Wenqi Huang 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 has prior experience at the University of Washington and University of Washington Medical Center. 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 multiple operating brands including its Personal CFO service and OpenPlan. The firm integrates discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, along with access to affiliated private investment funds and trustee services.

Brennan Holmes is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. He has worked at Brighton Jones since 2023 and previously was employed at Flex PWR in 2023. His background includes four years at the University of Washington and experience at Seattle Preparatory High School. 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 services such as discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.