Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Kathleen Gallagher is the sole advisor at Gallagher Capital Corp., an independent firm based in Bainbridge Island, WA. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, having led Gallagher Capital Corp. since 2004. Gallagher Capital Corp. specializes in discretionary fixed-income portfolio management for high-net-worth individuals, trusts, and retirement accounts, focusing on income generation and capital preservation. The firm employs an active, risk-aware investment approach with an emphasis on holding bonds to maturity and uses independent credit research to guide investment selection.

Steven Koenig is a CFA® charterholder based in Seattle, WA, with five years of industry experience. He has been with Informed Investors Group since 1992. Informed Investors Group is an independent firm that provides discretionary investment management primarily for high-net-worth individuals and related family accounts. The firm employs a buy-and-hold, lower-turnover equity strategy with a co-advisory arrangement for selecting growth stocks, and it offers customized socially responsible investment screening alongside access to specialized fixed-income opportunities.

Shamus Mc Carthy is a CFA charterholder and the sole advisor at Red Haven Advisors, LLC, with six years of industry experience. He has held roles at several companies including Nordstrom, Inc., where he currently manages financial planning and analysis, as well as positions at Pathlabs Inc., Dutch Bros Coffee, Rad Power Bikes, Starbucks Coffee Company, Vulcan, Inc., and T-Mobile. Red Haven Advisors serves individual and high-net-worth clients through fee-based investment advisory and discretionary portfolio management, offering custom tactical allocation strategies that include options and active management tailored to client risk profiles. The firm manages approximately $2.68 million in discretionary assets across a small client base.

Shai Weinbaum is the sole advisor at Shai Weinbaum Investment Management in Poulsbo, WA, holding a Series 65 designation with five years of industry experience. He has operated his independent firm since 2013. The firm provides discretionary investment management services primarily to individual clients, high-net-worth individuals, and small businesses. It customizes portfolios based on bottom-up fundamental analysis focused on intrinsic value and long-term outperformance, avoiding margin, debt, derivatives, and technical or cyclical analysis.

Robert Underhill is the principal of Robert A. Underhill P.C., an independent advisory firm based in Seattle, WA. He holds the Series 65 designation and has 23 years of industry experience. He has led his firm since its founding in 2002. Underhill is also a CPA and provides accounting and tax services alongside his advisory work. Robert A. Underhill P.C. offers investment advisory services primarily to high-net-worth individuals, trusts, and estates. The firm focuses on selecting and overseeing third-party investment managers rather than directly managing client portfolios.

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.

Hope Broucek is a ChFC®-designated financial advisor at Financial Planning for Real People PLLC in Seattle, WA, with two years of industry experience. Prior to founding her independent firm in 2023, she worked at Singer Wealth Management for four years and spent over a decade involved with A Child Becomes Preschool. Financial Planning for Real People PLLC provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment policies and a broad range of planning services, combining both passive and active strategies while maintaining quarterly portfolio monitoring and comprehensive written plans.

Maris Galins is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Mg Financial, Inc. Based in Seattle, WA, Galins has led the firm since 2008. Mg Financial, Inc. provides personalized financial planning and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on non-discretionary asset allocation and utilizes SEI model portfolios and third-party money managers, emphasizing planning and adviser selection rather than direct portfolio management.

After spending 15 years in corporate finance as a CPA I felt the desire for a more fulfilling career path. I made the switch to personal financial planning in 2014, earned the CFP marks, and spent 9 years at an Advice-Only firm providing hourly, project-based advice. I launched Alta Via Financial Planning with the intent to have deeper relationships with fewer clients, and provide a more collaborative, ongoing service model where I can more effectively set clients up for success in achieving their financial goals by serving as their trusted partner. I strive to meet clients where they are at, with no judgment, in order to provide a comfortable and trusted environment. I often find that the “Less is More” approach to both life and financial planning helps clients to destress and simplify their financial lives so that they can focus on what is most important, like getting outside with their families. I also understand and promote the importance of experiencing your ideal life today rather than waiting until financial independence (aka retirement). The advice-only pricing model does not compensate me based on how much you have, and therefore I do not have an asset minimum. I only require that you be a nice human. As a fiduciary I will never sell products, and will always make recommendations that are solely in your best interest. I provide comprehensive financial planning and cover areas such as retirement, investing, college savings, insurance needs, cash flow, equity compensation and tax planning.

Patricia Howe is a CFP® professional with 21 years of industry experience. She is the principal advisor at Howe Financial Advisory, LLC in Seattle, WA, and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2008. Howe Financial Advisory serves high-net-worth individuals and related entities, offering financial planning and discretionary investment management based on Modern Portfolio Theory. The firm emphasizes long-term holdings, asset allocation, diversification, and tax-efficient strategies while maintaining a concentrated client base.

