Matthew Howell is a financial advisor with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He began his career at Northwestern Mutual Investment Management before joining Brighton Jones, where he has worked since 2015. 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, financial planning, and family office support, with investments spanning public and private assets managed both internally and through independent managers.

Jackson Mc Carthy is a Series 65-licensed financial advisor with Brighton Jones LLC in Seattle, WA, and has one year of industry experience. Prior to joining Brighton Jones, he worked at Expeditors International of Washington and MassMutual Northwest. 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 services including discretionary portfolio management, tax preparation, and family office administrative support.

Rory Shanks 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 attended Gonzaga University from 2020 to 2024 and has held various positions including work at Mule Expedition Outfitters and Sano Cafe. Brighton Jones provides wealth management and financial planning services primarily to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary portfolio management, financial planning, tax preparation, and family office support.

Christian Linares is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. His career has been primarily with Brighton Jones since 2018, with a brief period at CRH Materials in 2017. Brighton Jones LLC 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 investment management through both public and private assets, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Dustin Courts is a financial advisor with Brighton Jones LLC based in Austin, TX. He holds a Series 65 credential and has 10 years of industry experience, including five years at Kestra Financial, Inc. prior to joining Brighton Jones in 2018. Brighton Jones 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 alongside services such as tax preparation, real estate consulting, and family office administrative support.

Maximilian Arms is a CFP® professional at Brighton Jones LLC with five years of industry experience. He has held roles at Brighton Jones since 2021, with prior experience at firms including Freestone Capital Management, Corient Services, and Medtronic. Brighton Jones LLC 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 discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Jackson Oreilly is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Portland, OR. He previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., and has additional experience at Tesla Motors. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple operating brands, employing a whole-balance-sheet approach and offering discretionary portfolio management alongside financial planning, tax preparation, real-estate consulting, and family office administrative support.

Madison Glass is a CFP® and holds a Series 65 license, with seven years of experience in the financial services industry. Since 2018, Glass has been with Brighton Jones LLC, following a role at Charles Schwab and earlier positions including work with Dickinson College and Round Rock Advisors. 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. 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.

David Amiot is a CFP® professional with 12 years of experience in the financial services industry. He is currently an advisor at Brighton Jones LLC in Denver, CO, having joined the firm in 2022. His prior experience includes roles at Commonwealth Financial Network, Summit Wealth Group, and Fidelity Brokerage Services, LLC. 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 services including discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Olivia Lukovich is a financial advisor at Brighton Jones LLC in Portland, OR. She holds a Series 65 designation and has been with the firm since 2025. Prior to joining Brighton Jones, she worked at the University of Oregon Lundquist College of Business and held positions in the service industry. 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, financial planning, tax preparation, real estate consulting, and family office administrative support.

Conor Whitney is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Brighton Jones in 2024, he worked at Goldman Sachs from 2018 to 2024 and at Merrill from 2015 to 2018. 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, and family office administrative support, utilizing a whole-balance-sheet approach and a mix of public and private investments.

Greer Smith is a CFP® professional with 25 years of industry experience, currently serving at Brighton Jones LLC since 2012. Prior to joining Brighton Jones, Smith worked for 11 years at Charles Schwab. 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 uses a whole-balance-sheet approach with discretionary investment authority and offers a range of services such as portfolio management, financial planning, tax preparation, real estate consulting, and family office support.

Lauren Rodgers is a financial advisor at Brighton Jones LLC with six years of industry experience. She holds a Series 65 credential and has worked at Brighton Jones since 2019. Prior to that, she was employed at Wells Fargo Advisors and Wells Fargo Bank NA. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple operating brands, offering a whole-balance-sheet approach and a range of services including discretionary portfolio management, tax preparation, and family office support. The firm also operates an affiliated ecosystem that includes private investment management, trust services, and legal support.

Brian Tall is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with 14 years of industry experience. He has been with Brighton Jones since 2007. 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, financial planning, tax preparation, real estate consulting, and family office administrative support.

Harrison Leu is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 credential with less than one year of industry experience. Prior to joining Brighton Jones, he worked in various roles including at The Golf Club at Redmond Ridge, Seattle Convention Center, Sand Point Country Club, The North Face, University of Washington, Interbay Golf Center, and Seattle Public Schools. 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, financial planning, and family office support, with access to affiliated private investment funds, trust services, and legal services.

Andres Rivera Uribe is a financial advisor at Brighton Jones LLC with three years of industry experience. He holds a Series 65 designation and has spent time focused on full-time education between stints at Brighton Jones. Andres previously worked at Woodmark Waterfront Adventures in 2021. 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 and OpenPlan financial planning. The firm uses a whole-balance-sheet approach, managing a mix of public and private investments and supporting clients with trustee, fiduciary, legal, and family office administrative services through its affiliated entities.

Jesica Ray is a CFP® and holds a Series 65 license, with 10 years of industry experience. She has been with Brighton Jones LLC since 2015. 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. The firm employs a whole-balance-sheet approach and manages client assets through a mix of public and private investments, supported by an affiliated ecosystem of investment, trust, and legal service entities.

Dennis Chiu is a CFP® professional with four years of industry experience, currently serving at Brighton Jones LLC since 2021. His prior work includes roles at Reef Kitchens, Weinstein & Riley, P.S., and several other organizations. He is based in Seattle, WA. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering a range of services including discretionary portfolio management, financial planning, tax preparation, and family office administrative support. The firm employs a whole-balance-sheet approach and operates an affiliated ecosystem including private investment management, trust services, and legal offerings.

Lauren Mercer is a CFP® with ten years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2020. Prior to joining Brighton Jones, she worked for five years at The Vanguard Group. 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 for its Personal CFO clients, combining discretionary portfolio management with recommendations for both public and private investments, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

J Crosby is a financial advisor at Brighton Jones LLC with eight years of industry experience and holds a Series 65 designation. Prior to joining Brighton Jones, Crosby held roles at Madison Park Advisors, Stephen A. Kohn & Associates, and Pacific Capital Resource Group. Their background also includes work at Pacific Lutheran University and Abercrombie & Fitch. Brighton Jones provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including Personal CFO and OpenPlan. The firm offers a whole-balance-sheet approach with discretionary investment authority and access to an affiliated ecosystem of investment funds, trust services, and legal support.