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.

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.

Jacob Hall is a financial advisor at Pace Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Park Avenue Securities. Outside of advisory work, Hall has ownership and management roles in four recreational cannabis dispensaries. Pace Wealth Advisors provides financial planning and portfolio management primarily for individual clients with investable assets above $500,000. The firm’s investment approach is based on modern portfolio theory and long-term horizons, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates client-specific investment policy statements reviewed periodically.

Gregory Merrill is the sole advisor at Strategic Asset Management in Tacoma, WA, holding a Series 65 designation with 31 years of industry experience. He has been with Strategic Asset Management since 1995. Strategic Asset Management serves individual investors across various account types, offering discretionary portfolio management and investment advice. The firm employs a combination of fundamental and technical analysis to guide investment decisions and incorporates private limited partnerships for accredited clients, along with operational practices aimed at fairness in trade execution.

Cole Ferrier is the principal and sole advisor at EnoughFP LLC, holding the ChFC® designation and Series 65 license with one year of industry experience. His prior work includes positions at The Boeing Company and the U.S. Department of Housing and Urban Development, where he is currently on administrative leave through a deferred resignation program. EnoughFP LLC provides financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory and offers services primarily through ongoing financial planning agreements.

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.

Derek Main is a financial advisor with First Main Capital in Tacoma, WA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at firms including Vanderbilt Securities, Mass Mutual Investors Services, and TIAA-CREF. Derek is the owner and sole advisor at First Main Capital, managing a small roster of clients including family members. First Main Capital is an independent registered investment adviser that provides financial planning and discretionary portfolio management primarily for individual and family clients. The firm emphasizes ETF-based portfolios with an academic, factor-oriented equity approach and diversified fixed-income and alternative allocations intended to reduce volatility.

Hi! I help intentional professionals who’ve built financial stability but feel uncertain about how to fund their next chapter—whether that’s rest, reinvention, or retirement. My clients are ready to move beyond cookie-cutter advice in favor of a more educational, transparent, and joyful planning experience. Through our WATER framework, we transform financial complexity into values-aligned clarity for those ready to live with more purpose and freedom. HOW WE'RE DIFFERENT FROM OTHER FLAT-FEE PLANNERS: WATER, not FIRE: We don't treat retirement like a finish line. Our WATER framework supports sabbaticals, slowdowns, and purposeful pivots—designing a life that works now and later. Values Integration: Every plan reflects your priorities—whether that's flexibility, community, impact, or legacy. Customized socially responsible or ESG investment strategies (optional) are offered as part of a broader, values-based planning approach. Education-Focused: With a background in science education and a decade advising MDs, PhDs, and thoughtful professionals, we break down complex concepts into actionable steps, empowering confident financial decisions. WHO I WORK WITH: My clients are growth-oriented professionals—often but not always GenX—who’ve built financial stability and now seek their next chapter. They value evidence-based advice but also ask deeper questions about purpose, joy, and alignment, all while balancing career demands, community responsibilities, and the desire for meaningful change. Proudly based in Tacoma, WA, serving clients nationally. READY TO LEARN MORE? Visit my website to learn more about my journey from Seattle science teacher to financial planner to co-founder of Equal Path Investments. My experience—collaborating with a Nobel laureate, securing millions in funding for impact initiatives, and a decade of investment advising for impact-driven professionals—has shaped my fresh approach to financial planning. Whether you're preparing for a sabbatical, designing an encore career, or balancing your dreams with kid drop-offs or aging parents, I help turn “what’s next?” into “what’s possible.” If this sounds good, please schedule a complimentary consultation today by visiting my website.

Pravin Davrey is a financial advisor at Emerald Pacific Investment Advisors LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role, he is a managing principal and mortgage broker at Emerald Pacific Capital LLC, where he originates mortgage loans. Emerald Pacific Investment Advisors LLC provides tailored, ongoing portfolio management to individuals, high-net-worth clients, and business entities. The firm offers non-discretionary, client-approved investment advice using fundamental and technical analysis, asset allocation, and mutual fund/ETF selection.

I help women achieve financial independence (FI), so they can live life on their own terms. I am you. My journey into personal finance started unexpectedly almost 30 years ago when my mother developed cancer and was eventually left disabled. I hired a financial advisor to help my parents with their finances. He sold them expensive load funds (5.75%) that enriched him while hampering their returns. After a year and a half, I caught on, fired him and began overseeing our family’s finances myself. As an investor and financial planner, I’ve noticed that while women have made tremendous strides educationally and professionally, this has not always translated into greater financial security and personal freedom. Why? Based on my experience, a big part of that is the cultural stories that we’ve inherited regarding our roles and responsibilities to others at the expense of ourselves. But, only when we take ownership of our stories can we take ownership of our lives and make the most of our resources, including money. As with any resource, money has its own energy. I can teach you to master it, so it becomes the wind on your back to help you realize your Life’s mission and vision. Our society equates money with wealth. While there is overlap, in my opinion, they are different. Money is the means to live life on our own terms. But, wealth is the recognition that a life well-lived means taking care of ourselves and then our family and our community.

