Christopher Reid is a ChFC® credentialed financial advisor with eight years of industry experience. He is affiliated with Capital Partners Wealth Management and has worked at firms including CPG Management Co LLC and Presidio Financial Group LLC. Outside of advising, he is involved with adult care homes through Grace Gentle Care II LLC and Grace Exceptional Care LLC. Capital Partners Wealth Management is an independent advisory firm serving individual and high-net-worth clients with comprehensive financial planning and portfolio management. The firm utilizes a combination of fundamental and technical analysis in constructing customized portfolios and incorporates structured investment products alongside traditional asset classes.

Hi! First, I want to say I am so glad you’re here! I’m Didi Chen, a CERTIFIED FINANCIAL PLANNER® professional focused on helping immigrants, Asian Americans, and their families find clarity around their financial lives as they plan for their future. I was born and raised in China and spent over a decade working in finance and tech before founding Everleap. I bring together technical expertise and lived experience to help clients navigate life transitions around money, career, and family. My work goes beyond numbers. I help clients reflect on questions like what “enough” really means, how to prepare for the future, and how to build a life that feels fulfilling, not just ‘successful’. I am excited to meet you and help you take your next leap, big or small. 🔎 Learn more about my services and approach: https://everleapfp.com/services/ 🗓️ Schedule a free intro meeting here: https://everleapfp.com/contact/

Li Li is a financial advisor at Klahanie Investment LLC with eight years of industry experience. Li holds a Series 65 designation and has been with Klahanie Investment since 2018. Klahanie Investment LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to high-net-worth clients through separately managed accounts and manages a privately offered limited partnership for accredited investors. The firm uses a combination of technical, fundamental, and macroeconomic analysis to construct concentrated, equity-oriented portfolios and employs strategies including long/short positions, options, and ETFs for hedging and income.

Kedar Mohare is a financial advisor at Steelhead Capital Management LLC in Issaquah, WA, holding a Series 65 designation and starting his advisory career in 2026. Prior to this role, he held positions at Amazon Inc, Microsoft Corporation, and Command Systems Inc. Steelhead Capital Management LLC provides discretionary portfolio management and fixed-fee financial planning primarily for individual and high-net-worth clients, focusing exclusively on US-listed equities. The firm employs a long-term value investing approach with detailed fundamental analysis and selective technical tools, maintaining concentrated portfolios with discretionary trading authority limited to liquid US equities and certain hedging options.

Joel Mellor is a financial advisor at Mellor & Associates LLC in Bellevue, WA, with 17 years of industry experience. He holds a Series 63 designation and has been with Mellor & Associates since 1996. Outside of his advisory role, Mellor provides tax preparation services and sells life and disability insurance. Mellor & Associates offers discretionary investment management to individuals, trusts, and businesses, focusing on retirement planning, wealth maintenance, and intergenerational transfers. The firm employs a fundamental, long-term investment approach and uses cash-flow modeling and asset allocation to align portfolios with clients’ liquidity needs and risk tolerance.

Carlton Ellis is a financial advisor at Chimera Wealth LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nobles and Richards, Inc. and Landolt Securities, Inc. Ellis was involved with In House Hemp LLC from 2019 to 2021. Chimera Wealth serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm combines strategic and tactical model allocations using a mix of analytical approaches and offers unique services such as subscription-based portfolio reports and digital asset access.

Dan Kanivas is a CFP®, CFA®, and Series 65 credentialed financial advisor with nine years of industry experience. He has been with Triple Summit Advisors, LLC since 2015. Triple Summit Advisors, LLC manages approximately $90.3 million in discretionary assets for around 170 clients, including individuals, trusts, and corporate entities. The firm offers a range of investment strategies, including ETF-based global asset allocation, global compounding value, and event-driven approaches that incorporate performance-based fees and specialized techniques such as merger arbitrage and options trading.

Nathan Ricks is a CFP® professional with 24 years of industry experience. He has served as an advisor at Financial Freedom for Dentists LLC since 2019 and previously worked at Dental Wealth Advisors, LLC from 2013 to 2019. Financial Freedom for Dentists LLC advises dentists, other individual and high-net-worth clients, as well as corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management, retirement-plan support, and tailored financial planning, employing Modern Portfolio Theory with regular monitoring, rebalancing, and tax-loss harvesting. Additionally, the firm provides public educational seminars and retirement-plan education for plan participants.

Yue Cheng is a financial advisor at Mercer Island Capital Management, LLC with one year of industry experience. Cheng holds a Series 65 designation and has prior work experience at Mercer Island Telecom, LLC, Seattle University, and Shanghai International Studies University. Mercer Island Capital Management provides discretionary portfolio management, financial planning, and educational seminars for individuals, high-net-worth clients, trusts, retirement plans, and nonprofit entities. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combined with fundamental and quantitative stock selection, and utilizes various risk management strategies including derivatives within Separately Managed Accounts.

