Brian Jennison is a financial advisor at Paysse Jennison Financial Advisors with 29 years of industry experience. He holds a Series 65 designation and has been with Paysse Jennison, Inc. since 1996. Paysse Jennison Financial Advisors is a fee-only firm serving individuals, small businesses, and small-business retirement plans. The firm manages approximately $64.5 million using a core-portfolio approach focused on diversified allocations, low-cost funds, and selective use of ETFs and large-cap stocks, typically managing accounts on a discretionary basis with regular reviews and detailed reporting.

Adam Droker is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Waterrock Global Asset Management since 2011. Outside of advisory work, he is active as president of the Bellevue Kiwanis Club and is involved in local youth sports as a softball and little league umpire and as a fundraising director. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including passive, tactical, and actively traded models, utilizing fundamental, technical, quantitative, and qualitative analysis, with discretionary authority commonly granted by clients.

Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Beehive Federal Credit Union and a missionary from 2016 to 2018. Financial Freedom for Dentists LLC serves dentists, high-net-worth individuals, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management and tailored financial planning. The firm uses Modern Portfolio Theory in portfolio construction and provides educational seminars on investments and retirement topics.

Rachel Jennison is a CFP® with 24 years of industry experience. She has been with Paysse Jennison, Inc. since 1996. Paysse Jennison Financial Advisors is a two-advisor, fee-only firm serving individuals, small businesses, and small-business retirement plans. The firm manages approximately $64.5 million across about 30 client relationships, providing discretionary investment management and hourly consulting with individualized portfolios emphasizing diversified, low-cost investments and regular portfolio reviews.

Ross Wolf is a financial advisor with Pacific Financial Advisors in Bellevue, WA, holding a Series 63 designation and 21 years of industry experience. He has been with Pacific Financial Advisors since 2010 and also owns Pacific Insurance Advisors, Inc. and Pacific Mortgage Advisors, Inc., which operate outside of investment services. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of strategies, including long-term holdings, short-term trading, and alternative investments.

Alicia Singer is a ChFC® and Series 66 holder with 12 years of experience in the financial services industry. She has worked at Singer Wealth Management since 2018 and previously spent two years at Badgley Phelps Wealth Managers. Alicia is based in Seattle, WA. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses, including retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified, low-cost mutual funds and ETFs, and operates with a boutique advisory model managing approximately $119 million in discretionary assets.

WealthCollab was created to help analytically minded business owners and technology professionals achieve and maintain financial independence. As a boutique firm, we take a uniquely personal and transparent approach to understanding and advising on your fundamental financial priorities. While making smart investment decisions is critical to success, a focus on other areas of your finances like taxes, budgeting, insurance needs, retirement contributions, savings targets and business/real estate interests can be just as important. For this reason, our focus is to provide a comprehensive framework for aligning ALL your financial decisions with your objectives. Unlike traditional firms, WealthCollab charges a fixed fee rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money.

Shaun Corry is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Lesa Sroufe & Company, Inc. since 2006. The firm provides portfolio management and investment research services to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and trusts. Lesa Sroufe & Company employs a research-driven, value-oriented investment approach with focused portfolios typically diversified across 25–35 stocks, offering both discretionary and sub-advised wrap accounts along with special-project research on equity matters.

William Robbins is a Certified Financial Planner® with eight years of industry experience, currently serving as an advisor at Pacific Horizon Investment Management LLC since 2014. He holds the Series 65 designation and is based in Seattle, WA. Robbins assists on administrative and client service tasks for a separate entity, Creative Divorce Solutions, LLC, founded by his colleague Patricia Elmer, a Certified Divorce Financial Analyst®. Pacific Horizon Investment Management provides discretionary investment management to individuals, high-net-worth clients, charitable institutions, foundations, and endowments. The firm employs a global asset allocation strategy utilizing exchange-traded funds and no-load mutual funds and serves a client base that includes several institutional types uncommon for a firm of its size.

Michael Brown is a financial advisor at Foresee Wealth Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. His work history includes roles at Financial Advocates Investment Management, Compass Wealth Advisor, Kestra Financial, AJ Gallagher, LPL Financial, ClearPoint Financial, and Citigroup Global Markets. Foresee Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $146 million in assets. The firm provides portfolio management, financial planning, and pension consulting services, employing a range of investment strategies including ETFs, mutual funds, equities, fixed income, and options.

Bruce Herbert is a financial advisor at Newground Social Investment with 25 years of industry experience. He has worked with Newground Investment Services since 1994. Herbert holds a Series 63 designation. Newground Social Investment provides values-aligned portfolio management and financial planning to individuals and institutions seeking to integrate environmental, social, and governance (ESG) factors into their investments. The firm serves investors with $1.5 million or more in investable assets, offering customized portfolios that emphasize sustainable, responsible, and impact investing.

