Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Alvin Wolcott II is a CFP® with 12 years of experience in financial advisory roles. He is the owner of Apex Tax & Financial Planning in Kent, WA, where he has worked since 2020. Alvin also owns Apex Tax & Financial Solutions, a CPA firm providing tax preparation and planning services. His prior experience includes roles at Synergy Asset Management, Pacific Portfolio Consulting, Moser Wealth Advisors, and Waddell & Reed. Apex Tax & Financial Planning offers personalized financial planning and wealth management to individuals, high-net-worth clients, business owners, trusts, and other financial professionals. The firm uses tax-aware planning and a total-return investment framework incorporating both active and passive strategies, with a focus on written Investment Policy Statements and comprehensive portfolio reviews.

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.

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

Eric Kenney is a financial advisor at Kenney Wealth Planning & Management in Issaquah, WA, holding a Series 65 designation with two years of industry experience. Prior to founding his independent advisory firm, he worked for over a decade at LabWare, Inc., and held positions at Autoscribe Informatics and Veeva Systems. Kenney Wealth Planning & Management serves individual and high-net-worth clients, typically managing accounts with a minimum of $500,000. The firm combines fundamental analysis, modern portfolio theory, and quantitative techniques to create tax-aware, long-term portfolios that include strategies such as dividend-growth funds, enhanced indexing, and tax-loss harvesting.

Kristine Kanno is the principal of Kanno Capital, an independent financial advisory firm based in Bellevue, WA. She holds a Series 66 designation and has 18 years of industry experience, including prior roles at Opal Advisors, LLC and VOYA Financial Advisors. In addition to her advisory work, she serves on the University of Washington Industrial and Systems Engineering Executive Advisory Board. Kanno Capital provides fee-based financial planning, consulting, and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning alongside discretionary portfolio management, pension consulting, and the option to engage third-party managers or sub-advisors.

Shane Hoover is the sole advisor at Hoover Capital, L.L.C. in Issaquah, Washington. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including 22 years managing his own firm since 2004. Hoover Capital, L.L.C. provides fee-based investment management and consulting primarily to individual clients, managing approximately $19.8 million across 27 accounts. The firm employs a blend of proprietary fundamental and technical analysis focused on secular market cycles and valuation risk, manages all client accounts on a non-discretionary basis, and regularly communicates with clients through quarterly reviews and written reports.

Jesse Dungan is a financial advisor at Fangorn Wealth Management with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining the firm, he spent 10 years at Amazon Corporate LLC. Outside of advising, he works as a compensated soccer referee in Kent, WA. Fangorn Wealth Management serves individuals, high-net-worth clients, small businesses, and charitable foundations with financial planning and portfolio management. The firm utilizes diversified, tax-aware investment strategies and applies Modern Portfolio Theory, scenario analysis, and stress testing to manage risk, while also providing estate and charitable-planning guidance and educational seminars.

Julie Wurst is a CFP® professional with 11 years of industry experience. She has operated her independent advisory firm, Julie A. Wurst, CFP, LLC, in Tacoma, WA, since 2017. Her firm provides advisory services to individual clients, including high-net-worth individuals, as well as small businesses and trusts. The firm employs a globally diversified, low-cost investment approach primarily using index mutual funds and ETFs, and offers customized financial planning and consulting through various communication methods.

Eugene Slutsky is the principal of Sound Investment Advice, LLC, an independent advisory firm based in Issaquah, WA. He holds a Series 65 designation and has five years of experience in investment advising, alongside over 20 years operating a full-time CPA practice. His accounting business is separate from his investment advisory services. Sound Investment Advice provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm combines individual stock selection, fundamental and technical analysis with passive asset-class exposures using ETFs and mutual funds, managing portfolios tailored to client goals and 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.

Robert Wright is a CFP® professional with 27 years of industry experience. He has led Wright Wealth Management, LLC, an independent registered investment adviser based in Issaquah, WA, since 2012. In addition to his advisory role, he serves as an adjunct faculty instructor at the University of Washington’s School of Business. Wright Wealth Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and institutional entities. The firm employs a customized investment approach focused on diversified allocations, long-term strategies, and tailored portfolio management aligned with client objectives.

Cole Ferrier is the principal advisor at EnoughFP LLC, holding the ChFC® designation and a Series 65 license with two years of industry experience. Prior to founding EnoughFP, he worked at The Boeing Company and held a position at the U.S. Department of Housing and Urban Development. He has a professional background in information technology and public-sector roles. EnoughFP is a solo registered investment adviser providing comprehensive financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm follows a buy-and-hold passive indexing approach based on Modern Portfolio Theory and offers implementation-focused recommendations without discretionary management.

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 the sole advisor at Alder Cove Capital, LLC, an independent registered investment adviser based in Tukwila, WA. He holds the CFA® designation and Series 65 license, with 12 years of industry experience. Prior to founding Alder Cove Capital in 2014, he has worked with the Pacific Maritime Association since 2007 and served a brief term at ILWU Local 19. Linsten also serves as an unpaid board member of Waterfront Federal Credit Union in Seattle. Alder Cove Capital serves individuals and high-net-worth clients through portfolio management, financial planning, and hourly consultations. The firm emphasizes a fiduciary, long-term, low-cost, and diversified investment approach and is noted for incorporating tax-aware separately managed accounts and sophisticated model allocations tailored to clients’ specific goals and tax considerations.

Elaine Chan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 20 years of industry experience. She has been the sole advisor at FIOH Global Asset Management and Strategies, LLC since 2011. FIOH Global Asset Management and Strategies is an independent registered investment adviser serving individuals, trusts, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial and retirement planning, benefit plan consultation, and divorce settlement consulting, using tailored strategies with stocks, bonds, mutual funds, and ETFs.

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.

Jeffrey Walters is a CFP® professional with 21 years of experience in financial planning. He is the sole advisor at Advisia Financial Planning, an independent firm based in Bellevue, WA. His prior experience includes roles at Badgley Phelps Wealth Managers and a period of retirement from 2022 to 2026. Advisia Financial Planning provides fee-only financial planning services to individuals, high-net-worth clients, and businesses, focusing on comprehensive and ongoing hourly-based planning engagements. The firm operates on a non-custodial model, offering investment recommendations based on fundamental analysis and modern portfolio theory, with an emphasis on standalone financial planning and flexible client-driven investment strategies.