Emily Pierre

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.

Lauren Vignec is the principal of Vignec Financial LLC in Seattle, WA, holding a Series 65 designation with over 17 years of experience in wealth management. Prior to founding her own firm in 2025, she worked at Erickson Wealth & Tax Management for 16 years. Outside of advising, she prepares tax returns for an unaffiliated CPA firm during the initial tax season and owns a mobile video-game startup. Vignec Financial LLC is a newly registered investment adviser providing discretionary investment management and portfolio oversight primarily to individual clients. The firm employs a long-term, passive investment approach using risk-based model portfolios mainly composed of broadly diversified ETFs and mutual funds, with scheduled rebalancing and no market timing or individual security selection.

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

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.

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.