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.

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.

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.

Robyn Meyer is a financial advisor at PathMont Investment Management in Seattle, WA, holding Series 63 and Series 66 designations with 23 years of industry experience. She has worked at PathMont since 2018 and previously spent three years at Kms Financial Services, Inc. PathMont provides discretionary investment supervisory services and individual portfolio management primarily to high-net-worth individuals, charitable organizations, and corporations. The firm focuses on client-specific planning and employs an investment process centered on asset allocation and long-term holdings, occasionally using options strategies for income or risk management.

Victor Jones is a CFP®, ChFC®, and PFS™ credentialed advisor with 35 years of industry experience. He is the principal of Victor Jones CPA, PC in Seattle, WA, where he has worked since 2021, following prior roles at Infinity Financial Services and Jones Tax Advisors, Inc. In addition to his advisory work, he is a licensed insurance agent in Washington, California, and Texas. Victor Jones CPA, PC provides integrated personal financial planning, tax and accounting advice, fiduciary accounting, portfolio management, and pension plan services to individuals, businesses, and charitable organizations. The firm combines tax and accounting expertise with financial planning and offers portfolio management on a non-discretionary basis, typically recommending diversified strategies using stocks, bonds, mutual funds, and options.

Thomas Gerson is a financial advisor at Blair Hall Advisors, LLC in Seattle, WA, holding a Series 66 designation with 16 years of industry experience. He has been with Blair Hall Advisors since 2014. Blair Hall Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, with a focus on comprehensive portfolio management that incorporates quantitative, fundamental, and technical analysis. The firm offers customized strategies including tax management and ESG investing, and maintains a regular review process tailored to clients' needs.

Geleg Kyarsip is a CFP®-certified financial advisor with 20 years of industry experience, operating Kyarsip Financial Advisors LLC in Seattle, WA. He has led his independent firm since 2004, providing financial planning and investment management services. Kyarsip Financial Advisors LLC serves individuals, families, trusts, estates, and qualified retirement plans through a fee-only model focused on personalized, tax-aware investment strategies. The firm manages approximately $104.7 million across about 82 client relationships, emphasizing non-discretionary asset management and customized investment policy statements.

Elizabeth Weil is a Certified Financial Planner® with 12 years of industry experience, currently serving as the sole advisor at Clarity Northwest Wealth Management, LLC in Seattle, WA. She has led the firm since 2013. Weil is also the Board Secretary of the GPN Alliance, a nonprofit organization that promotes fiduciary standards and supports advisers offering advice-only financial planning. Clarity Northwest provides fee-only, hourly financial planning services to individuals, families, trusts, estates, and charitable organizations without accepting commissions or managing client assets. The firm’s approach emphasizes long-term, diversified asset allocation using tools like Monte Carlo simulations and Modern Portfolio Theory, with a focus on low-cost investment options and periodic plan reviews.

Edward Labanara Jr. is the sole advisor at Seattle Asset Management, Inc., where he has worked since 1993, bringing 32 years of industry experience. He holds a Series 63 designation. Seattle Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities, managing approximately $25.9 million. The firm employs a proprietary seven-principle fundamental analysis model and maintains a long-established, solo practice with a very small client base and regular portfolio reviews.

Jonathon Zetlmaier is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Zetlmaier Wealth Management LLC since 2021. He previously worked at VOYA Financial Advisors and Madrona Financial Group. Outside of his advisory role, he is involved in community activities as Treasurer of the Our Lady of Guadalupe Catholic Youth Organization and serves on the Board of Governors for the Washington Athletic Club. Zetlmaier Wealth Management provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients, integrating estate planning via a digital document platform. The firm’s investment approach blends Fundamental Analysis, Modern Portfolio Theory, and Efficient Market Theory, focusing on diversified mutual funds and ETFs while accommodating client preferences for individual securities or active funds.

Ellen Webber is a CFP® professional with 11 years of industry experience. She has operated her independent firm, Ellen J Webber CFP, since 2008 and joined First Pacific Financial, Inc. in 2025. Her practice includes a specialty in divorce-related financial planning and involves multiple office locations. Ellen J. Webber provides financial planning and investment advice to individuals, small businesses, estates, and trusts, focusing on comprehensive planning and reviews. The firm’s approach integrates fundamental and technical analysis with an emphasis on long-term asset allocation and diversification, tailoring recommendations to client goals and risk tolerance.

Bruce Petrie is a Series 65-licensed financial advisor with 20 years of industry experience. He has been the principal of Petrie Capital Management LLC since 2005. Petrie Capital Management provides discretionary asset management and integrated financial planning for individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, and economic-cycle analysis to tailor investment programs and employs a wide range of strategies, including options and short sales, while generally maintaining conservative cash balances.

Marius Grigoriu is a financial advisor at Left Coast Investment Strategies LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He has worked at Left Coast Investment Strategies since 2021 and concurrently serves as a licensed real estate broker at Columbia Partners Real Estate. Left Coast Investment Strategies LLC provides financial planning and discretionary investment management for individual and high-net-worth clients, utilizing a combination of quantitative, fundamental, and technical analysis to construct factor-tilted portfolios with an emphasis on value, momentum, and lower-volatility exposures. The firm manages accounts on a discretionary basis with attention to tax implications and client access to daily net-worth tracking and online planning tools.

Michael Lizon is a CFP® professional with 18 years of industry experience. He is the principal of Provident Living Advisors LLC, an independent advisory firm he has led since 2018. Prior to this, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2014 to 2017. Outside of advisory work, he operates a tax preparation and accounting business. Provident Living Advisors LLC provides fee-based discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, charting, and cyclical analysis within a multi-role structure, offering quarterly account reviews and ERISA-focused fiduciary services for qualified retirement plans.