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 the sole advisor at Cruz Wealth Management, LLC in Olympia, WA, holding a CFP® designation with over 21 years of industry experience. His prior roles include positions at Cruz Registered Investment Advisor, LLC, Mass Mutual Investors Services, Zurc Investments, LLC, Ameriprise, and Third Coast Investments, LLC. Cruz Wealth Management 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, offering a range of securities and active trading capabilities typically uncommon among solo independent advisors.

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.

Colleen Gillespie is a financial advisor at Sawston Wealth Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has led Sawston Wealth Management since 2015. Gillespie serves as Chair of the Board of Trustees at Capital Medical Center, is a Pastoral Council Member at St. Michael Parish, and was President-Elect of the Rotary Club of Olympia. Sawston Wealth Management LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities through portfolio management, financial planning, pension consulting, and an algorithm-driven service called SawstonDirect. The firm employs a long-term investment approach combining fundamental, cyclical, and quantitative analysis with modern portfolio theory, managing assets in-house and requiring client custody through Charles Schwab Institutional.

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.

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.

Lantz Berets is a financial advisor with Berets Financial Services LLC in Olympia, WA, holding a Series 65 license and six years of industry experience. Prior to his advisory career, he worked in music and arts-related roles for over 16 years and continues to teach bassoon lessons privately. Berets Financial Services LLC offers fee-only financial planning and discretionary investment management to individuals, trusts, and estates. The firm emphasizes written client goals and portfolio construction using fundamental and technical analysis, with ongoing reviews conducted at least quarterly.

Carl Eshelman is a financial advisor with Quantum Solutions, Inc. in Lacey, WA, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience and has been with Quantum Solutions since 1995. His background includes roles at Northwest Investment Advisors, Inc. and Signator Investors, Inc. 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 and profit-sharing plans, charitable institutions, foundations, and endowments. The firm emphasizes coordinated written plans, diversified asset allocation models, and pension consulting as part of its service offerings.

Thomas Mclean Jr. is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Advitica Financial Planning LLC. He has worked at Advitica since 2018, following prior roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC offers fee-only investment management and financial planning services to individuals, families, and personal representatives. The firm employs an evidence-based investment approach focused on diversified portfolios using no-load mutual funds and ETFs, emphasizing asset allocation, tax-sensitive strategies, and investor education through seminars and workshops.

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.

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 a Series 66 designation and has previously worked at Ragnar Wealth Management, GK Capital Partners, and Morgan Stanley. Armour Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, and other business entities. The firm’s investment approach focuses on a disciplined, behaviorally-informed process with an emphasis on capital preservation, diversified portfolios primarily constructed from mutual funds and ETFs, and incorporates client-directed ESG preferences when requested.

Greg Kero is a financial advisor at GK Capital Partners in Olympia, WA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been affiliated with Frank Russell Capital Inc. since 2004. Additionally, Kero serves as Director of Institutional Investor Relations at Northern Lights Ventures LLC, representing their private equity fund to institutional investors. GK Capital Partners provides discretionary investment management to individuals, trusts, estates, and other entities, while also advising and acting as general partner to a private pooled vehicle. The firm combines top-down views with bottom-up research, managing diversified core portfolios alongside private fund allocations, and operates a hybrid approach that offers both retail model portfolios and institutional-style private investment opportunities.

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 8 countries in 15 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.

Hello, I’m Gabbi and I help teachers in WA and CA make smart decisions with their money. Teachers truly deserve more money! We meet virtually or if you live in Los Angeles, I can meet you in-person! Common Things I Help Folks With: - How to get started investing - When to retire - Reviewing budget/cash flow - Student loan planning and payoff - Do I have a good 403b plan? I believe in taking a holistic approach to your money. I LOVE holding your hand through the whole process! I'm here for you, no matter how big or small your questions are. 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, hanging out with my amazing baby, and learning Spanish.

Kaleigh Prentice is a financial advisor at Prentice Financial Planning, LLC with 11 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at LPL Financial prior to founding and managing her own firms. Outside of her advisory role, she operates a small business specializing in making and decorating sugar cookies. Prentice Financial Planning provides investment management, comprehensive and topic-specific financial planning, and fiduciary services to individual households, estate clients, and plan sponsors. The firm follows a long-term, globally diversified investment philosophy with an emphasis on tax-sensitive strategies, behavioral coaching, and offers values-based portfolio options including ESG and ultra-conservative allocations.

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.