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.

Ryan Bridge is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 credential and two years of industry experience. His background includes roles at Chapman University and The Neiders Company. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services with a holistic, balance-sheet approach, including discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

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.

Adam Nelson is a CFP®, CFA®, and Series 66-registered advisor with nine years of industry experience. He is currently with United Capital Financial Advisors and previously worked at BBJS Financial Advisors and BNY Mellon. United Capital Financial Advisors serves a diverse client base nationally, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and a combination of internal and third-party research.

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.

Emily Wood is a financial advisor at Brighton Jones LLC in Seattle, WA, holding the CFP® and Series 65 designations with eight years of industry experience. She has been with Brighton Jones since 2017, following a prior role at the University of Puget Sound. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth services such as family office support, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic balance-sheet approach and utilizes independent managers and proprietary resources to support client financial goals.

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.

Kenneth Smith is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Empirical Wealth Management since 2006 and Empirical Financial Services since 2010. He is the CEO and head of the investment committee at Empirical Financial Services, a company focused on investment services in Washington. Outside of advisory work, he is an investor in rental properties through a private LLC. Empirical Wealth Management serves a broad range of clients, including high-net-worth individuals, trusts, and pension plans, offering fee-based investment management and financial planning grounded in Modern Portfolio Theory. The firm operates multiple affiliated businesses providing integrated real estate, insurance, and legal services, and manages alternative investment strategies through pooled vehicles.

Todd Hankins is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Nations Financial Group in 2021, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc., Summit Brokerage Services Inc., and Wells Fargo Advisors. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios and outside manager options, with strategies tailored to client objectives, risk tolerance, and liquidity needs.

Jordan Daskam is a financial advisor at Wedbush Securities Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wedbush Securities since 2018. Prior to his advisory role, he was employed by the Puyallup School District and Starbucks. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, clearing, custodial, and prime services with managed account solutions.

Todd Mccaffray is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2022. He has previously worked at Kestra Advisory Services, Kestra Investment Services, Equity Services, Inc., and other firms. In addition to his advisory role, he is an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to construct customized investment strategies and offers model-based solutions through a subscription platform.