Bradley Van Vechten is a CFP® and ChFC® with 25 years of industry experience. He has been the principal advisor at Private Wealth Management Solutions, LLC since 2013. Van Vechten serves on the board of directors and as Secretary of the East King County Estate Planning Council. Private Wealth Management Solutions is a small, independent firm that provides discretionary portfolio management and financial planning to individuals, families, trusts, and select retirement plans. The firm employs modern portfolio theory and tactical asset allocation across various asset classes and uses third-party managers when appropriate, maintaining oversight to manage overall costs.

Shalina Martos is a financial advisor with Martos Wealth Management in Bellevue, WA, holding the CFP® designation and Series 63 and 66 licenses. She has 17 years of industry experience, including roles at Personal Investment Management, Inc. and Avier Wealth Advisors. Martos Wealth Management is a fee-only firm providing financial planning, investment management, and retirement plan consulting for employer plan sponsors, businesses, and individual clients. The firm uses model portfolios from outside managers within an institutional platform, combining passive and active strategies with options for ESG mandates and direct indexing.

Frank Gallo is the sole advisor at Gallo Lupo LLC in Kirkland, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He worked at UBS Financial Services for 25 years before retiring in 2020 and subsequently founding Gallo Lupo LLC in 2022. Gallo Lupo LLC provides retirement-focused financial planning and retirement plan sponsor services, serving individuals, families, and plan fiduciaries. The firm emphasizes retirement readiness, Social Security and Medicare guidance, and participant education through group sessions, operating on a fee-only, hourly basis without managing client assets.

Wei Cao is a CFP® professional with six years of experience in financial advising. He is the sole advisor at JWC Advisors in Bellevue, WA, and has prior work experience at Amazon.com Services, Inc. and Chewy. Outside of advising, he holds insurance and real estate licenses and is involved in related sales activities. JWC Advisors serves individual and high-net-worth clients, including small business owners, by providing financial planning, investment consultation, and portfolio management. The firm uses a Core + Satellite investment approach combining passive and active strategies, and offers educational seminars on financial topics.

Melinda Satterlee is a CFP®-certified financial advisor with six years of industry experience. She is the sole advisor at Marathon Wealth Management, LLC, an independent firm based in Medina, WA. Prior to her financial advisory career, she worked as a domestic engineer for 19 years. Marathon Wealth Management serves individuals, high-net-worth clients, trusts, and estates with tailored investment management and financial planning services. The firm employs a primarily strategic passive investment approach with an emphasis on risk management and diversification, and it includes alternative asset classes such as fund-of-fund hedge allocations and cryptocurrency exposure.

Are you part of Generation X and feeling overwhelmed by the pressures of saving for retirement while balancing family responsibilities and career demands? Unleashed Financial LLC specializes in providing tailored financial solutions for Gen Xers like you to help ease those burdens. We understand the unique challenges you face, and we're here to help you navigate them: • Caring for aging parents? We factor that into your financial plan. • Supporting children? We'll help you balance their needs with your retirement goals. • Preparing for longer life expectancies and rising healthcare costs? We'll help you plan for these increasing expenses to ensure a comfortable retirement. That's why we offer a comprehensive suite of services designed to address these challenges head-on and benefit you directly: • Retirement Planning: Get a personalized roadmap that confidently guides you toward your financial goals. • Investment Management: Benefit from tailored strategies to grow and protect your assets, ensuring alignment with your financial goals. • Wealth Management: Experience complete financial well-being through our holistic solutions that integrate investment, financial planning, and risk management. As a fiduciary advisor, Unleashed Financial LLC is ethically bound to put your interests first. We operate with a transparent fee structure and no hidden costs, so you can trust that our advice is always in your best interest. Schedule a complimentary 30-minute consultation to discuss your needs and how we can help you secure your financial future. Let's work together to navigate the complexities of retirement planning and build a solid financial foundation for a comfortable and secure retirement.

Steven Mc Connell is a financial advisor at Rain Dog Financial in Bellevue, WA, holding the CFP®, ChFC®, and Series 65 designations with one year of industry experience. He is also the founder and chairman of Construx Software Builders, Inc., a software development and consulting firm, and has authored books, although he is no longer actively writing. Rain Dog Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a strategic investment approach that incorporates multiple analytical methods and detailed Monte Carlo modeling to tailor portfolios and retirement forecasts for a small client base.

Brian Betz is a financial advisor at Percension Wealth Advisors, LLC in Sammamish, Washington, with 15 years of industry experience. He holds a Series 65 designation and has been with Percension Wealth Advisors since its founding in 2011. Percension Wealth Advisors provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm employs both active and passive management approaches, incorporating technical analysis, short-term trading, and options-writing strategies tailored to each client’s goals and risk tolerance.

Hon Ching Lai is a financial advisor with Albatrox Capital in Kirkland, WA, holding a Series 65 designation and two years of industry experience. Prior to joining Albatrox Capital, he was involved in real estate investment and management. Outside of advisory services, he owns Albatrox Holdings, LLC and its subsidiary Albatrox Woodlands, LLC, which manage his real estate portfolio in Wisconsin. Albatrox Capital provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, family offices, institutional clients, and other advisers. The firm employs a mix of fundamental, quantitative, and market analysis, and is registered as a commodity pool operator with the NFA, offering both traditional securities advice and a systematic futures trading pool.

