Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

Janet Pack is a financial advisor with Advisors Asset Management, Inc. in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with the firm since 2017 and also owns Senior Care Alliance, where she sells insurance products, dedicating approximately 70% of her time to this business. Advisors Asset Management, Inc. provides advisory services mainly to individual clients, focusing on financial planning and consulting while referring clients to third-party money managers. The firm does not manage portfolios directly but facilitates account setup and service, offering financial planning on an hourly basis and assisting with insurance product arrangements.

Lewis Mc Murran is a financial advisor with A&M Advisory LLC in Puyallup, WA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include work at The Leaders Group Inc and Black Pearl Advanced LLC, as well as service with the State of Washington. Outside of advisory work, he has been involved with McMurran Enterprises. A&M Advisory LLC is an independent, sole-member advisory firm that provides financial planning and investment research services to individuals, couples, families, and accredited or sophisticated investors. The firm focuses on tailored financial plans and specific investment recommendations, emphasizing client education and personalized plans based on client data, goals, and risk tolerance, and employs both fundamental and technical analysis in its investment research.

Troy Sapp is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been with Commencement Financial Planning LLC since 2010 and is based in Lakewood, WA. Commencement Financial Planning LLC provides fee-only comprehensive financial planning and wealth management services primarily to individuals and families. The firm emphasizes a collaborative, consultative process and manages client accounts on a non-discretionary basis, focusing on low-cost passive mutual funds and ETFs, periodic rebalancing, and tax-loss harvesting.

Julie Wurst is a CFP® professional with 11 years of industry experience. She has operated her independent advisory firm, Julie A. Wurst, CFP, LLC, in Tacoma, WA, since 2017. Her firm provides advisory services to individual clients, including high-net-worth individuals, as well as small businesses and trusts. The firm employs a globally diversified, low-cost investment approach primarily using index mutual funds and ETFs, and offers customized financial planning and consulting through various communication methods.

Jacob Hall is a financial advisor at Pace Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including AE Wealth Management, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, Hall is an owner of four recreational cannabis dispensaries, where he oversees financial and management operations. Pace Wealth Advisors is an independent, single-advisor practice serving individuals, families, trusts, and business owners. The firm provides planning-driven, non-discretionary investment advisory services and financial planning, implementing investment strategies primarily through model portfolios of ETFs and mutual funds.

Gregory Merrill is the sole advisor at Strategic Asset Management in Tacoma, WA, holding a Series 65 designation with 31 years of industry experience. He has been with Strategic Asset Management since 1995. Strategic Asset Management serves individual investors across various account types, offering discretionary portfolio management and investment advice. The firm employs a combination of fundamental and technical analysis to guide investment decisions and incorporates private limited partnerships for accredited clients, along with operational practices aimed at fairness in trade execution.

Cole Ferrier is the principal advisor at EnoughFP LLC, holding the ChFC® designation and a Series 65 license with two years of industry experience. Prior to founding EnoughFP, he worked at The Boeing Company and held a position at the U.S. Department of Housing and Urban Development. He has a professional background in information technology and public-sector roles. EnoughFP is a solo registered investment adviser providing comprehensive financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm follows a buy-and-hold passive indexing approach based on Modern Portfolio Theory and offers implementation-focused recommendations without discretionary management.

Laurence Elvins is the sole advisor at Tacoma Investment Group in Tacoma, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Tacoma Investment Group since its founding in 1995. Tacoma Investment Group provides discretionary portfolio management for individuals, trusts, retirement accounts, corporations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental and qualitative analysis, asset allocation, and long-term investment strategies tailored to client-specific considerations, and it uniquely serves both individual and institutional clients as an independent solo advisor.

Elaine Chan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 20 years of industry experience. She has been the sole advisor at FIOH Global Asset Management and Strategies, LLC since 2011. FIOH Global Asset Management and Strategies is an independent registered investment adviser serving individuals, trusts, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial and retirement planning, benefit plan consultation, and divorce settlement consulting, using tailored strategies with stocks, bonds, mutual funds, and ETFs.

Derek Main is a financial advisor with First Main Capital in Tacoma, WA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at firms including Vanderbilt Securities, Mass Mutual Investors Services, and TIAA-CREF. Derek is the owner and sole advisor at First Main Capital, managing a small roster of clients including family members. First Main Capital is an independent registered investment adviser that provides financial planning and discretionary portfolio management primarily for individual and family clients. The firm emphasizes ETF-based portfolios with an academic, factor-oriented equity approach and diversified fixed-income and alternative allocations intended to reduce volatility.

