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.

Cole Bender is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 66 designation with three years of industry experience. He previously worked at Fidelity Investments and has diverse work history including roles outside the financial industry. Brighton Jones serves high-net-worth individuals, families, and various entities with comprehensive wealth management services, employing a holistic, balance-sheet approach and offering both discretionary and non-discretionary investment management.

Colleen Young is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Northern Economics, Inc., and diverse positions in academia and brewing companies. Brighton Jones serves a range of clients including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as personal CFO programs, family office services, discretionary investment management, and tax preparation. The firm employs a holistic, balance-sheet approach and provides access to private investment opportunities and affiliated investment managers.

Julie Hanson is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and TIAA-CREF. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models and selected third-party managers, with capabilities for portfolio customization including ESG and faith-based preferences.

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.

Joshua Meziere is a financial advisor with United Capital Financial Advisors in Seattle, WA, holding a Series 65 designation and 11 years of industry experience. He has worked at United Capital since 2018 and previously operated Meziere Advisors LLC, a health insurance agency, from 2014 to 2018. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate accounts. The firm offers a range of investment options and operates a technology and practice platform, FinLife Partners, to support independent advisors.

Lindsay Farnsworth is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 designation with 10 years of industry experience. She has been with Empirical Wealth Management since 2016. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and private pooled vehicle investors. The firm employs a Modern Portfolio Theory-based investment approach using diversified model portfolios across multiple asset classes and offers services including discretionary and non-discretionary investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Haley Droppelman 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, she worked at Fall City Floating and was involved with the YMCA and Soccer West. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, providing comprehensive wealth management services such as discretionary investment management, financial planning, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and offers client monitoring through digital portals and independent asset managers.

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.

Anna Inveen is a CFP® with three years of industry experience, currently serving as a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA. She has been with Badgley Phelps since 2017. Outside of her advisory role, she has previous experience working with the Seattle Tennis Club and has a background connected to the University of Washington. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning to a diverse client base, including individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives.

Shannon Bene is a CFP® professional with 30 years of experience in the financial industry, currently serving at Empirical Wealth Management since 2021. Prior to joining Empirical, Bene held roles at E*TRADE and TD Ameritrade. Outside of financial advising, Bene owns and operates a bicycle repair business, occasionally buying and selling bicycles. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management and comprehensive financial services. The firm uses a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses across real estate, insurance, and legal services.

Nicholas Pursley is a CFP® and CFA® affiliated with Brighton Jones LLC in Seattle, WA, with seven years of industry experience. He has been with Brighton Jones since 2018 and previously worked at Verus from 2016 to 2018. Brighton Jones serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm offers comprehensive wealth management services with a holistic approach, combining discretionary and non-discretionary investment management and providing access to specialized resources such as private investment opportunities and in-house legal and tax services.

Kelsey Lichttenegger is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Coldstream Wealth Management for seven years before joining Badgley Phelps in 2022. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of strategies including equity, fixed income, balanced, and liquid alternatives.

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.

Austin Sweet is a CFP®-certified financial advisor with seven years of industry experience, currently with Mission Wealth Management, LP. He previously worked at Hightower Advisors, LLC and LPL Financial. Outside of his advisory roles, he has been involved with the Reno Midtown Rotary Club. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized, long-term wealth management strategies utilizing a wide range of investments and provides financial planning, consulting, and fiduciary services.

Johan Strand is a CFA® charterholder based in Seattle, WA, with three years of industry experience. He has worked at Badgley Phelps Wealth Managers since 2023, following prior roles at JSRE and Swedbank Robur. Badgley Phelps Wealth Managers is a registered investment adviser serving individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, offering a range of equity, fixed income, balanced, and liquid alternative strategies.

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.

Robert Thomas is a financial advisor at Empirical Wealth Management in Seattle, WA, holding a Series 65 credential with four years of industry experience. His work history includes multiple roles at Empirical Wealth Management and a prior position at Domo. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm employs a diversified investment approach based on Modern Portfolio Theory across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and estate-planning resources.