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 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.

Douglas Bean is a CFP® with 23 years of industry experience. He is currently with Private Advisory and has previously worked at Private Advisory Group LLC, Snider Financial Group, Kms Financial Services, Inc., and Pacific West Financial Consultants Inc. Private Advisory provides personalized financial planning and ongoing investment management to individual and institutional clients, including trusts, estates, charitable organizations, and small businesses. The firm uses a discretionary implementation model with diversified portfolios across equities, fixed income, and alternative exposures, employing instruments such as structured notes, options, and private placements.

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 in Kirkland, WA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and Leverage Planners Wealth Management. Outside of his advisory role, he is also actively engaged as 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 implement portfolios through 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 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.

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 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.

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.

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.

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.