Christopher Reid is a ChFC® with eight years of industry experience, currently serving as the sole advisor at Capital Partners Wealth Management in Issaquah, WA. His prior roles include positions at CPG Management Co LLC and Presidio Financial Group LLC. Outside of advisory work, he is involved in managing adult care homes through Grace Gentle Care II LLC and Grace Exceptional Care LLC. Capital Partners Wealth Management is an independent firm serving individual and high-net-worth clients with approximately $53.1 million in discretionary assets under management. The firm offers comprehensive financial planning and portfolio management, utilizing both fundamental and technical analysis to create customized portfolios that include ETFs, equities, fixed income, REITs, and structured investment products.

Shubham Acharya is the sole advisor at Ninja Wealth Advisors, LLC, an independent registered investment adviser based in Federal Way, WA. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, Acharya works as a Systems Analyst for the U.S. Government. Ninja Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of analytical methods to build long-term portfolios tailored to client goals and risk tolerance, maintaining a small client roster and a unique approach to trade execution and service delivery.

I’m Didi, a first-generation immigrant from China, a proud mom, and the founder of Everleap Financial Planning™. I came to the U.S. at 23 carrying my family’s hopes and a familiar “default script” of chasing stability and success. After earning my master’s degree, I spent seven years in financial services and five more in the fast-paced tech world, eventually reaching prestigious titles and earning over half a million dollars a year. On paper, it looked like I had made it. But behind those accomplishments was a story many first-generation immigrants know well: the relentless pursuit of security, the weight of visa uncertainty, and the quiet burnout that comes from running at full speed for too long. When my daughter was born, the tension between work, identity, and family became impossible to ignore. In 2024, I took a leap of faith and stepped away from a high six-figure tech career. Not because I had everything figured out, but because I finally had the courage to ask better questions: What is enough? What truly matters? What kind of life am I modeling for my child? That pause gave me space to reflect and recalibrate. I realized that financial planning was where my lived experience, technical background, and values naturally intersected. It offered a way to help others navigate complex financial decisions while honoring their identity, culture, and aspirations. At Everleap Financial Planning™, I work with high-achieving immigrant professionals who are building new roots in the U.S. while navigating big transitions in career, family, and life. Our work begins with listening. Through Initial Comprehensive Financial Planning, we clarify your vision and align your income, investments, stock compensation, and long-term goals around what matters most. For those who want continued partnership, Ongoing Financial Planning provides steady guidance as your life evolves. My role is not just to optimize numbers, but to help you use money as a tool for freedom, clarity, and balance, so your next leap feels intentional, not reactive. 🔎 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.

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.

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.

Vogt Wilkison is the sole advisor at Wilkison Investment Services, LLC, an independent firm based in Snoqualmie, WA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, having worked at the firm since 1988. Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. The firm uses an asset-allocation approach, constructing diversified portfolios with passive index and exchange-traded funds, actively managed mutual funds, and individual securities, and emphasizes a combination of fundamental and technical analysis.

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.

Patrick Rhodes is a financial advisor at PWR Financial Services with 24 years of industry experience. He holds the Series 65 designation and has managed Rhodes & Associates since 1978. Outside of advising, he manages a certified public accounting firm and is involved in multiple business ventures, including ownership and operational roles in hospitality, property management, and manufacturing companies. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on manager-of-managers and third-party money manager selection and monitoring. The firm emphasizes due diligence, asset allocation, and long-term, non-discretionary portfolio management.

John Hunt is a Series 65 licensed financial advisor with 11 years of industry experience, currently practicing at PWR Financial Services in Federal Way, WA. He has been involved with Power Property Consultants, Inc. since 2012. Outside of advisory services, Hunt holds multiple director of operations roles in various businesses spanning real estate, hospitality, and manufacturing, including ownership interests in several properties and small businesses. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on manager-of-managers and third-party money manager selection and monitoring. The firm manages client assets predominantly on a non-discretionary basis, emphasizing due diligence, asset allocation, and a long-term investment approach.

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.

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.

Hyun Park is the sole advisor at Park Wealth Management in Federal Way, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He is also the owner of Park & Associates PS CPA, where he has worked since 1995. Outside financial advising, he devotes part of his time to his accounting practice and is a member of a small commercial real estate investment venture. Park Wealth Management provides investment management and financial planning services primarily to individuals and small businesses. The firm employs model-driven portfolio construction focusing on mutual funds, ETFs, and selected individual securities, with ongoing monitoring supported by third-party performance data.

Daniel Wilkison is the sole advisor at Wilkison Investment Services, LLC in Snoqualmie, WA, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has operated his independent firm since 2001. Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. The firm emphasizes asset allocation and constructs diversified portfolios using a combination of passive index funds, actively managed mutual funds, and individual securities, employing a mix of fundamental and technical analysis.

Amy Goan is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Prism Financial Planning, LLC since 2013. She holds the Series 63 designation and is based in Issaquah, Washington. Prior to founding Prism, her background includes institutional portfolio management. Prism Financial Planning provides written financial plans and advice to individuals, couples, and families on topics such as retirement, college savings, estate planning, tax efficiency, insurance, and long-term care. The firm focuses on client needs and risk tolerance to recommend asset allocations, typically advising no-load mutual funds and index-based ETFs, without offering portfolio management or discretionary authority.

William Gevers is a financial advisor at Gevers Wealth Management with 33 years of industry experience. He previously worked at Cetera and Capital Planning Corp. Outside of his advisory role, Gevers participates as a volunteer board member for several organizations and is involved as a fly fishing guide, often taking clients on outings or donating packages to charity auctions. Gevers Wealth Management serves business owners, trusts, estates, charitable organizations, corporations, associations, and certain broker-dealer customers by providing discretionary wealth management and separate financial consulting services. The firm employs a blend of quantitative and qualitative analysis to construct portfolios and may incorporate third-party managers, focusing on entity clients rather than individual retail or high-net-worth clients.

Li Guay is a financial advisor at Strait & Sound with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gps Capital Management, LLC and PG Global Wealth Management, Inc. since 2011. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios emphasizing diversification and capital preservation.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.