Martin Nelson & Company is dedicated to helping our customers achieve their financial goals. Headquartered in Seattle, Washington, we have the advantage of understanding the dynamic business environment of the Pacific Northwest as well as the new technologies that affect our region. At Martin Nelson & Company, our knowledge and expertise will provide you with the best possible service.

KBBS offers just one service: interdisciplinary financial counsel. Partnering with us means engaging across the whole plane of your financial picture. Often clients come to us initially because they are approaching an important financial waypoint. We seek to help them navigate successfully through comprehensive planning and integrating the different skills of our team members. Based in Seattle, we serve individuals, families and trusts across the country. We become deeply familiar with a client’s balance sheet, cash flow, tax profile, estate plan and much more. In this way we can pursue the best solutions across: • Portfolio design and management • Estate planning and trust administration • Income tax forecasting and tax management of legacy assets • Private investment funds, alternative investments and angel investing • Stock option strategies and executive compensation • Charitable giving strategies • Insurance coverage and claims • Home financing alternatives and more Financial fitness is a three-legged stool of work, thrift and prudent investing. For more than 30 years, we’ve sought to help clients build financial fitness in ways that reduce risk and strain, bring order and enhance understanding.

Acted as resource for financial advisors to provide expert-level guidance and support on client portfolio positioning and security selection. Created and updated comprehensive material to lead and schedule meetings with prospective clients. Held full accountability to create, navigate, and disseminate monthly client newsletter. ● Provided operational leadership by improving and monitoring trading processes with rebalancing trades often exceeding $100M. ● Conceptualized and constructed value-added portfolio strategies to meet client’s investment needs and expectations, including application of multi-asset class momentum-driven model. ● Led end-to-end third-party manager's due diligence through manager research, evaluation, selection, and supervision. ● Analyzed asset fundamentals/valuation framework in relation to client taxation exposure to produce security recommendations for taxable accounts.

- Purchase investment properties for the purpose of resale and/or rental income.- Currently manage a portfolio of multi-family homes with positive cash flow.- Involved in all aspects of the business including property acquisitions, financing, maintenance, tenant relations, and financial accounting.

Archon Capital Management LLC ("Archon") was established in 2004 by Constantinos Christofilis as a privately held investment firm. Archon invests in small-to-mid capitalization securities primarily in the technology, consumer and healthcare sectors. Archon uses a disciplined, fundamental, bottom-up research approach to build a concentrated portfolio. Archon invests in companies it believes are undervalued relative to growth potential and possess catalysts to accelerate sales or earnings growth. The firm is in Seattle, WA.

Financial Planner providing wealth management services.

Responsible for all group insurance account management as well as some individual life, long term care and disability sales assistance.

Life today presents plenty of challenges; you don't have to be expert in finance, investments, taxes, legal documents, and healthcare. You can say, "I have people"​ -- and even better, work with us and you can say, "I have a team."​ So instead of your going to 5 meetings, we'll assemble all your advisors at 1 meeting where you'll see a seismic shift in how much gets done. And how well. Private. No one else has your needs and your priorities. Or precisely your investment portfolio. Advisory. Bring your CPA, attorney, any specialist you want. We have terrific professionals with thoughtful, sensible, for-your-ears-only advice. Group. Fewer and shorter meetings. Fewer loose ends. A whole lot more peace of mind.

Manages business operations, reporting, billing, accounting, and assists with regulatory compliance for Aspire Capital Advisors. Works closely with the Aspire team to help ensure that every client receives personalized service.

Salish Wealth Management is a full-service financial firm that is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized plan and walk alongside of you as those goals are accomplished. We believe everyone needs a financial plan to guide them and keep them on track toward their goals. Through our financial planning services, we help clients establish their goals in life and develop a roadmap they can use as a guide. With your goals and your roadmap in hand, we will help you every step of the way by managing the day-to-day operations of your portfolio to achieve your goals. Our services include: • Investment management • Retirement strategies • Alternative Investments • Tax Strategies • Estate conservation • Insurance and annuity products • College Savings Plans We are committed to a client-first philosophy and are dedicated to providing you with customer service that is second to none. __________________ Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Salish Wealth Management.

Independent consulting firm focused on advising employers and fiduciaries on managing retirement plans and other pooled institutional assets. We represent clients only, and maintain no affiliations with investment, insurance or retirement services providers to avoid conflicts of interest. Our trademark: Pure Advice®

KKRA was founded in 1983 as a fee-only investment advisory firm with a dedication to its clients first and foremost. Throughout decades of independent investment experience and many complex situations, we have built a familiarity with multiple environments, approaches, and alternative techniques. By concentrating our expertise on defining clients’ optimal blend of return and risk, we design customized strategies to protect and build your wealth while actively maintaining and adjusting as markets and financial lives evolve.