Tiffany Stoner is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Avier Wealth Advisors in Bellevue, WA, where she has worked since 2024. Her prior experience includes roles at Badgley Phelps Wealth Managers, Brighton Jones, and Charles Schwab. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset allocation strategies using primarily mutual funds and ETFs, incorporates factor research into equity allocations, and offers integrated planning and portfolio management services, including handling held-away assets.

Tonye Wokoma is a financial advisor at Mainsail Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at LNW Wealth Management, Verus Investments, and Segal Marco Advisors. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process relies on model portfolios developed by an investment committee, utilizing asset allocation, fundamental, technical, and quantitative methods to align with client goals and risk tolerances.

Abigail Miller is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Her background includes roles at Corient Private Wealth and Stokes Lawrence, as well as entrepreneurial experience running a bakery. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, providing comprehensive wealth management and consulting services. The firm manages client assets through a tailored allocation of equities, fixed income, ETFs, mutual funds, and alternative investments, applying both fundamental and technical analysis.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

John Wilbourne is a financial advisor with Occidental Asset Management, LLC in Bellevue, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Overlake Partners, Private Advisor Group, LLC, and LPL Financial. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and integrates behavioral finance concepts into client education and coaching.

Kathryn Kokenge is a CFP® and CFA® with nine years of industry experience. She currently serves as a financial advisor at TrueWealth Financial Partners, joining the firm in 2024 after roles at Parametric Portfolio Associates and Russell Financial Services. Kathryn took a career break from 2017 to 2021. 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 financial planning, employing a family-first approach with ongoing account supervision and multiple investment analysis methods.

Andrew Hall is a financial advisor at MarsJewett Financial Group in Bellevue, WA, holding a Series 65 designation with two years of industry experience. Prior to joining MarsJewett Financial Group in 2022, he worked at Northwest University for seven years. MarsJewett Financial Group manages approximately $734.7 million for a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, and investment management services, primarily on a discretionary basis, with a focus on tailored portfolios and thorough due diligence of independent investment managers.

W. Curtis Erickson is a financial advisor at Fortis Capital Management LLC with 25 years of industry experience. He holds the Series 66 designation and has operated his own advisory and CPA firm, W. Curtis Erickson Jr. PS Inc., since 2003. Erickson also works as an insurance agent focusing on fixed annuities and various insurance products. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management. The firm employs a mix of active and passive strategies, including thematic investments, and manages a diverse range of asset classes while coordinating with other professionals and offering insurance services to clients.

Erich Patten is a financial advisor at Cutler Investment Group with 14 years of industry experience. He holds the Series 65 designation and has been with Cutler Investment Counsel, LLC since 2003. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, utilizing third-party technology and AI tools alongside customized portfolio management.

Samantha Torres is a CFP® with 11 years of industry experience and is currently with Avier Wealth Advisors. Her prior experience includes roles at Vista Capital Partners, Fisher Investments, and Northwestern Mutual. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm manages approximately $1.19 billion in assets and focuses on broad asset-allocation strategies using low-cost mutual funds and ETFs, with portfolio oversight conducted by an investment committee.

Jamie Langlow is a financial advisor at TrueWealth Financial Partners in Bellevue, WA. He holds a Series 66 designation and has two years of industry experience, including prior work at Fidelity Investments. Outside of finance, he has experience working at LivingFit CrossFit. TrueWealth Financial Partners provides fee-only financial planning and portfolio management primarily to individual and high-net-worth clients, with a focus on retirement planning and risk management. The firm offers both discretionary and non-discretionary account management, emphasizing tailored asset allocation and multiple forms of investment analysis.

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.

Kenneth Powell is a CFP® professional at Paul R. Ried Financial Group, LLC with two years of industry experience. Before joining his current firm, he worked at Ronald Blue Trust for five years and spent over a decade at The Boeing Company. Paul R. Ried Financial Group serves individuals, trusts, estates, charitable organizations, and businesses, focusing on its PEAC Investment Advisory Program, which integrates planning, education, advice, and consultation. The firm employs a dynamic asset allocation process based on fundamental valuation and behavioral finance, managing most client accounts on a discretionary basis.

Michael Miller is a CFP® and ChFC® with 40 years of industry experience, currently serving as an advisor at Capital Planning, LLC since 2014. He is also licensed as a life and annuity insurance agent, a role he has held since 1983, dedicating limited time to explaining insurance strategies and processing applications. Capital Planning, LLC is a team of eight advisers providing fee-based wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a structured wealth planning and investment process, offers diverse portfolio management options, and operates multiple offices while providing educational seminars and expanded digital asset offerings.

Kamaljit Sahota Middleton is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 65 designation and two years of industry experience. Prior to joining Snider Retirement Strategies, Inc., Middleton has worked in mortgage lending since 2018 with firms including NEXA Mortgage, LLC and Loan Depot. Outside of advisory work, Middleton is also involved with KK Loans, LLC dba NEXA Mortgage as a mortgage broker. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning areas such as retirement, tax, insurance, cash flow, education funding, and estate considerations.

Justin Arnold is a financial advisor at Fortis Capital Management LLC in Bellevue, WA, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Flagstar Bank, and Opes Wealth Management. Fortis Capital Management serves individuals, families, businesses, trusts, foundations, charities, and private fund investors by providing financial planning and discretionary portfolio management across a range of investments. The firm employs both active and passive strategies, including thematic approaches and derivative overlays, and also manages held-away retirement assets while coordinating with other professionals as needed.

Jennifer Nagai is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with 20 years of industry experience. She holds a Series 66 designation and has worked at Parcion Private Wealth Management since 2019, following six years at UBS Financial Services Inc. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, using a tailored investment approach that includes direct equities, fixed income, ETFs, mutual funds, and alternative investments, while applying both fundamental and technical analysis.

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.

Austin Velarde is a financial advisor at Asset One Wealth Management, LLC in Bellevue, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial LLC, and RBA Wealth Management. Asset One Wealth Management offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to each client’s risk profile, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers, and provides specialized services such as ERISA retirement-plan consulting and family office coordination for clients with significant assets.

Christopher Simon Wallace is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently affiliated with Robinswood Financial, working full time as a Registered Investment Advisor Representative through his independently owned holding company, Fridley LLC. His prior experience includes roles at Charles Schwab, TD Ameritrade, Fidelity Investments, E*TRADE, and RBC Capital Markets. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses by providing fee-only portfolio management along with financial planning and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy based on academic research and manages portfolios primarily with low-cost institutional index ETFs and selected funds.