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

Gregory Arquette is a CFA® charterholder and the sole advisor at Tiger Mountain Capital in Sammamish, WA, with four years of industry experience. He previously worked at MIG Capital LLC and spent four years as a self-employed investor before joining Tiger Mountain Capital in 2021. Tiger Mountain Capital provides discretionary portfolio management to individuals, high-net-worth clients, and other investment managers and private funds, employing a concentrated long/short equity strategy alongside a non-levered long-only option for tax-sensitive accounts. The firm utilizes fundamental analysis, investigatory research, expert networks, and proprietary data tools to manage a focused portfolio, often incorporating margin and options, and offers performance-based compensation and sub-advisory services uncommon among similarly sized independent advisers.

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.

Ranjan Upendra is a Series 65 credentialed advisor with seven years of industry experience. He is currently affiliated with Starklogic LLC and has prior work experience at Microsoft and Adobe, where he serves as a Senior Finance Manager focusing on financial planning analysis and reporting. Starklogic LLC, established in 2018, provides discretionary portfolio management and wealth management services for pooled and institutional accounts, as well as financial planning for individual clients. The firm emphasizes asset allocation using strategic and tactical methods supported by computer models and third-party research, managing portfolios primarily through no-load mutual funds and ETFs.

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.

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.

Michael Policar is a Series 66-licensed financial advisor with 13 years of industry experience. He is the principal of NGP Financial Planning, LLC, where he has worked since 2020, following prior roles at Hightower Securities, Hightower Advisors, Bank of America, and Merrill. NGP Financial Planning, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios tailored to client goals and risk tolerance, employing a range of investment vehicles and defensive option strategies.

Onward Financial Advising LLC is a fee-only, fiduciary financial advising firm dedicated to helping individuals and families build wealth and achieve financial security. Onward believes that financial advising is for everyone and that everyone can benefit from expert financial advice, regardless of how many investable assets they have. With this belief, the mission of Onward Financial Advising is to empower clients to improve their financial futures by creating personalized plans that build wealth. Key Services: • Comprehensive Financial Planning • Ongoing Financial Advice • Investment Management • Retirement Planning • Tax Strategies and Planning • RSU Planning and Employer Retirement Plans To accomplish this mission Onward specializes in creating personalized financial plans that address the unique needs of mid-career professionals, first-generation wealth creators, and families. The founder, Brian Blakeman, brings over 15 years of combined experience in aerospace engineering and financial services to create a unique blend of technical expertise and personal financial advice. Onward Financial Advising understands the complexities of financial decision-making, especially when it comes to managing restricted stock units (RSUs), employer retirement plans, and crafting efficient tax strategies. As a fiduciary, Onward is committed to acting in your best interest, offering clear, transparent advice without conflicts of interest.

Brian Betz is a financial advisor at Percension Wealth Advisors, LLC in Sammamish, Washington, with 15 years of industry experience. He holds a Series 65 designation and has been with Percension Wealth Advisors since its founding in 2011. Percension Wealth Advisors provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm employs both active and passive management approaches, incorporating technical analysis, short-term trading, and options-writing strategies tailored to each client’s goals and risk tolerance.

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.

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.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

Denton Olde is a CFP® professional at Olde Wealth Management, LLC with 31 years of industry experience. He has worked at multiple firms including Financial Network Wealth Management, LLC and Cetera Advisor Networks LLC, and operated as a sole proprietor for over two decades. Outside of advisory services, he has experience as a licensed insurance agent selling life, disability, annuities, and long-term care products. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach, utilizing a broad array of securities and option strategies, supported by third-party research and Schwab’s institutional custody and trading services.

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.

Loyd Burleson is a CFP®-certified financial advisor with four years of industry experience, currently practicing at Financial Freedom for Dentists LLC. His prior work includes roles at Advanced Planning Educational Group, BANDER Investments, and experience outside finance at Costa Vida and Time Out Pizza. Financial Freedom for Dentists LLC provides discretionary asset management, financial planning, and retirement-plan advisory services primarily to individuals, high-net-worth clients, and business entities. The firm employs Modern Portfolio Theory using mutual funds and ETFs, offers ERISA 3(38) investment management, and provides educational seminars and specialized retirement-plan services for dental professionals.