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.

Matthew Behning is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Bank of America, and Merrill Lynch. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, incorporates a range of securities including options, and uses technology partnerships for portfolio management, estate, and tax planning services.

Brock Mackenzie is a financial advisor at MarsJewett Financial Group in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Phoenix Hagen, Idaho State University, and Cetera Advisor Networks LLC. MarsJewett Financial Group manages approximately $735 million for a diverse client base, offering financial planning, consulting, and investment management services. The firm employs a monthly investment planning committee to select mutual funds and ETFs based on qualitative and quantitative criteria, tailoring portfolios to individual client needs and also allocates assets to independent managers under ongoing due diligence.

Matthew Sherman is a financial advisor at Abraham & Co., Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at World Financial Group. Outside of his advisory role, he serves as president and manager of operations for ClearPath Financial and Insurance Solutions, LLC, an independent insurance producer. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients, employing a mix of charting, fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Jason Shepard is a financial advisor with FEFA Financial, holding Series 63 and Series 65 registrations and 11 years of industry experience. He previously worked at Wells Fargo in various capacities from 2012 to 2023 and has been with VCI Wealth Management LLC and FEFA Advisors LLC since 2023. Shepard is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

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.

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.

Daniel Shen is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at U.S. Bank National Association and A-1 Piano Sales and Rentals. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses, using a dynamic asset allocation approach combined with behavioral finance concepts. The firm emphasizes client education and manages most accounts on a discretionary basis.

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.

Alexander Dorell is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management Company and Charles Schwab. Outside of his advisory role, he works as a driver for Uber and Postmates. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, using a range of investment vehicles and customized allocations, and integrates third-party technology for reporting and estate and tax planning.

Adam Laibson is a financial advisor with Mainsail Financial Group in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, providing portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process incorporates model portfolios developed by an investment committee using asset allocation, fundamental, technical, and quantitative methods tailored to client goals and risk tolerances.

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.

Brett Garver is a financial advisor at 180 Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Key Investment Services, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with 180 Wealth Advisors since 2019. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority and integrates multiple analytical approaches along with financial planning services.

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.

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.

Sylvia Parker is a financial advisor at 180 Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years before joining 180 Wealth Advisors in 2017. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts, employing a combination of fundamental, technical, and asset allocation approaches.

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.