Chad Kasper is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Edelman Financial Engines, Financial Engines Advisors L.L.C., and Prudential. Kasper operates in Tacoma, WA, and currently works under the Kasper Wealth Management brand within RFG Advisory. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion in assets for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive investment strategies with a focus on risk management and offers access to proprietary models, alternative investments, and annuity management.

John Steele is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Freestone Capital Management, LLC. Prior to joining Freestone, he worked at Vanguard Advisers, Inc. and various entities within The Vanguard Group from 2022 to 2026. Freestone Capital Management, LLC 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 privately offered pooled investment vehicles, employing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Monica Padineant is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LNW. She has worked with LNW Wealth Management since 2015, including its transition to Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on multi-entity financial needs through coordinated investment management, wealth planning, and collaboration with outside professionals. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, while also offering access to private investment strategies and affiliated trust companies.

Kimberlee Hansen is a financial advisor at Freestone Capital Management, LLC with 26 years of industry experience. She has been with Freestone since 2008 and holds a Series 63 designation. 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 investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Carla Wigen is a financial advisor at LNW with seven years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Bank and LNW Wealth Management prior to her current role at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy approach that emphasizes global diversification, active manager due diligence, and tax-aware decision making.

Mee Kyong Lee is a CFP® professional with nine years of industry experience, currently advising at Core Planning in Tacoma, WA. Prior to joining Core Planning in 2025, Lee operated MK Lee Coaching LLC and has been involved with Seamfi, LLC since 2018. Outside of financial advising, Lee engages in online content creation under a sole proprietorship. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach combining fundamental analysis and both long- and short-term strategies, utilizing in-house advice, third-party money managers, and model portfolios.

David Hooper is a financial advisor with Kingsview Wealth Management, LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Kingsview Partners and Kingsview Wealth Management since 2019, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Hooper provides pro-bono financial planning for the Washington Physicians Health Program, a medical-focused nonprofit. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

Jacob Mortensen is a CFP® professional at Mission Wealth Management, LP with one year of industry experience. His prior roles include positions at Hightower Advisors and Trellis Advisors, among others. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management and financial planning with an emphasis on long-term strategies using a diverse set of investment vehicles and offers services including cross-border planning and ERISA retirement plan consulting.

Carl Middleton IV is a financial advisor at Composition Wealth, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 2002 to 2026 before joining Composition Wealth. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, 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, and manages approximately $9.47 billion in discretionary assets.

Ronald Devon is a financial advisor at Alera Investment Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Triad Advisors and Wilson & Albers Company, LLC. Outside of his advisory role, he assists with operations at The Wilson Agency. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm employs a diversified investment approach using internal management, affiliate platforms, and independent managers, focusing on long-term allocations across mutual funds, ETFs, equities, and fixed income.

Ryan Sprayberry is a CFP® affiliated with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He has held roles at LNW since 2021 and previously worked at WaFd Bank and the YMCA. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering integrated services that include financial and estate planning as well as trust services through its affiliates.

Courtney Hastings is a financial advisor at Freestone Capital Management, LLC with seven years of industry experience. She has held roles at KeyBank and spent a year in extended travel before joining Freestone Capital in 2018. Hastings holds a Series 65 designation. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, emphasizing diversification and downside risk management across a range of investment strategies.

Jennifer Doherty is a CFP® with 12 years of experience in the financial services industry. She has been with Freestone Capital Management, LLC since 2015. Doherty serves as president of the Anchorage Estate Planning Council, where she leads board and member meetings and promotes public awareness of estate planning. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and manages private pooled investment vehicles with an emphasis on diversification and downside risk management.

Jeffrey Sain is a CFP® professional with 15 years of experience in wealth management. He currently works at Laird Norton Wetherby Wealth Management, where he has been since 2025, following an 11-year tenure at LNW Wealth Management. Based in Seattle, WA, he focuses on financial planning and investment management. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and foundations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering access to private funds and customized portfolio solutions.

Kate Morham is a CFP® professional with nine years of experience in financial advising. She is currently with Laird Norton Wetherby Wealth Management, LLC and previously worked at Wetherby Asset Management from 2014 to 2023. Based in Seattle, WA, she focuses on wealth management within a firm specializing in high-net-worth clients. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm offers customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex, multi-entity financial needs.

Gregory Harrison is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory role, he owns Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors serves a diverse client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, providing financial planning and portfolio management through a broad network of affiliated offices and representatives. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios and third-party sub-advisers to tailor investment strategies.

Brian George is a Series 66-licensed advisor with 17 years of industry experience. He is currently affiliated with Accurate Wealth Management, LLC and AAG Capital, Inc., and has held roles with Planning Network Partners, Charitable Planning Network, and Wells Fargo Advisors. In addition to his advisory work, he is involved in charitable non-cash fundraising through the Charitable Planning Network, LLC. Accurate Wealth Management, LLC serves individual and institutional clients with discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and manages a broad range of investment types, including alternative and privately placed securities.

Samia Adlesh is a CFP® advisor at Laird Norton Wetherby Wealth Management (LNW) with three years of industry experience. Her prior work includes roles at Wetherby Asset Management and PricewaterhouseCoopers (PwC). LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active management, tax-aware strategies, and alternative investments.

Robert Carter is a CFA charterholder with 31 years of industry experience and has been with Freestone Capital Management, LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Outside of his advisory role, he is a part-owner of a family property management company. Freestone Capital Management, LLC manages approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, combining internally managed models, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

Nathaniel Barnard is a CFA® charterholder and holds the Series 66 designation, with 10 years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC (LNW) and previously spent seven years with LNW Wealth Management, LLC. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and foundations. The firm offers integrated services including financial and estate planning, emphasizes strategic asset allocation and global diversification, and sponsors private funds that provide client access to alternative strategies.