Colby Goodner is a financial advisor at Dixie's Tax & Financial Services, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Avantax Advisory Services, and Currie & Brown. In addition to advisory work, he manages DMM Senior Insurance LLC, assisting seniors with Medicare enrollment and related education. Dixie's Tax & Financial Services provides wealth management to individuals, high-net-worth clients, trusts, and estates, combining discretionary portfolio management with comprehensive financial planning and tax preparation services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs and integrates independent managers via an institutional platform for portfolio implementation and ongoing oversight.

Saket Sengar is a CFP® professional at Better Financial Services, LLC with 13 years of industry experience. He previously worked at Ameriprise and UBS Financial Services, along with Aging Options. Better Financial Services, LLC provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios on a discretionary basis using quantitative and qualitative analysis alongside modern portfolio theory, and offers specialty planning services including retirement, estate, and elder-care planning.

King Rainwater is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Firewall Capital Management since 2022. Prior to this, he held various roles outside the financial sector. He is also the owner of Glass Capture, a business consulting venture for entrepreneurs and small businesses based in Enumclaw, WA. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm combines modern portfolio theory with tactical asset allocation, offering tailored accounts and free financial planning services to all clients and standalone planning to firefighters and their families.

Amy Goan is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Prism Financial Planning, LLC since 2013. Prior to that, she worked at Ramsey & Associates Inc for four years. Prism Financial Planning, LLC provides fee-only financial planning to individuals, couples, and families, focusing on written financial plans and advice across retirement, tax-efficiency, estate review, insurance, college savings, and cash-flow. The firm delivers planning on an hourly basis, emphasizes asset allocation and diversification, and does not offer portfolio management or discretionary authority.

Gary Gould is a financial advisor with Gould Capital, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Gould Capital in 2019, where he continues to serve clients. Gould Capital advises individuals, institutions, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and Game Theory, and provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Ruchi Sengar is a financial advisor at Better Financial Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Better Financial Services, she spent six years at Life Point Law, PS. Better Financial Services provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $110.8 million in discretionary assets and offers services including portfolio construction, retirement planning, and estate and trust planning, using both quantitative and qualitative analysis alongside modern portfolio theory and charting techniques.

William Gevers is a financial advisor at Gevers Wealth Management with 33 years of industry experience. He previously worked at Cetera and Capital Planning Corp. Outside of his advisory role, Gevers participates as a volunteer board member for several organizations and is involved as a fly fishing guide, often taking clients on outings or donating packages to charity auctions. Gevers Wealth Management serves business owners, trusts, estates, charitable organizations, corporations, associations, and certain broker-dealer customers by providing discretionary wealth management and separate financial consulting services. The firm employs a blend of quantitative and qualitative analysis to construct portfolios and may incorporate third-party managers, focusing on entity clients rather than individual retail or high-net-worth clients.

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.

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.

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.

Jason Houghton is a financial advisor with Sunrise Financial Services LLC in Burien, WA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Sunrise, he worked at Sunrun Inc. and spent six years with Fortune Poker. Sunrise Financial Services LLC offers discretionary asset management and financial planning primarily for individual and high-net-worth clients, utilizing model portfolios based on Modern Portfolio Theory and advanced risk modeling tools. The firm integrates portfolio oversight with the option of engaging sub-advisors through the AE Wealth Management platform.

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.

Thomas Ryan is a financial advisor at Hawkins Investment Counsel, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Stolz & Associates, Bernstein Private Wealth Management, BNY Mellon Wealth Management, and UBS Financial Services. Hawkins Investment Counsel provides investment management and financial planning to individuals, families, businesses, trusts, and institutional clients. The firm emphasizes a non-discretionary approach to portfolio management, combining top-down economic analysis, quantitative screening, and fundamental research to construct diversified portfolios tailored to client goals.

Li Guay is a financial advisor at Strait & Sound with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gps Capital Management, LLC and PG Global Wealth Management, Inc. since 2011. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios emphasizing diversification and capital preservation.

Alan Hensley is a CFP® and Series 66-licensed advisor with 19 years of industry experience. He currently works at Financial Insights Wealth Management and has held previous roles at Merriman Wealth Management, LPL Financial, and Wells Fargo. Financial Insights Wealth Management provides comprehensive wealth management and retirement planning services to individuals, trusts, employee benefit plans, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis in its investment process and offers personalized client onboarding, portfolio reviews, educational seminars, and unique programs such as a Bridge Program for retired financial professionals and in-house tax preparation services.

Dana Franco Young is a financial advisor with Sage Rhino Capital LLC in Federal Way, WA, holding a Series 66 designation and 26 years of industry experience. Prior to joining Sage Rhino Capital in 2017, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years and Bank of America for one year. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, sector, and cyclical analysis, with a noted use of derivatives and options-related strategies in their portfolio construction.

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)

William Small is a financial advisor with Highland Capital Advisors, LLC, holding a Series 66 credential and 15 years of industry experience. He has been with Highland Capital Advisors since 2006. Outside of his advisory role, Small is a member of Rainier Set Sail, LLC, an entity that owns and occupies the office building used by his firm. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm provides non-discretionary investment consulting focused on pooled vehicles and third-party separate account managers, utilizing institutional analytic techniques to develop investment policy statements and strategic allocations.

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.