Huihwan Yu is the sole advisor at Waterhill Capital, LLC, an independent registered investment adviser based in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Mr. Yu has managed Waterhill Capital since 2014. Waterhill Capital provides discretionary portfolio management to individual investors, including IRAs and trusts, as well as limited partners in a private investment partnership. The firm focuses on long-term capital appreciation with an emphasis on capital preservation, employing a "go anywhere, buy anything" investment approach across publicly traded securities without using leverage or private securities.

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.

Ronald Chan is a CFA® charterholder and the sole advisor at Lakeside Financial Inc. in Kirkland, WA, with 13 years of industry experience. He has been with Lakeside Financial since 2015. Outside of investment advisory, he spends significant time providing management consulting services, including financial analysis and strategic recommendations, notably for a corporate client in the furniture industry. Lakeside Financial is an independent, state-registered firm managing approximately $35 million for around 34 clients. The firm serves individuals, including high-net-worth clients, and business entities, offering investment management, financial planning, and management consulting. Its investment approach incorporates intrinsic-value, quantitative, and qualitative analysis across multiple asset classes and geographies, with features such as the use of margin, securities lending, and performance-based fee arrangements.

Lauren Vignec is the principal of Vignec Financial LLC in Seattle, WA, holding a Series 65 designation with over 17 years of experience in wealth management. Prior to founding her own firm in 2025, she worked at Erickson Wealth & Tax Management for 16 years. Outside of advising, she prepares tax returns for an unaffiliated CPA firm during the initial tax season and owns a mobile video-game startup. Vignec Financial LLC is a newly registered investment adviser providing discretionary investment management and portfolio oversight primarily to individual clients. The firm employs a long-term, passive investment approach using risk-based model portfolios mainly composed of broadly diversified ETFs and mutual funds, with scheduled rebalancing and no market timing or individual security selection.

Dwayne Reinike is a financial advisor at Valiant Financial Planning, LLC in Kirkland, WA, holding CFP® and ChFC® designations with five years of industry experience. His prior work includes roles at Edward Jones and First Command Brokerage Services Inc, as well as service in the United States Navy. Valiant Financial Planning, LLC is an independent, fee-only firm serving individual clients, including high-net-worth households, with comprehensive financial planning and discretionary investment management. The firm employs customized asset allocation strategies combining passive and active investments, guided by Modern Portfolio Theory and client-specific goals, and uses a tiered, fixed annual fee structure based on asset thresholds.

Justin Rolfe is a CFA® charterholder and financial advisor with six years of industry experience. He is the sole advisor at Rare Wolf Capital LLC, an independent registered investment adviser based in Bellevue, WA. Prior to founding Rare Wolf Capital in 2025, Rolfe worked at Bristlecone Advisors, LLC and Bank of America. Rare Wolf Capital manages approximately $186.5 million for 33 clients, primarily high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, employing a blend of fundamental, technical, and quantitative analysis with various implementation strategies tailored to client objectives.

Janice Brady is a financial advisor at Concepts Financial Services, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Avantax Investment Services and Gibson, Woodruff & Brady, where she also owns a tax preparation and small business consulting business. Concepts Financial Services provides investment advisory and financial planning services to individual clients, combining non-discretionary portfolio management with comprehensive planning in areas such as retirement, tax, succession, business, and insurance. The firm also offers business planning services for small businesses and uses a range of analytical methods to construct and review client portfolios regularly.

Kent Maclachlan Jr. is the principal advisor at MacLachlan Wealth Management in Bellevue, WA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Allied Advisory Services and First Allied Securities. MacLachlan Wealth Management serves a diverse client base including individuals, families, business owners, trusts, estates, corporations, associations, and charitable organizations, providing discretionary asset management alongside financial planning and estate analysis. The firm employs both quantitative and qualitative approaches informed by modern portfolio theory and offers coordinated planning and portfolio management across a broad range of securities.

Bentley Makkar is a ChFC® credentialed financial advisor with two years of experience, currently serving as the sole advisor at Get Rich Slowly LLC in Bellevue, WA. His professional background includes roles at Washington Permanente P.C. and Presbyterian Healthcare Services, along with involvement in The Makkar Group of Companies. Get Rich Slowly LLC provides portfolio management and investment advisory services, combining personal financial planning with U.S. federal tax planning for a diverse clientele, including individuals, professionals, business owners, charitable organizations, and trusts. The firm employs a long-term, passive investment approach focused on low turnover and tax efficiency, offering discretionary managed accounts with an emphasis on tailored advisory subscriptions.

