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.

Marius Grigoriu is the principal advisor at Left Coast Investment Strategies LLC in Seattle, WA, holding a Series 65 license and four years of industry experience. He also serves as a broker at Columbia Partners Real Estate, where he identifies and manages residential and investment real estate transactions. Prior to founding Left Coast, he held positions at Smartsheet Inc. and Nordstrom. Left Coast Investment Strategies provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm employs a quantitative, factor-based investment approach that incorporates value, momentum, and lower-volatility factors, combined with tax-aware trade execution and the use of derivatives for hedging and risk management.

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.

Michael Policar is a financial advisor at NGP Financial Planning, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Hightower Advisors. He has also operated as a sole proprietor in financial services. NGP Financial Planning, LLC is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and financial planning, employing modern portfolio theory and a variety of investment instruments, including defensive option strategies and access to alternative securities.

Frank Childress is a financial advisor at Childress Investment Management in Bellevue, WA, holding a Series 65 designation and 33 years of industry experience. He has led Childress Investment Management since 1992 and has been involved with Asn Natural Stone for 25 years. Childress Investment Management offers discretionary portfolio management for individuals, trusts, and small businesses, tailoring portfolios based on client-specific factors. The firm uses analysis of economic indicators to inform incremental portfolio adjustments and primarily invests in no-load mutual funds, ETFs, and individual securities.

Jeffrey Walters is a CFP® professional with 21 years of experience in financial planning. He is the sole advisor at Advisia Financial Planning, an independent firm based in Bellevue, WA. His prior experience includes roles at Badgley Phelps Wealth Managers and a period of retirement from 2022 to 2026. Advisia Financial Planning provides fee-only financial planning services to individuals, high-net-worth clients, and businesses, focusing on comprehensive and ongoing hourly-based planning engagements. The firm operates on a non-custodial model, offering investment recommendations based on fundamental analysis and modern portfolio theory, with an emphasis on standalone financial planning and flexible client-driven investment strategies.

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.

Onward Financial Advising LLC is a fee-only, fiduciary financial advising firm dedicated to helping individuals and families build wealth and achieve financial security. Onward believes that financial advising is for everyone and that everyone can benefit from expert financial advice, regardless of how many investable assets they have. With this belief, the mission of Onward Financial Advising is to empower clients to improve their financial futures by creating personalized plans that build wealth. Key Services: • Comprehensive Financial Planning • Ongoing Financial Advice • Investment Management • Retirement Planning • Tax Strategies and Planning • RSU Planning and Employer Retirement Plans To accomplish this mission Onward specializes in creating personalized financial plans that address the unique needs of mid-career professionals, first-generation wealth creators, and families. The founder, Brian Blakeman, brings over 15 years of combined experience in aerospace engineering and financial services to create a unique blend of technical expertise and personal financial advice. Onward Financial Advising understands the complexities of financial decision-making, especially when it comes to managing restricted stock units (RSUs), employer retirement plans, and crafting efficient tax strategies. As a fiduciary, Onward is committed to acting in your best interest, offering clear, transparent advice without conflicts of interest.

Igor Vuletic is a financial advisor at Matchpoint Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Matchpoint since 2008, following five years at UBS Financial Services. Matchpoint Capital Management provides investment management and portfolio customization for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a top-down asset allocation approach combined with fundamental and technical analysis, offering a range of strategies including growth, growth/income, and income styles.

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.

Nishant Panchal is a financial advisor at Wealthrise with a Series 65 credential and less than one year of industry experience. Prior to his current role, he held positions at companies including Rippling, Fieldguide, BREX, and Salesforce. Wealthrise is an independent, fee-only registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients through an internet-based platform. The firm employs quantitative, rule-based algorithms focused on technical analysis and utilizes leveraged and inverse ETF strategies with automated trade execution.

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.

Theodore Krammer Jr. Jr. is a CFP® and holds a Series 66 license with 20 years of industry experience. He is the principal of Krammer Financial, an independent advisory firm he founded in 2015. Prior to founding his firm, he worked at OSAIC Services, Inc. and Equitable Advisors. He also receives compensation for successful referrals to an unrelated consulting company. Krammer Financial provides discretionary investment management, financial planning, and independent third-party manager selection to individuals, high-net-worth and multi-generational families, and employer-sponsored retirement plans. The firm emphasizes strategic asset allocation with tactical flexibility, manages relationships with external managers, and offers pension consulting services that include fiduciary roles for retirement plans.

Kassondra Dykema is a financial advisor at Family Retirement LLC in Seattle, WA, with nine years of industry experience. She holds a Series 65 designation and has previously worked at Adams Financial Concepts, LLC, and R and R Retirement Services. Outside of advising, she operated a family restaurant business for four years. Family Retirement LLC serves individuals, high-net-worth clients, trusts, estates, and small business owners, providing investment management, financial planning, consulting, and educational retirement classes. The firm focuses on technical analysis for investment strategy and manages portfolios with mutual funds, ETFs, REITs, ADRs, and publicly traded equities, excluding derivatives and certain other securities.

Eric Linger is a financial advisor at Sherwood Investments with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Madrona Financial & CPAs since 2026, alongside his long tenure at Sherwood Investment Services dating back to 1999. Sherwood Investments is an independent, fee-only fiduciary firm offering personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and security selection using mutual funds, ETFs, and individual bonds, and maintains formal continuity arrangements through external associates and succession agreements.

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.

Brian Skaggs is a CFP® professional with 23 years of industry experience. He founded and has operated Skaggs Financial Planning, LLC since 2002 in Burien, WA. Skaggs Financial Planning, LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, including hourly and pro bono advisory work. The firm follows a market-efficient investment approach based on Modern Portfolio Theory, emphasizing asset allocation and typically using no-load, institutional mutual funds and ETFs.