Dave Wilson

Alvin Wolcott is a CFP® with 11 years of industry experience, currently serving as the sole advisor at APEX Tax & Financial Planning in Kent, WA. He previously worked at Pacific Portfolio Consulting, LLC and Synergy Asset Management LLC. Alvin is also the owner of a CPA firm, Apex Tax & Financial Solutions, which he manages alongside his advisory work. APEX Tax & Financial Planning provides personalized financial planning and investment advisory services to individuals, business owners, and trusts. The firm employs a written Investment Policy Statement, combining active and passive strategies with a tax-aware planning process, and offers both discretionary and non-discretionary management options.

Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

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

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.

Julie Wurst is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She founded Julie A. Wurst, CFP, LLC in 2017 after working for Seneschal Advisors, LLC from 2014 to 2016. The firm serves individual clients, including high-net-worth individuals, as well as small businesses and trusts, providing investment management, financial planning, and consulting services. It emphasizes a globally diversified, low-cost investment approach focused on index mutual funds and ETFs, with portfolios constructed and monitored according to client risk tolerance.

Eugene Slutsky is a financial advisor at Sound Investment Advice, LLC in Issaquah, WA, holding a Series 65 designation with four years of experience in investment advisory services. He has maintained a full-time CPA accounting practice since 2006, operating separately from his advisory work. Sound Investment Advice, LLC provides portfolio management and financial planning primarily to individual, non-high-net-worth clients through a boutique practice model. The firm offers ongoing, individualized management with direct advisor access and features an affiliated accounting practice that facilitates client referrals between tax and advisory services.