Peter Sayah is a financial advisor with Pacific Asset Management, LLC and holds a Series 65 designation. He has six years of experience as an enrolled agent providing tax and bookkeeping services through his firm, Peter A Sayah EA LLC. Prior to joining Pacific Asset Management in 2025, he worked at Gardner Accounting, Turning Point Strategic Advisors, and Clothier Sayah Willsey LLC. Pacific Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, offering discretionary portfolio management focused on evidence-based, passive investment strategies using low-cost index funds to build globally diversified portfolios.

Yerim Hahm is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brio Financial Group with one year of industry experience. Prior to joining Brio, Yerim worked at Flow Financial Planning, Causing Group, and Cardinal Health. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and delivers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advisory.

Gianna Giusti is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, where she has worked since 2015. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management through a disciplined planning process that includes written reports and proprietary asset-allocation models. The firm emphasizes client involvement and generally operates on a non-discretionary basis, using a combination of active and passive managers.

Lynn Anderson is a CFP® professional with five years of industry experience, currently serving as an advisor at Abundo Wealth. Prior to joining Abundo Wealth, Anderson worked for Brighton Jones and held roles at Starbucks Coffee Company, Kellogg School of Management at Northwestern University, and CloudMed. Abundo Wealth is a team-based firm that provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund strategies and focuses on client-controlled asset allocation and trading decisions through a digital platform.

Elizabeth Parris is a financial advisor with WaFd Wealth, Inc. in Seattle, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Merrill for a total of five years across two periods before joining WaFd Wealth in 2025. WaFd Wealth, Inc. serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $348 million in client assets. The firm offers financial planning, consulting, wealth management, and retirement plan services, utilizing a range of investment strategies and ongoing account monitoring.

Matthew Litzler is a CFP® with 19 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC since 2025. He previously worked at Pacific Portfolio Consulting, LLC for five years and Laird Norton Wealth Management for six years, all based in the Seattle, WA area. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary management integrating traditional equity and fixed-income strategies with alternative and private-market allocations, supporting clients with institutional custodians, third-party platforms, and various planning tools.

Susanna Van Rooyen is a financial advisor at Root Financial Partners in Seattle, WA, with one year of industry experience. She holds the Series 65 designation and previously worked at Pathway Financial Advisors and Howard Center. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach using index funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and offers educational programs through paid academies separate from advisory services.

Nayeli Sanchez is a CFP® professional with four years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC in Seattle, WA. Her prior roles include positions at Edelman Financial Engines and Viridian RIA LLC. Laird Norton Wetherby Wealth Management provides wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, and a core-satellite approach that integrates active management, tax-aware implementation, and alternative investments.

Gary Furukawa is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Freestone Capital Management since 2008. Outside of his advisory role, Furukawa serves as managing member of several family investment companies and is a board member of a portfolio company affiliated with Freestone Advantage Partners. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm offers discretionary and non-discretionary advisory services, combining internally managed models, third-party sub-advisers, and alternative investments with a focus on diversification and downside risk management across multiple asset classes.

Cody Reaves is a CFP® and holds a Series 66 license, with six years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC and has previously been employed at Wells Fargo in various capacities. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policies, strategic asset allocation, global diversification, active manager due diligence, and coordination with outside professionals to address complex financial needs.

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.

Frank Greekas is a financial advisor at Waverly Advisors, LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. He previously worked at Pacific Portfolio Consulting, LLC and Dear Cleo, LLC, and has held positions at Washington State University, the City of Seattle, and Ballard High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

William Holevoet is a financial advisor at Davidson Investment Advisors, Inc. in Seattle, WA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davidson Investment Advisors since 2013. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach combining fundamental, quantitative, and qualitative analysis and offers strategies across equity and fixed income sectors, along with tax-related services and model portfolios for other advisers.

Emily Kopp is a financial advisor at Freestone Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including Badgley Phelps Wealth Managers and Coldstream Wealth Management. Freestone Capital Management is a wealth management firm managing approximately $11.49 billion in regulatory assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Scott Fisher is a CFP® and CFA® with 37 years of industry experience. He is currently with Waverly Advisors, LLC and has held prior roles at Pacific Portfolio Consulting, NWCM, and Aon Hewitt Investment Consulting. Outside of his advisory work, Mr. Fisher is a partner in SEEK, a non-investment-related property management partnership. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, integrating traditional and alternative strategies, and provides financial planning, retirement consulting, and multi-family office services.

Mary Pieper is a financial advisor at Composition Wealth, LLC in Seattle, WA, with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Unionview Wealth Partners and Wells Fargo Advisors. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments.

Cassandra Brown is a CFP® with 14 years of experience in the financial advisory industry. She is currently with LNW, having previously worked at Highland Private Wealth Management, Cetera Advisor Networks, and Terry R Cole. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on customized investment policy statements and strategic asset allocation with global diversification and active manager due diligence. The firm also offers coordinated wealth planning involving outside professionals and access to private investment strategies through affiliated trust companies.

Erik Morgan is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with Freestone Capital Management since 2008. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with $11.49 billion in regulatory assets under management. The firm employs a diversified investment approach combining internally managed models, third-party sub-advisers, and alternative investments, with an emphasis on managing downside risk across multiple asset classes.

Trevor Sharp is a financial advisor at Freestone Capital Management, LLC in Seattle, WA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Freestone since 2015. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk management.

Galen Camp is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Freestone Capital Management, LLC, where he has worked since 2022. His prior experience includes positions at Parcion Private Wealth Management, UBS Financial Services, and Merrill. He has also worked at the University of Washington and has briefly been involved in the hospitality industry. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for around 2,900 clients through a team of about 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds using diversified portfolios constructed from internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.