Pravin Davrey is the principal of Emerald Pacific Investment Advisors LLC in Tacoma, WA, with 16 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has a background that includes roles at Farmers Insurance Company and Security National Mortgage. In addition to his advisory work, he manages mortgage loan origination activities through Emerald Pacific Capital LLC. Emerald Pacific Investment Advisors provides customized, non-discretionary investment advisory services to individuals, high-net-worth clients, partnerships, and corporations. The firm uses fundamental and technical analysis to construct diversified portfolios and offers ongoing portfolio management as well as guidance on retirement rollovers and outside accounts.

I help women achieve financial independence (FI), so they can live life on their own terms. I am you. My journey into personal finance started unexpectedly almost 30 years ago when my mother developed cancer and was eventually left disabled. I hired a financial advisor to help my parents with their finances. He sold them expensive load funds (5.75%) that enriched him while hampering their returns. After a year and a half, I caught on, fired him and began overseeing our family’s finances myself. As an investor and financial planner, I’ve noticed that while women have made tremendous strides educationally and professionally, this has not always translated into greater financial security and personal freedom. Why? Based on my experience, a big part of that is the cultural stories that we’ve inherited regarding our roles and responsibilities to others at the expense of ourselves. But, only when we take ownership of our stories can we take ownership of our lives and make the most of our resources, including money. As with any resource, money has its own energy. I can teach you to master it, so it becomes the wind on your back to help you realize your Life’s mission and vision. Our society equates money with wealth. While there is overlap, in my opinion, they are different. Money is the means to live life on our own terms. But, wealth is the recognition that a life well-lived means taking care of ourselves and then our family and our community.

Rafe Johnson is a financial advisor at Anchor Financial in Tacoma, WA, holding Series 63 and Series 66 licenses. He has one year of industry experience, including work with the Medicare Exchange and Bankers Life Securities. Outside of financial advising, he is involved with the Medicare Exchange, which relates to his affiliation with insurance products. Anchor Financial serves primarily individual clients with a small, concentrated practice focused on discretionary asset management of mutual funds and ETFs. The firm also offers retirement plan services and referrals to third-party managers, tailoring investment strategies based on client goals, time horizon, and risk tolerance.

Holli Howatson is a financial advisor at Woodland Wealth Advisors with 19 years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2023. Prior to that, she was retired and spent a year affiliated with The Olympia Yacht Club. Woodland Wealth Advisors is a registered investment adviser that provides discretionary portfolio management primarily to individual clients. The firm employs an income-oriented investment approach that combines long-term stock and ETF holdings with covered-call and related options strategies to generate premium income while seeking capital preservation.

Nils Wickman is a CFP® with 18 years of industry experience and currently serves at Ares Financial Consulting LLC. He has worked at Ares since 2017 and has prior experience with Ameritas Investment Corp. Outside of his advisory role, Wickman teaches a financial literacy class for Tacoma Public Schools and serves as Planned Giving Director at Urban Grace Church. He is also an advisory committee member of the 253 Youth Ultimate Program. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach typically involving mutual funds and ETFs, alongside value-based pricing and business-focused services.

Frank Gallo is a CFP® with 34 years of experience in financial services, currently affiliated with Investors Portfolio Services LLC. He has held positions at multiple firms, including Fortune Financial Services, United Planners Financial Services, and FMT Solutions. Outside of advisory work, he acts as trustee of the Joan M Gallo Trust and prepares federal tax returns. Investors Portfolio Services LLC provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charities, and qualified retirement plans. The firm integrates portfolio construction based on Investment Policy Statements with technology-driven implementation and offers tax preparation, estate planning, and educational seminars.

Jun Chea is a CFP® and Series 66-registered financial advisor with three years of industry experience. He has worked at Rainier Family Wealth, Inc. since 2024 and previously held roles at Financial Insights, Inc. and Key Bank NA, where he spent 29 years. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individuals, high-net-worth households, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning, using a combination of passive and active strategies grounded in Modern Portfolio Theory.

Michael Ruff is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has worked at Rainier Family Wealth, Inc. since 2024 and previously held roles at Financial Insights, Inc. and Key Bank. Rainier Family Wealth, Inc. is a fee-only registered investment adviser serving individual, high-net-worth, charitable, and corporate clients. The firm employs a goal-based investment approach centered on asset allocation using both passive and active strategies, integrating financial planning and tax analysis into ongoing account supervision.

Jeffrey Lang is a CFP® with 25 years of industry experience, currently serving as an advisor at Seneschal Family Office in Tacoma, WA. He has been with Seneschal Advisors, LLC since 2012. Seneschal Family Office provides financial planning, investment management, and comprehensive family office services to individual and high-net-worth clients. The firm follows a structured financial planning process and emphasizes diversified asset allocation using mutual funds, ETFs, and third-party independent managers.