Bryan Abdelnoor is a CFP® professional with 19 years of industry experience, currently serving at Hohimer Wealth Management, LLC since 2022. His prior roles include positions at Merrill, Citigroup, Santander Bank NA, TD Ameritrade, and UBS Financial Services. Hohimer Wealth Management is an SEC-registered multi-advisor firm providing investment and wealth management, financial planning, consulting, and ERISA fiduciary services to individuals, high-net-worth clients, pensions, trusts, corporations, and private investment funds. The firm utilizes a combination of fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and manages private funds and pooled investment vehicles.

Robert Campbell is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He previously worked at Merrill Lynch for 15 years before joining WaFd Wealth in 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm provides financial planning, wealth management, investment management, and retirement plan consulting services, tailoring portfolios using ETFs, individual securities, and selected independent managers.

Ron Elzig is a financial advisor at Hidden Cove Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. among other firms. He also serves as an insurance agent and acts as an industry expert witness for legal cases. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios and overseeing independent managers as fiduciaries.

Shane Dir is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Resources Investment Advisors, and Hornor, Townsend & Kent. Outside of his advisory role, he is the CEO and owner of an insurance agency, One Strategic Capital, where he manages staff and operations. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management combined with integrated financial planning and consulting, utilizing diversified portfolios and Independent Managers to serve several hundred client relationships.

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.

Colin Macleod is a financial advisor with The Institute in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at DMK Advisors, Institute for Wealth Advisors, Sowell Financial Services, and Concert Wealth Management. Outside of advising, he operates a photography business through Cloud Racing LLC. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion for about 803 clients. The firm’s investment process involves an internally led committee that develops various model portfolios and offers customizable strategies, with notable activities in private fund advisory and pooled investments.

Steven Goldbloom is a financial advisor with Goldbloom Wealth Management LLC in Mercer Island, WA, holding a Series 65 credential and having 16 years of industry experience. He has been with Goldbloom Wealth Management since 2009 and also manages AGT Tax & Insurance Services. Outside of advisory, he is a speaker for Cause Based Capitalism, manages a CRM software business for insurance professionals, and serves as an ambassador-level coach providing life planning services. Goldbloom Wealth Management LLC is a team-based registered investment adviser serving individual and high-net-worth clients with tailored portfolio management, financial planning, and retirement guidance. The firm employs a discretionary investment approach informed by fundamental, quantitative, and technical analysis and utilizes third-party platforms and managers, including option strategies and illiquid investments.

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® and holds a Series 65 license with nine years of industry experience. She has worked at Creative Money LLC since 2015, where she is part of a five-advisor team based in Seattle, WA. Creative Money LLC provides comprehensive financial planning services to individuals and households, focusing on retirement planning, cash flow and debt management, college savings, and tax-aware strategies. The firm employs fundamental research for investment analysis and typically recommends passive, low-cost asset allocation through 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.