Hi, I'm Kyle Wilke, CFP®, founder of Equi Financial Planning. I grew up in Southeast Asia, where my parents followed their passion for philanthropy to Thailand and worked in refugee camps in the years after the Vietnam War. Watching the difference compassion made shaped how I define wealth. I came to believe that the only way to truly feel wealthy is by enriching the lives of others. At Equi, we measure wealth two ways: your financial well-being, and the difference your money makes for your family, and your community. As a fee-only fiduciary, I don't sell products or earn commissions, I'm legally and ethically bound to put your interests first, every time. I do my best work with people driven by a genuine passion for what they do: • Early-career professionals building confident money habits from the ground up • Established professionals pursuing big goals around family legacy and charitable endeavors. • Families at a crossroads; navigating the emotional and financial complexity of moving themselves or a loved one into a new living arrangement Whether you need a one-time plan or a long-term partner, we start with your goals and values, not a product. Together we'll tackle the real questions: How do I make the most of my equity comp and benefits? When should I take Social Security? How do I retire with confidence? Can I invest in a way that's good for my returns and good for the world? And how do I leave a legacy that reflects what I care about? If money is a tool, let's make sure yours is building the life and the impact you actually want. I'd love to get acquainted. Reach out, and let's talk.

William Foley is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Gig Harbor, WA. Prior to joining Mission Wealth, he worked at Gonzaga University and had a brief period away from the industry. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning, offering customized portfolio management with a range of investment vehicles and advisory arrangements.

John Lee is a CFP® with 13 years of experience in financial advisory roles. He is currently with Northwest Asset Management and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA/401(k) consulting, using a fiduciary approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Steven Holdsworth is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Falcon Wealth Planning, First Pacific Financial, and Ramsey & Associates. He holds several securities licenses and maintains an insurance license in Washington state, though he is not authorized to sell insurance products or receive compensation from such sales. Savvy provides investment and financial planning services to individuals, trusts, businesses, retirement plan sponsors, and charitable organizations. The firm employs primarily index-based, long-term strategies supplemented by active equity portfolios and tax-aware direct indexing, leveraging third-party sub-advisers and technology platforms to customize client investment plans.

Nelly Mubashi is a financial advisor with Northwest Asset Management in Redmond, WA, holding a Series 66 credential and 22 years of industry experience. She has worked at Northwest Asset Management since 2008, with a brief tenure at Purshe Kaplan Sterling from 2008 to 2025. Mubashi serves as a board member and chairman of the investment committee for Plymouth Housing, a nonprofit organization, and is the Pacific Northwest co-head of Women in ETFs, where she supports membership growth and educational events. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach grounded in Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing retirement planning, tax preparation, and consulting services.

Kimberley Evermon is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Northwest Asset Management since 2018 and previously worked at Paul R. Reid Financial Group from 2015 to 2018. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Alfredo Manzanarez is a financial advisor with Capital Analysts in Renton, WA, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Lincoln Investment Planning, Ameriprise, Lincoln Investment, Shelgren Financial Group, Inc., and MM Ascend Life Investor Services, LLC. Outside of his advisory role, he is a part owner of Musically Minded, an early childhood music education business, and owns Glacier Consulting, which provides business consulting services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, with investment management delivered both discretely by an in-house team and non-discretely via advisors and third-party managers.

Haleigh Thompson is a financial advisor at Northwest Asset Management with two years of industry experience. She holds a Series 65 designation and has previously worked at Investors Portfolio Services and Fortune Financial Services. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers investment management, retirement and financial planning, ERISA/401(k) consulting, tax preparation, and other services, employing a fiduciary approach with portfolio diversification and periodic rebalancing.

Chad Kasper is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Edelman Financial Engines and Financial Engines Advisors L.L.C., among other firms. Kasper is currently based in Tacoma, WA. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm uses discretionary portfolio management and a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs.

Richard Lackey is a CFP® professional with 22 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at KG Advisors II, L.P., S & A Wealth Management, LLC, and Shannon & Associates, LLP. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm offers a range of services such as asset management, financial planning, ERISA plan advisory, and the selection of third-party money managers, managing portfolios through a combination of active and passive strategies tailored to client objectives.

Roxana Rodriguez is a CFP® professional with seven years of industry experience. She has worked at Fiduciary Counselling, Inc. since 2026 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Bank from 2014 to 2026. Fiduciary Counselling, Inc. provides investment advisory, accounting, tax, trust, estate planning, and administration services to individuals, trusts, charitable organizations, and corporations. The firm uses model portfolios based on asset allocation and capital market assumptions, offering a variety of investment vehicles including private investments and sustainable strategies.

Mee Kyong Lee is a CFP®-certified financial advisor at Core Planning with 10 years of industry experience. Prior to joining Core Planning in 2025, Lee worked at J.P. Morgan Securities and operated MK Lee Coaching LLC. Lee also engages in online content creation through a sole proprietorship. Core Planning offers fee-only financial planning and wealth management primarily for individual and high-net-worth clients, using model portfolios and automated rebalancing tools to tailor investment strategies and provide ongoing portfolio oversight.

David Hooper is a financial advisor at Kingsview Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kingsview since 2019, following three years at Wells Fargo Clearing. Hooper provides pro-bono financial planning services for the Washington Physicians Health Program, a medical-focused nonprofit assisting professionals with personal and professional challenges. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services utilizing both in-house portfolio strategies and third-party managers across a range of investment products.

Joseph Schreiber is a financial advisor at Northwest Asset Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2012. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, with a focus on customized, fiduciary portfolio management that incorporates both fundamental and technical analysis.

Jacob Mortensen is a CFP® professional with two years of experience in the financial advisory industry. He has worked with several firms including Mission Wealth Management, LP, Hightower Advisors, and Trellis Advisors. Prior to his financial career, he was employed at the Olympia Police Department and has experience as a homemaker. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and third-party sub-advisors to tailor portfolios to client needs.

Carl Middleton IV is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 2002 to 2026 before joining Composition Wealth. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Ronald Devon is a financial advisor at Alera Investment Advisors, LLC based in Tacoma, WA, holding a Series 66 credential with 13 years of industry experience. He has worked at several firms including Triad Advisors, Wilson & Albers Company, LLC, Kms Financial Services, Inc., and Dynamic Capital Management. Outside of traditional advisory roles, he assists in client service activities at The Wilson Agency. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach, using mutual funds, ETFs, individual equities, and fixed-income securities, and integrates its advisory services with insurance and pension consulting platforms.

Steve Shelgren is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. His prior roles include positions at WWR, Lincoln Investment Planning Inc., and his own firm, Shelgren Financial Group, Inc. Outside of advising, he is a limited partner in ventures related to land ownership and water rights. Capital Analysts serves a range of clients including individual, high-net-worth, institutional, and charitable organizations, providing portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches supported by an in-house research team and third-party managers.

Noura Alsheikh is a financial advisor at Northwest Asset Management with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Redfin Corp, and Kms Financial Services, Inc. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, ERISA/401(k) consulting, and tax preparation, using a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Her career includes roles at Lincoln Investment Planning since 2012 and Valic Financial Advisors from 2003 to 2012, alongside ongoing insurance sales since 2014. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team using a proprietary fund screening process.