Douglas Eickerman is the sole advisor at Kairos Capital Management, LLC, an independent firm based in Bellevue, WA. He holds a Series 65 designation and has 16 years of industry experience, leading Kairos Capital since 2009. Outside his advisory role, he serves as co-managing member and CFO of Kairos Real Estate Holdings, LLC, which owns the office location of his firm. Kairos Capital Management provides discretionary investment advisory and portfolio management services to individuals and pension and profit-sharing plans. The firm employs an investment approach focused on asset allocation, diversification, and a combination of modern portfolio theory with fundamental analysis, managing approximately $106 million for about 84 clients.

Stephen Wickleder is a financial advisor at Starbord LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Starbord LLC since 2014 and also owns Wickleder LLC, an independent insurance agency. Outside of advisory services, he sells musical instruments and operates a fishing tour business through Captain Steve, LLC, along with providing income tax return preparation services. Starbord LLC offers investment management, model-portfolio implementation, and financial planning services to individuals, trusts, pension accounts, and other advisory firms. The firm generally manages assets on a non-discretionary basis, emphasizing value-oriented, model-driven portfolios and supplements services with insurance advice, research, and consulting for institutional and advisor clients.

Gary Jeweler is a CFP®-certified financial advisor with 26 years of industry experience. He is the principal and sole advisor at Evolve Financial, an independent firm based in Seattle, WA, where he has worked since 2020. In addition to his advisory role, Mr. Jeweler is a licensed insurance agent and a Certified Public Accountant, providing tax services individually outside of trading hours. Evolve Financial offers portfolio management and financial planning primarily to individual clients, emphasizing integrated planning that includes retirement income strategies and tax considerations. The firm operates as a fiduciary with a multidisciplinary approach, leveraging Mr. Jeweler’s credentials in financial planning, accounting, and insurance.

Yi Sun is a financial advisor at Evergreen Investment Management LLC with one year of industry experience. Yi holds a Series 66 designation and previously worked at Edward Jones for two years, as well as at several investment firms in China. Evergreen Investment Management LLC provides discretionary asset management primarily for high-net-worth individuals and families, focusing on concentrated equity portfolios in technology sectors such as artificial intelligence and semiconductors. The firm uses fundamental analysis and options strategies, including covered calls and cash-secured puts, to tailor investments to clients' objectives and risk tolerances.

Kristine Kanno is the principal of Kanno Capital, an independent financial advisory firm based in Bellevue, WA. She holds a Series 66 designation and has 18 years of industry experience, including prior roles at Opal Advisors, LLC and VOYA Financial Advisors. In addition to her advisory work, she serves on the University of Washington Industrial and Systems Engineering Executive Advisory Board. Kanno Capital provides fee-based financial planning, consulting, and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning alongside discretionary portfolio management, pension consulting, and the option to engage third-party managers or sub-advisors.

Joe Wride is a Certified Financial Planner (CFP®) at Crafted Finance. Unlike old-school financial advisors, Joe believes that wealth-building shouldn't be limited to the wealthy or conventional. He assists clients in navigating real estate and/or equity compensation transactions, retirement income planning, running businesses, and raising families. Joe's approach is rooted in fee-only advisory services, ensuring that he works for the client's best interests, not commissions. Crafted Finance, led by Joe Wride, is a financial advisory firm with a unique perspective. They prioritize fee-only pricing, fiduciary care, and adherence to CFP® standards. Their services include financial planning, investment management, and real estate strategies. What sets them apart is their commitment to transparency, ethical standards, and forming long-term partnerships with clients. Whether you're dreaming of financial freedom or seeking concrete solutions, Crafted Finance aims to build a solid financial future tailored to your vision.

Shane Hoover is the sole advisor at Hoover Capital, L.L.C. in Issaquah, Washington. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including 22 years managing his own firm since 2004. Hoover Capital, L.L.C. provides fee-based investment management and consulting primarily to individual clients, managing approximately $19.8 million across 27 accounts. The firm employs a blend of proprietary fundamental and technical analysis focused on secular market cycles and valuation risk, manages all client accounts on a non-discretionary basis, and regularly communicates with clients through quarterly reviews and written reports.

Christopher Jernstrom is a CFA charterholder and the sole advisor at Ironstream Capital, LLC in Seattle, WA, with seven years of industry experience. He previously worked at Russell Investments from 2011 to 2017 and has led Ironstream Capital since 2017, following a one-year sabbatical. Ironstream Capital serves individual investors, personal trusts, and estates, providing comprehensive financial planning and discretionary portfolio management tailored by documented Investment Policy Statements and a blended research approach that includes fundamental, quantitative, and sustainability analysis. The firm manages approximately $75 million in assets across about 40 client relationships, focusing on customized strategies and active fixed-income positioning.

William Hicks is a financial advisor at Sapling Wealth Management with 15 years of industry experience. He holds a Series 65 designation and has been with Sapling Wealth Management since 2010. Sapling Wealth Management provides fee-based investment advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management, incorporating strategic and tactical asset allocation alongside fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerances.

S Yeyni is a Certified Financial Planner® with 24 years of experience in the financial services industry. He has been the principal advisor at Wealth Builders, Inc. since 2000 and also serves as president of an affiliated accounting firm, Josh Yeyni, CPA, PS, where he spends part of his time on tax and accounting activities. Wealth Builders, Inc. is an independent, fee-only investment adviser managing over $100 million in client assets. The firm provides personalized financial planning and investment management services, employing a passive, index-based approach with global diversification and offering both discretionary and non-discretionary arrangements.