Shubham Acharya is the sole advisor at Ninja Wealth Advisors, LLC, an independent registered investment adviser based in Federal Way, WA. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, Acharya works as a Systems Analyst for the U.S. Government. Ninja Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of analytical methods to build long-term portfolios tailored to client goals and risk tolerance, maintaining a small client roster and a unique approach to trade execution and service delivery.

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.

Nils Wickman is a financial advisor with Ares Financial Consulting LLC, holding the CFP® designation and Series 66 license, with 17 years of industry experience. He has worked at Ares since 2017 and has experience with Balance Financial Planning, Wickman Insurance & Financial Services, and Ameritas Investment Corp. Outside of his advisory work, Wickman teaches financial literacy at Tacoma Public Schools and serves as Planned Giving Director at Urban Grace Church, in addition to participating on the advisory committee for the 253 Youth Ultimate Program. Ares Financial Consulting provides personalized financial planning and investment management to individuals, trusts, pension plans, and small businesses. The firm employs a Modern Portfolio Theory-based approach with diversified, model-driven portfolios and offers client education as well as corporate retirement services.

Frank Gallo is a CFP® professional with 34 years of industry experience, currently affiliated with Investors Portfolio Services LLC. His career includes roles at Fortune Financial Services, United Planners Financial Services, and NATIONAL PLANNING CORPORATION. Outside of advisory services, he serves as a trustee for the Joan M Gallo Trust and works as a tax preparer. Investors Portfolio Services LLC provides asset management, fiduciary services, financial planning, and tax preparation to individuals, trusts, charities, and retirement plans. The firm tailors portfolios to client goals, employs model portfolios and sub-advisors as needed, and offers public educational seminars along with in-house tax return preparation.

Jun Chea is a CFP® and Series 66-registered financial advisor with three years of industry experience. He has worked at Rainier Family Wealth, Inc. since 2024 and previously held roles at Financial Insights, Inc. and Key Bank NA, where he spent 29 years. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning, using a combination of passive and active strategies grounded in Modern Portfolio Theory.

Michael Ruff is a CFA® charterholder and holds a Series 66 license with 20 years of experience in the financial services industry. He has worked at Rainier Family Wealth, Inc. since 2024, following roles at Financial Insights, Inc., Key Bank, and Russell Financial Services, Inc. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm employs a blend of passive and active strategies based on Modern Portfolio Theory and offers comprehensive financial planning and portfolio management services through a team of three advisors.

Thomas Bowman is a CFP® and CFA® with 10 years of experience in financial advisory. He is currently with Investors Portfolio Services LLC and has previously worked at Fortune Financial Services, Inc. and United Planners Financial Services. Bowman serves as treasurer on the Kiwanis Club of Puyallup Foundation Board. Investors Portfolio Services LLC provides asset management, fiduciary services, financial planning, and tax preparation to individual clients, trusts, charities, and retirement plans. The firm tailors portfolios to client goals, employs various investment strategies, and offers educational seminars along with in-house tax return preparation.

David Jajewski is a financial advisor with Portfolio Strategies Inc in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Portfolio Strategies since 1992 and has also operated as a self-employed advisor since 1987. Portfolio Strategies Inc provides discretionary investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, primarily through accounts referred by unaffiliated broker-dealers and investment advisers. The firm employs a model-driven, active investment approach with multiple strategies and frequently trades positions two to three times per week.

Timothy Rhee is a financial advisor at Rainier Family Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Investment Advisers LLC, East West Bank, and KeyBank National Association. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm offers comprehensive wealth management and retirement plan consulting, applying Modern Portfolio Theory through a combination of passive and active strategies tailored to client needs.

Patrick Rhodes is a financial advisor at PWR Financial Services with 23 years of industry experience. He holds a Series 65 credential and has been involved with Rhodes & Associates since 1978. Outside of his advisory role, he manages a certified public accounting firm and is involved in several business ventures, including owning and operating a full-service bar and restaurant, a coffee shop, an events rental company, and a manufacturer of electronic dart boards and skeeball alleys. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on individual portfolio management and manager-of-managers selection and monitoring. The firm emphasizes due diligence, asset allocation, and uses technical, quantitative, and qualitative analysis with a long-term investment approach.