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.

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.

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.

Gary Harris is the sole advisor at Bedfield Asset Management, LLC, an independent firm based in Bainbridge Island, WA. He holds a Series 65 designation and has 18 years of industry experience, with over 20 years managing the firm since its founding in 2006. Harris has a background in aviation and technology entrepreneurship. Bedfield Asset Management provides discretionary portfolio management to individuals, trusts, businesses, and corporate pension and profit-sharing plans. The firm employs a blended active/passive investment approach across six asset classes, using fundamental and technical analysis methods focused on index and sector rotation for capital appreciation.

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.

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.

Robin Naylor is the principal of Sprylen Wealth Management, LLC in Kent, WA, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sandlapper Wealth Management and Sandlapper Securities. Naylor also operates Naylor Insurance & Financial Services, Inc., where he sells non-variable insurance products. Sprylen Wealth Management serves individuals, pension and profit-sharing plans, trusts, and small businesses by providing financial planning, retirement plan consulting, and investment advisory services. The firm primarily allocates client assets to third-party money managers and offers ongoing portfolio monitoring, client education, and a range of investment management styles.

Matthew Davis is a financial advisor at Fairway Financial Planning LLC in Seattle, WA, with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Rocket Money, PeerStreet, Woven Money, and Capital One. Fairway Financial Planning LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs both passive and active strategies based on asset allocation and modern portfolio theory, often incorporating third-party advisers and model portfolios to tailor client solutions.

Most people come to me with a spreadsheet and a question they feel a little silly asking out loud. Is this enough? Could I stop? Would it be crazy to take a year off? They usually apologize for not having a better question. But it's the only question that matters. Here's what I've noticed doing this work for over a decade. People climb the ladder and chase "the number", and then they get there and find out those weren't the goals that mattered. Nobody wants to retire to nothing. They want to retire to freedom. They want to spend time traveling with their family. They want to go back to school to learn a new skill. They want to get off their computer for a living. Equity compensation has presented a whole population of tech workers with the gift of optionality. But it's not just about how to liquidate shares efficiently for tax purposes. It's about what the shares would let you do, and whether you have permission to go do it. So that's where we start. What to do with the RSUs, when to sell, and what that costs you, whether the new house math actually holds, the stuff that keeps a plan standing up. And once the base is there, we start to dream of all the things we want money to represent and support in our lives. I can't promise certainty, or all the answers, but I can promise to be there with you to guide you through it. Wonderland is a fee-only firm and I don't need to manage accounts for us to work together. Everyone starts with an initial plan to understand where you are today and to take action on the biggest moving parts in your financial life. From there, we can decide how to work together on an ongoing basis.

Ken Kamada is the principal advisor at Kamada Investment Management in Bellevue, WA, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citian and Harvey Partners prior to his current role. Outside of his advisory work, Kamada serves as CEO of AboutGOLF, a golf simulator technology company, and is co-founder of Investino, a fintech mobile app for investing on behalf of children. Kamada Investment Management provides discretionary investment supervisory services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a fundamental, active investment approach focused on concentrated equity portfolios and uses strategies including short sales and derivatives that are uncommon among independent advisers.