Dyllan Krouse is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, with one year of industry experience. He holds a Series 65 designation and has prior experience working at Gasworks Brewing and the University of Washington. Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities, and private fund investors by providing financial planning, discretionary portfolio management, and referrals to affiliated tax and accounting providers. The firm combines active and passive investment approaches across various asset classes and manages pooled private funds with a focus on equity selection, systematic hedging, and income generation through structured credit and direct lending.

Jared Black is a financial advisor at The Retirement Solution LLC with three years of industry experience. He holds a Series 65 designation and has worked in various roles since 2012, including positions at Pacific Ag and Brigham Young University before joining The Retirement Solution. 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, and charitable organizations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations incorporating mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Heather Carlson is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at LPL Financial, Financial Advocates Investment Management, B3 Wealth Strategies, and Waddell & Reed. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, estates, pension plans, and charitable organizations. The firm employs model portfolio allocations based on client objectives and risk tolerance, integrates tax-aware strategies, and provides estate-planning coordination through third-party platforms.

John Heffel is a CFP® with 10 years of industry experience. He has worked at Fortis Capital Management LLC since 2018 and previously worked at UBS Financial Services from 2015 to 2018. Fortis Capital Management serves individuals and families, including high-net-worth clients, as well as businesses, trusts, foundations, charities, and private fund investors. The firm provides financial planning and discretionary portfolio management using both active and passive strategies across a broad range of investments.

Tenzin Zingkha is a financial advisor at The Retirement Solution LLC in Redmond, WA, holding a Series 65 credential with three years of industry experience. Prior to joining The Retirement Solution, Zingkha worked at the US Department of Labor and Seattle Approves. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm employs model-based portfolio allocations tailored to client objectives and risk tolerance, incorporating tax-aware strategies and third-party options-based programs.

Ngoc Thuy Vy Nguyen is a financial advisor at Private Advisory with a Series 65 designation and three years of industry experience. Prior to joining Private Advisory Group LLC in 2022, Nguyen worked at GSLabs and Emirate. Private Advisory provides personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model using firm-generated model portfolios that combine equities, fixed income, and alternative exposures, and incorporates strategies such as structured notes, options, and private placements.

Daniel Reuben is a CFP® professional with five years of industry experience. He is currently with Parcion Private Wealth LLC in Bellevue, WA, where he has worked since 2025. Prior to that, he held roles at Pathstone from 2021 to 2025 and at Mutual of Omaha between 2020 and 2021. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically with relationships starting at $10 million. The firm offers comprehensive wealth management and consulting services, employing a tailored investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments.

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.

Sean Closson is a financial advisor at The Retirement Solution LLC in Redmond, WA, holding a Series 65 designation with two years of industry experience. He has been with The Retirement Solution LLC since 2021 and previously worked six years at The Silver Cloud Inn Lake Union. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs model-based portfolio allocations tailored to client objectives and integrates tax-aware strategies alongside estate-planning coordination and third-party options programs.

Justin Young is a financial advisor at Opal Advisors in Bellevue, WA. He holds a Series 65 designation and has been with Opal Advisors since 2025. Prior to his advisory role, he spent ten years at Flow Fitness. He is also the founder of Kahu LLC, a technology company based in Seattle, where he develops the business plan. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for about 221 clients. The firm serves individuals, small businesses, and retirement plans, offering discretionary portfolio management, integrated financial planning, and pension consulting.

Craig Watkins is a financial advisor at Highland Capital Advisors, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Merrill Lynch, Prudential Investment Management, and PNC Capital Markets. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, providing non-discretionary investment consulting focused on pooled investment vehicles and third-party separate account managers. The firm applies institutional analytic techniques to develop investment policy statements and strategic allocations, concentrating on ERISA fiduciary consulting without offering ongoing portfolio management or comprehensive financial planning.

Brian Leach is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the industry. He has been with Evans Capital Management Associates since 1993 and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, Leach serves as a notary and acts as co-trustee for a revocable living trust. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and family office services, employing both discretionary and non-discretionary approaches with ongoing monitoring based on clients’ objectives and risk tolerance.

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.

David Geddes is a Series 66-licensed financial advisor with Snider Financial Group in Bellevue, WA, bringing 26 years of industry experience. He has worked with Snider Retirement Strategies, Inc. since 2009 and was previously associated with LPL Financial for 12 years. Geddes is also a partner in a CPA practice, Chaffee, Geddes, Chucka, LLC, where he spends the majority of his time involved in client tax planning and accounting. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and utilizing managed funds, ETFs, individual securities, and third-party managers.

Sprague Kolp is a CFP® with 13 years of industry experience and is currently an advisor at Opal Advisors. He was previously with Renaissance Wealth Counsel for 12 years. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for individuals, small businesses, and retirement plans. The firm combines individualized financial planning, active portfolio management, and the use of third-party managers, with a focus on both liquid and illiquid equity positions through a private pooled vehicle.

Bao Ly is a financial advisor with Opal Advisors in Bellevue, WA, holding a Series 65 designation and five years of industry experience. He has worked with Opal Advisors since 2017 and is also COO and owner of Bellevue Funding, a company that makes opportunistic real estate loans. He holds a real estate broker’s license and is a licensed insurance agent, although he allocates limited time to these activities. Opal Advisors provides portfolio management and integrated financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages separately managed accounts and a private pooled investment vehicle, employing strategies that include public equities, ETFs, options, and illiquid private investments.

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.

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.

Patrick Severson is a financial advisor at TrueWealth Financial Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for eight years. Severson also maintains a separate business entity for tax and investment purposes. TrueWealth Financial Partners provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm offers portfolio management, tailored retirement and risk-management planning, and standalone or hourly financial planning, using multiple analysis methods to customize portfolios according to client goals and risk tolerances.