Chase Munoz is a financial advisor with Rainier Capital Investments LLC in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Key Investment Services and Ameriprise Financial Services Inc. Outside of advisory work, he is a managing member of Puzzle Investors, LLC, a real estate business. Rainier Capital Investments LLC is a single-advisor registered investment adviser serving individuals and high net worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a variety of investment instruments and model portfolios developed by unaffiliated managers.

Angel Cruz is a CFP®-designated financial advisor with 20 years of industry experience. He has operated Cruz Registered Investment Advisor, LLC since 2008. Cruz Wealth Management, LLC provides personal financial planning and discretionary investment management to individuals, families, trusts, estates, and related entities, including small family businesses. The firm uses a value-oriented, strategic asset allocation approach combined with fundamental and technical analysis to create customized portfolios, managing approximately $3.91 million for 18 clients.

Bret Wilhelm is a CFP® with 25 years of industry experience and the sole advisor at Wilhelm Financial Services, PLLC, an independent firm he has led since 2000 in Olympia, WA. Wilhelm Financial Services primarily serves individual clients by providing portfolio management, comprehensive financial planning, and asset-tracking services tailored to each client’s circumstances. The firm emphasizes nondiscretionary management, using mutual funds, index funds, and occasional individual securities, with a focus on a concentrated number of high-balance accounts.

Laurence Poplack is a financial advisor at Cooper Point Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cooper Point Advisors since 2004. Cooper Point Advisors LLC is an independent Registered Investment Adviser serving individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation using exchange-traded funds and diversified portfolios of stocks, bonds, and mutual funds, managing accounts primarily on a non-discretionary basis with client approval for trades and changes.

Kevin Byrne is a CFP® professional with 23 years of experience in the financial services industry. He has been with Byrne & Company Wealth Management, LLC since 2012. Outside of his advisory role, Byrne is a managing member and 50% owner of multiple real estate-related entities. Byrne & Company Wealth Management provides investment management, financial planning, and qualified retirement plan services to individuals, families, businesses, pension plans, and nonprofit organizations. The firm employs a core-satellite investment approach incorporating fundamental, technical, and macroeconomic analysis, and manages approximately $124.7 million in assets.

Nancy Hubly is the sole advisor at Van Hubly Investments LLC in Olympia, WA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Van Hubly Investments LLC since 2007. Van Hubly Investments LLC is an independent registered investment adviser that provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, and small business retirement plans. The firm focuses on customized, diversified portfolios using ETFs, no-load mutual funds, individual securities, and cash equivalents, emphasizing long-term investing and fundamental research.

Robert Loop is a financial advisor at Altair Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA from 2012 to 2020. Altair Investment Management is an independent registered investment adviser providing personalized portfolio management to individuals, families, and small businesses. The firm employs fundamental security analysis and offers discretionary and non-discretionary management across various instruments, including securities, debt, mutual funds, ETFs, and options, with a focus on Growth and Growth & Income portfolio types.

Ricardo Jesus is a financial advisor at Liberty Atlantic Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Chase Buchanan Wealth Management and Private Client Consultancy. He has also worked in sports management and held academic roles at the University of Tulsa and University of Mississippi. Liberty Atlantic Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across diversified portfolios and maintains multiple offices with a focus on fundamental analysis and accommodating specialized investment situations.

Colleen Gillespie is a financial advisor with Sawston Wealth Management LLC in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Sawston Wealth Management since 2015. Outside of her advisory role, Gillespie serves as Chair of the Board of Trustees for Capital Medical Center, is a Pastoral Council Member at St. Michael Parish, and has held leadership roles with the Rotary Club of Olympia. Sawston Wealth Management provides advisory services to individuals, pension plans, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, financial planning, and an algorithm-based platform called SawstonDirect. The firm combines fundamental, cyclical, and quantitative analysis with modern portfolio theory and operates a hybrid model of traditional and automated investment management.

