Arijeet Singh is a financial advisor with Leverage Planners Wealth Management, LLC in Bellevue, WA. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he was associated with Willow Grove Advisors, LLC and No Bull Financial, LLC dba Leverage Planners. Outside of advising, he is involved as an insurance agent through No Bull Financial. Leverage Planners Wealth Management serves primarily individual clients who are not high-net-worth households, providing discretionary asset management, comprehensive financial planning, and consulting. The firm employs a disciplined investment approach supported by client-specific policy statements and risk tolerance profiles, and offers educational programs and client communications that are uncommon among similarly sized firms.

Eldon Harsin is a CFP® with 39 years of industry experience, currently serving at Pacific Financial Advisors in Bellevue, WA. He has been involved with Harsin Wealth since 2018 and Commonwealth Financial Network since 2014, and has worked under the name Dick Harsin since 1996. Outside of advisory work, he co-owns Harsin Tax Planning, Inc., a firm that offers tax preparation services. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies, including active and passive funds, illiquid alternatives, and structured notes.

Samuel Stanus Ghib is a financial advisor at Steward Capital LLC with six years of industry experience. He has held roles at Steward Capital since 2016 and has prior work experience at Lam's Seafood Market. Steward Capital LLC provides ongoing portfolio management and financial planning for individual clients, including high-net-worth and accredited investors, using fundamental analysis and modern portfolio theory. The firm offers discretionary portfolio management with access to a broad range of investment options and employs strategies such as margin borrowing, short sales, and derivatives.

Paul Hegdahl is a CFA® charterholder and the principal of Hegdahl Investment Management, LLC with 12 years of industry experience. He has worked at Amazon from 2016 to 2024 and has been with his own firm since 2014. Based in Seattle, WA, he leads the investment and compliance oversight at his firm. Hegdahl Investment Management is a state-registered advisory firm that serves individuals, retirement plans, private foundations, and nonprofit organizations. The firm employs a macroeconomic and modern portfolio theory-based approach, utilizing ETFs, mutual funds, and separately managed accounts, and offers tactical overlays and customized third-party UMA/SMA solutions.

Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.

Paul Horng is a CFA® charterholder with 12 years of industry experience. He currently works at MindState Capital LLC, where he has been since 2024. Prior to this, he spent eight years at Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers and three years at Badgley Phelps Wealth Managers, LLC. MindState Capital is a small registered investment adviser serving high-net-worth individuals, trusts, and other legal entities. The firm combines fundamental research with quantitative optimization and computer models to construct customized portfolios and offers discretionary portfolio management along with derivatives strategies such as options, covered calls, collars, and straddles.

Benjamin Farrow is a financial advisor at Soundpath Retirement Strategies, LLC in Bellevue, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Soundpath, he worked at Carta, King County, Microsoft, and Amazon. Soundpath Retirement Strategies serves individual and high-net-worth clients with financial consulting, planning, and both discretionary and non-discretionary portfolio management. The firm focuses on retirement-related services and offers comprehensive advice on a range of common liquid securities.

Jason Kunkel is a financial advisor at Agate Pass Investment, LLC with 11 years of industry experience. He previously worked at Robert Baird & Co. from 2014 to 2020 and has held Series 63 and Series 65 licenses. He also spent time as an MBA student in 2020. Agate Pass Investment Management serves individual investors, trusts, foundations, and endowments, managing approximately $336 million across about 124 client accounts. The firm focuses on a long-term, low-turnover investment approach emphasizing quality and growth at a reasonable price through fundamental research, primarily using individual stocks and investment-grade bonds.

Michael Vila is a CFP® with 27 years of industry experience and has been with Bellevue Asset Management, LLC since 2004. He holds a Series 66 credential and serves as a volunteer member of the board of directors for Family Law CASA of King County, a nonprofit organization where he contributes to strategic planning and marketing advice. Bellevue Asset Management provides discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm uses a cycle-aware investment approach focusing on diversification, tax efficiency, and lower-cost instruments, supplemented by option-writing strategies and educational guidance on plan rollovers.

Michael Herr is a financial advisor at Summit Family Office Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Summit since 2014. Outside of his advisory role, Herr serves as President of Deskless Workers, Inc., a company that develops mobile applications and technology for businesses and government, where he focuses on partnerships and global sales strategy. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored advisory process that incorporates fundamental and cyclical analysis alongside modern portfolio theory, offering a range of investment strategies including alternative and sophisticated options.