Jesse Dungan is a financial advisor at Fangorn Wealth Management with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining the firm, he spent 10 years at Amazon Corporate LLC. Outside of advising, he works as a compensated soccer referee in Kent, WA. Fangorn Wealth Management serves individuals, high-net-worth clients, small businesses, and charitable foundations with financial planning and portfolio management. The firm utilizes diversified, tax-aware investment strategies and applies Modern Portfolio Theory, scenario analysis, and stress testing to manage risk, while also providing estate and charitable-planning guidance and educational seminars.

Ranjan Upendra is a financial advisor at Starklogic LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Microsoft and Adobe in financial planning and analysis roles. Starklogic LLC, established in 2018, provides discretionary portfolio and wealth management services for pooled and institutional accounts as well as financial planning for individual clients. The firm focuses on asset allocation using strategic and tactical methods and manages portfolios primarily through no-load mutual funds and ETFs.

Anthony Chen is the sole advisor at ALC Capital Management, LLC in Seattle, WA, holding a Series 65 credential with 18 years of industry experience. He has led ALC Capital Management since 2006. ALC Capital Management provides discretionary portfolio management and separate financial consultation services primarily to individual investors. The firm employs fundamental analysis to select undervalued companies, focusing on concentrated portfolios of individual equities held for multiple years, and uses a performance-based compensation model for eligible clients.

Brian Rall is the sole advisor at Strategic Retirement Partners, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to founding Strategic Retirement Partners in 2018, he worked at Paychex, Inc. from 2012 to 2017. He serves as a director of the C.S. Lewis Institute-Seattle, a Christian education nonprofit, where he is involved in recruiting, speaking, and event organization. Strategic Retirement Partners provides consulting to trustees and plan sponsors of qualified retirement plans and offers fee-based, non-discretionary investment advice to individuals, trusts, and retirement accounts. The firm focuses on value-oriented security analysis and fiduciary support, delivering advice consistent with plan investment policy statements and ERISA requirements.

Anthony Legault is a financial advisor with Chaps Lifestyle LLC in Seattle, WA, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Invesco Distributors, Bank of America, Merrill, Satori, and Have A Heart. He is also the founder of Chaps Lip Balm, a natural skincare products business he has managed since 2015. Chaps Lifestyle LLC is a Washington state-registered investment adviser providing discretionary portfolio management and related advisory services to a diverse client base, including individuals, institutions, and various organizational types. The firm offers customized separately managed accounts across multiple strategies, including tax-optimized equity, fixed-income laddering, and crypto-focused options, with a focus on continuous portfolio monitoring and tailored client solutions.

Eugene Slutsky is the principal of Sound Investment Advice, LLC, an independent advisory firm based in Issaquah, WA. He holds a Series 65 designation and has five years of experience in investment advising, alongside over 20 years operating a full-time CPA practice. His accounting business is separate from his investment advisory services. Sound Investment Advice provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm combines individual stock selection, fundamental and technical analysis with passive asset-class exposures using ETFs and mutual funds, managing portfolios tailored to client goals and risk tolerance.

Andrew Mc Cormick is a financial advisor at Fourward Capital, holding a Series 65 designation with two years of industry experience. He previously worked at Blackrock Alternative Advisers Division from 2014 to 2017 and has been associated with Cottonwood Capital Management, LLC since 2012. Fourward Capital provides discretionary investment management to institutional and individual clients, including retirement plans, corporations, and high-net-worth individuals. The firm employs three strategies—Four Seasons, Business Owner, and High-Growth—utilizing long-term economic and asset-price history to guide asset allocation and security selection.

Kiran Gadepalli is a financial advisor at Wyoming Systems Group of Businesses with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked since 2017 at Wyoming Systems Inc. In addition to his advisory role, Mr. Gadepalli serves as President and CEO of several small businesses offering financial online services, accounting, and small farm products. He also has a long tenure as a Senior Programmer Analyst for the City of Redmond. Wyoming Systems Group of Businesses provides comprehensive financial planning and investment advice to individuals, trustees, and businesses. The firm emphasizes a fundamental, long-term investment approach focused on asset allocation, low-cost investments, and tax considerations, and combines investment advice with accounting, tax preparation, bookkeeping, and other business services.

Welcome, and thank you for your interest! My name is Tim Melia, and my hourly, fiduciary advice-only firm is Embolden Financial Planning LLC. Embolden Financial Planning LLC helps people at every stage of life. From young professionals getting started to families balancing competing priorities to retirees navigating their “go-go” years. Whether you’re new to money topics and looking for practical guidance or a DIY investor seeking a second opinion, you’ll receive transparent, hourly, advice-only financial planning designed to bring clarity and confidence to your financial decisions. Embolden Financial Planning LLC is based in Seattle and serves clients virtually across Washington, Oregon, California, and nationwide. I would be happy to meet with you for a free introduction meeting where you can share your goals for financial planning, learn how Embolden Financial Planning LLC can help, and ask any questions you may have. To schedule, please visit https://www.emboldenfp.com/scheduleintromeeting

Robert Doggett is the sole advisor at Polaris Asset Management LLC in Seattle, WA, holding a Series 65 designation and bringing 25 years of industry experience. He has led Polaris since 2002. Polaris Asset Management provides discretionary portfolio management and individualized financial planning to a diverse client base including individuals, families, trusts, and charitable organizations. The firm emphasizes long-term investments based on fundamental company analysis and manages portfolios on an account-by-account basis with client-imposed restrictions.