Greg Kero is a financial advisor at GK Capital Partners with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Frank Russell Capital Inc. since 2004. In addition to his advisory role, he serves as Director of Institutional Investor Relations for Northern Lights Ventures LLC, representing their private equity products to institutional investors. GK Capital Partners, operating as A Street Investments, provides discretionary investment management and pension consulting to individual clients and plan sponsors. The firm manages tens of millions in assets using a Long-Term Model Portfolio strategy combined with customized solutions, emphasizing valuation-aware allocations, disciplined risk management, and tactical flexibility.

Hello, I’m Gabbi and I help teachers in WA and CA make smart decisions with their money. As a former teacher, I first got into personal finance because I knew I didn’t have a lot of extra money to mess around with. I wanted to put my dollars to work just as hard as I was. While I love teaching and miss my students, I knew I had to help other teachers and people like me figure this out, so I switched careers into finance. As a Certified Financial Planner™ (CFP®), Accredited Financial Counselor (AFC®) and Trauma of Money Certified Practitioner, I believe in taking a holistic approach to your money. We always start the financial planning process by talking about your values so that we can build your financial plan around them to reach your financial goals. We’ll work together to find a good balance between living well now and saving for the future-you. I completed my teaching credential, Master’s in Education, and Bachelor’s in International Relations from UC Davis. When I’m not reading personal finance books or working with clients, I spend my time rock climbing, hula dancing, and learning Spanish.

Kaleigh Prentice is a financial advisor at Prentice Financial Planning, LLC with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Prentice Financial Planning since 2017, following prior roles at Prentice Wealth Management and as an independent insurance professional. Outside of her advisory work, she owns a cookie-making business that produces decorated sugar cookies for both donation and sale. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Hi. I'm Lorri. I'm Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I specialize in working with state government workers, teachers, and/or members of the LGBTQIA+ community. I'm passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I've seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it's possible to do both if you are clear about what is important to you. I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains.

Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds the Series 65 designation and has been with the firm since 2023. Prior to her work in financial advising, she has experience in various roles including at Boston Harbor Landscaping and Loveful Birth Services. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Brian Huddleston is a financial advisor at Sawston Wealth Management LLC with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Brand Asset Partners and Parsons Xtreme Golf. Sawston Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, financial planning, and an online algorithm-based service called SawstonDirect, managing client assets directly without third-party investment managers.

David Cantor is an advisor at Liberty Atlantic Advisors with a Series 65 credential and one year of industry experience. Prior to joining Liberty Atlantic Advisors, he worked at Davies & Associates LLC for eight years. He is co-founder of ItalianTaxes.com, a tech-enabled platform for filing taxes in Italy, and founder of Relocate Inc., an independent marketplace for global migration. Liberty Atlantic Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across five offices and focuses on building diversified portfolios through fundamental analysis.

Alexander Ingrim is a financial advisor at Liberty Atlantic Advisors with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Blevins Franks Financial Management and Beacon Global Advisor Network. Ingrim is also involved in real estate investment decisions through Ingrim Investments LLC. Liberty Atlantic Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, standalone financial planning, and access to sub-advisory and separately managed accounts. The firm employs a fundamental analysis approach to build diversified portfolios across multiple asset classes and engages third-party sub-advisers for specialized strategies.

Melissa Johnson is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds a Series 65 designation and has one year of industry experience. Johnson has been with Prentice Financial Planning since 2023. Prentice Financial Planning is a team-based registered investment adviser that serves individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach with an emphasis on tax efficiency, behavioral coaching, and client-specific portfolio options including ESG and faith-based strategies.

Andrew Prentice is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Prentice Financial Planning, LLC since 2017. His prior roles include positions at Columbia River Advisors, LLC and Bliss Investments LLC, as well as experience as an independent insurance agent. He is also a member of PTS Holdings, LLC, which owns the building housing his firm. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households and retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocation, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Samuel Thomassen is a financial advisor at GK Capital Partners with 14 years of industry experience. He holds the Series 66 designation and has been with GK Capital Partners, doing business as Ragnar Wealth, since 2012. GK Capital Partners, operating as A Street Investments, offers discretionary investment management and pension consulting to individual clients and plan sponsors. The firm manages tens of millions in discretionary assets using a Long-Term Model Portfolio strategy combined with customized solutions, emphasizing valuation-aware allocations, disciplined rebalancing, and risk management across diversified portfolios.