Christopher Gemmill is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He has worked at Westlake Wealth Management LLC since 2021 and previously spent 22 years with Ameriprise Financial Services, Inc. Gemmill serves as President of the Alterra Condo Owners Association in Seattle. Westlake Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, offering tailored investment strategies that include equities, mutual funds, ETFs, and options. The firm employs both technical and fundamental analysis along with modern portfolio theory, managing approximately $61.7 million for about 97 clients.

Matthew Wilkinson is a financial advisor at Clear Wealth Management with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Clear Wealth Management since 2017, following an 11-year tenure at Arbor Capital Management Corp. Clear Wealth Management serves individual clients, including high-net-worth households, and small businesses, providing discretionary investment management and business consulting for employer retirement plans. The firm employs a mix of investment strategies guided by fundamental analysis and offers educational seminars related to its retirement-plan consulting services.

Jarah Macfarlane is a financial advisor at Macfarlane Investors with a Series 65 license and four years of industry experience. She has held prior roles at WaFd Bank and has also worked in academic and service industry positions. In addition to her advisory work, she is the owner and managing member of Macfarlane Tax LLC, which provides tax preparation and compliance services. Macfarlane Investors offers investment advisory and portfolio management, financial planning, and access to alternative investments for a diverse client base. The firm emphasizes fundamental research and long-term investing with concentrated equity portfolios and integrates financial planning into its portfolio process.

Eric Johnson is a financial advisor with Seattle Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at American Institutional Assets, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as a business advisor to Zeolite Composites, LLC. Seattle Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term, disciplined, and diversified investment approach, managing approximately $131 million in discretionary client assets across about 100 clients.

Jose Barbosa is a financial advisor at Singer Wealth Management with 20 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at LPL Financial, self-employment, and Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers. Singer Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach using diversified, low-cost mutual funds and ETFs while offering tailored financial plans and discretionary portfolio management.

Edmund Van Winkle is a financial advisor at DLK Investment Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Empyrean Capital Partners and DLK Investment Management. Van Winkle is also a professor at the Foster School of Business at the University of Washington and has a general partner ownership in Human Intelligence Technologies Corp. DLK Investment Advisors provides personalized investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small institutional clients. The firm employs a fundamental relative-value approach to asset allocation and offers retirement plan consulting, operating as a fee-only advisor with a concentrated client base.

Hi, I’m Leslie. I co-founded Humanize Wealth out of my desire to create connections between clients and their communities that have a positive impact on social and economic equity, racial justice, and the environment. I have spent most of my 15+ year career in wealth management – from working with billionaires at a global Wall Street firm to tech entrepreneurs at an independent firm in Seattle. My work at Humanize Wealth combines my years of experience managing portfolios and building financial plans with my desire to help people realize the power of their wealth to make meaningful & systemic change. As a financial planner, I help people gain clarity around their situation, envision the life and impact they want to have, and serve as a guide to develop and implement solutions. Humanize Wealth's integrated offering combines detailed financial planning, thoughtful investment management and the opportunity to engage with community. Our clients are committed to using the power of their wealth to promote the well being of their families, communities and the planet. If this sounds like you, we'd love to connect!

Stuart Mcgehee is a financial advisor at PNW Asset Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Financial Strategy Group, LLC since 2012. Outside of advising, he owns a digital media and web design company and co-owns a luxury treehouse rental near Mt. Rainier. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm uses a strategic asset allocation approach focusing on tax efficiency and employs a proprietary Cashflow Fingerprint model to help set portfolio risk exposures.

Douglas Springer is a financial advisor with Helmsman Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Partners Investment Network, Inc. and MRW Financial Services since the late 1990s. Outside of advising, he is a member of an LLC that owns a commercial building. Helmsman Financial Group primarily serves individual clients as well as trusts, estates, and other entities, offering portfolio management and financial planning services. The firm employs a value-oriented, longer-term investment strategy focused on current income, managing accounts on both discretionary and non-discretionary bases through multiple portfolio programs.

Michael Thayer is a financial advisor with Private Asset Management, Inc. in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Private Asset Management since 1996. Thayer also maintains active contracts as an insurance agent. Private Asset Management, Inc. provides wealth advisory and portfolio management services primarily to high-net-worth individuals, families, and charitable foundations. The firm develops individualized wealth strategies and manages diversified portfolios across multiple asset classes, offering both discretionary and non-discretionary account management alongside regular client communications and comprehensive reporting.