Chase Munoz is a financial advisor with Rainier Capital Investments LLC in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Key Investment Services and Ameriprise Financial Services Inc. Outside of advisory work, he is a managing member of Puzzle Investors, LLC, a real estate business. Rainier Capital Investments LLC is a single-advisor registered investment adviser serving individuals and high net worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a variety of investment instruments and model portfolios developed by unaffiliated managers.

Angel Cruz is a CFP®-designated financial advisor with 20 years of industry experience. He has operated Cruz Registered Investment Advisor, LLC since 2008. Cruz Wealth Management, LLC provides personal financial planning and discretionary investment management to individuals, families, trusts, estates, and related entities, including small family businesses. The firm uses a value-oriented, strategic asset allocation approach combined with fundamental and technical analysis to create customized portfolios, managing approximately $3.91 million for 18 clients.

Bret Wilhelm is a CFP® with 25 years of industry experience and the sole advisor at Wilhelm Financial Services, PLLC, an independent firm he has led since 2000 in Olympia, WA. Wilhelm Financial Services primarily serves individual clients by providing portfolio management, comprehensive financial planning, and asset-tracking services tailored to each client’s circumstances. The firm emphasizes nondiscretionary management, using mutual funds, index funds, and occasional individual securities, with a focus on a concentrated number of high-balance accounts.

Colleen Gillespie is a financial advisor at Sawston Wealth Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has led Sawston Wealth Management since 2015. Gillespie serves as Chair of the Board of Trustees at Capital Medical Center, is a Pastoral Council Member at St. Michael Parish, and was President-Elect of the Rotary Club of Olympia. Sawston Wealth Management LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities through portfolio management, financial planning, pension consulting, and an algorithm-driven service called SawstonDirect. The firm employs a long-term investment approach combining fundamental, cyclical, and quantitative analysis with modern portfolio theory, managing assets in-house and requiring client custody through Charles Schwab Institutional.

Laurence Poplack is a financial advisor at Cooper Point Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cooper Point Advisors since 2004. Cooper Point Advisors LLC is an independent Registered Investment Adviser serving individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation using exchange-traded funds and diversified portfolios of stocks, bonds, and mutual funds, managing accounts primarily on a non-discretionary basis with client approval for trades and changes.

Lantz Berets is a financial advisor with Berets Financial Services LLC in Olympia, WA, holding a Series 65 license and six years of industry experience. Prior to his advisory career, he worked in music and arts-related roles for over 16 years and continues to teach bassoon lessons privately. Berets Financial Services LLC offers fee-only financial planning and discretionary investment management to individuals, trusts, and estates. The firm emphasizes written client goals and portfolio construction using fundamental and technical analysis, with ongoing reviews conducted at least quarterly.

Kevin Byrne is a CFP® professional with 23 years of experience in the financial services industry. He has been with Byrne & Company Wealth Management, LLC since 2012. Outside of his advisory role, Byrne is a managing member and 50% owner of multiple real estate-related entities. Byrne & Company Wealth Management provides investment management, financial planning, and qualified retirement plan services to individuals, families, businesses, pension plans, and nonprofit organizations. The firm employs a core-satellite investment approach incorporating fundamental, technical, and macroeconomic analysis, and manages approximately $124.7 million in assets.

Nancy Hubly is the sole advisor at Van Hubly Investments LLC in Olympia, WA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Van Hubly Investments LLC since 2007. Van Hubly Investments LLC is an independent registered investment adviser that provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, and small business retirement plans. The firm focuses on customized, diversified portfolios using ETFs, no-load mutual funds, individual securities, and cash equivalents, emphasizing long-term investing and fundamental research.

Robert Loop is a financial advisor at Altair Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA from 2012 to 2020. Altair Investment Management is an independent registered investment adviser providing personalized portfolio management to individuals, families, and small businesses. The firm employs fundamental security analysis and offers discretionary and non-discretionary management across various instruments, including securities, debt, mutual funds, ETFs, and options, with a focus on Growth and Growth & Income portfolio types.

Greg Kero is a financial advisor at GK Capital Partners in Olympia, WA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been affiliated with Frank Russell Capital Inc. since 2004. Additionally, Kero serves as Director of Institutional Investor Relations at Northern Lights Ventures LLC, representing their private equity fund to institutional investors. GK Capital Partners provides discretionary investment management to individuals, trusts, estates, and other entities, while also advising and acting as general partner to a private pooled vehicle. The firm combines top-down views with bottom-up research, managing diversified core portfolios alongside private fund allocations, and operates a hybrid approach that offers both retail model portfolios and institutional-style private investment opportunities.

Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living, especially those with business interest, equity compensation, or multiple passports in the family. Having lived in 8 countries in 15 years, in positions as diverse as foreign company employee, non-profit worker, dependent expat spouse, and location independent business owner, I have accumulated firsthand experience and created solutions to manage the multi-facet financial picture you are facing. With my help, you will be able to pursue the life you envision while successfully: • Manage fluctuating cash flow between multiple currencies • Remain tax compliant in the US • Keep your investments efficient and flexible • Cover your unique risks • Coordinate your income, expenses, benefits, and taxes from various countries How do I do it? As your financial GPS, I will: • Show you the big picture • Calculate the potential routes • Explain the options • Give you step-by-step instructions • Keep you on track • Push you to move forward Here are some specific types of people that will benefit from working with me: • Globally mobile employees with equity compensations vesting in different countries • Business owners that are location independent or have operations in more than one country • Couples or Families with multiple nationalities and homes • Green card or visa holders living in the US without pursuing citizenship • … YOU? What is your story? Most of all, I believe that financial planning is about having a trusted partner to discuss your options and guide you through the uncertainties every step of the way. Through this continuous process, you will become more confident and at ease in making important financial decisions. I look forward to being that trusted partner for you!

Hello, I’m Gabbi and I help teachers in WA and CA make smart decisions with their money. Teachers truly deserve more money! I first got into personal finance because my mom, a teacher, got sold a predatory 403b fixed index annuity and I helped her realize that her investments hadn't grown in 10 years. I was angry on her behalf and decided to learn about money to watch out for her and avoid the same mistakes. I became a teacher myself, and learned that this same thing had happened to my mentor teacher, and then I watched in happen in my own teacher's lounge too! While I loved teaching and miss my students, I knew I had to help other teachers like myself and my mom figure this out, so I switched careers into finance. As a Certified Financial Planner™ (CFP®), Accredited Financial Counselor (AFC®) and Trauma of Money Certified Practitioner, I believe in taking a holistic approach to your money. We always start the financial planning process by talking about your values so that we can build your financial plan around them to reach your financial goals. We’ll work together to find a good balance between living well now and saving for the future-you. I completed my teaching credential, Master’s in Education, and Bachelor’s in International Relations from UC Davis. When I’m not reading personal finance books or working with clients, I spend my time rock climbing, hanging out with my amazing baby, and learning Spanish.

Kaleigh Prentice is a financial advisor with Prentice Financial Planning, LLC in Olympia, WA, holding Series 65 and Series 66 designations with 11 years of industry experience. She has worked at Prentice Financial Planning since 2017 and previously ran an independent insurance business. Outside of advising, she owns a cookie-making business specializing in decorated sugar cookies. Prentice Financial Planning provides investment management, financial planning, and fiduciary services to individuals, trust and estate clients, and plan sponsors. The firm employs a long-term, globally diversified investment approach with tax-sensitive implementation and behavioral coaching, offering values-based portfolio options including ESG and ultra-conservative strategies.

Hi. I'm Lorri. I'm Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I specialize in working with state government workers, teachers, and/or members of the LGBTQIA+ community. I'm passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I've seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it's possible to do both if you are clear about what is important to you. I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains.

Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds the Series 65 designation and has been with the firm since 2023. Prior to her work in financial advising, she has experience in various roles including at Boston Harbor Landscaping and Loveful Birth Services. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Melissa Johnson is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds a Series 65 designation and has one year of industry experience. Johnson has been with Prentice Financial Planning since 2023. Prentice Financial Planning is a team-based registered investment adviser that serves individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach with an emphasis on tax efficiency, behavioral coaching, and client-specific portfolio options including ESG and faith-based strategies.

Andrew Prentice is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Prentice Financial Planning, LLC since 2017. His prior roles include positions at Columbia River Advisors, LLC and Bliss Investments LLC, as well as experience as an independent insurance agent. He is also a member of PTS Holdings, LLC, which owns the building housing his firm. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households and retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocation, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Samuel Thomassen is a financial advisor at GK Capital Partners with 14 years of industry experience. He holds the Series 66 designation and has been with GK Capital Partners, LLC dba Ragnar Wealth since 2012. GK Capital Partners provides discretionary investment management to individuals, trusts, estates, and other entities, as well as advising a private pooled vehicle focused on income-oriented credit strategies. The firm combines top-down and bottom-up research to manage diversified portfolios emphasizing capital preservation and employs a distinctive dual role managing both retail model portfolios and private fund investments.

Cassidy Stevick is a Series 65 licensed financial advisor with over 10 years of industry experience. He has worked at Columbia River Advisors since 2015 and has been affiliated with Prentice Wealth Management LLC since 2017. Cassidy also has a role at St. Martin's University beginning in 2015. Columbia River Advisors manages investment portfolios and offers financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses internally developed model portfolios, supplements with third-party managers when appropriate, and manages accounts primarily on a discretionary basis.

Krista Wallace is a CFP® professional with five years of experience in financial advising. She has worked at SoundView Advisors since 2020 and previously spent six years at Zeiders Enterprises. Outside of her advisory role, she serves as a Trustee and Finance Elder at University Place Presbyterian Church. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes customized asset allocation and ongoing account management, with a focus on tailored portfolios and formal quarterly reviews.