 65-licensed financial advisor at SPG Advisors LLC with eight years of industry experience. He worked at The Retirement Solution from 2014 to 2020 before joining SPG Advisors, where he has been since 2020. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to implement portfolios using mutual funds, ETFs, and other strategies, and coordinates planning across estate, tax, insurance, and retirement issues.

Colin Gray is a CFP® professional with 15 years of industry experience. He is currently with Pacific Sage Partners, LLC and has previously worked at CAPTrust, Tradewinds Capital Management, Charles Schwab, and Edward Jones. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses with discretionary investment management and comprehensive wealth management services. The firm employs a customized investment approach based on clients’ goals and risk tolerance, combining fundamental and technical analysis with a fiduciary standard and ongoing client communication.

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.

Gretchen Curtis is a financial advisor at SPG Advisors LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Auxano Advisors LLC for six years before joining SPG Advisors. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes both fundamental and technical analysis in its investment approach, employing mutual funds, ETFs, and specialized strategies, and coordinates comprehensive planning that may include estate, tax, insurance, and retirement issues.

Morgan Arford is a financial advisor at Comprehensive Wealth Management with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Independent Financial Group since 2013. Arford also serves as Chief Investment Officer at Comprehensive Wealth Management and is involved with a company used for charitable giving. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, and individual pension accounts. The firm employs a proprietary Performance Targeting System® and a blend of passive and active model portfolios focused on downside protection and target returns.

David Stryzewski is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation and 12 years of industry experience. He is the owner of Sound Tax Planning LLC, a tax planning firm employing CPAs and attorneys, and serves as a National Mentor, Educator, and Trainer for Simplicity Financial Marketing Inc., providing financial education and marketing training to advisors nationwide. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a blend of fundamental and technical analysis to guide investment decisions and offers a range of strategies including mutual funds, ETFs, and leveraged or short positions, while coordinating planning across estate, tax, insurance, and retirement matters.

Tyler Lively is a CFP® certificant with 11 years of industry experience. He currently works at SPG Advisors LLC, where he has been since 2023, following eight years at The Retirement Solution Inc. From 2015 to 2017, he was also associated with Retirement Income Solutions Inc. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to develop portfolios that include mutual funds, ETFs, and other strategies, while coordinating planning around estate, tax, insurance, and retirement issues.