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.

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.

Robin Naylor is the principal of Sprylen Wealth Management, LLC in Kent, WA, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sandlapper Wealth Management and Sandlapper Securities. Naylor also operates Naylor Insurance & Financial Services, Inc., where he sells non-variable insurance products. Sprylen Wealth Management serves individuals, pension and profit-sharing plans, trusts, and small businesses by providing financial planning, retirement plan consulting, and investment advisory services. The firm primarily allocates client assets to third-party money managers and offers ongoing portfolio monitoring, client education, and a range of investment management styles.

Robert Wright is a CFP® professional with 26 years of industry experience, currently operating Wright Wealth Management, LLC, an independent advisory firm he founded in 2012. He serves as the sole advisor at his firm and holds Series 63 and Series 65 licenses. In addition to his advisory work, Wright is an adjunct faculty instructor at the University of Washington School of Business, a role he has held since 2016. Wright Wealth Management provides comprehensive financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized Investment Policy Statements, diversified asset allocations, and a long-term investment approach using mutual funds, ETFs, and individual securities.

Jonas Means is a financial advisor with Mariposa Wealth Solutions LLC in Snoqualmie, WA. He holds the Series 66 designation and has 19 years of industry experience. Prior to founding Mariposa Wealth Solutions in 2019, he worked at Cutler Investment Counsel, LLC and Laird Norton Wealth Management. Mariposa Wealth Solutions provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes charitable gift planning and serves nonprofit clients, combining fundamental and technical analysis with tailored asset allocation and ongoing portfolio monitoring.

Anita Gray is a CFP® professional with 15 years of experience in the financial services industry. She is the sole advisor at Promenade Wealth, an independent firm she has been with since 2020. Her prior experience includes roles at Northwest Asset Management and several other financial firms. Promenade Wealth serves individuals, trusts, estates, charitable organizations, and corporate clients, providing both discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a fiduciary, customized approach using fundamental analysis, modern portfolio theory, and cyclical analysis, and it offers services that include tax, estate, retirement, charitable giving, and business planning in coordination with other professionals.

Joseph Dostal is the principal of J Dostal Investments and has 23 years of industry experience. He has operated his independent investment advisory firm since 2001. The firm provides discretionary portfolio management and financial advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. J Dostal Investments combines fundamental research with technical metrics to select individual securities, focusing on U.S. companies with global operations, durable business models, and histories of returning value to shareholders.

Kevin Estes, CFP®, MBA is the Founder and Financial Planner of Scaled Finance, LLC. He helps tech professionals and their families live their best lives. His definition of family is broad! Your family is whoever matters most to you. His specialties include equity compensation, financial independence, real estate, and education. Kevin works with a wide age range of clients. Kevin is located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing him to serve clients nationwide.

Richard Hopkins is a financial advisor at Financial LifeMaps in Renton, WA, with 20 years of experience at the firm and a Series 65 designation. He has worked exclusively with Financial LifeMaps since 2006. Financial LifeMaps serves individuals and trustees, typically those with net worths between $500,000 and $2,000,000, providing comprehensive financial planning and investment advice through hourly consulting or fixed-fee multi-year engagements. The firm emphasizes long-term, fundamentals-based investment strategies focusing on asset allocation and low-cost mutual funds and ETFs, while clients retain custody and execute trades independently.

Christopher Reid is a ChFC® credentialed financial advisor with eight years of industry experience. He is the principal of Capital Partners Wealth Management in Issaquah, WA, and has held roles at CPG Management Co LLC, Presidio Financial Group LLC, and maintains ownership of Christopher Reid Financial Inc., where he also acts as an independent insurance agent. Outside of advisory work, he is involved with adult care homes through membership in Grace Gentle Care II LLC and Grace Exceptional Care LLC. Capital Partners Wealth Management is a solo independent advisory practice serving individual and high-net-worth clients with financial planning, investment consultation, and portfolio management. The firm employs a blend of fundamental and technical analysis, using ETFs, equities, fixed income, REITs, and structured investment products, and offers both discretionary and nondiscretionary account management along with periodic educational workshops.

