Matthew Hawkins is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Hawkins Investment Counsel, LLC since 2006, where he serves as one of three advisors. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process that combines quantitative screening with fundamental analysis to construct diversified, customized portfolios.

Patrick Fletcher is a CFP® with five years of industry experience, currently advising at GenSphere Private Wealth, LLC. His prior experience includes roles at D.A. Davidson & Co., Parcion Private Wealth, and Russell Investments. GenSphere Private Wealth provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals across wealth levels, business owners, and charitable organizations. The firm employs a range of investment strategies including fundamental and momentum analysis, option writing, and derivatives within separately managed accounts, with distinctive features such as the use of margin and private-market administration.

Betty Hedrick is a CFP® with 34 years of industry experience and is a principal at The Capeloto & Hedrick Co. She worked previously at The Hedrick Co. for 39 years. Hedrick volunteers as a team leader for WIFE.org Second Saturday, where she teaches the financial section of a workshop on divorce. The Capeloto & Hedrick Co provides discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and entities such as trusts and family offices. The firm employs a blend of strategic allocation and tactical adjustments, generally managing portfolios passively while also utilizing defensive option strategies, short selling, and structured instruments.

Robert Davidson Jr. is a financial advisor at FinSym Partners, LLC with 15 years of industry experience. He holds the Series 63 designation and has been with the firm since 2009. FinSym Partners is an independent, SEC-registered wealth management firm serving individuals, trusts, estates, and select employer retirement plans. The firm employs a research-driven, predominantly passive investment approach with systematic tilts and fundamental analysis, offering comprehensive financial planning and discretionary portfolio management.

Garrett Dastrup is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Opportunus Wealth Management, LLC. His prior work includes roles at Principal Securities, INC and Waterfront Financial Management LLC. In addition to his advisory work, he gathers pricing data for the U.S. Bureau of Labor Statistics related to the Consumer Price Index. Opportunus Wealth Management provides personalized financial planning and discretionary portfolio management to individuals, professionals, business owners, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fiduciary responsibility, diversified model portfolios often utilizing low-cost ETFs, and offers both standard and performance-based fee arrangements.

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.

Feifei Li is a financial advisor at Kavout Algo Financial LLC with a Series 65 designation and one year of industry experience. She previously worked at Research Affiliates LLC for 17 years and remains a passive shareholder there. Kavout Algo Financial provides continuous, primarily non-discretionary asset management services to individual and high-net-worth clients, combining quantitative and traditional investment methods with a value-oriented approach.

Lesa Sroufe is a CFA® charterholder with 22 years of industry experience. She is the principal of Lesa Sroufe & Company, Inc., a Seattle-based firm she has led since 2004. Lesa holds a Series 63 license and manages a small team of three advisors. Lesa Sroufe & Company, Inc. provides portfolio management and investment research to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and trusts. The firm employs a research-driven, value-oriented investment approach with focused portfolios typically diversified across 25–35 stocks and may hold up to 50% cash at management discretion. It also acts as a sub-adviser and wrap program sponsor, offering trading, accounting, and performance reporting services in addition to direct portfolio management.

Louise Alexander is a CFP® with one year of experience, currently advising at Gates Pass Advisors, LLC. Her prior roles include positions at Merrill, Newground Social Investment, and O'Meara Financial Group. Outside of her advisory work, she co-manages a small residential property with her husband and serves as a co-trustee for family trusts. Gates Pass Advisors provides comprehensive financial planning and wealth management primarily for individual and high-net-worth clients, emphasizing financial-planning-driven asset allocation and tax-aware management. The firm utilizes third-party independent managers through a turn-key platform and typically manages discretionary portfolios based on client objectives.

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.

Daniel Ervin is a financial advisor at Ervin Investment Management in Seattle, WA, holding a Series 65 designation with eight years of industry experience. Prior to joining Ervin Investment Management in 2019, he worked at Reis Investment Management, Inc. for one year. Outside of financial advising, he serves as an Instructional Specialist at Highline Public Schools, where he leads professional development and writes curriculum. Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach, blending fundamental equity selection with low-cost index ETFs, and manages approximately $270 million for around 98 clients.

Celeste Yu is a CFP® with 11 years of industry experience, currently serving as an advisor at Two Firs Financial. Her prior experience includes roles at Morgan Street Financial LLC, Kohtz & Co. LLC, Hd Vest Financial Services, and Starbucks. Outside of financial advising, she is involved with Thirty9 Twenty9 LLC, a real estate rental business. Two Firs Financial serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management along with financial planning and tax-related services. The firm’s investment approach emphasizes asset allocation based on Modern Portfolio Theory and incorporates options strategies such as covered calls to manage risk and generate income.

Scott Smith is a financial advisor with Northern Monarch Capital LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Sabin Investment Management, Inc., KeyBanc Capital Markets Inc., and Fidelity. Northern Monarch Capital LLC is a state-registered investment adviser providing asset management, retirement-plan advisory, and hourly financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages portfolios primarily on a discretionary basis using exchange-traded funds, mutual funds, and common equities, and emphasizes documented client objectives alongside regular account reviews.

Kyle Lunde is a financial advisor at SmartHarvest Portfolios with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Eaton Vance Management, Parametric Portfolio Associates, and Catalina Capital Group LLC. SmartHarvest Portfolios provides discretionary sub‑advisory investment management to financial advisors who serve high‑net‑worth individuals, families, trusts, estates, and businesses. The firm applies modern portfolio theory and quantitative analysis to construct primarily long‑term, customized portfolios using equities, ETFs, mutual funds, and fixed-income instruments.

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.

Trevor Cobb is a financial advisor at Avantia Investment Services, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Goldman Sachs for five years before joining Avantia in 2020. Cobb serves on the Finance Committee for Americas Automotive Trust, a nonprofit organization, where he oversees financial matters. Avantia Investment Services provides tailored wealth management and financial consulting to individuals, trusts, nonprofit organizations, and private entities, typically serving clients at or above its stated account minimum. The firm combines discretionary portfolio management, third-party money manager selection, and coordination with clients’ legal, tax, and insurance advisors as part of comprehensive wealth plans.

Allen Woodard is a financial advisor with Northern Monarch Capital LLC, holding a Series 65 designation and 15 years of industry experience. He worked at Sabin Investment Management, Inc. for 14 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser serving individuals, small businesses, trusts, estates, and charities. The firm manages discretionary portfolios using exchange-traded funds, mutual funds, and equities, and offers asset management, retirement-plan advisory services, and financial planning.

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.