Carla Novak

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

Gregory Arquette is a CFA® charterholder and the sole advisor at Tiger Mountain Capital in Sammamish, WA, with four years of industry experience. He previously worked at MIG Capital LLC and spent four years as a self-employed investor before joining Tiger Mountain Capital in 2021. Tiger Mountain Capital provides discretionary portfolio management to individuals, high-net-worth clients, and other investment managers and private funds, employing a concentrated long/short equity strategy alongside a non-levered long-only option for tax-sensitive accounts. The firm utilizes fundamental analysis, investigatory research, expert networks, and proprietary data tools to manage a focused portfolio, often incorporating margin and options, and offers performance-based compensation and sub-advisory services uncommon among similarly sized independent advisers.

Chris Folgmann is the sole advisor at Folgmann Financial Group LLC in Woodinville, WA, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior work includes seven years at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., and ongoing experience since 2009 with Financial Advisers Of America, LLC. Folgmann Financial Group serves individual investors, company retirement plans, trusts, and estates by providing financial planning, non-discretionary portfolio management, and retirement-plan consulting. The firm employs model-based allocations using mutual funds, ETFs, and individual equities guided by investment policy statements and a proprietary fund-ranking methodology, and offers specialized services such as ERISA 3(21) advisory work, vendor search and cost assessment, and participant education for plan sponsors.

Douglas Eickerman is the sole advisor at Kairos Capital Management, LLC, an independent firm based in Bellevue, WA. He holds a Series 65 designation and has 16 years of industry experience, leading Kairos Capital since 2009. Outside his advisory role, he serves as co-managing member and CFO of Kairos Real Estate Holdings, LLC, which owns the office location of his firm. Kairos Capital Management provides discretionary investment advisory and portfolio management services to individuals and pension and profit-sharing plans. The firm employs an investment approach focused on asset allocation, diversification, and a combination of modern portfolio theory with fundamental analysis, managing approximately $106 million for about 84 clients.

Eric Kenney is a Series 65-licensed financial advisor at Kenney Wealth Planning & Management with two years of industry experience. Prior to founding his independent firm, he held roles at Kenney Investment Management LLC, Veeva Systems, Autoscribe Informatics, and LabWare, Inc. Kenney Wealth Planning & Management provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on customized investment policy statements and offering both discretionary and non-discretionary management. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct diversified, tax-efficient portfolios, with services that include direct indexing, tax-loss harvesting, and hedging strategies.

Shane Hoover is the sole advisor at Hoover Capital, L.L.C. in Issaquah, Washington, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Hoover Capital since 2004. Hoover Capital provides fee-based investment advice and portfolio management primarily to individual clients, managing $9.0 million in segregated accounts as of December 31, 2024. The firm’s investment approach combines fundamental and technical analysis focused on secular market cycles, emphasizing cycle-based risk management and non-discretionary account management that requires client trade approval.