Martin Link is a financial advisor at Blue Water Wealth in Seattle, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Blue Water Wealth in 2022, he worked for fourteen years at Kathleen M. Kendziorski, CFP. Blue Water Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental, technical, and asset-allocation analysis to construct customized portfolios.

Timothy Bovey is a financial advisor at Aspire Capital Advisors LLC with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at MS Howells & Co., Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory work, Bovey is a ski instructor at Ski Masters and serves as secretary/treasurer for the Highline Youth Foundation, which operates a free camp for children. 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, utilizing low-cost mutual funds and ETFs, and conducts internal due diligence and periodic account reviews.

Michael Kramer is a financial advisor at Natural Investments with 25 years of industry experience. He holds the Series 65 designation and has been with Natural Investments since 2001. Natural Investments is a values-focused advisory firm managing approximately $2.05 billion for individual clients, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investing through a long-term approach consistent with Modern Portfolio Theory.

Peter Acker is a Series 65–licensed financial advisor with Sonata Capital Group Inc in Seattle, WA, where he has worked since 2000. He has 24 years of industry experience and is part of a five-advisor team. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment approach focuses on asset allocation tailored to clients’ time horizons and risk tolerances, utilizing both fundamental and technical analysis and a broad set of instruments, including derivatives, within separately managed accounts.

Deborah Wise is a CFP® with 27 years of industry experience and is a principal at Wise Planning, Inc. She has been with the firm since 1997, contributing to its development over more than two decades. The firm serves individuals and families, including high net worth clients, as well as corporate pension and profit-sharing plans, trusts, and estates. Wise Planning offers comprehensive financial planning and portfolio management primarily on a non-discretionary basis, focusing on low-cost, broad-market index funds and ETFs.

Our firm is made up of veteran former tech professionals who have become fiduciary advisors specifically to assist their former colleagues and other tech professionals. We practice data-driven financial planning and asset management. We differentiate ourselves by being highly respectful of your time and focusing on ruthless prioritization. We specialize in equity compensation and concentrated stock positions.

Ryan Greenway is a financial advisor at Bear Mountain Capital Inc. with 11 years of industry experience. He holds a Series 65 designation and has been involved with Greenway & Company, PS since 2009, where he is also a shareholder and CPA engaged in tax compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and hourly financial planning. The firm manages private funds for accredited investors, focusing on long-term, diversified, and tax-efficient portfolios grounded in Modern Portfolio Theory.

Nicole Northcutt is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. She previously worked for MUFG Union Bank, N.A. for 20 years before joining Bear Mountain Capital. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and separate hourly financial planning engagements. The firm’s investment approach emphasizes long-term, diversified, tax-efficient portfolios based on Modern Portfolio Theory and manages private funds targeting accredited investors.

Kevin O'Brien Jr. is a CFP® professional with 11 years of industry experience, currently serving at Wise Planning, Inc. since 2020. Prior to this, he worked for seven years at Ernst and Young LLP. Wise Planning, Inc. provides financial advice to individuals, families, and corporate clients, emphasizing comprehensive personal financial planning and tailored portfolio management. The firm operates primarily on a non-discretionary basis and uses a fee schedule based on assets and complexity, with an emphasis on low-cost index funds and client education through seminars and workshops.

Theresa Kenyon is a financial advisor at Hohimer Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Hohimer Wealth Management since 2021. In addition to her advisory role, she serves as the full-time Managing Director at Lendinco, LLC, a mortgage banking firm. Hohimer Wealth Management advises individuals, institutions, and business entities, offering investment and wealth management, financial planning, and consulting services through a team-based model. The firm utilizes a combination of active and passive strategies across various asset classes and incorporates alternative investments, including private funds, while serving as an investment manager for certain pooled investment vehicles.

Samantha Kirby is a CFP®-certified financial advisor with nine years of experience, currently serving clients at Creative Money LLC in Seattle, WA. She has been with Creative Money since 2015, contributing to the firm’s team of five advisors. Creative Money LLC provides fee-only financial planning focused on retirement, cash flow, debt management, college savings, estate planning, business planning, insurance, and tax planning. The firm does not manage client assets directly; instead, clients implement investment recommendations independently, with an emphasis on passive investment vehicles such as index mutual funds and ETFs.

Brander Richmond is a CFA® charterholder with 11 years of industry experience. He is currently with First Washington Corporation, where he has worked since 2025. His prior roles include positions at Fulcrum Capital, Coldstream Wealth Management, and Rainier Group Investment Advisory. First Washington Corporation provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm follows a fundamentally oriented growth-at-a-reasonable-price (GARP) investment approach across an all-cap universe and manages approximately $501 million for a small client base.

Karen O'Brien is a CFP® with 24 years of experience in financial advisory services. She has been with trueNorth Wealth Advisors since 2001. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management. The firm utilizes both passive and active strategies with a focus on strategic asset allocation and offers access to third-party managers and automated institutional investment platforms.

David Hill is a financial advisor at Sonata Capital Group Inc in Seattle, WA, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sonata Capital Group since 2002. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment process focuses on asset allocation across stocks, bonds, and cash tailored to client time horizons and risk tolerance, utilizing both fundamental and technical analysis, and employs derivatives within separately managed accounts.

David Archibald is a CFA® charterholder based in Seattle, WA, with 22 years of industry experience. He currently serves at Colmina, LLC, where he has been part of the firm since 2026. His prior roles include positions at Luminae, LPL Financial LLC, Borealis Capital LLC, and SMI Advisors LLC, among others. Colmina provides discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm offers a range of active, passive, and hybrid investment strategies tailored to client needs and utilizes various analytic methods including fundamental, technical, quantitative, and asset-allocation analysis.

Briana Gutierrez Canales is a financial advisor at Bear Mountain Capital Inc. based in Seattle, WA. She holds a Series 65 designation and has been with Bear Mountain Capital since 2025. Her prior experience includes roles at Valet Living, Plannetics LLC, and the University of Washington. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm follows a long-term investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios with a buy-and-hold orientation.

Timothy Cummins is a financial advisor at Sonata Capital Group Inc with 25 years of industry experience. He has been with Sonata Capital Group since 2000. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment approach emphasizes asset allocation tailored to clients’ time horizons and risk tolerances, using both fundamental and technical analysis and a broad range of instruments, including options and derivatives.

Brandon Kelley is a financial advisor at Bear Mountain Capital Inc. with Series 65 and Series 63 credentials. He has been with Bear Mountain Capital since 2026 and has prior experience in credit unions, real estate, and banking. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily focusing on discretionary portfolio management and separate hourly financial planning engagements. The firm also manages private funds, employing a long-term investment approach centered on diversified, tax-efficient portfolios and investments that may produce regular distributions or capital appreciation.

Albert Barsanti Jr. is a CFP® with eight years of industry experience, currently serving at Wise Planning, Inc. He has held roles at Mercer Global Advisors Inc., Tapfin/EY, Water Intelligence Australia, and American Leak Detection. Barsanti is based in Seattle, WA, and holds a Series 65 license. Wise Planning, Inc. provides financial advice to individuals, families, corporate pension and profit-sharing plans, trusts, and estates. The firm offers comprehensive personal financial planning and portfolio management with an emphasis on low-cost, broad-market index funds and operates primarily on a non-discretionary basis.

Shana Moffatt is a financial advisor at Sonata Capital Group Inc with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sonata since 2000. Sonata Capital Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments. The firm focuses on asset allocation using both fundamental and technical analysis, incorporating options and derivatives within separately managed accounts as part of its investment strategy.