Jennifer Furness is a financial advisor with Moss Adams Wealth Advisors LLC in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Moss Adams Wealth Advisors since 2001 and Moss Adams Securities & Insurance LLC since 2004. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of 36 advisors.

Aaron Mcfarland is a CFP® professional with 20 years of experience affiliated with Threadline Wealth in Seattle, WA. He has worked with Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2005. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a core-and-satellite investment approach, utilizing third-party managers, separately managed accounts, and tax-aware strategies tailored to client eligibility and risk profiles.