Chase Ferderer is a financial advisor at Comprehensive Wealth Management with 11 years of industry experience. He has held positions at Independent Financial Group, LLC and Ameriprise Financial Services, Inc. He holds Series 63 and Series 65 licenses. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, and pension accounts. The firm employs a proprietary Performance Targeting System® alongside diversified and tactical investment models that blend passive and active strategies with an emphasis on downside protection and target returns.

Kristi Henderson is a CFP® and PFS™ with 18 years of experience, currently serving at Madrona Financial & CPAs. She has worked with related entities including Madrona Advisory Group, LLC, Madrona Insurance Services, LLC, and Bauer Evans, Inc., P.S. since 2007. Henderson has served on the board of directors for Mountain Pacific Bank since 2019. 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 primarily built with ETFs and also advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Jordan Cole is a financial advisor at Sage Advisors, LLC in Edmonds, WA, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Sage Advisors since 2004, including a period before its current formation, and previously spent eight years at Kms Financial Services, Inc. Sage Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized portfolios with diversified allocations and proprietary Model Portfolios under discretionary authority.

Danielle Meister is a financial advisor with Madrona Financial & CPAs in Everett, WA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her work history includes roles at Madrona Financial Services, Trajan Wealth, Scottsdale Wealth Advisory, Kavo Kerr, Meister Financial Group, and Secure Investment Management. She also engages in insurance sales, working approximately 30 hours per month selling various 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 utilizes model-based investment strategies with a focus on ETFs and alternative investments, while offering related accounting and insurance services through its affiliated CPA and insurance firms.

Andrew Conner is a financial advisor at Madrona Financial & CPAs in Tacoma, WA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. Conner also conducts online webinars focused on long-term care. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs model-based investment strategies primarily using ETFs and advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Brandon Accardo is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Northwestern Mutual and FSC Securities Corporation. He is also an insurance agent with No Bull Financial, LLC dba Leverage Planners. 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 guide investment decisions and incorporates mutual funds, ETFs, and specialized strategies, supported by detailed client investment policy statements and risk assessments.

Mie Field is a financial advisor at Bull Harbor Capital LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is the vice chair of the Women in Bio Sponsorship Committee and is the author of a children's book. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a range of investment vehicles, including mutual funds, ETFs, individual equities, and covered options.

Chase Matriotti is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Chaney Capital Management, he worked at Cooper Publications and has a diverse background including roles outside the financial industry. 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 assets and employs both fundamental and technical analysis to guide investment decisions on a discretionary basis.

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 with two years of industry experience and a Series 66 designation. Prior to joining SPG Advisors, he worked at Equitable Advisors and Koenig Financial Group. Outside of his advisory role, Mayer works part-time 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 blends fundamental and technical analysis to implement portfolios using mutual funds, ETFs, and other strategies, while coordinating comprehensive planning that may include estate, tax, insurance, and retirement issues.

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.