Justin Young is a financial advisor at Opal Advisors in Bellevue, WA. He holds a Series 65 designation and has been with Opal Advisors since 2025. Prior to his advisory role, he spent ten years at Flow Fitness. He is also the founder of Kahu LLC, a technology company based in Seattle, where he develops the business plan. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for about 221 clients. The firm serves individuals, small businesses, and retirement plans, offering discretionary portfolio management, integrated financial planning, and pension consulting.

Michael Tudor is a financial advisor at Sloy, Dahl & Holst, LLC with 12 years of industry experience. He holds a Series 65 designation and has a background that includes roles at Hallett Advisors and Smart Investor. Tudor also serves as COO of Sloy, Dahl & Holst Holdings, Inc., where he manages a concentrated equity portfolio. Sloy, Dahl & Holst, LLC provides portfolio management and financial consulting to individuals, pension plans, trusts, and employer-sponsored retirement plans. The firm uses model portfolios with a range of investment strategies and serves as a sponsor of collective investment funds for tax-qualified retirement plans.

I'm passionate about helping people. I believe good financial management helps people live richer, happier lives; have closer, stronger families; and become better-contributing members to society. I'm proud to serve clients as a fiduciary and as their trusted steward as they make critical financial decisions in an uncertain world. I believe everyone should have a personal Chief Financial Officer (CFO) for their financial life. I am the founder and managing director of Tolsma Investments, LLC, a registered investment advisor (RIA) in Washington State. This registration allows me to serve clients as an investment advisor and financial planner under the fiduciary standard. I am an independent advisor. This allows me to serve clients by giving them the power of choice and removing conflicts of interests. I am a happily married family man with a wonderful wife and 4-daughters. I grew up in the suburbs of Atlanta, GA and attended college at Brigham Young University in Provo, Utah. I spent 6 years working for Fidelity Investments in their investing, brokerage, and financial planning business. I was a Financial Consultant in the Bellevue, WA office where I was the primary investment advisor and wealth manager for Fidelity’s high net worth clients in their private client group offering. The families I supported covered $450 million in assets and I held over 800 appointments per year on average. This pace of work was exciting and busy! This experience gave me the training, education, and experience that clients will come to appreciate as I serve them as their fiduciary advisor and an expert in this field. A key value for me in deciding if I should start my own planning and advising firm was the idea that I could work more comprehensively and in more detail with clients if I could serve them as an independent fiduciary in all circumstances. I feel I can serve clients better when there are no proprietary products I am required to sell, no sales targets to meet, and no management to answer to if clients choose one investment over the other. My focus really is on you, the client, and everything I do is built on this belief. This is what I bring to the table as your personal CFO and helping you craft and live the life you desire with the financial plan to make that possible.

Craig Watkins is a financial advisor at Highland Capital Advisors, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Merrill Lynch, Prudential Investment Management, and PNC Capital Markets. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, providing non-discretionary investment consulting focused on pooled investment vehicles and third-party separate account managers. The firm applies institutional analytic techniques to develop investment policy statements and strategic allocations, concentrating on ERISA fiduciary consulting without offering ongoing portfolio management or comprehensive financial planning.

Felicia Fly is a financial advisor with Mainsail Financial Group in Bellevue, WA, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at FLS Financial Group, Cetera Investment Advisors, Cascade Guided Wealth, and Wells Fargo. Outside of her advisory work, she is a commissioned notary public and is involved with a family ranch in Saint Maries, Idaho. Mainsail Financial Group provides portfolio management, individualized financial planning, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other businesses. The firm uses model portfolios and a variety of analytical strategies, offering both discretionary and non-discretionary services while maintaining approximately $404 million in assets under advisement.

Brian Leach is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the industry. He has been with Evans Capital Management Associates since 1993 and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, Leach serves as a notary and acts as co-trustee for a revocable living trust. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and family office services, employing both discretionary and non-discretionary approaches with ongoing monitoring based on clients’ objectives and risk tolerance.

Martha Mc Neely is a financial advisor with Creative Money LLC in Renton, WA, holding a Series 65 credential and two years of industry experience. She is also the owner of Buoy Financial Services, LLC, which provides bookkeeping services for therapists and helping professionals, and Martha McNeely Psychotherapy, PLLC, offering individual therapy to adults in Washington state. Additionally, she manages investment real estate acquisition through McLayne Holdings LLC and McLayne Property 1 LLC in North Carolina. Creative Money LLC provides comprehensive financial planning to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes fundamental research and passive, low-cost asset allocation, delivering written financial plans without direct asset management or custody.

David Geddes is a Series 66-licensed financial advisor with Snider Financial Group in Bellevue, WA, bringing 26 years of industry experience. He has worked with Snider Retirement Strategies, Inc. since 2009 and was previously associated with LPL Financial for 12 years. Geddes is also a partner in a CPA practice, Chaffee, Geddes, Chucka, LLC, where he spends the majority of his time involved in client tax planning and accounting. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets for about 514 clients, employing a strategic asset-allocation framework with a tactical overlay and utilizing managed funds, ETFs, individual securities, and third-party managers.

