Alvin Wolcott is a CFP® with 11 years of industry experience, currently serving as the sole advisor at APEX Tax & Financial Planning in Kent, WA. He previously worked at Pacific Portfolio Consulting, LLC and Synergy Asset Management LLC. Alvin is also the owner of a CPA firm, Apex Tax & Financial Solutions, which he manages alongside his advisory work. APEX Tax & Financial Planning provides personalized financial planning and investment advisory services to individuals, business owners, and trusts. The firm employs a written Investment Policy Statement, combining active and passive strategies with a tax-aware planning process, and offers both discretionary and non-discretionary management options.

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.

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

Shane Hoover is the sole advisor at Hoover Capital, L.L.C. in Issaquah, Washington, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Hoover Capital since 2004. Hoover Capital provides fee-based investment advice and portfolio management primarily to individual clients, managing $9.0 million in segregated accounts as of December 31, 2024. The firm’s investment approach combines fundamental and technical analysis focused on secular market cycles, emphasizing cycle-based risk management and non-discretionary account management that requires client trade approval.

Eugene Slutsky is a financial advisor at Sound Investment Advice, LLC in Issaquah, WA, holding a Series 65 designation with four years of experience in investment advisory services. He has maintained a full-time CPA accounting practice since 2006, operating separately from his advisory work. Sound Investment Advice, LLC provides portfolio management and financial planning primarily to individual, non-high-net-worth clients through a boutique practice model. The firm offers ongoing, individualized management with direct advisor access and features an affiliated accounting practice that facilitates client referrals between tax and advisory services.

Jacob Hall is a financial advisor at Pace Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Park Avenue Securities. Outside of advisory work, Hall has ownership and management roles in four recreational cannabis dispensaries. Pace Wealth Advisors provides financial planning and portfolio management primarily for individual clients with investable assets above $500,000. The firm’s investment approach is based on modern portfolio theory and long-term horizons, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates client-specific investment policy statements reviewed periodically.

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 26 years of industry experience, currently operating Wright Wealth Management, LLC, an independent advisory firm he founded in 2012. He serves as the sole advisor at his firm and holds Series 63 and Series 65 licenses. In addition to his advisory work, Wright is an adjunct faculty instructor at the University of Washington School of Business, a role he has held since 2016. Wright Wealth Management provides comprehensive financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized Investment Policy Statements, diversified asset allocations, and a long-term investment approach using mutual funds, ETFs, and individual securities.

Cole Ferrier is the principal and sole advisor at EnoughFP LLC, holding the ChFC® designation and Series 65 license with one year of industry experience. His prior work includes positions at The Boeing Company and the U.S. Department of Housing and Urban Development, where he is currently on administrative leave through a deferred resignation program. EnoughFP LLC provides financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory and offers services primarily through ongoing financial planning agreements.

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.

Tyler Linsten is a CFA® charterholder and Series 65 licensed financial advisor with 11 years of industry experience. He is the principal of Alder Cove Capital, LLC, an independent registered investment adviser based in Tukwila, WA, where he has worked since 2014. Linsten also serves as a board member of Waterfront Federal Credit Union in Seattle and has worked as a longshoreman at the Port of Seattle since 2007. Alder Cove Capital provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers portfolio management, comprehensive financial planning, and hourly consultations, focusing on minimizing fees, diversification, and long-term strategies with tailored Investment Policy Statements.

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.

Brian Skaggs is a CFP® professional with 23 years of experience in financial planning. He is the owner and sole advisor at Skaggs Financial Planning, LLC, which he has operated since 2002 in Burien, WA. Skaggs Financial Planning, LLC provides fee-only financial planning and portfolio management services primarily to individual and high-net-worth clients. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing asset allocation and broad diversification using no-load mutual funds and ETFs.

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.

Jeremiah Job is a CFP® and ChFC® with 14 years of industry experience. He is the founder of Columbia Strategic Wealth Advisors, LLC, an independent advisory firm based in Seattle, where he has practiced since 2020. Prior to establishing his firm, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for nine years. He also serves as a strategy consultant at Kaiser Permanente of Washington Health Plan, focusing on analytics and capital budget reporting. Columbia Strategic Wealth Advisors provides ongoing asset management and comprehensive financial planning primarily to individual clients such as professionals, executives, and business owners. The firm delivers personalized, holistic advice through a mostly non-discretionary approach, combining multiple investment channels and flexible planning options for a concentrated client base.

Christopher Reid is a ChFC® credentialed financial advisor with eight years of industry experience. He is the principal of Capital Partners Wealth Management in Issaquah, WA, and has held roles at CPG Management Co LLC, Presidio Financial Group LLC, and maintains ownership of Christopher Reid Financial Inc., where he also acts as an independent insurance agent. Outside of advisory work, he is involved with adult care homes through membership in Grace Gentle Care II LLC and Grace Exceptional Care LLC. Capital Partners Wealth Management is a solo independent advisory practice serving individual and high-net-worth clients with financial planning, investment consultation, and portfolio management. The firm employs a blend of fundamental and technical analysis, using ETFs, equities, fixed income, REITs, and structured investment products, and offers both discretionary and nondiscretionary account management along with periodic educational workshops.

Shubham Acharya is the sole advisor at Ninja Wealth Advisors, LLC, an independent registered investment adviser based in Federal Way, WA. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, Acharya works as a Systems Analyst for the U.S. Government. Ninja Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of analytical methods to build long-term portfolios tailored to client goals and risk tolerance, maintaining a small client roster and a unique approach to trade execution and service delivery.

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.

Li Li is a Series 65-licensed financial advisor with eight years of industry experience, currently operating as the sole advisor at Klahanie Investment LLC since 2018. Prior to this, Li worked at Concur Technologies from 2013 to 2016. Klahanie Investment LLC is an independent registered investment adviser serving high-net-worth clients through discretionary portfolio management and a privately offered limited partnership. The firm employs a combination of technical, fundamental, and macroeconomic analysis to construct concentrated, equity-oriented portfolios, utilizing strategies such as long/short positions, options, and ETFs tailored to client objectives and risk tolerance.

Carlton Ellis is a financial advisor at Chimera Wealth with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nobles and Richards, Inc., Landolt Securities, Inc., and operated In House Hemp LLC. Chimera Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm employs a combination of discretionary and non-discretionary management using model allocations and integrates both traditional and digital asset analysis in its investment approach.