Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Alvin Wolcott II is a CFP® with 12 years of experience in financial advisory roles. He is the owner of Apex Tax & Financial Planning in Kent, WA, where he has worked since 2020. Alvin also owns Apex Tax & Financial Solutions, a CPA firm providing tax preparation and planning services. His prior experience includes roles at Synergy Asset Management, Pacific Portfolio Consulting, Moser Wealth Advisors, and Waddell & Reed. Apex Tax & Financial Planning offers personalized financial planning and wealth management to individuals, high-net-worth clients, business owners, trusts, and other financial professionals. The firm uses tax-aware planning and a total-return investment framework incorporating both active and passive strategies, with a focus on written Investment Policy Statements and comprehensive portfolio reviews.

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

Eric Kenney is a financial advisor at Kenney Wealth Planning & Management in Issaquah, WA, holding a Series 65 designation with two years of industry experience. Prior to founding his independent advisory firm, he worked for over a decade at LabWare, Inc., and held positions at Autoscribe Informatics and Veeva Systems. Kenney Wealth Planning & Management serves individual and high-net-worth clients, typically managing accounts with a minimum of $500,000. The firm combines fundamental analysis, modern portfolio theory, and quantitative techniques to create tax-aware, long-term portfolios that include strategies such as dividend-growth funds, enhanced indexing, and tax-loss harvesting.

Shane Hoover is the sole advisor at Hoover Capital, L.L.C. in Issaquah, Washington. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including 22 years managing his own firm since 2004. Hoover Capital, L.L.C. provides fee-based investment management and consulting primarily to individual clients, managing approximately $19.8 million across 27 accounts. The firm employs a blend of proprietary fundamental and technical analysis focused on secular market cycles and valuation risk, manages all client accounts on a non-discretionary basis, and regularly communicates with clients through quarterly reviews and written reports.

Eugene Slutsky is the principal of Sound Investment Advice, LLC, an independent advisory firm based in Issaquah, WA. He holds a Series 65 designation and has five years of experience in investment advising, alongside over 20 years operating a full-time CPA practice. His accounting business is separate from his investment advisory services. Sound Investment Advice provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm combines individual stock selection, fundamental and technical analysis with passive asset-class exposures using ETFs and mutual funds, managing portfolios tailored to client goals and risk tolerance.

Robin Naylor is the principal of Sprylen Wealth Management, LLC in Kent, WA, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sandlapper Wealth Management and Sandlapper Securities. Naylor also operates Naylor Insurance & Financial Services, Inc., where he sells non-variable insurance products. Sprylen Wealth Management serves individuals, pension and profit-sharing plans, trusts, and small businesses by providing financial planning, retirement plan consulting, and investment advisory services. The firm primarily allocates client assets to third-party money managers and offers ongoing portfolio monitoring, client education, and a range of investment management styles.

Robert Wright is a CFP® professional with 27 years of industry experience. He has led Wright Wealth Management, LLC, an independent registered investment adviser based in Issaquah, WA, since 2012. In addition to his advisory role, he serves as an adjunct faculty instructor at the University of Washington’s School of Business. Wright Wealth Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and institutional entities. The firm employs a customized investment approach focused on diversified allocations, long-term strategies, and tailored portfolio management aligned with client objectives.

Jonas Means is a financial advisor at Mariposa Wealth Solutions LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Cutler Investment Counsel, LLC and Laird Norton Wealth Management before joining Mariposa Wealth Solutions in 2019. Mariposa Wealth Solutions provides discretionary asset management and comprehensive financial planning services to individuals and high-net-worth clients. The firm emphasizes philanthropy-related planning and public education, offering charitable gift planning and no-fee seminars, while tailoring investment strategies to client objectives and risk tolerance.

Anita Gray is a CFP® professional with 16 years of industry experience. She is the sole advisor at Promenade Wealth, an independent firm she has led since 2020. Prior to founding Promenade Wealth, she worked at Northwest Asset Management and Vestory LLC, with a year spent traveling between those roles. Promenade Wealth serves individuals, trusts, estates, charitable organizations, and corporate clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a fiduciary, customized approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, with a distinctive focus on non-individual institutional clients and business-planning services.

Joseph Dostal is the principal of J Dostal Investments and has 23 years of industry experience. He has operated his independent investment advisory firm since 2001. The firm provides discretionary portfolio management and financial advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. J Dostal Investments combines fundamental research with technical metrics to select individual securities, focusing on U.S. companies with global operations, durable business models, and histories of returning value to shareholders.

Kevin Estes, CFP®, MBA is the Founder and Financial Planner of Scaled Finance, LLC. He helps tech professionals and their families live their best lives. His definition of family is broad! Your family is whoever matters most to you. His specialties include equity compensation, financial independence, real estate, and education. Kevin works with a wide age range of clients. Kevin is located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing him to serve clients nationwide.

