Jeremiah Job is a CFP® and ChFC® with 15 years of industry experience, currently serving as the sole advisor at Columbia Strategic Wealth Advisors, LLC since 2020. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He also works as a strategy consultant at Kaiser Permanente of Washington Health Plan, focusing on analytics and capital budget reporting. Columbia Strategic Wealth Advisors is an independent firm providing financial planning and investment management to individual clients, emphasizing a non-discretionary, personalized approach that incorporates various analysis methods and a range of planning engagement options.

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.

John Carmody is the principal of John N. Carmody D.D.S. CFP, Inc., an independent financial advisory firm based in Seattle, WA. He holds the CFP® designation and Series 65 license, with 30 years of industry experience. Before founding his advisory firm in 1996, Carmody had a career in dentistry. The firm provides personalized, fee-only financial planning and discretionary investment management to individual investors as well as pension and profit-sharing plans. It employs a strategic asset-allocation, core-and-satellite approach that favors passive index funds and ETFs while selectively using active funds. The firm maintains a small client base and is notable for its work with pension and profit-sharing plans, which is uncommon for firms of its size.

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.

Maria Travieso is a financial advisor at Veltra Capital with seven years of industry experience. She holds a Series 65 designation and has worked at Veltra Capital since 2021, following roles at Blue Chip Finance LLC, Blue Chip Capital, and Banesco Banco Universal. Veltra Capital is an independent investment adviser serving high-net-worth individuals, corporations, and institutions. The firm focuses on publicly traded equity and debt securities, combining fundamental and technical analysis with macroeconomic research to create customized portfolios tailored to each client's objectives and risk tolerance.

Paul Hegdahl is the principal of Hegdahl Investment Management, LLC and holds the CFA® designation with 12 years of industry experience. He previously worked at Amazon from 2016 to 2024 before focusing full-time on his independent advisory firm. Hegdahl Investment Management provides discretionary investment management and consultative financial planning to individuals and various institutional clients, including corporate pension plans, private foundations, and nonprofit organizations. The firm employs a macroeconomic-driven, diversification-focused investment approach using ETFs, mutual funds, and separately managed accounts tailored to client risk tolerances.

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.

Rui Ma is the sole advisor at RMA Capital Management, LLC in Seattle, WA, holding the CFA® designation with four years of industry experience. Prior to founding RMA Capital Management in 2024, Rui Ma established Invest Rethink, LLC, an AI software development company focused on investment research, where he serves as a partner. He is also the head of Data, West Coast, at RIMES Technologies, a data management firm. RMA Capital Management provides discretionary portfolio management services primarily to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a value-investing approach with concentrated portfolios and may use options, short sales, leverage, and derivatives within separately managed accounts, offering a performance-based fee option for qualified clients.

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.

Scott Poepping is the sole advisor at Meridan Capital, LLC, an independent firm based in Seattle, WA. He holds a Series 65 designation and has 19 years of industry experience. Poepping has been with Meridan Capital in various capacities since 1999. Meridan Capital, LLC serves individual and high-net-worth investors as well as pooled investment vehicles. The firm offers portfolio management, financial consulting, and acts as general partner and investment adviser to a private investment fund that uses a proprietary quantitative model to capture short-term directional movements in U.S. equity indexes.

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.

Krisanne Heinze is a financial advisor at AyurAsset LLC with a Series 65 designation and no prior industry experience. Her background includes roles at Ayur Impact LLC and the Association for Spiritual Integrity, as well as long-term involvement with Ace Concrete Finishing, Inc. She has been self-employed for over two decades. AyurAsset LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with a focused discretionary investment management strategy. The firm specializes in a single, concentrated portfolio approach targeting undervalued, capital-efficient small- and micro-capitalization companies with long holding periods.