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Jennifer W

Series 63, Series 65

Seattle, WA

Hohimer Wealth Management, LLC

Jennifer Weaver is a financial advisor at Hohimer Wealth Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC for 10 years. She joined Hohimer Wealth Management in 2025 as part of their team of 10 advisors based in Seattle, WA. Hohimer Wealth Management advises a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable institutions. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across various asset classes while incorporating alternative investments and private funds.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Wealth management Founder/Business Owner Retired
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Charles S

Series 63, Series 65

Seattle, WA

Aspire Capital Advisors LLC

Charles Scheinbaum is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at M.S. Howells & Co., Arbor Point Advisors, Securities America Advisors, and Valic Financial Advisors. Outside of his advisory work, he serves as president of a condominium association, involving decision-making and meeting coordination. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, businesses, charities, and retirement plans. The firm employs a primarily long-term, fundamental investment approach, constructing customized portfolios with low-cost mutual funds, ETFs, individual securities, and occasional trading, while serving clients through a multi-team advisory structure.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Andrew T

Series 66

Bainbridge Island, WA

Hidden Cove Wealth Management

Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. 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 that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.

Wealth management Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Hart W

Series 63, Series 65

Seattle, WA

Cloud Capital Management

Hart Williams is a financial advisor at Cloud Capital Management with 8 years of industry experience. He has previously worked at Bessemer Trust, JPMorgan Securities, JPMorgan Chase Bank, and Lightmaker Group. Cloud Capital Management serves individuals, families, and various entity clients by managing discretionary investment portfolios and providing financial consulting. The firm employs a combination of quantitative and qualitative analysis across a broad set of securities and strategies and is involved in private fund activity, including private placements, venture capital, and hedge funds.

Private / alternative investments Real estate investing Concentrated stock management Founder/Business Owner
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Bradley A

CFP®, Series 63, Series 65

Seattle, WA

trueNorth Wealth Advisors

Bradley Allen is a CFP® professional with 24 years of experience in the financial services industry. He has been with Allison Spielman Advisors since 2009 and is currently part of the team at trueNorth Wealth Advisors in Seattle, WA. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management. The firm utilizes a strategic asset allocation approach with diversified portfolios, combining passive and active funds, and offers access to third-party managers and automated institutional platforms.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Established Professionals Approaching retirement Values-based investing
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Matthew A

Series 66

Bremerton, WA

Strong Retirement Solutions

Matthew Augspurger is a financial advisor at Strong Retirement Solutions with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Grounded Oaks Capital Management Inc and Nepsis, Inc. Outside of his advisory roles, he is a minority owner of Grounded Oaks Capital Management and a co-owner of Five Musketeers LLC, a real estate management entity. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team-based approach. The firm tailors investment strategies to client objectives and risk tolerance, often integrating third-party sub-advisors under discretionary authority.

Annuities Wealth management
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Kathryn F

CFP®, Series 63, Series 65

Seattle, WA

Fulcrum Capital, LLC

Kathryn Fisher is a CFP® with 18 years of experience in the financial services industry. She has worked at Fulcrum Capital, LLC since 2020 and previously spent 13 years at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs a range of strategies including fundamental and technical analysis, option overlays, and may incorporate ESG factors, focusing on liquid assets while occasionally recommending suitable illiquid investments.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management
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Ryan M

CFP®, Series 65

Seattle, WA

Bear Mountain Capital Inc.

Ryan Moriwake is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Bear Mountain Capital Inc. since 2021 and previously held roles at Grant Thornton, LLP and with the Seattle Mariners. Bear Mountain Capital provides wealth management and financial planning 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 employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios built from index ETFs, mutual funds, equities, and fixed-income securities.

Private / alternative investments Passive / index investing Active portfolio management Wealth management
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Emir K

Series 63, Series 65

Seattle, WA

Aspire Capital Advisors LLC

Emir Kljucanin is a financial advisor at Aspire Capital Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, KeyBank, J.P. Morgan Securities LLC, Amazon, JPMorgan Chase Bank, PacSun, and Men's Wearhouse. 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 based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with internal due diligence and periodic account reviews.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Sheila S

Series 65

Seattle, WA

Aspire Capital Advisors LLC

Sheila Snowdon is a financial advisor at Aspire Capital Advisors LLC in Seattle, WA, holding a Series 65 credential with eight years of industry experience. Her prior work includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of advisory services, she is also licensed as an insurance agent and devotes part of her time to insurance sales and implementation. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm manages customized portfolios using a primarily long-term, fundamental approach with diversified mutual funds, ETFs, individual securities, and occasional short-term trading, and operates as a multi-team adviser offering ongoing client contact and portfolio supervision.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Michelle M