Rachel Sehayek is a financial advisor at Prism Financial Planning, LLC in Issaquah, WA. She holds a Series 65 designation and began her advisory career in 2024. Prior to joining Prism, she worked at Beacon Hill Staffing Group, Washington State University, and the Issaquah School District. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics including retirement planning, college savings, and tax efficiency. The firm emphasizes client needs and risk tolerance to recommend asset allocations and investment options, typically favoring no-load mutual funds and index-based ETFs, and operates on a fee-only basis without managing client assets directly.

Loyd Burleson III is a CFP® professional with five years of industry experience, currently serving at Financial Freedom for Dentists LLC. His work history includes roles at Advanced Planning Educational Group, Inc. and BANDER Investments. Financial Freedom for Dentists LLC advises dentists and other high-net-worth individuals, as well as corporations and employer-sponsored retirement plans. The firm employs Modern Portfolio Theory in portfolio construction and offers discretionary management, comprehensive financial planning, public educational seminars, and retirement-plan support services.

Brian Jennison is a financial advisor at Paysse Jennison Financial Advisors with 29 years of industry experience. He holds a Series 65 designation and has been with Paysse Jennison, Inc. since 1996. Paysse Jennison Financial Advisors is a fee-only firm serving individuals, small businesses, and small-business retirement plans. The firm manages approximately $64.5 million using a core-portfolio approach focused on diversified allocations, low-cost funds, and selective use of ETFs and large-cap stocks, typically managing accounts on a discretionary basis with regular reviews and detailed reporting.

Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Beehive Federal Credit Union and a missionary from 2016 to 2018. Financial Freedom for Dentists LLC serves dentists, high-net-worth individuals, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management and tailored financial planning. The firm uses Modern Portfolio Theory in portfolio construction and provides educational seminars on investments and retirement topics.

Rachel Jennison is a CFP® with 24 years of industry experience. She has been with Paysse Jennison, Inc. since 1996. Paysse Jennison Financial Advisors is a two-advisor, fee-only firm serving individuals, small businesses, and small-business retirement plans. The firm manages approximately $64.5 million across about 30 client relationships, providing discretionary investment management and hourly consulting with individualized portfolios emphasizing diversified, low-cost investments and regular portfolio reviews.

WealthCollab was created to help analytically minded business owners and technology professionals achieve and maintain financial independence. As a boutique firm, we take a uniquely personal and transparent approach to understanding and advising on your fundamental financial priorities. While making smart investment decisions is critical to success, a focus on other areas of your finances like taxes, budgeting, insurance needs, retirement contributions, savings targets and business/real estate interests can be just as important. For this reason, our focus is to provide a comprehensive framework for aligning ALL your financial decisions with your objectives. Unlike traditional firms, WealthCollab charges a fixed fee rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money.

Garrett Grigas is a financial advisor at Gevers Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Cetera Wealth Services. Grigas serves as vice-president of the CFA Society of Seattle. Gevers Wealth Management offers discretionary wealth management and financial consulting services primarily to business owners, trusts, estates, charitable organizations, corporations, associations, and broker-dealer customers. The firm utilizes a blend of quantitative and qualitative analysis to construct portfolios and may recommend third-party independent managers.

Tyson Farmer is a financial advisor at Vega Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Vega Financial in 2020. Vega Financial serves individual, high-net-worth, and corporate clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, using primarily passive portfolio construction complemented by tactical analysis and options strategies tailored to client-specific investment policies.

Richard Mellor is a financial advisor at Mellor & Associates LLC in Bellevue, WA, holding a Series 65 designation with 13 years of industry experience. Prior to his advisory role, he worked at United Parcel Service from 2012 to 2017. Mellor & Associates provides discretionary investment management services to individuals, trusts, and businesses, focusing on retirement planning, wealth maintenance, and intergenerational transfers. The firm employs a fundamental, long-term investment approach, utilizing equities, fixed income, ETFs, and selected non-traded REITs to align portfolios with clients’ liquidity needs and risk tolerance.

Carlos Obando is a financial advisor with Mercer Island Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mercer Island Capital Management since 2014. Outside of advisory work, Obando is an adjunct professor at Seattle University and serves as CEO of an education technology company, 34PI.COM Corporation. Mercer Island Capital Management provides discretionary portfolio management, financial planning, and educational seminars for individuals, high-net-worth clients, trusts, retirement plans, and nonprofit entities. The firm employs asset allocation, Modern Portfolio Theory, and both fundamental and quantitative stock-selection methods, supplementing strategies with outside money managers and using derivatives and margin in certain client accounts.

Amy Goan is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Prism Financial Planning, LLC since 2013. Prior to that, she worked at Ramsey & Associates Inc for four years. Prism Financial Planning, LLC provides fee-only financial planning to individuals, couples, and families, focusing on written financial plans and advice across retirement, tax-efficiency, estate review, insurance, college savings, and cash-flow. The firm delivers planning on an hourly basis, emphasizes asset allocation and diversification, and does not offer portfolio management or discretionary authority.