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.

Aaron Terwedo is a financial advisor with TFS Advisors, LLC, holding the ChFC® designation and Series 65 and 63 licenses, with 11 years of industry experience. He has been with TFS Advisors since 2014 and also serves as a board member for the Foundation for Edmonds School District. Additionally, he is an editorial board member for the peer-reviewed journal of the Society of Certified Senior Advisors. TFS Advisors, LLC serves individuals, high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and tax preparation services. The firm employs a long-term, risk-based approach with diversified portfolios and offers a mix of discretionary and non-discretionary account management, along with in-house tax preparation performed by qualified Enrolled Agents.

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.

Thomas Over is a CFP® professional with 24 years of experience, currently serving at Capital Investment Services, LLC since 2002. He also has a longstanding affiliation with Vine Dahlen, PLLC, where he has been involved since 1991. Capital Investment Services, LLC provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and focuses on delivering non-discretionary advice complemented by comprehensive financial planning and tax-preparation services through affiliated CPA professionals.

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.

Robert Myrick is a Certified Financial Planner® with 24 years of experience and is a principal at NWT Advisors, LLC. He has worked at NWT Advisors since 2011 and also operates a separate income tax preparation practice. In addition to his advisory role, he holds a license as an insurance producer, marketing life insurance and annuity products. NWT Advisors provides money management and investment advisory services to individual and institutional clients, including banks, trusts, charitable organizations, and corporate entities. The firm combines top-down fundamental analysis with technical indicators in its investment process and offers both discretionary portfolio management and strategic advisory services.

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.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

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.