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 nine years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Edward Jones prior to joining his current firm. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a range of clients including individuals, trusts, estates, and organizations. The firm emphasizes model-based portfolios tailored to client objectives and risk tolerance, with tax-aware strategies such as direct indexing and tax-loss harvesting integrated into its services.

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.

Ron Kirkpatrick is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Accelerate Investment Advisors. Outside of his advisory role, he serves as a varsity basketball coach for a high school team. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm offers customized portfolio construction and comprehensive plan services while managing approximately $315 million in client assets and consulting on billions in retirement plan assets.

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.

Kristine Geer is a CFP® with 10 years of industry experience, currently serving at Guide Advisors, Inc. She has been with the firm, including its previous incarnation as Geer Financial Group, since 2016. Kristine also spent time at IDDeal Living from 2024 to 2025. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning and consulting, co-advisory asset management through a third-party platform, and insurance and annuity products sold by licensed agents. The firm provides public seminars and educational workshops focused on general investment education rather than individualized advice.

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 18 years of industry experience. His prior roles include positions at CAPTrust, Tradewinds Capital Management, and Edward Jones. He holds Series 63 and Series 66 licenses. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses with discretionary investment management and wealth management services. The firm’s investment process combines fundamental and technical analysis with a long-term orientation while incorporating flexibility for rebalancing and shorter-term trades.

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.

Brian Lockett is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is a lead advisor and vice president at Comprehensive Wealth Management, where he has worked since 2002, and was previously with Independent Financial Group LLC. Outside of his advisory role, Lockett serves as a board member of the Washington State University Foundation and is a 50% owner of B&S Lockett, Inc. He also volunteers with the Association of Financial Educators, conducting financial workshops. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model-based strategies that incorporate ETFs, mutual funds, tactical allocations, and Direct Indexing, while also providing ongoing monitoring and reporting on a householded basis.

Robert Bauer is a financial advisor with Madrona Financial & CPAs in Everett, WA, holding a Series 65 credential and 18 years of industry experience. He has been affiliated with Bauer Evans Inc, PS since 1989. Outside of advising, he serves as a director for a family help corporation that manages real estate holdings. Madrona Financial & CPAs provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs model-based investment strategies using primarily ETFs and also advises on alternative investments such as Delaware Statutory Trusts and structured notes.

Jacob O'Connell is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Allstate, USTA, and Pemco, among others. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis and uses active investment strategies tailored to client objectives, with in-house management and attention to operational and cybersecurity risks.

Todd Carter is a financial advisor with Investor Fan, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Private Client Services LLC, Trutina Financial, Pacific West Financial Consultants Inc, and Mutual Service Corporation, as well as a period of retirement from 2021 to 2024. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a Modern Portfolio Theory approach and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Melinda Crary is a CFP® professional with 22 years of industry experience, currently serving at Creative Money LLC since 2011. Her prior experience includes roles at Save 9 LLC and Ameriprise. In addition to her financial advisory work, she manages a separate business coaching practice, providing individual and group trainings on business topics. Creative Money LLC offers comprehensive financial planning services to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes written financial plans and implementation guidance, using fundamental research and recommending passive, low-cost asset allocation without managing client assets directly.

Paul Adams is a financial advisor with Sound Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Sound Financial, he worked at Guardian Life and Park Avenue Securities. He is an author and co-hosts a podcast focused on organizational leadership, and he serves on the board of Gold Creek Community Church while also teaching financial stewardship there. Sound Financial serves individual and high-net-worth clients as well as business entities, providing financial planning and portfolio management primarily through third-party advisers. The firm emphasizes model portfolios and modern portfolio theory, generally recommending mutual funds and insurance products while overseeing third-party managers and wrap programs.

Jason Sikma is a financial advisor at Lake Avenue Financial LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity and its affiliated entities for over a decade before joining Lake Avenue Financial. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and other financial institutions. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting services, emphasizing customized asset allocation and model-based portfolio construction.

James McBarron is a CFP® with five years of industry experience, currently serving at Pacific Sage Partners, LLC. His prior roles include positions at CAPTrust, Paul R. Ried Financial Group, and Milliman. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses with discretionary investment management and comprehensive wealth management services. The firm develops customized portfolios using fundamental and technical analysis within a fiduciary framework and combines delegated management with retirement plan advisory services.

Arijeet Singh is a financial advisor at Willow Grove Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at No Bull Financial, LLC dba Leverage Planners, where he was also involved in insurance services as an insurance agent. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving individual and high-net-worth clients, offering discretionary portfolio management, access to private fund investments, and comprehensive reporting. The firm employs a disciplined investment process combining strategic asset allocation with technical and economic analysis, utilizing ETFs, mutual funds, and private placements.