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.

Gregory Merrill is the sole advisor at Strategic Asset Management in Tacoma, WA, holding a Series 65 designation with 31 years of industry experience. He has been with Strategic Asset Management since 1995. Strategic Asset Management serves individual investors across various account types, offering discretionary portfolio management and investment advice. The firm employs a combination of fundamental and technical analysis to guide investment decisions and incorporates private limited partnerships for accredited clients, along with operational practices aimed at fairness in trade execution.

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.

Cole Ferrier is the principal advisor at EnoughFP LLC, holding the ChFC® designation and a Series 65 license with two years of industry experience. Prior to founding EnoughFP, he worked at The Boeing Company and held a position at the U.S. Department of Housing and Urban Development. He has a professional background in information technology and public-sector roles. EnoughFP is a solo registered investment adviser providing comprehensive financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm follows a buy-and-hold passive indexing approach based on Modern Portfolio Theory and offers implementation-focused recommendations without discretionary management.

Jacy Hixon is the president and chief compliance officer of Crossroads Advisor Network LLC and has 20 years of experience in the financial industry. He is also president and co-owner of Advisor Systems Inc., a technology company serving financial advisers. Prior to his current roles, he has been self-employed as a business consultant since 2015. Crossroads Advisor Network LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services for pooled vehicles, institutional retirement accounts, businesses, trusts, and individual clients. The firm’s investment approach incorporates technical, cyclical, and fundamental analysis and may include options strategies, margin, and derivatives in separately managed accounts.

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.

Tyler Linsten is the sole advisor at Alder Cove Capital, LLC, an independent registered investment adviser based in Tukwila, WA. He holds the CFA® designation and Series 65 license, with 12 years of industry experience. Prior to founding Alder Cove Capital in 2014, he has worked with the Pacific Maritime Association since 2007 and served a brief term at ILWU Local 19. Linsten also serves as an unpaid board member of Waterfront Federal Credit Union in Seattle. Alder Cove Capital serves individuals and high-net-worth clients through portfolio management, financial planning, and hourly consultations. The firm emphasizes a fiduciary, long-term, low-cost, and diversified investment approach and is noted for incorporating tax-aware separately managed accounts and sophisticated model allocations tailored to clients’ specific goals and tax considerations.

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.

Ellen Webber is a CFP® certificant with 11 years of industry experience, currently operating under her own firm, Ellen J Webber, CFP, in Seattle, WA. Her career includes prior roles at Harvest Capital Advisors Inc. and Pacific West Financial Consultants Inc., followed by the operation of her independent practice since 2008. In 2025, she sold her investment management practice and began referring new clients to First Pacific Financial while continuing consulting support through 2026. Ellen J. Webber provides financial planning and investment advice to individuals, small businesses, estates, and trusts, with a focus on comprehensive planning and long-term asset allocation. The firm, notable for its specialty in divorce-related financial planning and multiple office locations despite being a solo practitioner practice, delivers services primarily on an hourly or fixed-fee basis.

Bruce Petrie is the sole advisor at Petrie Capital Management LLC in Seattle, WA, holding a Series 65 designation with 21 years of industry experience. He has led Petrie Capital Management since its founding in 2005. Petrie Capital Management provides discretionary asset management and integrated financial planning services to individuals, trusts and estates, charitable organizations, and corporate clients. The firm customizes investment programs based on client goals and employs a range of strategies, including options and derivatives, with regular portfolio reviews and a generally conservative approach to cash balances.

Laurence Elvins is the sole advisor at Tacoma Investment Group in Tacoma, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Tacoma Investment Group since its founding in 1995. Tacoma Investment Group provides discretionary portfolio management for individuals, trusts, retirement accounts, corporations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental and qualitative analysis, asset allocation, and long-term investment strategies tailored to client-specific considerations, and it uniquely serves both individual and institutional clients as an independent solo advisor.

