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.

Jesse Dungan is a financial advisor with Fangorn Wealth Management in Vashon, WA. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Fangorn Financial Services, he worked at Amazon Corporate LLC for ten years. Outside of his advisory role, he works as a compensated soccer referee. Fangorn Wealth Management provides investment advisory, portfolio management, financial planning, and educational workshops to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm combines passive core allocations with targeted active strategies and employs Modern Portfolio Theory alongside scenario analysis and stress testing to manage risk, while also offering financial education and planning services.

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.

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.

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.

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.

Jacy Hixon is the president and chief compliance officer of Crossroads Advisor Network LLC and has 20 years of experience in the financial industry. He is also president and co-owner of Advisor Systems Inc., a technology company serving financial advisers. Prior to his current roles, he has been self-employed as a business consultant since 2015. Crossroads Advisor Network LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services for pooled vehicles, institutional retirement accounts, businesses, trusts, and individual clients. The firm’s investment approach incorporates technical, cyclical, and fundamental analysis and may include options strategies, margin, and derivatives in separately managed accounts.

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.

Tyler Linsten is a CFA® charterholder and Series 65 licensed financial advisor with 11 years of industry experience. He is the principal of Alder Cove Capital, LLC, an independent registered investment adviser based in Tukwila, WA, where he has worked since 2014. Linsten also serves as a board member of Waterfront Federal Credit Union in Seattle and has worked as a longshoreman at the Port of Seattle since 2007. Alder Cove Capital provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers portfolio management, comprehensive financial planning, and hourly consultations, focusing on minimizing fees, diversification, and long-term strategies with tailored Investment Policy Statements.

Laurence Elvins is the sole advisor at Tacoma Investment Group in Tacoma, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Tacoma Investment Group since its founding in 1995. Tacoma Investment Group provides discretionary portfolio management for individuals, trusts, retirement accounts, corporations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental and qualitative analysis, asset allocation, and long-term investment strategies tailored to client-specific considerations, and it uniquely serves both individual and institutional clients as an independent solo advisor.

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.

Roman Brent is an investment advisor at Anacapa, LLC with Series 65 and Series 66 credentials and one year of industry experience. He provides investment-related consultation and research to private foundations and family trusts, and serves on investment committees or boards. Anacapa, LLC serves high-net-worth private clients, private foundations, and family trusts with institutional-sized relationships, offering investment advisory, portfolio management, research, and due-diligence support. The firm employs a research-first approach combining fundamental and quantitative analysis to tailor portfolios across a broad range of instruments according to client objectives and risk tolerance.

Brian Skaggs is a CFP® professional with 23 years of experience in financial planning. He is the owner and sole advisor at Skaggs Financial Planning, LLC, which he has operated since 2002 in Burien, WA. Skaggs Financial Planning, LLC provides fee-only financial planning and portfolio management services primarily to individual and high-net-worth clients. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing asset allocation and broad diversification using no-load mutual funds and ETFs.

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.

Shalina Martos is a CFP®-certified financial advisor with 16 years of industry experience. She is the founder and sole advisor of Martos Wealth Management, having previously worked at Personal Investment Management, Inc. and Avier Wealth Advisors. Martos Wealth Management provides investment management and financial planning services to institutions, corporations, and individual clients. The firm’s approach emphasizes selecting and overseeing third-party outside managers and sub-advisory platforms to implement model portfolios, combining passive and active strategies with options for ESG and direct-indexing when requested.

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.

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.

Jeremiah Job is a CFP® and ChFC® with 14 years of industry experience. He is the founder of Columbia Strategic Wealth Advisors, LLC, an independent advisory firm based in Seattle, where he has practiced since 2020. Prior to establishing his firm, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for nine years. He also serves as a strategy consultant at Kaiser Permanente of Washington Health Plan, focusing on analytics and capital budget reporting. Columbia Strategic Wealth Advisors provides ongoing asset management and comprehensive financial planning primarily to individual clients such as professionals, executives, and business owners. The firm delivers personalized, holistic advice through a mostly non-discretionary approach, combining multiple investment channels and flexible planning options for a concentrated client base.

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.