Christopher Reid is a ChFC® credentialed financial advisor with eight years of industry experience. He is affiliated with Capital Partners Wealth Management and has worked at firms including CPG Management Co LLC and Presidio Financial Group LLC. Outside of advising, he is involved with adult care homes through Grace Gentle Care II LLC and Grace Exceptional Care LLC. Capital Partners Wealth Management is an independent advisory firm serving individual and high-net-worth clients with comprehensive financial planning and portfolio management. The firm utilizes a combination of fundamental and technical analysis in constructing customized portfolios and incorporates structured investment products alongside traditional asset classes.

Amanda Chang is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with Adele Brady Bolson CPA PS since 2001. Adele Brady Bolson CPA PS is a licensed CPA firm that provides accounting, tax, and related business services alongside investment advisory and financial planning for individuals, trusts, estates, and corporate accounts. The firm emphasizes tailored investment policy statements, broad diversification, and a fee-only approach, with most of its workload focused on accounting and tax services.

Robert Dainard is a financial advisor at Hara Capital LLC in Bellevue, WA, holding Series 63 and Series 65 designations with 18 years of industry experience. He previously worked at Evergreen Capital Management for 10 years before joining Hara Capital, where he has been since 2022. Hara Capital provides customized portfolio and asset management services to individuals, trusts, estates, corporations, and charitable foundations, employing a fundamentally driven Quality-Value framework and Capital Cycle Analysis. The firm serves a range of clients, including high-net-worth individuals and charitable foundations, focusing on long-term diversification and centrally managed risk exposures.

Rongke Lin is the sole advisor at Jar Advisor, an independent firm based in Seattle, WA. He holds Series 63 and Series 65 credentials and has six years of industry experience. His prior roles include positions at InVisionApp and Spider.AI. Jar Advisor primarily serves individual and high-net-worth clients with discretionary portfolio management and investment consulting focused on goal-based outcomes. The firm employs a systematic, proprietary approach using a universe of ETFs and mutual funds, managing portfolios along glidepaths with algorithmic monitoring and periodic reviews.

Hi! First, I want to say I am so glad you’re here! I’m Didi Chen, a CERTIFIED FINANCIAL PLANNER® professional focused on helping immigrants, Asian Americans, and their families find clarity around their financial lives as they plan for their future. I was born and raised in China and spent over a decade working in finance and tech before founding Everleap. I bring together technical expertise and lived experience to help clients navigate life transitions around money, career, and family. My work goes beyond numbers. I help clients reflect on questions like what “enough” really means, how to prepare for the future, and how to build a life that feels fulfilling, not just ‘successful’. I am excited to meet you and help you take your next leap, big or small. 🔎 Learn more about my services and approach: https://everleapfp.com/services/ 🗓️ Schedule a free intro meeting here: https://everleapfp.com/contact/

Scott Caufield is a financial advisor at Sophos Wealth Management with 14 years of industry experience. He holds the Series 65 designation and previously worked at Pacific Value, LLC for 10 years before founding Sophos Wealth Management in 2021. Sophos Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and trusts. The firm uses fundamental analysis and an asset-allocation framework incorporating equities, fixed income, alternatives, and cash, with regular account reviews and a willingness to hold elevated cash or short-term Treasuries when market valuations are high.

Li Li is a financial advisor at Klahanie Investment LLC with eight years of industry experience. Li holds a Series 65 designation and has been with Klahanie Investment since 2018. Klahanie Investment LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to high-net-worth clients through separately managed accounts and manages a privately offered limited partnership for accredited investors. The firm uses a combination of technical, fundamental, and macroeconomic analysis to construct concentrated, equity-oriented portfolios and employs strategies including long/short positions, options, and ETFs for hedging and income.

Kedar Mohare is a financial advisor at Steelhead Capital Management LLC in Issaquah, WA, holding a Series 65 designation and starting his advisory career in 2026. Prior to this role, he held positions at Amazon Inc, Microsoft Corporation, and Command Systems Inc. Steelhead Capital Management LLC provides discretionary portfolio management and fixed-fee financial planning primarily for individual and high-net-worth clients, focusing exclusively on US-listed equities. The firm employs a long-term value investing approach with detailed fundamental analysis and selective technical tools, maintaining concentrated portfolios with discretionary trading authority limited to liquid US equities and certain hedging options.

David Donhoff is a financial advisor at Leverage Planners Wealth Management, LLC in Renton, WA, with nine years of industry experience. He holds a Series 65 designation and has been with Leverage Planners since 2017. Prior to this, he has been involved with No Bull Financial LLC since 2001, where he also engages in insurance sales and services on a limited basis. Leverage Planners primarily serves individual clients, offering discretionary asset management along with comprehensive financial planning and consulting. The firm emphasizes educational outreach through newsletters and public seminars, and employs a combination of fundamental, technical, and cyclical analysis in investment decisions, supported by a third-party sub-advisor for portfolio implementation and tax-efficient strategies.

Scott Minnig is a financial advisor at Capital Investment Services, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Capital Investment Services since 2002 and at Vine Dahlen PLLC since 1999. Capital Investment Services, LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach emphasizing passive index and ETF core holdings alongside selective active funds, delivering advice primarily on a non-discretionary basis.

Joel Mellor is a financial advisor at Mellor & Associates LLC in Bellevue, WA, with 17 years of industry experience. He holds a Series 63 designation and has been with Mellor & Associates since 1996. Outside of his advisory role, Mellor provides tax preparation services and sells life and disability insurance. Mellor & Associates offers discretionary investment management to individuals, trusts, and businesses, focusing on retirement planning, wealth maintenance, and intergenerational transfers. The firm employs a fundamental, long-term investment approach and uses cash-flow modeling and asset allocation to align portfolios with clients’ liquidity needs and risk tolerance.