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 at Marathon Wealth Management, LLC with six years of industry experience. She has operated Marathon Wealth Management since 2020 and previously worked as a domestic engineer for 19 years. Marathon Wealth Management serves individuals, high-net-worth clients, trusts, and estates, managing approximately $16 million across 14 client relationships. The firm focuses on strategic passive portfolios using asset-allocation modeling, periodic rebalancing, and tax-harvesting techniques, offering tailored financial planning and investment management without account minimums.

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® with eight years of industry experience, currently serving as the sole advisor at Capital Partners Wealth Management in Issaquah, WA. His prior roles include positions at CPG Management Co LLC and Presidio Financial Group LLC. Outside of advisory work, he is involved in managing adult care homes through Grace Gentle Care II LLC and Grace Exceptional Care LLC. Capital Partners Wealth Management is an independent firm serving individual and high-net-worth clients with approximately $53.1 million in discretionary assets under management. The firm offers comprehensive financial planning and portfolio management, utilizing both fundamental and technical analysis to create customized portfolios that include ETFs, equities, fixed income, REITs, and structured investment products.

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.

I’m Didi, a first-generation immigrant from China, a proud mom, and the founder of Everleap Financial Planning™. I came to the U.S. at 23 carrying my family’s hopes and a familiar “default script” of chasing stability and success. After earning my master’s degree, I spent seven years in financial services and five more in the fast-paced tech world, eventually reaching prestigious titles and earning over half a million dollars a year. On paper, it looked like I had made it. But behind those accomplishments was a story many first-generation immigrants know well: the relentless pursuit of security, the weight of visa uncertainty, and the quiet burnout that comes from running at full speed for too long. When my daughter was born, the tension between work, identity, and family became impossible to ignore. In 2024, I took a leap of faith and stepped away from a high six-figure tech career. Not because I had everything figured out, but because I finally had the courage to ask better questions: What is enough? What truly matters? What kind of life am I modeling for my child? That pause gave me space to reflect and recalibrate. I realized that financial planning was where my lived experience, technical background, and values naturally intersected. It offered a way to help others navigate complex financial decisions while honoring their identity, culture, and aspirations. At Everleap Financial Planning™, I work with high-achieving immigrant professionals who are building new roots in the U.S. while navigating big transitions in career, family, and life. Our work begins with listening. Through Initial Comprehensive Financial Planning, we clarify your vision and align your income, investments, stock compensation, and long-term goals around what matters most. For those who want continued partnership, Ongoing Financial Planning provides steady guidance as your life evolves. My role is not just to optimize numbers, but to help you use money as a tool for freedom, clarity, and balance, so your next leap feels intentional, not reactive. 🔎 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.

Jason Williams is a CFP® with 11 years of industry experience. He is the principal advisor at Williams 360 Financial Advisory, LLC, an independent firm he has led since 2015. His prior work includes a position at CGN Advisors, LLC. Williams 360 Financial Advisory serves individuals, couples, and families with fee-only financial planning and discretionary investment management, focusing on retirement, tax, estate, cash-flow, and risk-management needs. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost passive investments, and incorporates employer retirement plan holdings into overall asset allocations.

Christopher Niemela is a financial advisor at Foresee Wealth Advisors in Bellevue, WA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Foresee Wealth Advisors since 2010, including a current role at FC Wealth, Inc. Niemela also offers life insurance and fixed annuity products as an independent producer. Foresee Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm manages approximately $146 million in assets, providing portfolio management, financial planning, and pension consulting with a focus on diversified investment strategies and plan-level services.