Erika Berkenhoff is a CFA® charterholder with 19 years of industry experience. She has been with Harbour Investment Management L.L.C. since 2006. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Harbour Investment Management emphasizes fundamental analysis and ongoing portfolio supervision, managing approximately $470 million in assets for about 195 clients through a team of five advisors.

Eric Lansford is a financial advisor at Aspire Capital Advisors LLC with nine years of industry experience. He holds a Series 65 credential and has previously worked with firms including Sound Financial Investments, Inc. and Synergy Financial Management, LLC. Lansford is also the owner and managing member of LAKEN Investments, LLC, a private lending business. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm employs a long-term, fundamental investment approach, creating customized portfolios using low-cost mutual funds, ETFs, individual securities, and occasionally short-term trading, while serving clients through a multi-team advisor model.

Sandra Jones is a CFP® professional with seven years of industry experience. She currently works at Arrivity Financial Planning and previously held roles at Perkins Coie Trust Company. Outside of her advisory career, she is a distributor for a nutrition product company. Arrivity Financial Planning is a fee-only firm that offers comprehensive, hourly financial planning to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and provides clients with written Investment Policy Statements and periodic plan reviews, without taking custody or discretionary trading authority over client accounts.

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.

Sabine Koenig is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Martin Nelson & Co., Inc. since 2002. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers tailored investment programs using a combination of charting, fundamental, technical, and cyclical analysis and manages client assets held at Hilltop Securities and Charles Schwab without imposing a firmwide account minimum.

Tyler Proffitt is a financial advisor at Aspire Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pacific Life Insurance for 13 years. In addition to his advisory role, he is a licensed insurance professional involved in the sales of fixed and traditional insurance products. 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 emphasizes a long-term investment approach grounded in fundamental analysis, utilizing low-cost mutual funds and ETFs, and operates multiple offices with approximately $1 billion in client assets.

Charles Scheinbaum is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at M.S. Howells & Co., Arbor Point Advisors, Securities America Advisors, and Valic Financial Advisors. Outside of his advisory work, he serves as president of a condominium association, involving decision-making and meeting coordination. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, businesses, charities, and retirement plans. The firm employs a primarily long-term, fundamental investment approach, constructing customized portfolios with low-cost mutual funds, ETFs, individual securities, and occasional trading, while serving clients through a multi-team advisory structure.

Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.

Emir Kljucanin is a financial advisor at Aspire Capital Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, KeyBank, J.P. Morgan Securities LLC, Amazon, JPMorgan Chase Bank, PacSun, and Men's Wearhouse. 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 based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with internal due diligence and periodic account reviews.

Sheila Snowdon is a financial advisor at Aspire Capital Advisors LLC in Seattle, WA, holding a Series 65 credential with eight years of industry experience. Her prior work includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of advisory services, she is also licensed as an insurance agent and devotes part of her time to insurance sales and implementation. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm manages customized portfolios using a primarily long-term, fundamental approach with diversified mutual funds, ETFs, individual securities, and occasional short-term trading, and operates as a multi-team adviser offering ongoing client contact and portfolio supervision.

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.

Jonathan Magee is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at Resources Investment Advisors, One Strategic Capital, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, the University of Idaho, and Unvera Life Sciences. He is also licensed as an insurance agent and involved with One Strategic Capital, Inc., an insurance agency. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans with discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach using diversified asset allocation strategies and active portfolio monitoring, often implementing portfolios through independent managers and offering comprehensive financial planning services.

Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.

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.

Anne Marie Consentino is a CFP® with four years of industry experience, currently serving as an advisor at Arrivity Financial Planning in Seattle, WA. She has worked at Arrivity Financial Planning since 2021 and previously held a position at CPA Seattle. Arrivity Financial Planning is a fee-only advisory firm offering comprehensive, hourly financial planning to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and provides clients with written Investment Policy Statements and periodic plan reviews, while clients maintain full discretion over implementation.

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.

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.

Jack Jarvis is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding a Series 66 designation. He has one year of industry experience, including previous roles at Trueline Capital and Shelter Holdings LLC. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management services primarily to individual investors along with pension plans, trusts, and charitable organizations. The firm customizes investment programs based on each client’s financial profile and employs a variety of analytical approaches to support multiple investment strategies.

Connor Donnelly is a financial advisor at The Institute with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2010 to 2020 before joining The Institute for Wealth Management in 2020. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across various strategies, including ESG-focused ETFs, sector rotation, and alternative income.

Tyler Donnelly is a financial advisor at Arrivity Financial Planning in Seattle, WA, with three years of industry experience. He holds a Series 65 designation and has worked at Arrivity since 2022. His prior work experience includes roles outside the financial industry, including positions at Merit Electric and Corepower Yoga. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive hourly financial planning services. The firm emphasizes a globally diversified, low-cost passive investment approach and provides implementation support without taking custody or discretionary trading authority of client accounts.