CFA®

Seattle, WA

Fulcrum Capital, LLC

Michelle Mathieu is a CFA® charterholder with 23 years of industry experience. She has been with Fulcrum Capital, LLC since 2017 and previously worked at Rainier Group Investment Advisory LLC from 2010 to 2017. Michelle is based in Seattle, WA. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs both fundamental and technical analysis and utilizes a range of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on liquidity and occasional use of illiquid investments when appropriate.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management
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Nickola W

Series 63, Series 65

Seattle, WA

Elliott Cove Capital Management

Nickola Whittle is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Elliott Cove since 2015. In addition to her advisory role, she owns and operates a bookkeeping and computer assistance business that she manages on weekends. Elliott Cove Capital Management provides fee-based portfolio management primarily for individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and government entities. The firm employs a disciplined, index-based asset allocation strategy and offers fiduciary services for employer retirement plans.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Mark A

Series 63, Series 66

Edmonds, WA

Pacific Sage Partners, LLC

Mark Anderson is a financial advisor at Pacific Sage Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tradewinds Capital Management, LLC for ten years. Pacific Sage Partners is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using long-term, customized strategies built from ETFs, mutual funds, individual securities, and Independent Managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Lev M

CFA®

Seattle, WA

Fulcrum Capital, LLC

Lev Marcus is a CFA® charterholder affiliated with Fulcrum Capital, LLC in Seattle, WA. He has over six years of industry experience, including roles at Merriman Wealth Management and Northern Trust. Prior to his advisory career, he worked at the University of Washington for five years. Fulcrum Capital, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations, typically serving clients with a $1 million minimum. The firm employs both fundamental and technical analysis across various asset classes and may incorporate ESG factors in security selection, with a focus on liquid portfolio construction and occasional use of illiquid investments.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management
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Jonathan M

Series 66

Bainbridge Island, WA

Hidden Cove Wealth Management

Jonathan Magee is a financial advisor at Hidden Cove Wealth Management with six years of industry experience and a Series 66 designation. He has worked at several firms, including Resources Investment Advisors, LLC, One Strategic Capital, Inc., and Hornor, Townsend & Kent, LLC. Outside of advising, he is also licensed as an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management serves individuals, trusts, and retirement plans by providing discretionary private wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach that combines portfolio management with written financial plans and uses diversified asset-allocation strategies informed by modern portfolio theory.

Wealth management Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Scott B

Series 65

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Scott Benner is a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, holding a Series 65 credential with 19 years of industry experience. He has been with KBBS since 2006. In addition to his advisory role, Benner practices law as of counsel at the law firm KHBB Law PLLC. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees with integrated financial planning and portfolio management, emphasizing a disciplined planning process and client involvement. The firm employs proprietary asset-allocation models and a combination of active and passive managers, typically operating on a non-discretionary basis.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
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Ashley G

Series 63, Series 66

Bainbridge Island, WA

Hidden Cove Wealth Management

Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. 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 client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.

Wealth management Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Hans K

CFA®

Seattle, WA

Fulcrum Capital, LLC

Hans Krippaehne is a CFA® charterholder with four years of industry experience. He has worked at Fulcrum Capital, LLC since 2022 and previously held positions at Coldstream Wealth Management and Paracle Advisors. Fulcrum Capital, LLC provides tailored investment advisory and portfolio management services primarily to high-net-worth individuals, trusts, estates, corporations, and charitable organizations. The firm employs a combination of fundamental and technical analysis and uses a variety of strategies including equities, fixed income, ETFs, and option overlays, with an emphasis on portfolio construction around liquid assets.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management
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Loren S

CFP®, Series 66

Seattle, WA

WaFd Wealth, Inc

Loren Sanchez is a CFP® with eight years of industry experience, currently serving as an advisor at WaFd Wealth, Inc. Since joining WaFd Wealth in 2025, he has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in assets across 274 client relationships. The firm provides financial planning, consulting, wealth management, investment management, and retirement plan consulting services using a combination of fundamental, technical, top-down, and bottom-up analysis.

Wealth management Charitable giving & philanthropy Options & derivatives strategies
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Anne Marie C

CFP®, Series 65

Seattle, WA

Arrivity Financial Planning

Anne Marie Consentino is a CFP® with three years of experience in financial planning. She is currently with Arrivity Financial Planning in Seattle, WA. Prior to joining Arrivity, she worked at CPA Seattle. Arrivity Financial Planning offers fee-only comprehensive financial planning to individuals, couples, and families, focusing on cash flow, retirement, tax, estate, education, and risk-management topics. The firm emphasizes passively managed, low-cost index funds within globally diversified portfolios and provides advice without discretionary portfolio management or custody of client assets.

General retirement planning Retirement income strategy Income planning General tax planning
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