Scott Smith is a financial advisor with Northern Monarch Capital LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 16 years at Sabin Investment Management, Inc. before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser that provides asset management, retirement-plan advisory, and hourly financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages discretionary portfolios primarily using exchange-traded funds, mutual funds, and common equities, and emphasizes client objectives through documented investment policies.

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.

Benjamin Addink is a financial advisor with Columbia River Advisors in Tacoma, WA, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has been with Columbia River Advisors since 2010 and has also been involved in multiple business ventures including land management through Whitestone Land Management, LLC, where he serves as president. Columbia River Advisors manages investment portfolios and provides financial planning primarily for individual clients, high-net-worth households, and pension/profit-sharing plans, employing internally developed model portfolios alongside third-party managers and offering discretionary portfolio management.

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 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Stolz & Associates, Bernstein Private Wealth Management, and BNY Mellon Wealth Management. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, high-net-worth clients, families, businesses, trusts, and institutions. The firm emphasizes a top-down economic research approach combined with quantitative screening and fundamental analysis, managing portfolios with a focus on diversification and client-directed trading authority.

Alan Hensley is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Financial Insights Wealth Management since 2023 and previously spent seven years at Merriman Wealth Management, LLC. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses with wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, using a range of investment vehicles and regularly reviews accounts against client objectives and risk tolerance.

Matthew Daley is a CFP® with eight years of industry experience, currently serving as a financial advisor at DecisionPoint Financial, LLC since 2018. Prior to this, he worked at Arista Wealth Management, LLC and Moss Adams Wealth Advisors, and held roles related to money management and resource centers at Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers pension consulting services, including plan investment selection and participant education.

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 with Fortitude Advisory Group L.L.C. based in Gig Harbor, WA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Argentus Advisors, LLC (Dba: Sound Wealth Partners) and Private Advisory 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 offers portfolio management and financial planning through a network of financial advisors and operates multiple affiliated entities from more than five offices.

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 four years of industry experience. He holds a Series 65 designation and has previously worked at World Financial Group and currently serves as president and operations manager of 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. The firm uses client-specific investment profiles and combines charting, fundamental, technical, and cyclical analysis to construct diversified portfolios that include mutual funds, ETFs, options, and limited small-cap holdings.

Jason Shepard is a financial advisor with FEFA Financial in Gig Harbor, WA, holding Series 63 and Series 65 licenses and has 10 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 since 2023. Shepard is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing primarily 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 credentials and over 33 years of industry experience. He has worked with multiple firms including Ostlund Wealth Advisors, LLC, and Taylor Capital Management Inc. Ostlund also engages in insurance sales, focusing on fixed indexed annuities as part of retirement planning. Pinkerton Wealth Partners serves a diverse client base including individuals, high-net-worth families, and institutional clients, offering discretionary and non-discretionary asset management alongside estate-planning coordination and fiduciary services. The firm employs a disciplined, formula-driven investment process combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.