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.

Edward Labanara Jr. is the sole advisor at Seattle Asset Management, Inc., where he has worked since 1993, bringing 32 years of industry experience. He holds a Series 63 designation. Seattle Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities, managing approximately $25.9 million. The firm employs a proprietary seven-principle fundamental analysis model and maintains a long-established, solo practice with a very small client base and regular portfolio reviews.

Jonathon Zetlmaier is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Zetlmaier Wealth Management LLC since 2021. He previously worked at VOYA Financial Advisors and Madrona Financial Group. Outside of his advisory role, he is involved in community activities as Treasurer of the Our Lady of Guadalupe Catholic Youth Organization and serves on the Board of Governors for the Washington Athletic Club. Zetlmaier Wealth Management provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients, integrating estate planning via a digital document platform. The firm’s investment approach blends Fundamental Analysis, Modern Portfolio Theory, and Efficient Market Theory, focusing on diversified mutual funds and ETFs while accommodating client preferences for individual securities or active funds.

Ellen Webber is a CFP® professional with 11 years of industry experience. She has operated her independent firm, Ellen J Webber CFP, since 2008 and joined First Pacific Financial, Inc. in 2025. Her practice includes a specialty in divorce-related financial planning and involves multiple office locations. Ellen J. Webber provides financial planning and investment advice to individuals, small businesses, estates, and trusts, focusing on comprehensive planning and reviews. The firm’s approach integrates fundamental and technical analysis with an emphasis on long-term asset allocation and diversification, tailoring recommendations to client goals and risk tolerance.

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.

Marius Grigoriu is a financial advisor at Left Coast Investment Strategies LLC in Seattle, WA, holding a Series 65 designation with four years of industry experience. He has worked at Left Coast Investment Strategies since 2021 and concurrently serves as a licensed real estate broker at Columbia Partners Real Estate. Left Coast Investment Strategies LLC provides financial planning and discretionary investment management for individual and high-net-worth clients, utilizing a combination of quantitative, fundamental, and technical analysis to construct factor-tilted portfolios with an emphasis on value, momentum, and lower-volatility exposures. The firm manages accounts on a discretionary basis with attention to tax implications and client access to daily net-worth tracking and online planning tools.

Kevin Patrick is the sole advisor at Objective Advisors LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has led Objective Advisors since 2012. Outside of advisory work, he is a managing member of Forensic Image and Data Analytics, LLC, a company involved in research-related litigation matters. Objective Advisors provides investment and wealth advisory services primarily to high net worth individuals, families, and related entities, focusing on asset-allocation-based portfolio management and financial planning for estate, succession, governance, family education, and philanthropic needs. The firm emphasizes diversification and due diligence in manager selection, generally operates non-discretionary accounts, and combines family governance services with a willingness to recommend alternative and illiquid investments.

Kevin Estes, CFP®, MBA is the Founder and Financial Planner of Scaled Finance, LLC. He helps tech professionals and their families live their best lives. His definition of family is broad! Your family is whoever matters most to you. His specialties include equity compensation, financial independence, real estate, and education. Kevin works with a wide age range of clients. Kevin is located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing him to serve clients nationwide.

Frank Childress is the principal of Childress Investment Management in Bellevue, WA, holding a Series 65 designation and bringing 32 years of industry experience. He has managed Childress Investment Management since 1992 and concurrently operates Asn Natural Stone since 2001. Childress Investment Management serves a small number of individual clients, trusts, and small businesses with discretionary portfolio management focused on no-load mutual funds, ETFs, stocks, and bonds. The firm bases investment decisions on macroeconomic and fundamental analysis, making gradual portfolio adjustments and providing detailed quarterly reports alongside a public website and Twitter presence.

Mark Kruse is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Brackenwood Capital Management, LLC since 2005. He holds Series 63 and Series 65 licenses and operates from Bainbridge Island, WA. In addition to his advisory role, he is a licensed insurance producer in Washington State, offering life and disability insurance. Brackenwood Capital Management, LLC is a small, supported firm with two advisors.

Vinod Anantharaman is a financial advisor at Triangulum Wealth Management with six years of industry experience. He holds a Series 65 designation and has previously worked at Microsoft Corp., Cloudmoyo Inc., and Viddl Inc. Anantharaman is also a passive investor in privately held funds managed by Columbia Pacific. Triangulum Wealth Management offers discretionary separately managed accounts and project-based financial planning to individuals, couples, and legal entities. The firm’s investment approach focuses on long-term equity and ETF positions across various strategies, with tailored portfolios supported by proprietary analytics and software.

Igor Vuletic is the sole advisor at Matchpoint Capital Management, LLC in Seattle, WA, holding a Series 66 designation with 23 years of industry experience. He has led Matchpoint Capital Management since its founding in 2008. Matchpoint Capital Management serves individuals, retirement and profit-sharing plans, trusts, charitable organizations, and corporations with customized portfolio management primarily using mutual funds, ETFs, closed-end funds, and individual equities. The firm employs a top-down asset allocation strategy that integrates fundamental and technical analysis to build Growth, Growth/Income, and Income portfolios, managing both discretionary and non-discretionary accounts.

Jeremy Despain is a financial advisor at Advent Capital Strategies, LLC, with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Key Investment Services and Key Bank. Outside of his advisory work, he is actively involved with Bible Baptist Church. Advent Capital Strategies provides discretionary investment management and retirement-plan consulting to individuals, families, trusts, employer-sponsored plans, and various institutional clients, including pension and profit-sharing plans. The firm emphasizes passive, asset-class-based portfolios primarily using index mutual funds and ETFs, tailoring asset allocation to client objectives and risk tolerances while also offering plan-level services like investment menu design and participant education.

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.

Wen Liang Huang is a CFP® and ChFC® with 15 years of industry experience. He has led Zion Financial Planning, LLC since 2017 and previously held roles at Minnesota Life Insurance Co. and Securian Financial Services, Inc. He is also an enrolled agent who provides tax planning and filing services during tax season. Zion Financial Planning, LLC serves individuals, business owners, professionals, and executives, offering discretionary portfolio management and comprehensive financial planning across various areas including retirement, college, tax, insurance, and estate planning. The firm uses fundamental, technical, and cyclical analysis for portfolio construction and provides structured, periodic reviews along with both one-time and ongoing planning engagements.