I’m Didi, a first-generation immigrant from China, a proud mom, and the founder of Everleap Financial Planning™. I came to the U.S. at 23 carrying my family’s hopes and a familiar “default script” of chasing stability and success. After earning my master’s degree, I spent seven years in financial services and five more in the fast-paced tech world, eventually reaching prestigious titles and earning over half a million dollars a year. On paper, it looked like I had made it. But behind those accomplishments was a story many first-generation immigrants know well: the relentless pursuit of security, the weight of visa uncertainty, and the quiet burnout that comes from running at full speed for too long. When my daughter was born, the tension between work, identity, and family became impossible to ignore. In 2024, I took a leap of faith and stepped away from a high six-figure tech career. Not because I had everything figured out, but because I finally had the courage to ask better questions: What is enough? What truly matters? What kind of life am I modeling for my child? That pause gave me space to reflect and recalibrate. I realized that financial planning was where my lived experience, technical background, and values naturally intersected. It offered a way to help others navigate complex financial decisions while honoring their identity, culture, and aspirations. At Everleap Financial Planning™, I work with high-achieving immigrant professionals who are building new roots in the U.S. while navigating big transitions in career, family, and life. Our work begins with listening. Through Initial Comprehensive Financial Planning, we clarify your vision and align your income, investments, stock compensation, and long-term goals around what matters most. For those who want continued partnership, Ongoing Financial Planning provides steady guidance as your life evolves. My role is not just to optimize numbers, but to help you use money as a tool for freedom, clarity, and balance, so your next leap feels intentional, not reactive.

Li Li is a Series 65-licensed financial advisor with eight years of industry experience, currently operating as the sole advisor at Klahanie Investment LLC since 2018. Prior to this, Li worked at Concur Technologies from 2013 to 2016. Klahanie Investment LLC is an independent registered investment adviser serving high-net-worth clients through discretionary portfolio management and a privately offered limited partnership. The firm employs a combination of technical, fundamental, and macroeconomic analysis to construct concentrated, equity-oriented portfolios, utilizing strategies such as long/short positions, options, and ETFs tailored to client objectives and risk tolerance.

Carlton Ellis is a financial advisor at Chimera Wealth with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nobles and Richards, Inc., Landolt Securities, Inc., and operated In House Hemp LLC. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a combination of discretionary and non-discretionary management using model allocations and integrates both traditional and digital asset analysis in its investment approach.

Justus Rainwater is a financial advisor at Firewall Capital Management in Enumclaw, WA, holding a Series 65 designation with three years of industry experience. He has been with Firewall Capital Management since 2021. Firewall Capital Management is a discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm manages approximately $56 million across about 184 clients with a team of four advisors, offering integrated financial planning and portfolio management based on modern portfolio theory and tactical asset allocation.

Nathan Ricks is a CFP® with 24 years of industry experience, currently serving at Financial Freedom for Dentists LLC since 2019. Prior to this, he worked for six years at Dental Wealth Advisors, LLC. Financial Freedom for Dentists LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities, including ERISA 3(38) investment management for qualified retirement plans. The firm uses Modern Portfolio Theory in constructing portfolios primarily with mutual funds and ETFs, tailoring investment programs to clients’ goals, and offers educational seminars and specialized retirement-plan services for dental professionals.

Vogt Wilkison is the sole advisor at Wilkison Investment Services, LLC, an independent firm based in Snoqualmie, WA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, having worked at the firm since 1988. Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. The firm uses an asset-allocation approach, constructing diversified portfolios with passive index and exchange-traded funds, actively managed mutual funds, and individual securities, and emphasizes a combination of fundamental and technical analysis.

Rachel Sehayek is a financial advisor at Prism Financial Planning, LLC in Issaquah, WA. She holds a Series 65 designation and began her advisory career in 2024. Prior to joining Prism, she worked at Beacon Hill Staffing Group, Washington State University, and the Issaquah School District. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics including retirement planning, college savings, and tax efficiency. The firm emphasizes client needs and risk tolerance to recommend asset allocations and investment options, typically favoring no-load mutual funds and index-based ETFs, and operates on a fee-only basis without managing client assets directly.