Steven Goldbloom is a financial advisor with Goldbloom Wealth Management LLC in Mercer Island, WA, holding a Series 65 credential and having 16 years of industry experience. He has been with Goldbloom Wealth Management since 2009 and also manages AGT Tax & Insurance Services. Outside of advisory, he is a speaker for Cause Based Capitalism, manages a CRM software business for insurance professionals, and serves as an ambassador-level coach providing life planning services. Goldbloom Wealth Management LLC is a team-based registered investment adviser serving individual and high-net-worth clients with tailored portfolio management, financial planning, and retirement guidance. The firm employs a discretionary investment approach informed by fundamental, quantitative, and technical analysis and utilizes third-party platforms and managers, including option strategies and illiquid investments.

Kris Muhlestein is a financial advisor at Comprehensive Wealth Management in Lynnwood, WA, with 16 years of industry experience. He holds a Series 65 designation and has been associated with both Geneos Wealth Management and Comprehensive Wealth Management since 2009. Outside of his advisory role, he is involved with Muhlestein Sculpture Inc. Comprehensive Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model suites and a variety of investment strategies, including Direct Indexing, and manages client assets on a householded basis with ongoing monitoring and reporting.

Nathan Mayer is a financial advisor at SPG Advisors LLC with two years of industry experience and a Series 66 designation. Prior to joining SPG Advisors, he worked at Equitable Advisors and Koenig Financial Group. Outside of his advisory role, Mayer works part-time as a delivery driver for Uber Eats and Grubhub. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm blends fundamental and technical analysis to implement portfolios using mutual funds, ETFs, and other strategies, while coordinating comprehensive planning that may include estate, tax, insurance, and retirement issues.

Loren Downs is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation and 10 years of industry experience. He has been with SPG Advisors since 2016 and is also involved with Strategic Benefits, Inc. DBA Sound Planning Group, where he spends 50% of his time managing client relations and supporting insurance services. SPG Advisors LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a mix of fundamental and technical analysis to implement diversified investment strategies. The firm’s offerings include coordinated estate, tax, insurance, and retirement planning, with unique affiliations and compliance structures distinguishing its approach.

Carrie Hepburn is a financial advisor at Harbour Investment Management L.L.C. with eight years of industry experience. She holds a Series 65 designation and has worked at Lair Hill Partners Inc., ZUNA, LLC, Harbour Investments LLC, and Northwest Capital Management, Inc. since 2002. Harbour Investment Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on tailored portfolio management using fundamental analysis and continuous supervision, managing approximately $470 million in discretionary assets for about 195 clients through a five-advisor team.

Warren Langsford is a financial advisor with Integrity Financial Corporation in Bellevue, WA, holding a Series 65 designation and 12 years of industry experience. He has been with Integrity Financial Corporation since 2013. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional services for accredited clients including alternative investments and family office consulting.

Daniel Shen is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at U.S. Bank National Association and A-1 Piano Sales and Rentals. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses, using a dynamic asset allocation approach combined with behavioral finance concepts. The firm emphasizes client education and manages most accounts on a discretionary basis.

Henry Roberts is a financial advisor at Tschetter Group in Bellevue, WA, with four years of industry experience. He holds a Series 65 designation and previously worked at Holm & Cawley Financial Group, LLC, as well as the University of Washington. Outside of finance, Roberts is the founder of Jetxco, a manufacturing business. Tschetter Group provides asset management and investment consulting to individuals, high-net-worth clients, trusts, estates, and business entities through portfolio management, financial planning, and sub-advisory relationships. The firm employs proprietary asset-allocation models combining fundamental, quantitative, and technical analysis across diverse strategies, and serves as investment manager and sponsor of a privately offered pooled fund focused on venture capital, private equity, and real estate.

Peter Acker is a Series 65–licensed financial advisor with Sonata Capital Group Inc in Seattle, WA, where he has worked since 2000. He has 24 years of industry experience and is part of a five-advisor team. Sonata Capital Group provides discretionary portfolio management to individuals, high-net-worth clients, trusts, charitable institutions, foundations, and endowments, managing approximately $332.6 million in client assets. The firm’s investment approach focuses on asset allocation tailored to clients’ time horizons and risk tolerances, utilizing both fundamental and technical analysis and a broad set of instruments, including derivatives, within separately managed accounts.

Alexander Dorell is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management Company and Charles Schwab. Outside of his advisory role, he works as a driver for Uber and Postmates. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, using a range of investment vehicles and customized allocations, and integrates third-party technology for reporting and estate and tax planning.

Sean Closson is a financial advisor at The Retirement Solution LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining The Retirement Solution LLC, he worked at The Silver Cloud Inn Lake Union from 2015 to 2021. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations that combine fundamental and technical analysis with strategic asset allocation.