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

Gregory Arquette is a CFA® charterholder and the sole advisor at Tiger Mountain Capital in Sammamish, WA, with four years of industry experience. He previously worked at MIG Capital LLC and spent four years as a self-employed investor before joining Tiger Mountain Capital in 2021. Tiger Mountain Capital provides discretionary portfolio management to individuals, high-net-worth clients, and other investment managers and private funds, employing a concentrated long/short equity strategy alongside a non-levered long-only option for tax-sensitive accounts. The firm utilizes fundamental analysis, investigatory research, expert networks, and proprietary data tools to manage a focused portfolio, often incorporating margin and options, and offers performance-based compensation and sub-advisory services uncommon among similarly sized independent advisers.

Stephen Long is the sole advisor at HL Wealth Management, LLC in Bellevue, WA, with 16 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Hauser Long, P.S. since 2007, where he serves as Vice President in a certified public accounting firm specializing in business and individual tax consulting and management. HL Wealth Management, LLC works with individuals, small businesses, trusts, estates, and retirement plans by referring them to third-party investment advisors for financial, estate, education, retirement, and insurance planning services. The firm does not provide direct portfolio management but conducts periodic client reviews and matches clients to suitable advisers, operating primarily as a referral firm.

Douglas Eickerman is the sole advisor at Kairos Capital Management, LLC, an independent firm based in Bellevue, WA. He holds a Series 65 designation and has 16 years of industry experience, leading Kairos Capital since 2009. Outside his advisory role, he serves as co-managing member and CFO of Kairos Real Estate Holdings, LLC, which owns the office location of his firm. Kairos Capital Management provides discretionary investment advisory and portfolio management services to individuals and pension and profit-sharing plans. The firm employs an investment approach focused on asset allocation, diversification, and a combination of modern portfolio theory with fundamental analysis, managing approximately $106 million for about 84 clients.

Eric Kenney is a Series 65-licensed financial advisor at Kenney Wealth Planning & Management with two years of industry experience. Prior to founding his independent firm, he held roles at Kenney Investment Management LLC, Veeva Systems, Autoscribe Informatics, and LabWare, Inc. Kenney Wealth Planning & Management provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on customized investment policy statements and offering both discretionary and non-discretionary management. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct diversified, tax-efficient portfolios, with services that include direct indexing, tax-loss harvesting, and hedging strategies.

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.

Hieu Nguyen is a financial advisor at XSTAR Fund Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Alphabet Inc and Dropbox Inc before joining XSTAR Fund Management in 2017. XSTAR Fund Management LLC serves accredited and high-net-worth investors through a privately offered pooled investment vehicle and separately managed accounts. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, focusing on U.S. publicly traded equities with an emphasis on undervalued and special-situation opportunities.

S Yeyni is a Certified Financial Planner® with 24 years of experience in the financial services industry. He has been the principal advisor at Wealth Builders, Inc. since 2000 and also serves as president of an affiliated accounting firm, Josh Yeyni, CPA, PS, where he spends part of his time on tax and accounting activities. Wealth Builders, Inc. is an independent, fee-only investment adviser managing over $100 million in client assets. The firm provides personalized financial planning and investment management services, employing a passive, index-based approach with global diversification and offering both discretionary and non-discretionary arrangements.

Ranjan Upendra is a Series 65 credentialed advisor with seven years of industry experience. He is currently affiliated with Starklogic LLC and has prior work experience at Microsoft and Adobe, where he serves as a Senior Finance Manager focusing on financial planning analysis and reporting. Starklogic LLC, established in 2018, provides discretionary portfolio management and wealth management services for pooled and institutional accounts, as well as financial planning for individual clients. The firm emphasizes asset allocation using strategic and tactical methods supported by computer models and third-party research, managing portfolios primarily through no-load mutual funds and ETFs.

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.

Shan Kumar is the sole advisor at PI Square Capital, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has led PI Square Capital since 2010 and is also a licensed insurance agent, dedicating a significant portion of his time to insurance activities. The firm provides discretionary investment supervisory services to individuals, trusts, corporations, and pension plans, combining fundamental and technical analysis with modern portfolio theory and tactical asset allocation. It offers ongoing portfolio management and may include insurance advice upon client request.