Kristi Mandt is a Certified Financial Planner® with over 42 years of experience in the financial services industry. She has been with Lakeside Advisors, Inc. since 2005 and also co-owns Millikin Mandt Associates, Inc., where she provides investment advice and financial planning. Outside of her advisory roles, she serves as secretary for the Lenore Hanauer Foundation, a charitable organization. Lakeside Advisors serves individual investors, trusts, estates, corporations, non-profits, and retirement plans by providing discretionary portfolio management, ERISA 3(21) plan advice, financial planning, and consulting. The firm employs a combination of fundamental and technical analysis across multiple strategies, managing accounts on an individualized basis with a long-established advisory team overseeing several hundred million in assets.

William Ironmonger is a financial advisor with Intirety, LLC in Bellevue, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He worked at GWN Securities, Inc. from 2016 to 2020 before joining Intirety in 2020. Intirety primarily serves individual clients, offering ongoing asset management alongside financial planning and retirement rollover guidance. The firm uses a range of analytical approaches to manage portfolios consisting mainly of mutual funds, ETFs, and individual equities, and it sponsors a wrap fee program that integrates advisory, trading, and custody services.

Robert Davidson is a financial advisor at FinSym Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Amazon and Washington University in St. Louis. FinSym Partners is an independent SEC-registered wealth management firm serving individuals, trusts, estates, and employer retirement plan sponsors. The firm employs a research-based investment approach focused on efficient markets, combining passive strategies with systematic tilts and fundamental analysis, and manages client portfolios through individualized planning and periodic reviews.

Isaac Ansley is a financial advisor at Pacific Financial Advisors in Bellevue, WA, holding a Series 65 designation. He has seven years of experience with Pacific Insurance Advisors and previously worked at Mod Pizza. Pacific Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations, employing a variety of investment strategies that include fundamental, technical, and cyclical analysis. The firm uses both passive and actively managed funds as well as alternative investment instruments, tailoring services to each client’s needs.

David Young is a CFA® charterholder and registered investment advisor with 17 years of industry experience. He is a managing director at Summit Family Office Services, LLC and has held leadership roles at several affiliated firms since 2009. Outside of his advisory work, he is CEO of Deskless Workers, Inc., a technology company, and is involved in multiple entrepreneurial and investment ventures including youth soccer camps and technology platforms. Summit Family Office Services provides portfolio management and financial planning primarily for high-net-worth individuals. The firm employs a client-tailored investment approach using fundamental and cyclical analysis alongside modern portfolio theory, offering access to a wide range of traditional and alternative investment strategies.

Michael Bowers is a CFA® charterholder with 14 years of industry experience. He has been with PNW Asset Management since 2015 and also worked at FSG Wealth Advisors, LLC. Based in Seattle, WA, he holds a Series 63 license. PNW Asset Management serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a strategic asset allocation approach using mutual funds and ETFs, emphasizing tax efficiency and a proprietary Cashflow Fingerprint model to guide portfolio risk.

Kevin Runde is a financial advisor with Runde & Co. LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Runde & Co. Incorporated since 1992. In addition to his advisory role, he is vice president of R B Hooper & Co. Incorporated, another investment management company operated concurrently. Runde & Co. LLC provides discretionary investment management primarily to high-net-worth individuals, foundations, corporate pension plans, and other advisers, managing approximately $185 million in assets. The firm employs a fundamentally based, process-driven approach with proprietary filters to identify securities and offers diversified, low-turnover portfolios tailored to client-specific asset allocations and restrictions.

Wendy Britton is a CFP® professional with 25 years of experience in financial advising. She has worked at Charles Schwab and Northwest Asset Management before joining Adair Wealth Management in 2016. In addition to her advisory role, she is a licensed real estate broker in Washington, handling residential property transactions. Adair Wealth Management offers investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on asset allocation and periodic rebalancing, utilizing ETFs, mutual funds, and individual securities to meet client goals while acting as a fiduciary for retirement accounts.

Garrett Grigas is a financial advisor at Gevers Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Cetera Wealth Services. Grigas serves as vice-president of the CFA Society of Seattle. Gevers Wealth Management offers discretionary wealth management and financial consulting services primarily to business owners, trusts, estates, charitable organizations, corporations, associations, and broker-dealer customers. The firm utilizes a blend of quantitative and qualitative analysis to construct portfolios and may recommend third-party independent managers.