Elizabeth Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding a Series 65 designation and 33 years of industry experience. She has been with Runde & Co Incorporated since 1992 and also owns and operates R B Hooper & Co Incorporated, another investment management company where she serves as president. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other investment advisers. The firm employs a fundamentally based, process-driven approach using proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocation and investment restrictions.

Robert Sander is the principal of Sander Capital Advisors, Inc. in Seattle, WA, with 39 years of industry experience. He has led Sander Capital Advisors since 1986. Outside of his advisory role, he maintains a part-time family real estate business. Sander Capital Advisors manages discretionary, individually tailored large-cap equity portfolios primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combined top-down macro and industry analysis with bottom-up fundamental research, focusing on widely followed companies with above-market growth prospects and reasonable valuations.

Paul Pineda is a financial advisor at Asymmetric Advantage Capital Management, LLC in Bellevue, WA, with 23 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of his advisory role, Pineda serves on the boards of several nonprofit organizations focused on youth services and philanthropy, including Youth Eastside Services, ScoutReach Foundation, and SeeYourImpact.org. Asymmetric Advantage Capital Management is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and nonprofits. The firm employs a blend of fundamental and technical analysis alongside a proprietary quantitative risk-management system to manage diversified portfolios and focused active strategies.

Winston Chen is a financial advisor at Westlake Wealth Management LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Westlake Wealth Management since 2020, following eight years at Apic. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, employing a range of investment approaches including options and derivatives, supported by a documented risk framework.

Chris Featherstone is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Madison Park Capital Advisors, LLC since 2014. Located in Seattle, WA, Featherstone holds a Series 66 registration. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million across several hundred client relationships and employs a two-level asset allocation process combining strategic and tactical approaches.

Bryan Knutson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with South Cove Financial, LLC, having joined the firm in 2025 following seven years at Cutler Investment Counsel, LLC and seven years at Pacific Portfolio Consulting, LLC. South Cove Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, retirement and education accounts, and private entities. The firm offers comprehensive financial planning and portfolio management using fundamental and technical analysis, employing a range of investment vehicles including equities, fixed income, ETFs, and alternatives to meet client goals and risk tolerance.

John Ervin is a financial advisor with Ervin Investment Management in Seattle, WA, holding a Series 65 designation and seven years of industry experience. He has been with Ervin Investment Management and Reis Investment Management, Inc. since 2018. Outside of finance, he works as a part-time elementary school teacher at University Cooperative School, where he teaches science and social studies. Ervin Investment Management is a small advisory firm managing approximately $243 million for about 102 clients through a three-advisor team. The firm provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds, using a long-term, value-oriented approach that emphasizes fundamental analysis, low turnover, and diversified low-cost index ETFs.

Scott Schill is a financial advisor at S. R. Schill & Associates, Inc. with eight years of industry experience. He holds a Series 65 designation and has previously worked at Yarmuth Wilsdon Calfo and Aging Options. Outside of advising, he is the founder of Thrive Longevity Law and serves as Of Counsel at Life Point Law. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a model-based investment approach combining fundamental, technical, and cyclical analysis, with a focus on ETFs and publicly traded stocks across multiple sectors.

Anthony Rossi is a financial advisor at Integrated Wealth Advisors, LLC in Bellevue, WA, with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Commonwealth Financial Network, and Tax Alpha Group LLC. Integrated Wealth Advisors serves individual and high-net-worth clients by providing financial planning, retirement-plan consulting, and discretionary portfolio management. The firm combines in-house management with third-party platform programs and utilizes a quantitative adviser’s actively managed ETF as a core equity vehicle for many clients.

James Falcone is a financial advisor at Fulcrum Wealth Advisors, LLC in Bellevue, WA, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fulcrum Wealth Advisors since 2013, with prior experience at Cetera and Cetera Wealth Services. He is also a licensed fixed insurance producer, selling life, disability, annuities, and long-term care insurance. Fulcrum Wealth Advisors serves individual and institutional clients, offering discretionary investment management, ongoing wealth management, financial planning, and consulting. The firm employs a blend of quantitative and qualitative analysis and may use independent third-party managers, with client portfolios reviewed at least quarterly.

