Estefani Morris is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Brighton Jones LLC since 2019 and had prior roles at Cornerstone Advisors, Inc. from 2015 to 2019. Based in Seattle, WA, she currently serves clients through Brighton Jones. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach, discretionary and non-discretionary portfolio management, and access to a range of public and private investments supported by an affiliated ecosystem including a trust company and private investment management entities.

Quinn Carolan is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ, holding a Series 65 credential. Quinn has been with Brighton Jones since 2024 and has prior experience working at Rooster Bus and Northern Arizona University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering for high-net-worth clients and OpenPlan for individual financial planning. The firm employs a whole-balance-sheet approach and manages a diversified mix of public and private investments while also offering affiliated legal, trust, and private fund management services.

Jason Shull is a CFP® professional with 18 years of experience in financial advising. He has worked at Brighton Jones LLC since 2012 and previously spent five years at LNW. Shull is based in Seattle, WA. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments, supported by an affiliated ecosystem that includes a trust company and legal services.

Jennifer Facini is a CFP® professional with 15 years of experience in financial advisory roles. She has worked at Brighton Jones LLC since 2021 and previously held positions at ARS Wealth Advisors, Fidelity, and Chase Investment Services Corp. Jennifer also serves as an adjunct finance faculty member at Southern New Hampshire University. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and utilizes both public and private investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

John Zhang is a financial advisor at Brighton Jones LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Beacon Pointe Advisors, LLC, and Charles Schwab & Co. Inc. for a combined total of 18 years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and integrates public and private investments through its affiliated ecosystem, which includes a trust company and private investment funds.

Sue Cheung is a CFP® professional with 18 years of industry experience currently with Brighton Jones LLC. Her prior roles include positions at Morgan Stanley, Charles Schwab, USAA Financial Planning Services, and Ameriprise. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and a range of financial planning services, supported by an affiliated ecosystem that includes private investment fund management, trust services, and legal support.

Hailey Leister is a CFP® with four years of industry experience and is currently an advisor at Brighton Jones LLC. She has been with Brighton Jones since 2021, following a brief tenure at Charles Schwab & Co and roles in academic and athletic support at the University of Arizona. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach. The firm provides discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Vivian Tang is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. Her previous experience includes roles at Northwest Plan Services and the University of Washington. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach for its Personal CFO offering and manages a mix of public and private investments, supported by an affiliated ecosystem that includes a trust company and private investment fund management.

Melanie Arena is a CFP® professional at Brighton Jones LLC in Seattle, WA, with 15 years of industry experience. She has been with Brighton Jones since 2011, including the firm's predecessor entity. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support, employing a whole-balance-sheet approach and managing a mix of public and private investments.

Parker Trelstad is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 credential and previously worked for FP Transitions for five years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and manages a mix of public and private investments, supported by affiliated entities that offer private investment funds, trust services, and legal support.

Ardavan Tabrizian is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones in 2022, he worked at the University of Oregon and Bay Club. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and family office administrative support, along with access to affiliated private investment funds and trust services.

Stephen O’dell is a CFP®-certified financial advisor with seven years of industry experience, currently associated with Brighton Jones LLC since 2022. Before joining Brighton Jones, he worked for Stages of Recovery, Inc. for ten years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering comprehensive solutions including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and manages a diverse mix of public and private investments, supported by an affiliated ecosystem of specialized entities.

Jacob Ries Roncalli is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His work history includes multiple roles at Brighton Jones since 2021 as well as earlier positions at Seattle University and Skyhawks Sports Camps. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through various operating brands, employing a whole-balance-sheet approach. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, and it integrates an affiliated ecosystem that includes private investment funds, fiduciary services, and legal offerings.

Elizabeth Norris is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Brighton Jones LLC since 2018, with a brief period away in 2019, and previously worked at Mullavey, Prout, Grenley and Foe LLP and Seattle Pacific University. Brighton Jones LLC serves individual, high-net-worth, and family-office clients through a range of wealth management and financial planning services, including discretionary and non-discretionary portfolio management, tax preparation, and family office support. The firm employs a whole-balance-sheet approach for its Personal CFO clients and offers access to an affiliated ecosystem of investment, trust, and legal services.

Jordan Graham is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. Before joining Brighton Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he was involved with Beachhouse Bar and Grill and Century 21 Northwest. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm provides a whole-balance-sheet approach that includes discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

John Clements is a CFP® with seven years of industry experience. He currently works at Brighton Jones LLC and previously worked at Durbin Bennett Private Wealth Management, Dean, Dorton, Allen, Ford, PSC, and Atria Senior Living. His background includes a year spent traveling in South America. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary portfolio management and coordinates services such as tax preparation, real-estate consulting, and family office support.

Ethan Truong is a CFP® and Series 65 licensed advisor at Brighton Jones LLC with four years of industry experience. He previously worked in real estate at John L. Scott Real Estate and has a background in education at the University of Washington and Federal Way High School. Ethan is based in Seattle, WA. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, tax preparation, and family office administrative support, using a whole-balance-sheet approach and an affiliated ecosystem of private investment funds and trust services.

Kaleb Strawn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2021. He previously worked at Avier Wealth Advisors and held positions outside the industry, including at Costco. Based in Seattle, WA, Strawn has a background that spans wealth management and financial planning. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office support, with an affiliated ecosystem that includes private fund management and trust services.

Jacqueline Prideaux is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Brighton Jones LLC since 2012, working in various capacities at the firm. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

Luke Ray is a CFP® certificant with two years of industry experience. He has worked at Brighton Jones LLC since 2026 and previously held roles at Hightower Advisors LLC and Gaschen Berlingeri & Associates. Outside of financial advising, he was employed by Bahama Bucks Franchise Corporation for two years prior to his advisory career. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and provides discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.