Elaine Chan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 20 years of industry experience. She has been the sole advisor at FIOH Global Asset Management and Strategies, LLC since 2011. FIOH Global Asset Management and Strategies is an independent registered investment adviser serving individuals, trusts, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial and retirement planning, benefit plan consultation, and divorce settlement consulting, using tailored strategies with stocks, bonds, mutual funds, and ETFs.

Marius Grigoriu is the principal advisor at Left Coast Investment Strategies LLC in Seattle, WA, holding a Series 65 license and four years of industry experience. He also serves as a broker at Columbia Partners Real Estate, where he identifies and manages residential and investment real estate transactions. Prior to founding Left Coast, he held positions at Smartsheet Inc. and Nordstrom. Left Coast Investment Strategies provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm employs a quantitative, factor-based investment approach that incorporates value, momentum, and lower-volatility factors, combined with tax-aware trade execution and the use of derivatives for hedging and risk management.

Igor Vuletic is a financial advisor at Matchpoint Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Matchpoint since 2008, following five years at UBS Financial Services. Matchpoint Capital Management provides investment management and portfolio customization for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a top-down asset allocation approach combined with fundamental and technical analysis, offering a range of strategies including growth, growth/income, and income styles.

Jeremy Despain is a financial advisor with Advent Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at Key Investment Services and Kms Financial Services, Inc., and has been involved with Bible Baptist Church for over ten years. Advent Capital Strategies provides discretionary investment management and retirement-plan consulting to individuals, families, trusts, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s approach focuses on passive, asset-class-based portfolios primarily composed of index mutual funds and ETFs, tailoring asset allocations to client objectives, time horizons, and risk tolerances.

Kirk Clothier is a financial advisor at CSW Partners, LLC in Seattle, WA, with 24 years of industry experience. He holds a Series 65 designation and has been with CSW Partners since 2013. In addition to his advisory work, Clothier is an owner and CPA at Clothier & Willsey, LLC, an accounting firm where he dedicates the majority of his time. CSW Partners serves individuals, trusts, pension plans, and retirement plan trustees by recommending third-party portfolio managers and facilitating client relationships with those managers. The firm customizes its recommendations based on clients’ goals and monitors manager performance without directly managing client assets or charging traditional advisory fees.

Jamie Clark is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Ruby Pebble Financial Planning LLC. Prior to founding Ruby Pebble in 2022, Jamie worked at 603 Financial, Inc. from 2020 to 2022 and has held roles at Northwestern University and the University of Washington. Jamie holds a Master of Science in Personal Financial Planning and a certificate in Financial Therapy. Ruby Pebble Financial Planning LLC provides financial planning and discretionary investment management for individuals and high-net-worth clients, along with retirement plan consulting and participant education for plan sponsors. The firm integrates Modern Portfolio Theory into its investment approach and combines one-on-one planning with retirement plan services, utilizing custodians such as Altruist and Schwab.

Ward Williams is a financial advisor at Better Tomorrow Financial in Seattle, WA, with four years of industry experience. He holds the Series 65 designation and has prior work experience at Amazon, Uber, Facebook, and Nuwest Group LLC, where he also serves as a Senior Business Analyst. Better Tomorrow Financial primarily serves individual clients who are not high-net-worth, as well as small trusts, nonprofits, and employer groups. The firm offers fiduciary, fee-only financial planning and portfolio management with a focus on passive, low-fee index-fund strategies, emphasizing tax and fee minimization and providing extensive client engagement through a structured planning process.

Kevin Reed is a financial advisor at Diogenes Financial LLC in Seattle, WA, holding a Series 65 credential with three years of industry experience. Prior to his current role, he worked at RCUH from 2015 to 2017 and had a period of unemployment from 2018 to 2021. Diogenes Financial LLC serves individuals, individual retirement accounts, small businesses, and employer-sponsored retirement plans, providing discretionary portfolio management, hourly financial consultations, and federal income tax preparation. The firm constructs personalized portfolios based on client timelines, risk tolerance, and social-investing preferences, utilizing fundamental, cyclical, and technical analysis, and may employ derivative strategies when suitable.