Joseph Levesque III is a CFA® charterholder with nine years of industry experience. He is currently with Basecamp Wealth Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Mercer Global Advisors, The Clarius Group, Laird Norton Wealth Management, and Filament LLC. He serves as a board member of the Seattle Alternative Investment Association. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and related entities with integrated wealth management and family-office services. The firm constructs tailored, tax-aware portfolios using a blend of passive and selective active strategies and emphasizes a high level of personalized service and family-office coordination.

Kelly Kolstad is a CFP® professional with 14 years of industry experience and currently works at Paul R. Ried Financial Group, LLC in Bellevue, WA. She has held positions at Cetera and D.A. Davidson & Co. during her career. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets. The firm employs a dynamic asset allocation process focused on fundamental valuation and diversified manager selection, supplemented by third-party research and ongoing client education.

Sprague Kolp is a CFP® with 13 years of industry experience and is currently an advisor at Opal Advisors. He was previously with Renaissance Wealth Counsel for 12 years. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for individuals, small businesses, and retirement plans. The firm combines individualized financial planning, active portfolio management, and the use of third-party managers, with a focus on both liquid and illiquid equity positions through a private pooled vehicle.

William Romig is a CFA® charterholder with 28 years of industry experience. He is currently with Strait & Sound Wealth Management LLC and previously worked at JPMorgan Securities LLC and Scottrade. Outside of his advisory role, he is a one-third owner of Katz View, LLC, a private entity unrelated to investment advising. Strait & Sound provides discretionary wealth management, financial planning, and investment consulting to individual and high-net-worth clients as well as business entities. The firm employs a mosaic investment approach combining valuation metrics, behavioral and technical analysis, and portfolio construction focused on diversification and capital preservation.

Bao Ly is a financial advisor with Opal Advisors in Bellevue, WA, holding a Series 65 designation and five years of industry experience. He has worked with Opal Advisors since 2017 and is also COO and owner of Bellevue Funding, a company that makes opportunistic real estate loans. He holds a real estate broker’s license and is a licensed insurance agent, although he allocates limited time to these activities. Opal Advisors provides portfolio management and integrated financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages separately managed accounts and a private pooled investment vehicle, employing strategies that include public equities, ETFs, options, and illiquid private investments.

Don Petricic is a CFP® with 25 years of industry experience, currently serving at Asset One Wealth Management, LLC in Bellevue, WA. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Woodbury Financial Services. Asset One Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized strategic asset allocation with a long-term buy-and-hold investment approach and family-office style coordination for clients with at least $2 million in assets.

John Bosworth is a financial advisor at Tschetter Group in Bellevue, WA, holding a Series 65 designation with no prior industry experience. His prior work includes roles outside the financial industry, such as positions at The Junkluggers and The Club at Snoqualmie Ridge, as well as experience in education at Eastside Catholic High School and Chief Kanim Middle School. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through comprehensive portfolio management, financial planning, and third-party sub-advisory relationships. The firm manages discretionary accounts and a privately offered pooled vehicle, utilizing proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis across multiple investment strategies.

Admand Wong is a financial advisor at Integrity Financial Corporation in Bellevue, WA, holding a Series 65 credential with 14 years of industry experience. He has been with Integrity Financial Corporation since 2011 and also owns and operates Artizo LLC, a life insurance agency specializing in life insurance and fixed annuities. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing mutual funds and ETFs, with additional alternative investment options for qualified clients.

Ryan Alderfer is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Boone Wealth Advisors, LLC in Bellevue, WA. He has been with Boone Wealth Advisors and LPL Financial since 2016. Outside of his advisory role, he hosts The Middlemen Podcast, a social media project started in 2023. Boone Wealth Advisors is an SEC-registered firm managing approximately $507 million in assets for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies including discretionary management, wrap-fee programs, and algorithm-based portfolios.

Patrick Severson is a financial advisor at TrueWealth Financial Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for eight years. Severson also maintains a separate business entity for tax and investment purposes. TrueWealth Financial Partners provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm offers portfolio management, tailored retirement and risk-management planning, and standalone or hourly financial planning, using multiple analysis methods to customize portfolios according to client goals and risk tolerances.

Jared Davis is a CFP® professional with Series 65 and Series 63 licenses and three years of industry experience. He is currently with Auxano Advisors, where he has worked since 2020, and previously spent six years at Key Investment Services and seven years at KEY BANK. Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing comprehensive Family Office Services and advisory portfolio management. The firm employs fundamental, technical, and cyclical analysis in investment policy development and uses strategies including derivatives and borrowing within separately managed accounts.

Adrian Fernandez is a financial advisor at Opal Advisors with a Series 65 credential and one year of industry experience. Prior to joining Opal Advisors, he held roles at Qualcomm and Upway, among other positions. Opal Advisors is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and small businesses with portfolio management and integrated financial planning. The firm manages separately managed accounts, pension and profit-sharing consulting, and a private pooled investment vehicle, employing a range of strategies including public equities, ETFs, options, and private investments.