Adam Laibson is a financial advisor with Mainsail Financial Group in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, providing portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process incorporates model portfolios developed by an investment committee using asset allocation, fundamental, technical, and quantitative methods tailored to client goals and risk tolerances.

Justin Young is a financial advisor at Opal Advisors in Bellevue, WA. He holds a Series 65 designation and has been with Opal Advisors since 2025. Prior to his advisory role, he spent ten years at Flow Fitness. He is also the founder of Kahu LLC, a technology company based in Seattle, where he develops the business plan. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for about 221 clients. The firm serves individuals, small businesses, and retirement plans, offering discretionary portfolio management, integrated financial planning, and pension consulting.

Michael Tudor is a financial advisor at Sloy, Dahl & Holst, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked with multiple affiliated entities, including Sloy, Dahl & Holst Holdings, Inc., where he serves as COO. Sloy, Dahl & Holst, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, and employer-sponsored retirement plans. The firm uses model portfolios that range from conservative to aggressive, employing mutual funds, ETFs, collective investment trusts, and alternative strategies to tailor investments to client objectives and risk tolerances.

I'm passionate about helping people. I believe good financial management helps people live richer, happier lives; have closer, stronger families; and become better-contributing members to society. I'm proud to serve clients as a fiduciary and as their trusted steward as they make critical financial decisions in an uncertain world. I believe everyone should have a personal Chief Financial Officer (CFO) for their financial life. I am the founder and managing director of Tolsma Investments, LLC, a registered investment advisor (RIA) in Washington State. This registration allows me to serve clients as an investment advisor and financial planner under the fiduciary standard. I am an independent advisor. This allows me to serve clients by giving them the power of choice and removing conflicts of interests. I am a happily married family man with a wonderful wife and 4-daughters. I grew up in the suburbs of Atlanta, GA and attended college at Brigham Young University in Provo, Utah. I spent 6 years working for Fidelity Investments in their investing, brokerage, and financial planning business. I was a Financial Consultant in the Bellevue, WA office where I was the primary investment advisor and wealth manager for Fidelity’s high net worth clients in their private client group offering. The families I supported covered $450 million in assets and I held over 800 appointments per year on average. This pace of work was exciting and busy! This experience gave me the training, education, and experience that clients will come to appreciate as I serve them as their fiduciary advisor and an expert in this field. A key value for me in deciding if I should start my own planning and advising firm was the idea that I could work more comprehensively and in more detail with clients if I could serve them as an independent fiduciary in all circumstances. I feel I can serve clients better when there are no proprietary products I am required to sell, no sales targets to meet, and no management to answer to if clients choose one investment over the other. My focus really is on you, the client, and everything I do is built on this belief. This is what I bring to the table as your personal CFO and helping you craft and live the life you desire with the financial plan to make that possible.

Deborah Wise is a CFP® with 27 years of industry experience and is a principal at Wise Planning, Inc. She has been with the firm since 1997, contributing to its development over more than two decades. The firm serves individuals and families, including high net worth clients, as well as corporate pension and profit-sharing plans, trusts, and estates. Wise Planning offers comprehensive financial planning and portfolio management primarily on a non-discretionary basis, focusing on low-cost, broad-market index funds and ETFs.

Leigh Washington is a financial advisor at Capital Planning, LLC with one year of industry experience. She holds the Series 65 designation and has been with Capital Planning since 2017. Prior to that, she worked at American Funds from 2014 to 2017. Capital Planning, LLC is a team-based firm that provides fee-based wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $677 million across roughly 372 client relationships and employs a structured wealth planning and investment process, offering a variety of model options and access to alternative investments and cryptocurrency-related exposures.

Craig Watkins is a financial advisor at Highland Capital Advisors, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Merrill Lynch, Prudential Investment Management, and CONOVER Securities Corporation. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting focused on retirement plans. The firm uses institutional analytic techniques to develop investment policy statements and strategic asset allocations, with an emphasis on non-covered securities and periodic reviews rather than ongoing portfolio management.

Our firm is made up of veteran former tech professionals who have become fiduciary advisors specifically to assist their former colleagues and other tech professionals. We practice data-driven financial planning and asset management. We differentiate ourselves by being highly respectful of your time and focusing on ruthless prioritization. We specialize in equity compensation and concentrated stock positions.

Ryan Greenway is a financial advisor at Bear Mountain Capital Inc. with 11 years of industry experience. He holds a Series 65 designation and has been involved with Greenway & Company, PS since 2009, where he is also a shareholder and CPA engaged in tax compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and hourly financial planning. The firm manages private funds for accredited investors, focusing on long-term, diversified, and tax-efficient portfolios grounded in Modern Portfolio Theory.