Hi, I’m Leslie. I co-founded Humanize Wealth out of my desire to create connections between clients and their communities that have a positive impact on social and economic equity, racial justice, and the environment. I have spent most of my 15+ year career in wealth management – from working with billionaires at a global Wall Street firm to tech entrepreneurs at an independent firm in Seattle. My work at Humanize Wealth combines my years of experience managing portfolios and building financial plans with my desire to help people realize the power of their wealth to make meaningful & systemic change. As a financial planner, I help people gain clarity around their situation, envision the life and impact they want to have, and serve as a guide to develop and implement solutions. Humanize Wealth's integrated offering combines detailed financial planning, thoughtful investment management and the opportunity to engage with community. Our clients are committed to using the power of their wealth to promote the well being of their families, communities and the planet. If this sounds like you, we'd love to connect!

Stuart Mcgehee is a financial advisor at PNW Asset Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Financial Strategy Group, LLC since 2012. Outside of advising, he owns a digital media and web design company and co-owns a luxury treehouse rental near Mt. Rainier. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a strategic asset allocation approach focusing on tax efficiency and employs a proprietary Cashflow Fingerprint model to help set portfolio risk exposures.

Douglas Springer is a financial advisor with Helmsman Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Partners Investment Network, Inc. and MRW Financial Services since the late 1990s. Outside of advising, he is a member of an LLC that owns a commercial building. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment strategy focused on current income, managing accounts on both discretionary and non-discretionary bases through multiple portfolio programs.

Michael Thayer is a financial advisor with Private Asset Management, Inc. in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Private Asset Management since 1996. Thayer also maintains active contracts as an insurance agent. Private Asset Management, Inc. provides wealth advisory and portfolio management services primarily to high-net-worth individuals, families, and charitable foundations. The firm develops individualized wealth strategies and manages diversified portfolios across multiple asset classes, offering both discretionary and non-discretionary account management alongside regular client communications and comprehensive reporting.

Shaina Englund is a financial advisor at Ceva Advisors with two years of industry experience. She holds a Series 65 designation and has worked at Ceva Capital LLC since 2022. Prior to that, she was involved with Sign and Wine LLC from 2019 to 2023. Ceva Advisors is a small, state-registered firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers customized portfolios that may include ETFs, mutual funds, individual securities, private placements, and digital assets.

April Kriha is a CFP® professional affiliated with Tenere Financial in Sammamish, WA, with 11 years of industry experience. She has been with Tenere Financial since 2015, working as part of a two-advisor team. Tenere Financial advises individual clients, including both high-net-worth and non-HNW households, providing portfolio management and financial planning services. The firm emphasizes an individualized approach to portfolio construction and client objectives, supported by a small-team model and regular educational seminars for clients and prospective clients.

Abigail Miller is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Her background includes roles at Corient Private Wealth and Stokes Lawrence, as well as entrepreneurial experience running a bakery. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, providing comprehensive wealth management and consulting services. The firm manages client assets through a tailored allocation of equities, fixed income, ETFs, mutual funds, and alternative investments, applying both fundamental and technical analysis.

Michelle George is a financial advisor at Aspire Capital Advisors LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Bovey & Associates. In addition to her advisory role, she assists clients with filing tax returns for a fee. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach centered on fundamental analysis and low-cost mutual funds and ETFs, while also conducting internal due diligence and regular account reviews.

Chase Ferderer is a financial advisor at Comprehensive Wealth Management with 10 years of industry experience. He has held positions at Independent Financial Group, LLC and Ameriprise Financial Services, Inc. His background also includes a role at Orswell Events. Comprehensive Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, and individual pension accounts. The firm’s investment approach combines proprietary models and a mix of passive and active strategies, focusing on downside protection and target returns.

Cherish Sutull is a CFP® and CFA® with 17 years of industry experience. She has been with Blue Water Wealth since 2021 and previously worked at Paracle Advisors for eight years. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to construct customized portfolios.

Martin Nelson Jr. is a financial advisor with Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with Martin Nelson & Co., Inc. since 1972. Nelson also serves as trustee and executor for several personal and client trusts and estates. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment programs based on each client’s financial profile and risk tolerance, utilizing various analytical methods to support multiple investment strategies.

Jordan Cole is a financial advisor at Sage Advisors, LLC in Edmonds, WA, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Sage Advisors since 2004, including a period before its current formation, and previously spent eight years at Kms Financial Services, Inc. Sage Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized portfolios with diversified allocations and proprietary Model Portfolios under discretionary authority.

Jason Thonssen is a financial advisor at Ballast Rock Private Wealth with eight years of industry experience. He holds a Series 65 credential and has previously worked at Coldstream Wealth Management and Integrity Financial Corporation. He is based in Kirkland, Washington. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to tailor portfolios according to clients’ goals and risk tolerances.

Kamaljit Sahota Middleton is a financial advisor with Snider Financial Group in Bellevue, WA, holding a Series 65 designation and two years of industry experience. Prior to joining Snider Retirement Strategies, Inc., Middleton has worked in mortgage lending since 2018 with firms including NEXA Mortgage, LLC and Loan Depot. Outside of advisory work, Middleton is also involved with KK Loans, LLC dba NEXA Mortgage as a mortgage broker. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $550 million in regulatory assets. The firm employs a strategic asset-allocation framework with a tactical overlay and integrates comprehensive planning areas such as retirement, tax, insurance, cash flow, education funding, and estate considerations.

Jennifer Nagai is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, with 20 years of industry experience. She holds a Series 66 designation and has worked at Parcion Private Wealth Management since 2019, following six years at UBS Financial Services Inc. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, using a tailored investment approach that includes direct equities, fixed income, ETFs, mutual funds, and alternative investments, while applying both fundamental and technical analysis.

Douglas Bean is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Private Advisory Group LLC since 2013. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with flexibility for individual advisor adjustments and offers performance-based fee arrangements and specialized services for qualified clients.

Christopher Simon Wallace is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently affiliated with Robinswood Financial, working full time as a Registered Investment Advisor Representative through his independently owned holding company, Fridley LLC. His prior experience includes roles at Charles Schwab, TD Ameritrade, Fidelity Investments, E*TRADE, and RBC Capital Markets. Robinswood Financial serves individual investors, trusts, charitable organizations, and businesses by providing fee-only portfolio management along with financial planning and retirement distribution guidance. The firm employs a globally diversified, long-term asset allocation strategy based on academic research and manages portfolios primarily with low-cost institutional index ETFs and selected funds.

Edward Riley is a financial advisor with Colmina, LLC in Seattle, WA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has previously worked at Luminae, LLC, Stillwater Analytics LLC, and managed Ek Riley Investments, LLC for 18 years. Outside of financial advising, he is the owner and CEO of Riley Sexton Vintners, a wine production and retail business. Colmina, LLC provides discretionary portfolio management and financial planning services to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm manages approximately $85 million across around 40 clients, offering a range of investment strategies including active, passive, and hybrid portfolios tailored to client needs.

Matthew Pickett is a financial advisor at Colmina, LLC in Seattle, WA, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and First Financial Equity Corporation before joining Colmina in 2021. Colmina provides discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm manages approximately $85 million across about 40 clients and offers active, passive, and hybrid investment strategies tailored to client needs.

Brandon Accardo is a financial advisor at SPG Advisors LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and FSC Securities Corporation. Accardo is also an insurance agent at No Bull Financial, LLC dba Leverage Planners, where he dedicates approximately half of his time. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental and technical analysis. The firm employs mutual funds, ETFs, and specialized strategies while coordinating estate, tax, insurance, and retirement planning.