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Brianna T

Series 65

Seattle, WA

Brighton Jones LLC

Brianna Thompson is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and three years of industry experience. Her prior work includes roles at Aero Precision LLC and Galuccis Catering Company, along with several periods as a full-time student. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including Personal CFO and OpenPlan. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and a range of financial and administrative services complemented by an affiliated ecosystem of private investment, trust, and legal entities.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Zanthe H

Series 65

Seattle, WA

Brighton Jones LLC

Zanthe Hanleybrown is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. She has been with Brighton Jones since 2025 and has prior experience as a Devon Review Tutor. 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 and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Rohit S

Series 66

Seattle, WA

Brighton Jones LLC

Rohit Sood is a financial advisor at Brighton Jones LLC with a Series 66 designation and industry experience beginning in 2026. His prior experience includes roles at GT Securities, Inc., JB Were - National Australia Bank, Care Super, and Commonwealth Bank of Australia. 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 and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Corinne B

CFP®, Series 65

Edina, MN

Brighton Jones LLC

Corinne Bedford is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Brighton Jones LLC since 2019 and was previously with Bell Investment Advisors, Inc. for eight years. 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 utilizes a whole-balance-sheet approach and offers services including discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Daniel N

CFP®

Seattle, WA

Brighton Jones LLC

Daniel Neish is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. His prior roles include positions at Trellis Advisors, Laird Norton Wealth Management, Ipreo, and Gottfried and Somberg Wealth Management. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering a whole-balance-sheet approach and discretionary portfolio management. The firm operates an affiliated ecosystem including a private investment management subsidiary, a trust company, and legal services, supporting a comprehensive suite of financial solutions.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Samuel B

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Samuel Blank is a CFP®-certified financial advisor with Brighton Jones LLC in Seattle, WA. He has four years of industry experience, including prior roles at Cetera Investors and Slate Group Consulting. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm uses a whole-balance-sheet approach and offers discretionary investment management as well as access to a range of affiliated private investment funds and trust services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Brett C

CFP®, Series 63, Series 65

Seattle, WA

Brighton Jones LLC

Brett Carolan is a CFP® professional with 26 years of industry experience. He has been with Brighton Jones LLC since 2003 and worked at Cetera Wealth Services, LLC from 2000 to 2003. He holds Series 63 and Series 65 licenses and 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. The firm offers discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, using a whole-balance-sheet approach and a mix of public and private investments.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Andrew R

CFP®, Series 63

Boston, MA

Brighton Jones LLC

Andrew Richardson is a CFP® with seven years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2022. His prior experience includes roles at Monument Group Wealth Advisors, Dimensional Fund Advisors, and Boston Private Financial Holdings. 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 a whole-balance-sheet approach with discretionary investment authority and a range of services including portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Tyler K

Series 65

Seattle, WA

Brighton Jones LLC

Tyler Kim 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, he worked at Central Washington University and has diverse experience in the hospitality sector. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach through its Personal CFO and OpenPlan brands. The firm combines discretionary portfolio management with access to public and private investments, supported by affiliated entities including a trust company and private investment fund managers.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Michael C

CFP®, Series 63

Dallas, TX

Brighton Jones LLC

Michael Curtis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2021. Before joining Brighton Jones, he worked four years at Tolleson Wealth Management. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including a Personal CFO offering and comprehensive financial planning solutions. The firm employs a whole-balance-sheet approach and offers services ranging from discretionary portfolio management to family office administrative support, supported by an affiliated ecosystem that includes private investment funds and trust services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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John M

CFP®, Series 65

Portland, OR

Brighton Jones LLC

John Mather is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Brighton Jones LLC since 2020 and previously held positions at Vicis, Inc. and KPMG, LLP. 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 employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Joshua P

Series 63, Series 65

Dallas, TX

Brighton Jones LLC

Joshua Perry is a financial advisor at Brighton Jones LLC in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Brighton Jones, he worked at Charles Schwab & Co., Inc. and has a background that includes education and other professional roles. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office administrative support. The firm employs a whole-balance-sheet approach and manages client assets through a combination of public and private investments, supported by its affiliated entities including private investment funds and a trust company.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Kristina A

Series 65

Seattle, WA

Brighton Jones LLC

Kristina Anguelova is a financial advisor with Brighton Jones LLC in Seattle, WA. She holds a Series 65 designation and has recently started her career in the industry. Prior to her current role, she has worked in various positions including roles outside of finance such as at Bamboo Sushi and Sandpoint Country Club. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, employing a whole-balance-sheet approach that includes discretionary portfolio management and family office administrative support. The firm also offers access to private investment funds and affiliated trust and legal services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Annika Jane C

Series 65

Seattle, WA

Brighton Jones LLC

Annika Jane Cruz is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential. She joined Brighton Jones in 2025 and has prior experience as a student at Seattle University and involvement with Bay View Golf Club. Brighton Jones provides wealth-management and financial planning services for individual, high-net-worth, and family-office clients, using a whole-balance-sheet approach that includes discretionary portfolio management and access to affiliated private investment funds and trust services.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Brandon C

CFP®, Series 63, Series 66

Austin, TX

Brighton Jones LLC

Brandon Curley is a CFP®-certified financial advisor with six years of industry experience, currently with Brighton Jones LLC. He previously worked at Charles Schwab and Charles Schwab Bank. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients across multiple brands. The firm utilizes a whole-balance-sheet approach for its Personal CFO clients and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Robert B

CFP®, Series 63

Stamford, CT

Brighton Jones LLC

Robert Bennett Jr. is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at NYLIFE Securities LLC, Mutual of America Securities LLC, and Round Rock Advisors LLC. Bennett is also a licensed insurance agent involved in insurance sales and implementation. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach with discretionary portfolio management and access to private investment funds through its affiliated ecosystem.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Alena B

Series 65

Scottsdale, AZ

Brighton Jones LLC

Alena Boucek is a financial advisor at Brighton Jones LLC with three years of industry experience. She holds a Series 65 designation and has worked at Brighton Jones since 2021. Her prior roles include positions at VotingSmarter and VIP Mortgage. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, family office support, and access to private and public investments.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Mitchell K

CFP®, Series 66

Beachwood, OH

Brighton Jones LLC

Mitchell Kotheimer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with Brighton Jones LLC and has previously worked at several firms, including Independence Wealth Advisors, Domain Money Advisors, and Sequoia Financial Group. 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 discretionary portfolio management, financial planning, tax preparation, and family office support, using a whole-balance-sheet approach and recommending a mix of public and private investments.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Tyler H

CFP®, Series 65

Seattle, WA

Brighton Jones LLC

Tyler Harvey is a CFP® with eight years of experience in financial advising, currently with Brighton Jones LLC. He has been with Brighton Jones in various capacities since 2016. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan financial planning. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Abigail W

Series 65

Seattle, WA

Brighton Jones LLC

Abigail Wachter is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation. She has experience working at Deloitte Tax LLP for several years and has held roles in academic institutions including Gonzaga Graduate School of Business and Seattle University Albers School of Business & Economics. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering both discretionary and non-discretionary portfolio management alongside tax preparation, real estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and offers access to a range of public and private investments through its affiliated ecosystem.

Private / alternative investments Concentrated stock management Real estate investing General estate planning guidance Founder/Business Owner Executive Retired Attorney Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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