Maura Madden is a CFP® with four years of industry experience, currently the principal of Maura Madden Financial Planning in Seattle. She previously worked at EP Wealth Advisors and Conlon Dart Wealth Management, accumulating seven years of prior experience. Her firm serves individuals, including high-net-worth clients, providing comprehensive and ongoing financial planning without direct management of client investment accounts. Maura Madden Financial Planning follows a project and hourly engagement model, offering investment guidance based on modern portfolio theory with an emphasis on passive, asset-class strategies. The firm supports implementation and coordination with other professionals while clients maintain account custody and monitoring.

Mohammed Khalid is an investment advisor at Nabata Investment Group, LLC with three years of industry experience. He previously worked at Rubicon Halal Investment Advisors and Symetra Financial. Outside of his advisory work, he operates a ride-share service and provides educational consulting through Golden Orchard Group, LLC. Nabata Investment Group, LLC is a state-registered investment adviser serving individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with asset allocation and securities selection, offering both investment supervisory services and standalone financial planning.

Stephen Wickleder is the principal of Starbord LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He owns Wickleder LLC, an independent insurance agency, and operates a musical instrument sales business and a fishing tour service through Captain Steve, LLC. He also prepares income tax returns using Intuit during non-market hours. Starbord LLC provides tailored investment supervisory services, financial planning, and budget coaching for individuals, trusts, and pension accounts, as well as investment research and model-portfolio services to other advisors and institutional clients. The firm employs a mix of value-oriented and asset-allocation strategies, managing accounts on a non-discretionary basis and offering paid newsletters, seminars, and hourly research services.

James Abodeely is a CFA® charterholder with 17 years of industry experience, currently serving at Sitka Pacific Capital Management, LLC since 2011. He is a non-profit board member, a due diligence and financial modeling consultant, and manages a blog and book review site focused on value investing. He is also a minority partner in an LLC that operates fitness studio franchises. Sitka Pacific Capital Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a valuation-aware approach focused on long-term preservation and prudent growth, utilizing a range of asset classes and proprietary methods combining fundamental, technical, and cyclical analysis.

Christopher Jernstrom is a CFA charterholder and the sole advisor at Ironstream Capital, LLC in Seattle, WA, with seven years of industry experience. He previously worked at Russell Investments from 2011 to 2017 and has led Ironstream Capital since 2017, following a one-year sabbatical. Ironstream Capital serves individual investors, personal trusts, and estates, providing comprehensive financial planning and discretionary portfolio management tailored by documented Investment Policy Statements and a blended research approach that includes fundamental, quantitative, and sustainability analysis. The firm manages approximately $75 million in assets across about 40 client relationships, focusing on customized strategies and active fixed-income positioning.

Stephen Gattis is the principal advisor at SKG Investment Services, LLC in Seattle, WA, holding a Series 65 license with 21 years of industry experience. He has been the owner and operator of Gattis Stewart & Associates, P.S., an accounting firm established in 1978, which he continues to actively manage. SKG Investment Services provides selection and ongoing monitoring of third-party money managers primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm does not provide direct portfolio management and focuses on due diligence and oversight of independent registered investment advisers on a non-discretionary basis.

William Hicks is a financial advisor at Sapling Wealth Management with 15 years of industry experience. He holds a Series 65 designation and has been with Sapling Wealth Management since 2010. Sapling Wealth Management provides fee-based investment advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management, incorporating strategic and tactical asset allocation alongside fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerances.

Jesse Dungan is a financial advisor with Fangorn Wealth Management in Vashon, WA. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Fangorn Financial Services, he worked at Amazon Corporate LLC for ten years. Outside of his advisory role, he works as a compensated soccer referee. Fangorn Wealth Management provides investment advisory, portfolio management, financial planning, and educational workshops to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm combines passive core allocations with targeted active strategies and employs Modern Portfolio Theory alongside scenario analysis and stress testing to manage risk, while also offering financial education and planning services.

Daniel Harkins is a financial advisor at Bedrock Advisors with three years of industry experience. He holds the Personal Financial Specialist (PFS™) designation and is also a principal owner of Bedrock CPA Group, LLC, an accounting firm, as well as part owner of a tax preparation firm and an investment holding company in Edmonds, WA. Bedrock Advisors is an independent, fee-only registered investment adviser serving individuals, plan sponsors, corporations, trusts, and other business clients. The firm offers investment management, comprehensive financial planning, and employee benefit retirement plan services, combining asset allocation strategies aligned with Modern Portfolio Theory and a range of investment vehicles, supported by the principal’s CPA background and PFS credential.