Gary Gould is a financial advisor with Gould Capital, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Gould Capital in 2019, where he continues to serve clients. Gould Capital advises individuals, institutions, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and Game Theory, and provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Scott Smith is a financial advisor with Northern Monarch Capital LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Sabin Investment Management, Inc., KeyBanc Capital Markets Inc., and Fidelity. Northern Monarch Capital LLC is a state-registered investment adviser providing asset management, retirement-plan advisory, and hourly financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages portfolios primarily on a discretionary basis using exchange-traded funds, mutual funds, and common equities, and emphasizes documented client objectives alongside regular account reviews.

Andrew Mirkovich is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 34 years of industry experience. He holds a Series 63 designation and has been with Portfolio Strategies since 2014. Portfolio Strategies, Inc. provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in discretionary assets. The firm uses a variety of model programs that may trade frequently and employ a range of investment vehicles, operating on a discretionary, custodian-neutral basis.

Allen Woodard is a financial advisor with Northern Monarch Capital LLC, holding a Series 65 designation and 15 years of industry experience. He worked at Sabin Investment Management, Inc. for 14 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser serving individuals, small businesses, trusts, estates, and charities. The firm manages discretionary portfolios using exchange-traded funds, mutual funds, and equities, and offers asset management, retirement-plan advisory services, and financial planning.

Derek Dzingle is a CFP®, CFA®, and Series 65 credentialed advisor at Stolz & Associates, PS with four years of industry experience. His career includes roles at Mercer and Gonzaga University, as well as entrepreneurial experience with Dzingles Landscaping. Stolz & Associates, PS serves individuals, families, and retirement plans, providing wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in client assets and emphasizes long-term investing through diversified, lower-cost portfolios with regular reviews and rebalancing.

Hi! I help intentional professionals who’ve built financial stability but feel uncertain about how to fund their next chapter—whether that’s rest, reinvention, or retirement. My clients are ready to move beyond cookie-cutter advice in favor of a more educational, transparent, and joyful planning experience. Through our WATER framework, we transform financial complexity into values-aligned clarity for those ready to live with more purpose and freedom. HOW WE'RE DIFFERENT FROM OTHER FLAT-FEE PLANNERS: WATER, not FIRE: We don't treat retirement like a finish line. Our WATER framework supports sabbaticals, slowdowns, and purposeful pivots—designing a life that works now and later. Values Integration: Every plan reflects your priorities—whether that's flexibility, community, impact, or legacy. Customized socially responsible or ESG investment strategies (optional) are offered as part of a broader, values-based planning approach. Education-Focused: With a background in science education and a decade advising MDs, PhDs, and thoughtful professionals, we break down complex concepts into actionable steps, empowering confident financial decisions. WHO I WORK WITH: My clients are growth-oriented professionals—often but not always GenX—who’ve built financial stability and now seek their next chapter. They value evidence-based advice but also ask deeper questions about purpose, joy, and alignment, all while balancing career demands, community responsibilities, and the desire for meaningful change. Proudly based in Tacoma, WA, serving clients nationally. READY TO LEARN MORE? Visit my website to learn more about my journey from Seattle science teacher to financial planner to co-founder of Equal Path Investments. My experience—collaborating with a Nobel laureate, securing millions in funding for impact initiatives, and a decade of investment advising for impact-driven professionals—has shaped my fresh approach to financial planning. Whether you're preparing for a sabbatical, designing an encore career, or balancing your dreams with kid drop-offs or aging parents, I help turn “what’s next?” into “what’s possible.” If this sounds good, please schedule a complimentary consultation today by visiting my website.

Jean Pierre Pedinielli is a financial advisor at MKT and Associates LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Moser Wealth Advisors for 10 years. His advisory services are also offered under Watermark Wealth Partners LLC in Gig Harbor, WA. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) and retirement plan consulting under ERISA. The firm uses client-specific strategies supported by a range of analytical approaches and employs various investment vehicles, managing significant assets with a focus on both individual and institutional clients.

Klaudia Anna Conradt is a financial advisor at Conestoga Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Commonwealth Financial Network. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management and investment advisory services.

Michelle Huffman is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Strategies Inc since 2016. Portfolio Strategies Inc provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in discretionary assets. The firm employs a variety of model programs that may trade frequently and use diverse instruments, serving clients on a discretionary, custodian-neutral basis.

Jacqueline Degideo is a financial advisor at Anchor Financial in Tacoma, WA, with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Anchor Financial since 2021. In addition to her advisory role, she is involved with The Medicare Exchange and Sound Medicare Advisors, LLC, both insurance-related businesses she has operated for over a decade. Anchor Financial manages discretionary asset portfolios for individual investors and qualified retirement plans, emphasizing mutual funds and ETFs. The firm provides tailored investment programs and ERISA 3(38) fiduciary services, and maintains a referral relationship with a third-party manager.

