Scott Macartney is a Series 66-licensed financial advisor with five years of industry experience. He has a background that includes eleven years with the Crystal Mountain Alpine Club. He is part of Martin Nelson & Co., Inc., a team-based firm serving primarily individual investors with discretionary and non-discretionary portfolio management. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to tailor investment programs across various strategies.

Ryan Kinerk is a financial advisor at Garde Capital, Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Convoy, Inc. and Parametric Portfolio Associates. Garde Capital provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and pension and retirement-plan clients. The firm uses a combination of modern portfolio theory and behavioral finance, implementing customized, globally diversified portfolios primarily with low-cost exchange-traded funds.

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.

Brian Dawson is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience at Bear Mountain. He is also a shareholder and CPA at The Dawson Group, PS, a CPA firm he has been involved with since 2013, focusing on tax return compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily constructed from index ETFs, mutual funds, equities, and fixed-income securities.

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.

Ralph White is a CFP® with 12 years of experience in financial advising, currently practicing at Arrivity Financial Planning in Seattle, WA. He has worked at Arrivity since 2017, including its predecessor firm Goddard Financial Planning, and previously at Blue Canoe Financial Planning. Arrivity Financial Planning is a fee-only advisory firm serving individuals, couples, and families with comprehensive hourly financial planning. The firm emphasizes a client-directed approach, focusing on diversified, low-cost passive investments and does not manage client assets or charge asset-based fees.

Mark Weatherly is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Kingsview Partners LLC, Kingsview Wealth Management LLC, and Edward Jones. Outside of advising, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial and benefits consulting.

Matthew Litzler is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. His previous roles include positions at Pacific Portfolio Consulting, Laird Norton Wealth Management, Mariner Wealth Advisors, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Arvest Wealth Management. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including investment management, financial planning, and multi-family office support.

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, with four years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO and OpenPlan offerings. The firm employs a whole-balance-sheet approach and provides a range of services such as portfolio management, tax preparation, real estate consulting, and family office support.

Colleen Young is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, she worked at Northern Economics, Inc. and held various positions including roles at HooDoo Brewing Company and the University of Alaska Fairbanks. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for its Personal CFO offering, recommending a mix of public and private investments, and offers a range of services including discretionary portfolio management, tax preparation, and family office support.

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 has experience with Fall City Floating and worked at Central Washington University and the YMCA. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support. The firm employs a whole-balance-sheet approach and offers access to private investment funds, trustee services, and legal support through affiliated entities.

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.