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.

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.

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.

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.