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.

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/

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.

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 with Foresee Wealth Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at ClearPoint Financial and Snider Financial Group. He also provides term and permanent life insurance, fixed annuities, long-term care insurance, Medicare supplement insurance, and disability insurance as an independent producer. Foresee Wealth Advisors serves individuals, including high-net-worth clients, as well as charitable organizations, corporations, and retirement plans. The firm offers ongoing portfolio management, financial planning, and pension consulting, using investment approaches such as ETFs, mutual funds, equities, fixed income, and options strategies tailored to client goals and risk tolerance.

Carlton Ellis is a financial advisor at Chimera Wealth LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nobles and Richards, Inc. and Landolt Securities, Inc. Ellis was involved with In House Hemp LLC from 2019 to 2021. Chimera Wealth serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm combines strategic and tactical model allocations using a mix of analytical approaches and offers unique services such as subscription-based portfolio reports and digital asset access.

Michael Sander is a financial advisor with Sander Capital Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. His prior work includes roles at JPMorgan Securities, LLC and JPMorgan Chase Bank. Sander Capital Advisors manages individually tailored equity portfolios for high-net-worth individuals, trusts, estates, and charitable organizations, focusing on large-capitalization securities and money market funds. The firm employs a combination of top-down economic analysis and bottom-up fundamental research to construct relatively concentrated portfolios managed on a discretionary basis.

Adam Zimmerman is a ChFC® with 22 years of experience in the financial industry. He has been with Columbia River Advisors LLC since 2016. Columbia River Advisors manages portfolios and provides financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses a discretionary, asset-based management approach, employing internally developed model portfolios supplemented with third-party managers and a broad range of securities.

Michael Emery is a CFA® charterholder with eight years of industry experience. He is an advisor at Leeward Financial Partners, LLC, where he has worked since 2017. Emery also serves as Co-Head of US Equity Portfolio Management and a senior portfolio manager at Rainier Investment Management, LLC, focusing on domestic growth equity strategies for institutional investors. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services with an institutional investment approach emphasizing long-term asset allocation, risk management, and cost control.

Leonard Skiena is a financial advisor with S. R. Schill & Associates, Inc. in Mercer Island, WA. He holds a Series 65 designation and has 20 years of industry experience, all with his current firm since 2006. S. R. Schill & Associates provides discretionary wealth management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a range of model portfolio allocations across multiple asset classes and employs a combination of fundamental, technical, charting, and cyclical investment analysis methods.

Leland Jeppesen is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. He has managed Jeppesen Financial Services LLC since 2019 and previously worked at Jeppesen Financial Services from 2009 to 2019. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, offering tailored model portfolios that incorporate stocks, bonds, options, mutual funds, and ETFs. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis across passive and active strategies, with the option for performance-based fees on selected models.