Nishant Panchal is a financial advisor at Wealthrise with a Series 65 credential and less than one year of industry experience. Prior to his current role, he held positions at companies including Rippling, Fieldguide, BREX, and Salesforce. Wealthrise is an independent, fee-only registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients through an internet-based platform. The firm employs quantitative, rule-based algorithms focused on technical analysis and utilizes leveraged and inverse ETF strategies with automated trade execution.

Robert Keilin is a CFP® professional with 13 years of industry experience and has been the sole advisor at Signal Financial Planning, LLC since 2015. He operates an independent advisory firm based in Issaquah, WA. Signal Financial Planning, LLC serves individual and high-net-worth clients by offering holistic financial planning and discretionary portfolio management. The firm uses a Core + Satellite investment approach combining low-cost indexed funds with active positions and provides financial planning on an hourly basis covering topics such as retirement, estate, tax-aware allocation, and cash-flow management.

Richard Hopkins is a financial advisor at Financial LifeMaps in Renton, WA, with 20 years of experience at the firm and a Series 65 designation. He has worked exclusively with Financial LifeMaps since 2006. Financial LifeMaps serves individuals and trustees, typically those with net worths between $500,000 and $2,000,000, providing comprehensive financial planning and investment advice through hourly consulting or fixed-fee multi-year engagements. The firm emphasizes long-term, fundamentals-based investment strategies focusing on asset allocation and low-cost mutual funds and ETFs, while clients retain custody and execute trades independently.

Christopher Reid is a ChFC® with eight years of industry experience, currently serving as the sole advisor at Capital Partners Wealth Management in Issaquah, WA. His prior roles include positions at CPG Management Co LLC and Presidio Financial Group LLC. Outside of advisory work, he is involved in managing adult care homes through Grace Gentle Care II LLC and Grace Exceptional Care LLC. Capital Partners Wealth Management is an independent firm serving individual and high-net-worth clients with approximately $53.1 million in discretionary assets under management. The firm offers comprehensive financial planning and portfolio management, utilizing both fundamental and technical analysis to create customized portfolios that include ETFs, equities, fixed income, REITs, and structured investment products.

I’m Didi, a first-generation immigrant from China, a proud mom, and the founder of Everleap Financial Planning™. I came to the U.S. at 23 carrying my family’s hopes and a familiar “default script” of chasing stability and success. After earning my master’s degree, I spent seven years in financial services and five more in the fast-paced tech world, eventually reaching prestigious titles and earning over half a million dollars a year. On paper, it looked like I had made it. But behind those accomplishments was a story many first-generation immigrants know well: the relentless pursuit of security, the weight of visa uncertainty, and the quiet burnout that comes from running at full speed for too long. When my daughter was born, the tension between work, identity, and family became impossible to ignore. In 2024, I took a leap of faith and stepped away from a high six-figure tech career. Not because I had everything figured out, but because I finally had the courage to ask better questions: What is enough? What truly matters? What kind of life am I modeling for my child? That pause gave me space to reflect and recalibrate. I realized that financial planning was where my lived experience, technical background, and values naturally intersected. It offered a way to help others navigate complex financial decisions while honoring their identity, culture, and aspirations. At Everleap Financial Planning™, I work with high-achieving immigrant professionals who are building new roots in the U.S. while navigating big transitions in career, family, and life. Our work begins with listening. Through Initial Comprehensive Financial Planning, we clarify your vision and align your income, investments, stock compensation, and long-term goals around what matters most. For those who want continued partnership, Ongoing Financial Planning provides steady guidance as your life evolves. My role is not just to optimize numbers, but to help you use money as a tool for freedom, clarity, and balance, so your next leap feels intentional, not reactive. 🔎 Learn more about my services and approach: https://everleapfp.com/services/ 🗓️ Schedule a free intro meeting here: https://everleapfp.com/contact/

Li Li is a financial advisor at Klahanie Investment LLC with eight years of industry experience. Li holds a Series 65 designation and has been with Klahanie Investment since 2018. Klahanie Investment LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to high-net-worth clients through separately managed accounts and manages a privately offered limited partnership for accredited investors. The firm uses a combination of technical, fundamental, and macroeconomic analysis to construct concentrated, equity-oriented portfolios and employs strategies including long/short positions, options, and ETFs for hedging and income.

Kedar Mohare is a financial advisor at Steelhead Capital Management LLC in Issaquah, WA, holding a Series 65 designation and starting his advisory career in 2026. Prior to this role, he held positions at Amazon Inc, Microsoft Corporation, and Command Systems Inc. Steelhead Capital Management LLC provides discretionary portfolio management and fixed-fee financial planning primarily for individual and high-net-worth clients, focusing exclusively on US-listed equities. The firm employs a long-term value investing approach with detailed fundamental analysis and selective technical tools, maintaining concentrated portfolios with discretionary trading authority limited to liquid US equities and certain hedging options.

Carlton Ellis is a financial advisor at Chimera Wealth LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nobles and Richards, Inc. and Landolt Securities, Inc. Ellis was involved with In House Hemp LLC from 2019 to 2021. Chimera Wealth serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm combines strategic and tactical model allocations using a mix of analytical approaches and offers unique services such as subscription-based portfolio reports and digital asset access.