Austin Goddard is a Series 65-licensed financial advisor with 19 years of industry experience. He is the principal of Taylor Goddard Investments in Yelm, WA, and has prior experience at Tempus Investment Corp and Stock Management LLC. Goddard also owns Automation LLC, a business providing back-office software and scheduling services to RIA firms, charter fishing operations, and the hospitality industry. Taylor Goddard Investments offers discretionary investment advisory services to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a fundamental screening process based on Value Line data combined with technical analysis to manage portfolios that include equities, ETFs, mutual funds, and bonds.

Carl Eshelman is a financial advisor with Quantum Solutions, Inc. in Lacey, WA, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has been with Quantum Solutions since 1995 and previously worked at Northwest Investment Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, Eshelman is involved in insurance sales and offers life settlements on a case-by-case basis. Quantum Solutions provides investment and comprehensive financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension plans, charitable institutions, and endowments. The firm emphasizes coordinated written plans and diversified asset-allocation models, often utilizing third-party money managers, and includes pension consulting as a notable part of its service offering.

Thomas Mclean is a CFP® certificant with 14 years of experience in financial advising. He has worked at Advitica Financial Planning LLC since 2018 and previously held roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC provides tailored financial planning and portfolio management primarily for individuals, families, and fiduciaries. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers complimentary educational seminars and workshops in addition to discretionary management and hourly consultations.

Rebecca Stapp is a Series 65-licensed financial advisor with nine years of industry experience. She has been affiliated with Stapp Wealth Management, PLLC since 1998. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing discretionary portfolios based on five risk-based model strategies that incorporate technical and cyclical analysis with occasional short-term trading.

Kelli Denney is a financial advisor at Armour Wealth Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Ragnar Wealth Management from 2014 to the present. Armour Wealth Advisors serves individual investors, trusts, estates, and other business entities by providing comprehensive financial planning and discretionary portfolio management. The firm manages approximately $110 million in client assets using diversified portfolios primarily composed of mutual funds and ETFs, with an emphasis on a disciplined, behavioral investment approach.

Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living, especially those with business interest, equity compensation, or multiple passports in the family. Having lived in six countries in 10 years, in positions as diverse as foreign company employee, non-profit worker, dependent expat spouse, and location independent business owner, I have accumulated firsthand experience and created solutions to manage the multi-facet financial picture you are facing. With my help, you will be able to pursue the life you envision while successfully: • Manage fluctuating cash flow between multiple currencies • Remain tax compliant in the US • Keep your investments efficient and flexible • Cover your unique risks • Coordinate your income, expenses, benefits, and taxes from various countries How do I do it? As your financial GPS, I will: • Show you the big picture • Calculate the potential routes • Explain the options • Give you step-by-step instructions • Keep you on track • Push you to move forward Here are some specific types of people that will benefit from working with me: • Globally mobile employees with equity compensations vesting in different countries • Business owners that are location independent or have operations in more than one country • Couples or Families with multiple nationalities and homes • Green card or visa holders living in the US without pursuing citizenship • … YOU? What is your story? Most of all, I believe that financial planning is about having a trusted partner to discuss your options and guide you through the uncertainties every step of the way. Through this continuous process, you will become more confident and at ease in making important financial decisions. I look forward to being that trusted partner for you!

Gregory Stapp is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with Stapp Wealth Management, PLLC since 1998, where he is one of three advisors at the firm. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm combines discretionary portfolios based on risk-based models with integrated tax preparation and planning, utilizing a blend of technical and cyclical analysis alongside traditional research.

Thomas Stapp is a CFP® professional with five years of industry experience, currently serving as an advisor at Stapp Wealth Management, PLLC since 2017. Prior to his advisory role, he spent 17 years at Baylor University. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing risk-based model strategies that combine institutional funds with technical and cyclical analysis.

Samuel Armour is a CFP® professional with seven years of industry experience. He currently serves at Armour Wealth Advisors, LLC and has worked previously at firms including Ragnar Wealth Management, LLC and Armour Vickerman PLLC. In addition to his advisory role, Armour owns Armour, Inc., where he provides trustee services. Armour Wealth Advisors serves individual investors, trusts, estates, and business entities, managing approximately $110 million in client assets. The firm offers comprehensive financial planning and discretionary portfolio management with portfolios primarily composed of mutual funds and ETFs diversified across various asset classes.

