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Kory L

CFP®, Series 66

Scottsdale, AZ

Brighton Jones LLC

Kory Leadon is a CFP® and holds a Series 66 license with 16 years of experience in the financial advisory industry. He has been with Brighton Jones LLC since 2004, including its predecessor entity, and is currently based in Scottsdale, AZ. Brighton Jones LLC provides comprehensive wealth-management services to high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm utilizes a Personal CFO model and family office services, offering a broad range of investment options and private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Kyle R

CFP®, Series 63, Series 65

Scottsdale, AZ

Brighton Jones LLC

Kyle Rice is a CFP® with four years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior roles include positions at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Outside of his advisory work, he has experience at the University of Arizona Eller College of Management and in the car wash industry. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, tax preparation, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Quinn C

Series 65

Scottsdale, AZ

Brighton Jones LLC

Quinn Carolan is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ. He holds a Series 65 designation and has recently started his career in the industry. Prior to joining Brighton Jones, he was involved with Rooster Bus and completed his education at Northern Arizona University. Brighton Jones serves a diverse client base including individuals, high-net-worth families, retirement plan sponsors, and charitable organizations. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, offering discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Hailey L

CFP®, Series 65

Scottsdale, AZ

Brighton Jones LLC

Hailey Leister is a CFP® and holds a Series 65 license, with four years of industry experience. She has worked at Brighton Jones LLC since 2021, with prior experience at Charles Schwab & Co and roles in academic and athletics support at the University of Arizona. Brighton Jones LLC provides comprehensive wealth management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations and retirement plans. The firm uses a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Alena B

Series 65

Scottsdale, AZ

Brighton Jones LLC

Alena Boucek is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at VotingSmarter and VIP Mortgage. She also has experience outside finance, having worked at Gigi's Cupcakes. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Conor W

CFP®, CFA®, Series 66

Scottsdale, AZ

Brighton Jones LLC

Conor Whitney is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2024. Prior to that, he was employed at Goldman Sachs from 2018 to 2024 and Merrill from 2015 to 2018. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services including family office support, financial planning, and discretionary investment management. The firm employs a balance-sheet, holistic approach and utilizes independent managers alongside proprietary investment vehicles.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Thomas N

Series 63, Series 65

Scottsdale, AZ

Brighton Jones LLC

Thomas Newbold is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan for six years before joining Brighton Jones in 2018. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm emphasizes a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Sean P

Series 65

Scottsdale, AZ

Brighton Jones LLC

Sean Pilkington is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ, holding a Series 65 designation. He has worked at Brighton Jones since 2023 and has prior experience at Cambridge Investment Research, New York Life Group Benefits Solutions, Marsh & McLennan Agency, and other organizations. Brighton Jones advises individuals, including high-net-worth and ultra-high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services using a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Timothy A

CFP®, Series 63, Series 66

Scottsdale, AZ

Brighton Jones LLC

Timothy Amen is a CFP® professional with 18 years of industry experience, currently serving at Brighton Jones LLC since 2012. He holds Series 63 and Series 66 licenses and operates out of Scottsdale, AZ. Outside of his advisory role, he engages in a small data entry business working from home. Brighton Jones advises individuals, including high-net-worth and ultra-high-net-worth clients, as well as charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services centered on a Personal CFO model, combining financial planning, investment management, family office services, and private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Kiley H

Series 65

Scottsdale, AZ

Brighton Jones LLC

Kiley Hein is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Before joining Brighton Jones in 2024, Hein's work background includes roles in the food and beverage industry and as a student. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including financial planning, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities, using a holistic, balance-sheet approach.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Nicholas G

CFP®, Series 65, Series 63

Scottsdale, AZ

Brighton Jones LLC

Nicholas Gearhart is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. He previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Cornerstone Wealth Advisors. His background also includes experience outside of finance, having been involved with Great Lakes Clothing Company and collegiate hockey at St. Cloud State University. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach, offering discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investments.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Brennan H

Series 65

Scottsdale, AZ

Brighton Jones LLC

Brennan Holmes is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Flex PWR and the University of Washington. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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