As a college student, I witnessed my mother, who was widowed, place her trust and life insurance money with a friend at a reputable investment firm. Her money was grossly mismanaged, and she was devastated. I am fiercely passionate about protecting my clients and their wealth as a trusted partner throughout their lives, operating with honesty and transparency in all our work together. I launched Firebrand Wealth as an independent, fee-only firm so that I could fully live and breathe these values every day, and lead my team to do the same. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents. Planning and investment services include: -Tax Planning and Strategies -Savings Strategies -Socially-Responsible Investment Management -Early Retirement Planning -Education Planning Having spent 20 years in financial services, from Wall Street to the San Francisco Bay, I now call the greater Seattle area home. I paid my dues working at traditional brokerage firms and the world's largest asset manager, and I believe there is no better way to serve clients than as an independent fiduciary, putting their needs first. In my spare time, when not busy chasing the kids around in matching super-hero capes, I enjoy writing and learning tennis. I graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters and hold the Certified Investment Management Analyst designation from the Wharton School of Business. I am Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional.

Nickolas Reilly is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He is currently with One Day Wealth in Seattle, where he has worked since 2018. His prior experience includes roles at Amazon Web Services and Tableau Software. One Day Wealth serves individual clients, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a primarily passive investment approach and provides educational seminars and workplace presentations on personal finance and related topics.

Brian Jennison is a financial advisor at Paysse Jennison Financial Advisors with 29 years of industry experience. He holds a Series 65 designation and has been with Paysse Jennison, Inc. since 1996. Paysse Jennison Financial Advisors is a fee-only firm serving individuals, small businesses, and small-business retirement plans. The firm manages approximately $64.5 million using a core-portfolio approach focused on diversified allocations, low-cost funds, and selective use of ETFs and large-cap stocks, typically managing accounts on a discretionary basis with regular reviews and detailed reporting.

Adam Droker is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Waterrock Global Asset Management since 2011. Outside of advisory work, he is active as president of the Bellevue Kiwanis Club and is involved in local youth sports as a softball and little league umpire and as a fundraising director. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including passive, tactical, and actively traded models, utilizing fundamental, technical, quantitative, and qualitative analysis, with discretionary authority commonly granted by clients.

Rachel Jennison is a CFP® with 24 years of industry experience. She has been with Paysse Jennison, Inc. since 1996. Paysse Jennison Financial Advisors is a two-advisor, fee-only firm serving individuals, small businesses, and small-business retirement plans. The firm manages approximately $64.5 million across about 30 client relationships, providing discretionary investment management and hourly consulting with individualized portfolios emphasizing diversified, low-cost investments and regular portfolio reviews.

Ross Wolf is a financial advisor with Pacific Financial Advisors in Bellevue, WA, holding a Series 63 designation and 21 years of industry experience. He has been with Pacific Financial Advisors since 2010 and also owns Pacific Insurance Advisors, Inc. and Pacific Mortgage Advisors, Inc., which operate outside of investment services. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of strategies, including long-term holdings, short-term trading, and alternative investments.

Alicia Singer is a ChFC® and Series 66 holder with 12 years of experience in the financial services industry. She has worked at Singer Wealth Management since 2018 and previously spent two years at Badgley Phelps Wealth Managers. Alicia is based in Seattle, WA. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses, including retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified, low-cost mutual funds and ETFs, and operates with a boutique advisory model managing approximately $119 million in discretionary assets.

Laurie Klein is a CFP® and holds a Series 66 license with 18 years of experience in financial advising. She has been with Kaizen Financial Advisors, LLC since 2010. Kaizen Financial Advisors serves primarily high-net-worth and individual clients, as well as qualified retirement plans, nonprofit organizations, and business entities. The firm employs a long-term, diversified investment approach based on modern portfolio theory, providing discretionary portfolio management and comprehensive financial planning services.

WealthCollab was created to help analytically minded business owners and technology professionals achieve and maintain financial independence. As a boutique firm, we take a uniquely personal and transparent approach to understanding and advising on your fundamental financial priorities. While making smart investment decisions is critical to success, a focus on other areas of your finances like taxes, budgeting, insurance needs, retirement contributions, savings targets and business/real estate interests can be just as important. For this reason, our focus is to provide a comprehensive framework for aligning ALL your financial decisions with your objectives. Unlike traditional firms, WealthCollab charges a fixed fee rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money.

Shaun Corry is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Lesa Sroufe & Company, Inc. since 2006. The firm provides portfolio management and investment research services to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and trusts. Lesa Sroufe & Company employs a research-driven, value-oriented investment approach with focused portfolios typically diversified across 25–35 stocks, offering both discretionary and sub-advised wrap accounts along with special-project research on equity matters.