Michelle Bryant is a CFP® and holds a Series 65 license with one year of industry experience. She is currently an advisor at BluePrint Investing LLC, where she has worked since 2023. Prior to joining BluePrint, she was with Granite Peak Wealth Advisors for five years and Glacier Wealth Management for two years. BluePrint Investing LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a long-term, asset-allocation strategy focused on broad diversification using primarily index and passive mutual funds and ETFs, and it incorporates independent sub-advisers and private fund recommendations for qualified clients.

Bryan Pettit is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at M.S. Howells & Co., Purshe Kaplan Sterling Investments, and Cuso Financial Services. Outside of his advisory role, Pettit is a youth pastor and soccer coach in Shelton, WA. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, using a blend of fundamental, technical, and cyclical analysis alongside artificial intelligence models for portfolio management.

Jonathan Leymaster is a financial advisor with Capstone Investment Group, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Prudential Insurance Company of America and Northwestern Mutual. He volunteers with the Ronald McDonald House. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis, including artificial intelligence inputs, to guide portfolio management.

Donna Monda is a CFP® and holds a Series 65 license, with 10 years of industry experience. She has worked at CAPSTONE Investment Group since 2023 and previously spent over 30 years at KG Advisors, Inc./Nancy C. Nelson & Associates. Outside of advisory work, she is involved in family-owned real estate LLCs. CAPSTONE Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, employing a blend of fundamental, technical, and cyclical analysis alongside artificial intelligence models in its portfolio management.

Sandra Drennon is a financial advisor with Capstone Investment Group, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at M.S. Howells & Co., Purshe Kaplan Sterling Investments, and Private Client Services, and has been with Capstone Investment Group since 2008 in various roles. Outside of her advisory work, she is a managing member of 17SEVEN, LLC, which operates short-term rental properties. Capstone Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, using a combination of fundamental, technical, and cyclical analysis along with artificial intelligence models to inform portfolio decisions.

Travis Bator is a financial advisor with Capstone Investment Group, holding Series 63 and Series 66 licenses and 17 years of industry experience. He is also the owner of TLB Law, a legal practice focused on business document formation and limited estate planning. Additionally, he serves as a firearms safety instructor and a notary in Wisconsin. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a blend of fundamental, technical, and cyclical analysis, incorporates artificial intelligence models in growth strategies, and provides tailored portfolio management.

Jeffrey Wachtman is a financial advisor with Capstone Investment Group in Olympia, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Jeffrey has worked at Proactive Financial Services, Inc. since 1999. Outside of his advisory role, he serves as Director of Connections Ministry at the Church of Living Water in Yelm, where he also leads occasional Financial Peace University classes. Capstone Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services using a combination of fundamental, technical, and cyclical analysis, incorporating artificial intelligence models alongside advisor judgment.

Jack Mc Govern II is a financial advisor at Capstone Investment Group with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at multiple firms, including Fidelity Investments and Allstate Financial Services. Mc Govern is also dually licensed as a Registered Representative of M.S. Howells & Co. Capstone Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing a combination of fundamental, technical, and cyclical analysis alongside artificial intelligence models to inform portfolio management.

Jonathan Thrall is a financial advisor at Capstone Investment Group with five years of industry experience. He holds a Series 66 designation and has previously worked at Stone Oak Wealth Management, USAA Investment Services Company, Capital Farm Credit, and Edward Jones Investments. Thrall's background also includes roles outside finance, such as positions at Truckfitters and Kendall County Veterinary Center. Capstone Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm offers discretionary asset management and financial planning, using a blend of fundamental, technical, and cyclical analysis alongside artificial intelligence models for portfolio management.

Noah May is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Stifel Independent Advisors as well as experience with Montclair Swim Club and Truman State University. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm provides both discretionary and non-discretionary portfolio management along with financial planning and utilizes proprietary capital market models to tailor asset allocation recommendations.

Laura Nelson is a financial advisor with Stifel Independent Advisors, LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including 10 years at Wells Fargo Advisors before joining Stifel Independent Advisors in 2024. Nelson is also the owner of Columbia Crest Financial Advisors, a financial advising firm based in Chehalis, WA. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services with a collaborative planning process that incorporates proprietary capital market assumptions and probabilistic modeling.