Thomas Ryan is a financial advisor at Hawkins Investment Counsel, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Stolz & Associates, Bernstein Private Wealth Management, BNY Mellon Wealth Management, and UBS Financial Services. Hawkins Investment Counsel provides investment management and financial planning to individuals, families, businesses, trusts, and institutional clients. The firm emphasizes a non-discretionary approach to portfolio management, combining top-down economic analysis, quantitative screening, and fundamental research to construct diversified portfolios tailored to client goals.

Alan Hensley is a CFP® and Series 66-licensed advisor with 19 years of industry experience. He currently works at Financial Insights Wealth Management and has held previous roles at Merriman Wealth Management, LPL Financial, and Wells Fargo. Financial Insights Wealth Management provides comprehensive wealth management and retirement planning services to individuals, trusts, employee benefit plans, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis in its investment process and offers personalized client onboarding, portfolio reviews, educational seminars, and unique programs such as a Bridge Program for retired financial professionals and in-house tax preparation services.

Matthew Daley is a CFP® with nine years of experience in financial advising. He has worked at DecisionPoint Financial, LLC since 2018 and previously held positions at Arista Wealth Management, LLC, Moss Adams Wealth Advisors, and Utah Valley University. His background includes both industry practice and a role at a university money management and resource center. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and uses a mix of fundamental, technical, and cyclical analysis across various asset types while incorporating AI tools to support advisor judgment.

Stacy Shields is a Series 65 licensed financial advisor with seven years of industry experience. She is currently with Fortitude Advisory Group L.L.C. and has prior experience at Dynamic Wealth Advisors, SJ Wealth Management LLC, and TRUEBLUE. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a network of financial advisors who offer portfolio management, third-party manager selection, and overlay services, operating from multiple offices and utilizing affiliated entities to support its advisory activities.

Ali is the CEO & Owner of regional RIA, Financial Insights Wealth Management. Financial Insights was founded in 1981 and for over 40 years has been woman owned and operated. Under Ali’s leadership, the firm has been recognized as one of the fastest growing RIAs in the nation, and in 2022 Ali was recognized as 40 under 40 by Investment News Magazine. She has served as the firm’s Chief Compliance Officer and holds the Certified Financial Planner® designation. She currently leads a team of 17 amazing staff and is working on progressing the industry towards ethical business leadership, inclusive team dynamics & creating a firm that serves all stakeholders: clients, local community, and employees. FIWM serves high net worth & ultra high net worth families in the Puget Sound Region. As a lead wealth advisor, Ali takes a comprehensive approach by analyzing all aspects of a person’s life including short and long term goals, estate planning, taxation, investment, retirement and special circumstances. She specializes in comprehensive wealth management to include investment management, retirement preparedness & execution, business sales & mergers/acquisition assistance and Individual Retirement Accounts. With a focus on financial literacy and education, Ali’s passion is working with complex retirement situations. Common clients are teachers, fire fighters, police officers, small business owners & public service employees. (PERS, TRS, LEOFF, TIAA CREF)

Craig Johnsen is a financial advisor at Fortitude Advisory Group L.L.C. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Argentus Advisors, LLC (Dba: Sound Wealth Partners) since 2016, with prior roles at Private Advisory and Strategic Capital Group LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates as a team across multiple offices and offers portfolio management, third-party manager selection, and overlay services.

Michael Dunbar is a financial advisor at Financial Insights Wealth Management with 42 years of industry experience. He holds a Series 63 designation and has worked at Financial Insights Inc. since 2015. Prior to that, he was with Purshe Kaplan Sterling Investments and operated his own firm, Michael Dunbar, CFP LLC, for 17 years. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and pension consulting. The firm’s investment approach focuses on asset allocation and fundamental analysis, using a range of investment vehicles and regularly monitoring accounts against client objectives and risk tolerance.

Matthew Sherman is a financial advisor at Abraham & Co., Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at World Financial Group. Outside of his advisory role, he serves as president and manager of operations for ClearPath Financial and Insurance Solutions, LLC, an independent insurance producer. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients, employing a mix of charting, fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Jason Shepard is a financial advisor with FEFA Financial, holding Series 63 and Series 65 registrations and 11 years of industry experience. He previously worked at Wells Fargo in various capacities from 2012 to 2023 and has been with VCI Wealth Management LLC and FEFA Advisors LLC since 2023. Shepard is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Daniel Ostlund is a financial advisor with Pinkerton Wealth Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at multiple firms including Ostlund Wealth Advisors, LLC, Ameritas Life Insurance Corp, and Taylor Capital Management Inc. In addition to advisory services, he is involved in fixed indexed annuities sales as an insurance agent. Pinkerton Wealth Partners serves individuals, families, foundations, endowments, and institutional clients with discretionary and non-discretionary asset management, comprehensive financial planning, and fiduciary consulting. The firm employs a formula-driven investment process that integrates technical, quantitative, and fundamental analysis across active and passive strategies.