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.

Shan Kumar is the sole advisor at PI Square Capital, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has led PI Square Capital since 2010 and is also a licensed insurance agent, dedicating a significant portion of his time to insurance activities. The firm provides discretionary investment supervisory services to individuals, trusts, corporations, and pension plans, combining fundamental and technical analysis with modern portfolio theory and tactical asset allocation. It offers ongoing portfolio management and may include insurance advice upon client request.

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.

Sanjay Parikh is a Series 65-licensed financial advisor with Lotusment Advisors, LLC, where he has worked since 2019. He has five years of industry experience and previously worked at Lotus Data Services. In addition to his advisory role, Parikh serves as a Data Architect for Snohomish County, focusing on data analysis, management systems, and artificial intelligence. Lotusment Advisors serves individual investors, charitable organizations, and employer plan sponsors, offering portfolio management, retirement plan advisory, 529 plan advising, and 1031 exchange consulting. The firm employs a combination of fundamental, technical, and quantitative analysis within defined portfolio offerings and provides both discretionary management and third-party manager recommendations.

Franklin Hsu is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Nomad Capital Group, LLC in Kirkland, WA. His prior roles include positions at TransGlobal Advisory LLC and Nomad Global Capital, LLC. He is also an independent licensed insurance agent selling fixed insurance products. Nomad Capital Group provides portfolio management and comprehensive financial planning to individuals, corporations, charitable organizations, and pension or profit-sharing plans, including a notable portion of clients outside the United States. The firm employs a range of investment strategies such as long-short, trend-following, and options-based approaches, and offers performance-based fee arrangements and the use of derivatives and leveraged ETFs.

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.

Brian Mcauley is the sole advisor at Sitka Pacific Capital Management, LLC in Seattle, WA, holding a Series 65 designation and with 21 years of industry experience. He has been with Sitka Pacific Capital Management since 2005. He serves on the board of directors for McAuley LCX Corporation, a private family-owned real estate holding company. Sitka Pacific Capital Management provides discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a valuation-aware approach focused on long-term preservation and prudent growth, utilizing a range of domestic and global assets with proprietary investment selection methods.

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.

Anthony Thome is the principal of Thome Financial Management in Bellevue, WA, with 29 years of industry experience. He has been leading Thome Financial Management since 2003 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Thome is the sole licensed insurance agent for the affiliated insurance agency, providing health, disability, long-term care, and life insurance services. Thome Financial Management is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm manages approximately $53.7 million in discretionary assets, following a long-term, asset-allocation strategy focused on diversified portfolios primarily using exchange-traded funds and no-load mutual funds.

Brian Gawthrop is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Five Cedars Financial, LLC since 2022. Prior to founding Five Cedars, he worked for six years at Robinswood Financial. Five Cedars Financial, LLC provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, emphasizing customized strategies documented in Investment Policy Statements and offering a range of investment approaches including fundamental, technical, and cyclical analysis.

Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.

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.