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.

Jason Thonssen is a financial advisor at Ballast Rock Private Wealth with eight years of industry experience. He holds a Series 65 credential and has previously worked at Coldstream Wealth Management and Integrity Financial Corporation. He is based in Kirkland, Washington. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to tailor portfolios according to clients’ goals and risk tolerances.

Danielle Meister is a financial advisor at Madrona Financial & CPAs with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Trajan Wealth, Scottsdale Wealth Advisory, Kavo Kerr, and her own Meister Financial Group. Outside of advisory work, she is involved in the sales of various insurance products. Madrona Financial & CPAs serves individual and high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses model-based investment strategies incorporating ETFs and alternative assets, and is affiliated with a CPA firm and an insurance agency.

Douglas Bean is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Private Advisory Group LLC since 2013. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with flexibility for individual advisor adjustments and offers performance-based fee arrangements and specialized services for qualified clients.

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 at SPG Advisors LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and FSC Securities Corporation. Accardo is also an insurance agent at No Bull Financial, LLC dba Leverage Planners, where he dedicates approximately half of his time. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental and technical analysis. The firm employs mutual funds, ETFs, and specialized strategies while coordinating estate, tax, insurance, and retirement planning.

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.

Michelle Fjetland is a Series 65-licensed advisor with Aspire Capital Advisors LLC in Kirkland, WA, where she has worked since 2021. She has eight years of experience at Kirkland Financial Advisers and previously spent eight years at Gary's Process Service. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, estates, businesses, and charities. The firm employs a primarily long-term, fundamental analysis-based investment approach and manages about $1 billion in client assets across multiple offices.

Kevin Massey is a financial advisor at Chaney Capital Management Inc. based in Lynnwood, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Chaney Capital Management, he worked at WAFD Bank and Chase Bank and has a varied background including roles at Stoneway Roofing, Double D Meaths, and Abercrombie and Fitch. 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 with active strategies tailored to client objectives and manages portfolios internally without outsourcing advisory functions.

Angela Jolley is a CFP® professional with 23 years of industry experience. She is currently with Aspire Capital Advisors LLC, where she has worked since 2021. Her prior experience includes roles at M.S. Howells & Co., Kirkland Financial Adviser, Arbor Point Advisors, and Securities America, Inc., among others. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis and manages about $1 billion in client assets across multiple offices.

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.

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.

Lynda Bartsch is a financial advisor at Chaney Capital Management Inc. with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Chaney Capital Management since 2008. 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 both fundamental and technical analysis to guide investment decisions.

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 Financial Advocates Investment Management, LPL Financial LLC, B3 Wealth Strategies, and Waddell & Reed Inc. 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 charitable organizations. The firm utilizes model-based portfolio allocations focused on mutual funds and ETFs, employing both fundamental and technical analysis with strategic asset allocation.

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.

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.